VCRM

Vanguard Core Tax-Exempt Bond ETF
VCRM

Overview Fund Activity

50 hedge funds and large institutions have $151M invested in Vanguard Core Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+23
Holders Change %
+85.19%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
12
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLWA
San Luis Wealth Advisors
California
$15M
2
VP
Verum Partners
North Carolina
$12.3M
3
OCG
Opus Capital Group
Ohio
$11M
4
Jane Street
Jane Street
New York
$10M
5
CA
CGN Advisors
Kansas
$6.87M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$588K
3
Goldman Sachs
Goldman Sachs
New York
$1.89M
4
VFA
Valeo Financial Advisors
Indiana
$255K
5
SIC
SJS Investment Consulting
Ohio
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
26
Sunpointe
Missouri
$1.08M +$1.08M +14,667 New
BCG
27
Breakwater Capital Group
New Jersey
$968K +$83.4K +1,133 +9%
LKBC
28
L.K. Benson & Company
Maryland
$892K +$892K +12,118 New
FTUS
29
Flow Traders U.S.
New York
$811K +$811K +11,019 New
GGS
30
Galvin Gaustad & Stein
Arizona
$775K +$112K +1,522 +17%
HIP
31
HUB Investment Partners
Texas
$760K +$188K +2,555 +33%
AFG
32
ABLE Financial Group
Arizona
$665K +$665K +9,044 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$588K -$1.34M -18,166 -69%
LPL Financial
34
LPL Financial
California
$515K +$515K +7,000 New
EFS
35
Essex Financial Services
Connecticut
$473K +$473K +6,430 New
OHWA
36
Oak Hill Wealth Advisors
Virginia
$441K -$127K -1,726 -22%
RPGK
37
Retirement Planning Group (Kansas)
Kansas
$403K -$337K -4,582 -46%
BAG
38
Bridgewealth Advisory Group
California
$375K +$375K +5,095 New
TA
39
TPG Advisors
Illinois
$359K +$359K +4,873 New
CISOA
40
Capital Investment Services of America
Wisconsin
$347K +$347K +4,715 New
OMC
41
Old Mission Capital
Illinois
$325K +$325K +4,421 New
WFA
42
Websterrogers Financial Advisors
South Carolina
$264K +$264K +3,587 New
SRC
43
Shufro Rose & Co
New York
$261K – – –
VFA
44
Valeo Financial Advisors
Indiana
$255K -$675K -9,172 -73%
MWS
45
MFA Wealth Services
California
$246K +$2.06K +28 +0.8%
Osaic Holdings
46
Osaic Holdings
Arizona
$241K -$153K -2,083 -39%
Bank of America
47
Bank of America
North Carolina
$166K – – –
UBS Group
48
UBS Group
Switzerland
$95.9K +$95.9K +1,304 New
NSIM
49
North Star Investment Management
Illinois
$60.3K +$60.3K +820 New
Franklin Resources
50
Franklin Resources
California
$5.15K +$5.15K +70 New
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