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VCRM

Vanguard Core Tax-Exempt Bond ETF
VCRM

11 hedge funds and large institutions have $28.6M invested in Vanguard Core Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

56.33% more ownership

Funds ownership: 0% → 56.33% (+56%)

Holders
11
Holders Change
+11
Holders Change %
–
% of All Funds
0.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWA
Mills Wealth Advisors
Texas
+$17.2M
2
PWA
Physician Wealth Advisors
Utah
+$3.87M
3
OMC
Old Mission Capital
Illinois
+$1.84M
4
CFS
CRA Financial Services
New Jersey
+$978K
5
VFA
Valeo Financial Advisors
Indiana
+$772K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1
Mills Wealth Advisors
Texas
$17M +$17.2M +228,251 New
PWA
2
Physician Wealth Advisors
Utah
$3.83M +$3.87M +51,315 New
TWM
3
Topsail Wealth Management
North Carolina
$2.49M +$2.51M +33,356 New
OMC
4
Old Mission Capital
Illinois
$1.82M +$1.84M +24,368 New
CFS
5
CRA Financial Services
New Jersey
$968K +$978K +12,985 New
VFA
6
Valeo Financial Advisors
Indiana
$765K +$772K +10,253 New
GGS
7
Galvin Gaustad & Stein
Arizona
$522K +$527K +7,000 New
Jane Street
8
Jane Street
New York
$414K +$419K +5,557 New
MPW
9
Magnolia Private Wealth
Pennsylvania
$262K +$264K +3,510 New
MWS
10
MFA Wealth Services
California
$247K +$249K +3,306 New
NA
11
NewEdge Advisors
Louisiana
$235K +$237K +3,148 New

VCRM Hedge Fund Activity: Q4 2024 in Review

11 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Tax-Exempt Bond ETF (VCRM) for Q4 2024, worth a combined $28.6M.

Buyers outnumbered sellers: 11 funds opened new VCRM positions and 0 closed out — a net gain of 11 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Mills Wealth Advisors, opening a new position worth an estimated $17.2M.

  • 11 institutional investors held Vanguard Core Tax-Exempt Bond ETF (VCRM) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $28.6M of Vanguard Core Tax-Exempt Bond ETF stock for Q4 2024.
  • 11 funds opened new Vanguard Core Tax-Exempt Bond ETF positions in Q4 2024 and 0 closed out, a net change of +11 holders.
  • The largest Vanguard Core Tax-Exempt Bond ETF buyer in Q4 2024 was Mills Wealth Advisors, an estimated $17.2M added.

Based on aggregated 13F filings for Q4 2024.