Wayfinding Financial, LLC VCRM β€” VANGUARD MUN BD FDS CORE TAX EXEMP

Ownership history in Wayfinding Financial, LLC  Β·  4 quarters on record

AI Ownership Summary

Wayfinding Financial, LLC reported VANGUARD MUN BD FDS CORE TAX EXEMP (VCRM) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.57% in 2025 Q2. The latest visible filing shows VCRM at 0.19% 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 Wayfinding Financial, LLC's position in VANGUARD MUN BD FDS CORE TAX EXEMP, 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
2025 Q4

VCRM was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.57% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 Wayfinding Financial, LLC held VCRM β€” position size vs. price
% of Fund (quarterly)    VCRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 87.3% +0.0% ❌ 6,031 -41,300 -87.3% 0.19% $455K 2026-02-14 (Est.) $75.79
2025 Q3 REDUCED β€” β€” β€” 47,331 -594 -1.2% 1.53% $3.6M 2025-11-14 $74.17
2025 Q2 REDUCED β€” β€” β€” 47,925 -62 -0.1% 1.57% $3.5M 2025-08-12 $71.43
2025 Q1 INITIATED β€” β€” β€” 47,987 β€” β€” 1.56% $3.6M 2025-04-29 $70.56

FAQ About Wayfinding Financial, LLC and VCRM

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

How long has Wayfinding Financial, LLC reported owning VCRM?

Wayfinding Financial, LLC reported VCRM across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VCRM position in Wayfinding Financial, LLC's portfolio?

The largest reported portfolio weight for VCRM was 1.57% in 2025 Q2.

What is the latest reported VCRM position on this page?

The most recent filing on this page is 2025 Q4, when Wayfinding Financial, LLC reported 6,031 shares, equal to 0.19% of portfolio, with an estimated market value of $455K.

What does the chart on this VCRM ownership page compare?

The chart compares Wayfinding Financial, LLC'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.

How well did Wayfinding Financial, LLC time their VCRM position?

Based on 13F filing dates vs. subsequent VCRM price moves, Wayfinding Financial, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on VCRM relative to SPY over the holding period was -16.5%.

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