Newman Dignan & Sheerar, Inc. VCRM — Vanguard Core Tax-Exempt Bond ETF

Ownership history in Newman Dignan & Sheerar, Inc.  ·  3 quarters on record

AI Ownership Summary

Newman Dignan & Sheerar, Inc. reported Vanguard Core Tax-Exempt Bond ETF (VCRM) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.45% in 2026 Q3. The latest visible filing shows VCRM at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VCRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Newman Dignan & Sheerar, Inc.'s position in Vanguard Core Tax-Exempt Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

VCRM was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Newman Dignan & Sheerar, Inc. held VCRM — position size vs. price
% of Fund (quarterly)    VCRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 33,149 +23,423 +240.8% 0.45% $2.4M 2026-10-21 $72.37
2026 Q2 ADDED — — — 9,726 +6,411 +193.4% 0.14% $743K 2026-07-14 $75.20
2026 Q1 INITIATED — — — 3,315 — — 0.05% $249K 2026-04-13 $74.34

FAQ About Newman Dignan & Sheerar, Inc. and VCRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Newman Dignan & Sheerar, Inc. reported owning VCRM?

Newman Dignan & Sheerar, Inc. reported VCRM across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported VCRM position in Newman Dignan & Sheerar, Inc.'s portfolio?

The largest reported portfolio weight for VCRM was 0.45% in 2026 Q3.

What is the latest reported VCRM position on this page?

The most recent filing on this page is 2026 Q3, when Newman Dignan & Sheerar, Inc. reported 33,149 shares, equal to 0.45% of portfolio, with an estimated market value of $2.4M.

What does the chart on this VCRM ownership page compare?

The chart compares Newman Dignan & Sheerar, Inc.'s quarterly VCRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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