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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
LAM
101
Lakewood Asset Management
Illinois
$255K +$255K +3,373 New
SFC
102
Swisher Financial Concepts
Ohio
$250K +$250K +3,310 New
BMCM
103
Bryn Mawr Capital Management
Pennsylvania
$249K +$249K +3,293 New
SIAP
104
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$247K – – –
FHA
105
Flagship Harbor Advisors
Massachusetts
$219K +$219K +2,900 New
DAS
106
Diversify Advisory Services
Utah
$215K +$214K +2,831 New
NLWP
107
Next Level Wealth Planning
Idaho
$210K +$9K +119 +4%
PWAM
108
Private Wealth Asset Management
Iowa
$183K +$183K +2,425 New
KAS
109
Kestra Advisory Services
Texas
$152K +$153K +2,017 New
GC
110
Gould Capital
Washington
$125K +$125K +1,650 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$109K +$109K +1,438 New
CAL
112
Capital Advisors Ltd
Ohio
$60K +$60.5K +800 New
TC
113
Trust Company
Kansas
$35.8K +$35.9K +474 New
Morgan Stanley
114
Morgan Stanley
New York
$26.3K +$26.3K +348 New
BIM
115
Breakwater Investment Management
Washington
$20.5K – – –
Franklin Resources
116
Franklin Resources
California
$5.29K – – –
Wells Fargo
117
Wells Fargo
California
$38 – – –
VBA
118
von Borstel & Associates
Oregon
– -$2.81M -37,192 Closed
IWC
119
Integrated Wealth Concepts
Massachusetts
– -$1.07M -14,249 Closed
SI
120
Saxon Interests
Texas
– -$256K -3,479 Closed
MWS
121
MFA Wealth Services
California
– -$254K -3,381 Closed
ME
122
McIlrath & Eck
Washington
– -$21.4K -284 Closed
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