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VCRM

Vanguard Core Tax-Exempt Bond ETF

77 hedge funds and large institutions have $302M invested in Vanguard Core Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

350% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 8

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

99% more capital invested

Capital invested by funds: $152M → $302M (+$150M)

51% more funds holding

Funds holding: 5177 (+26)

10.04% more ownership

Funds ownership: 55.46%65.5% (+10%)

Holders
77
Holders Change
+26
Holders Change %
+50.98%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
28
Increased
36
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
51
Breakwater Capital Group
New Jersey
$644K -$340K -4,605 -35%
TCM
52
Traub Capital Management
Massachusetts
$462K +$453K +6,145 New
MSFS
53
Main Street Financial Solutions
Pennsylvania
$437K +$428K +5,805 New
EAM
54
Evanson Asset Management
California
$419K +$411K +5,572 New
CRI
55
Commonwealth Retirement Investments
Virginia
$414K +$406K +5,500 New
TA
56
TPG Advisors
Illinois
$375K +$8.11K +110 +2%
WFA
57
Websterrogers Financial Advisors
South Carolina
$342K +$70.4K +955 +27%
BAG
58
Bridgewealth Advisory Group
California
$323K -$59.4K -805 -16%
HI
59
Harbour Investments
Wisconsin
$305K +$299K +4,055 New
EFS
60
Essex Financial Services
Connecticut
$299K -$181K -2,460 -38%
Osaic Holdings
61
Osaic Holdings
Arizona
$284K +$36.6K +497 +15%
VFA
62
Valeo Financial Advisors
Indiana
$275K +$14K +190 +5%
SRC
63
Shufro Rose & Co
New York
$261K
DDPIC
64
Deroy & Devereaux Private Investment Counsel
Michigan
$256K +$251K +3,400 New
SI
65
Saxon Interests
Texas
$256K +$257K +3,479 New
MWS
66
MFA Wealth Services
California
$254K +$2.29K +31 +0.9%
RPGK
67
Retirement Planning Group (Kansas)
Kansas
$248K -$160K -2,173 -40%
SIAP
68
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$246K +$241K +3,265 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$244K +$239K +3,238 New
BWP
70
Bernardo Wealth Planning
Pennsylvania
$230K +$225K +3,053 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$222K +$218K +2,950 New
NLWP
72
Next Level Wealth Planning
Idaho
$201K +$197K +2,666 New
NSIM
73
North Star Investment Management
Illinois
$62.3K +$516 +7 +0.9%
ME
74
McIlrath & Eck
Washington
$21.4K +$20.9K +284 New
BIM
75
Breakwater Investment Management
Washington
$20.4K +$20K +271 New

VCRM Hedge Fund Activity: Q3 2025 in Review

77 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Tax-Exempt Bond ETF (VCRM) for Q3 2025, worth a combined $302M — up 99% from $152M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VCRM positions and 2 closed out — a net gain of 26 holders — while 36 added to existing stakes and 8 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $39.3M. The largest seller was SJS Investment Consulting, cutting an estimated $461K.

  • 77 institutional investors held Vanguard Core Tax-Exempt Bond ETF (VCRM) as of Q3 2025, up from 51 in Q2 2025.
  • Funds reported $302M of Vanguard Core Tax-Exempt Bond ETF stock for Q3 2025, up 99% quarter-over-quarter.
  • 28 funds opened new Vanguard Core Tax-Exempt Bond ETF positions in Q3 2025 and 2 closed out, a net change of +26 holders.
  • The largest Vanguard Core Tax-Exempt Bond ETF buyer in Q3 2025 was Karpus Investment Management, an estimated $39.3M added.
  • The largest Vanguard Core Tax-Exempt Bond ETF seller in Q3 2025 was SJS Investment Consulting, an estimated $461K sold.

Based on aggregated 13F filings for Q3 2025.