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VCRM

Vanguard Core Tax-Exempt Bond ETF

124 hedge funds and large institutions have $775M invested in Vanguard Core Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 71 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 20

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

68% more capital invested

Capital invested by funds: $461M → $775M (+$314M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6% more funds holding

Funds holding: 117124 (+7)

1.49% more ownership

Funds ownership: 66.24%67.73% (+1.5%)

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
1.53%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
16
Increased
71
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$4.2M +$2.05M +27,038 +94%
GWA
27
Gutierrez Wealth Advisory
Arkansas
$4.04M -$77.1K -1,015 -2%
EWA
28
EQ Wealth Advisors
Texas
$3.99M +$1.67M +21,956 +70%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$3.85M +$328K +4,319 +9%
SAM
30
S.A. Mason
Michigan
$3.83M +$389K +5,122 +11%
DOA
31
D'Orazio & Associates
Virginia
$3.75M +$2.93M +38,586 +340%
BRIA
32
Balanced Rock Investment Advisors
Massachusetts
$3.59M +$130K +1,715 +4%
AIM
33
Advyzon Investment Management
Illinois
$3.43M -$84.1K -1,108 -2%
KLI
34
Kelman-Lazarov Inc
Tennessee
$3.41M +$315K +4,148 +10%
BC
35
Brio Consultants
California
$2.95M +$75.7K +997 +3%
USWIA
36
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.86M +$2.87M +37,808 New
NA
37
NewEdge Advisors
Louisiana
$2.79M +$1.27M +16,691 +82%
SAM
38
Smithbridge Asset Management
Pennsylvania
$2.58M -$1.18M -15,581 -31%
NA
39
NWM Advisors
California
$2.29M -$15K -198 -0.6%
S
40
Sunpointe
Missouri
$2.25M +$182K +2,401 +9%
HIP
41
HUB Investment Partners
Texas
$2.11M +$1.25M +16,443 +141%
GWM
42
Greenwich Wealth Management
Connecticut
$2.09M -$2.16M -28,419 -51%
CISOA
43
Capital Investment Services of America
Wisconsin
$2.06M +$100K +1,320 +5%
Cerity Partners
44
Cerity Partners
New York
$2.03M +$777K +10,232 +61%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$1.98M -$6.53K -86 -0.3%
BHWM
46
Beaird Harris Wealth Management
Texas
$1.97M +$1.99M +26,237 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.91M +$1.23M +16,210 +175%
CFS
48
CRA Financial Services
New Jersey
$1.9M +$25.8K +340 +1%
VFA
49
Valeo Financial Advisors
Indiana
$1.73M +$368K +4,844 +27%
Jane Street
50
Jane Street
New York
$1.62M -$18.6M -244,709 -92%