VCRM

Vanguard Core Tax-Exempt Bond ETF

116 hedge funds and large institutions have $457M invested in Vanguard Core Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Aprio Wealth Management
Georgia
$43.8M
KIM
2
Karpus Investment Management
New York
$41.9M
VP
3
Verum Partners
North Carolina
$36.3M
HSA
4
HBK Sorce Advisory
Pennsylvania
$25.7M
MWA
5
Mills Wealth Advisors
Texas
$25.5M
TWM
6
Topsail Wealth Management
North Carolina
$24.7M
Jane Street
7
Jane Street
New York
$20.1M
SLWA
8
San Luis Wealth Advisors
California
$18.1M
OCG
9
Opus Capital Group
Ohio
$16.9M
CWS
10
Confluence Wealth Services
Pennsylvania
$16.5M
MLA
11
MB, Levis & Associates
Pennsylvania
$13.6M
CA
12
CGN Advisors
Kansas
$13.1M
JP Morgan Chase
13
JP Morgan Chase
New York
$11.5M
TC
14
TAGStone Capital
North Carolina
$7.85M
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$7.39M
VFP
16
Verus Financial Partners
Virginia
$6.82M
BCM
17
Blume Capital Management
California
$6.35M
PWA
18
Physician Wealth Advisors
Utah
$6.16M
PWS
19
Physician Wealth Solutions
Nevada
$5.68M
WA
20
Waverly Advisors
Alabama
$5M
TFG
21
Tilson Financial Group
New Jersey
$4.27M
GWM
22
Greenwich Wealth Management
Connecticut
$4.25M
GWA
23
Gutierrez Wealth Advisory
Arkansas
$4.14M
SAM
24
Smithbridge Asset Management
Pennsylvania
$3.77M
AIM
25
Advyzon Investment Management
Illinois
$3.53M