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VCRM

Vanguard Core Tax-Exempt Bond ETF
VCRM

117 hedge funds and large institutions have $461M invested in Vanguard Core Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 53 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

820% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 5

430% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 10

53% more capital invested

Capital invested by funds: $302M → $461M (+$159M)

52% more funds holding

Funds holding: 77 → 117 (+40)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

0.74% more ownership

Funds ownership: 65.5% → 66.24% (+0.74%)

Holders
117
Holders Change
+40
Holders Change %
+51.95%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
46
Increased
53
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Aprio Wealth Management
Georgia
+$43.8M
2
VP
Verum Partners
North Carolina
+$22.5M
3
CWS
Confluence Wealth Services
Pennsylvania
+$16.5M
4
HSA
HBK Sorce Advisory
Pennsylvania
+$14.4M
5
TWM
Topsail Wealth Management
North Carolina
+$9.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.64M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.58M
3
OMC
Old Mission Capital
Illinois
-$4.93M
4
WF
Wayfinding Financial
Washington
-$3.12M
5
VBA
von Borstel & Associates
Oregon
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Advyzon Investment Management
Illinois
$3.53M -$4.84K -64 -0.1%
BRIA
27
Balanced Rock Investment Advisors
Massachusetts
$3.48M +$512K +6,768 +17%
SAM
28
S.A. Mason
Michigan
$3.47M +$3.47M +45,858 New
KLI
29
Kelman-Lazarov Inc
Tennessee
$3.12M +$294K +3,884 +10%
TRCT
30
Tower Research Capital (TRC)
New York
$2.88M +$2.89M +38,172 New
BC
31
Brio Consultants
California
$2.87M +$370K +4,891 +15%
EC
32
Elequin Capital
New York
$2.67M -$489K -6,470 -15%
Goldman Sachs
33
Goldman Sachs
New York
$2.62M +$682K +9,015 +35%
KFGG
34
Keystone Financial Group (Georgia)
Georgia
$2.42M +$665K +8,788 +38%
EWA
35
EQ Wealth Advisors
Texas
$2.36M +$2.36M +31,191 New
NA
36
NWM Advisors
California
$2.32M +$2.32M +30,695 New
TWP
37
TFO Wealth Partners
Ohio
$2.25M +$1.24M +16,392 +123%
LPL Financial
38
LPL Financial
California
$2.18M +$1.15M +15,179 +111%
S
39
Sunpointe
Missouri
$2.08M +$697K +9,216 +50%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$1.99M -$5.64M -74,606 -74%
CISOA
41
Capital Investment Services of America
Wisconsin
$1.98M +$669K +8,840 +51%
CFS
42
CRA Financial Services
New Jersey
$1.88M – – –
Truist Financial
43
Truist Financial
North Carolina
$1.86M +$327K +4,327 +21%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.54M +$1.32M +17,472 +592%
NA
45
NewEdge Advisors
Louisiana
$1.54M +$826K +10,921 +115%
BEW
46
Burton Enright Welch
California
$1.42M +$33.5K +443 +2%
SMA
47
Seven Mile Advisory
New Jersey
$1.39M +$1.39M +18,381 New
VFA
48
Valeo Financial Advisors
Indiana
$1.38M +$1.1M +14,550 +399%
SIC
49
SJS Investment Consulting
Ohio
$1.34M +$14.8K +195 +1%
Cerity Partners
50
Cerity Partners
New York
$1.27M +$1.27M +16,819 New
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