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VCRM

Vanguard Core Tax-Exempt Bond ETF
VCRM

28 hedge funds and large institutions have $55.8M invested in Vanguard Core Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

155% more funds holding

Funds holding: 11 → 28 (+17)

95% more capital invested

Capital invested by funds: $28.6M → $55.8M (+$27.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14.57% less ownership

Funds ownership: 56.33% → 41.76% (-15%)

Holders
28
Holders Change
+17
Holders Change %
+154.55%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
9
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
+$4.43M
2
WF
Wayfinding Financial
Washington
+$3.59M
3
TWM
Topsail Wealth Management
North Carolina
+$3.42M
4
Goldman Sachs
Goldman Sachs
New York
+$2.99M
5
SIC
SJS Investment Consulting
Ohio
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1
Mills Wealth Advisors
Texas
$18.1M +$1.19M +15,951 +7%
TWM
2
Topsail Wealth Management
North Carolina
$5.87M +$3.42M +45,689 +137%
WA
3
Waverly Advisors
Alabama
$4.39M +$4.43M +59,190 New
PWA
4
Physician Wealth Advisors
Utah
$4.16M +$353K +4,725 +9%
WF
5
Wayfinding Financial
Washington
$3.56M +$3.59M +47,987 New
Goldman Sachs
6
Goldman Sachs
New York
$2.97M +$2.99M +40,000 New
SIC
7
SJS Investment Consulting
Ohio
$2.29M +$2.31M +30,871 New
JP Morgan Chase
8
JP Morgan Chase
New York
$1.94M +$1.96M +26,157 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.62M +$1.63M +21,811 New
Jane Street
10
Jane Street
New York
$1.55M +$1.14M +15,284 +275%
CFS
11
CRA Financial Services
New Jersey
$1.44M +$475K +6,350 +49%
VFA
12
Valeo Financial Advisors
Indiana
$938K +$178K +2,380 +23%
BCG
13
Breakwater Capital Group
New Jersey
$893K +$900K +12,030 New
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$747K +$752K +10,056 New
GGS
15
Galvin Gaustad & Stein
Arizona
$669K +$151K +2,017 +29%
HIP
16
HUB Investment Partners
Texas
$578K +$582K +7,779 New
OHWA
17
Oak Hill Wealth Advisors
Virginia
$575K +$579K +7,745 New
OCG
18
Opus Capital Group
Ohio
$497K +$500K +6,689 New
Financial Engines Advisors
19
Financial Engines Advisors
California
$489K +$493K +6,592 New
Osaic Holdings
20
Osaic Holdings
Arizona
$398K +$401K +5,363 New
VP
21
Verum Partners
North Carolina
$378K +$380K +5,086 New
NA
22
NewEdge Advisors
Louisiana
$288K +$55.2K +738 +23%
SRC
23
Shufro Rose & Co
New York
$261K +$263K +3,516 New
MPW
24
Magnolia Private Wealth
Pennsylvania
$261K – – –
BEW
25
Burton Enright Welch
California
$259K +$261K +3,489 New
1
2

VCRM Hedge Fund Activity: Q1 2025 in Review

28 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Tax-Exempt Bond ETF (VCRM) for Q1 2025, worth a combined $55.8M — up 95% from $28.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VCRM positions and 1 closed out — a net gain of 17 holders — while 9 added to existing stakes and 0 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $4.43M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.82M sold.

  • 28 institutional investors held Vanguard Core Tax-Exempt Bond ETF (VCRM) as of Q1 2025, up from 11 in Q4 2024.
  • Funds reported $55.8M of Vanguard Core Tax-Exempt Bond ETF stock for Q1 2025, up 95% quarter-over-quarter.
  • 18 funds opened new Vanguard Core Tax-Exempt Bond ETF positions in Q1 2025 and 1 closed out, a net change of +17 holders.
  • The largest Vanguard Core Tax-Exempt Bond ETF buyer in Q1 2025 was Waverly Advisors, an estimated $4.43M added.
  • The largest Vanguard Core Tax-Exempt Bond ETF seller in Q1 2025 was Old Mission Capital, an estimated $1.82M sold.

Based on aggregated 13F filings for Q1 2025.