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VCRM

Vanguard Core Tax-Exempt Bond ETF

51 hedge funds and large institutions have $152M invested in Vanguard Core Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

172% more capital invested

Capital invested by funds: $55.8M → $152M (+$96M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more funds holding

Funds holding: 2851 (+23)

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

13.71% more ownership

Funds ownership: 41.76%55.46% (+14%)

Holders
51
Holders Change
+23
Holders Change %
+82.14%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
13
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1
Mills Wealth Advisors
Texas
$21.2M +$3.2M +43,687 +18%
SLWA
2
San Luis Wealth Advisors
California
$15M +$15M +204,407 New
VP
3
Verum Partners
North Carolina
$12.3M +$11.8M +161,601 +3,177%
OCG
4
Opus Capital Group
Ohio
$11M +$10.5M +142,823 +2,135%
Jane Street
5
Jane Street
New York
$10M +$8.42M +115,032 +552%
TWM
6
Topsail Wealth Management
North Carolina
$8.12M +$2.29M +31,266 +40%
CA
7
CGN Advisors
Kansas
$6.87M +$6.84M +93,408 New
PWS
8
Physician Wealth Solutions
Nevada
$5.33M +$5.3M +72,386 New
VFP
9
Verus Financial Partners
Virginia
$5M +$4.99M +68,215 New
WA
10
Waverly Advisors
Alabama
$4.65M +$299K +4,079 +7%
PWA
11
Physician Wealth Advisors
Utah
$4.26M +$140K +1,911 +3%
GWA
12
Gutierrez Wealth Advisory
Arkansas
$3.86M +$3.84M +52,432 New
TC
13
TAGStone Capital
North Carolina
$3.77M +$3.77M +51,458 New
WF
14
Wayfinding Financial
Washington
$3.51M -$4.54K -62 -0.1%
AIM
15
Advyzon Investment Management
Illinois
$3.42M +$3.4M +46,458 New
GWM
16
Greenwich Wealth Management
Connecticut
$3.06M +$3.04M +41,529 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.92M +$2.91M +39,746 New
RCAG
18
Rehmann Capital Advisory Group
Michigan
$2.92M +$2.91M +39,745 New
BRIA
19
Balanced Rock Investment Advisors
Massachusetts
$2.38M +$2.37M +32,379 New
BC
20
Brio Consultants
California
$2.3M +$2.29M +31,281 New
Goldman Sachs
21
Goldman Sachs
New York
$1.89M -$1.05M -14,295 -36%
SIC
22
SJS Investment Consulting
Ohio
$1.75M -$519K -7,097 -23%
CFS
23
CRA Financial Services
New Jersey
$1.69M +$262K +3,580 +19%
EC
24
Elequin Capital
New York
$1.66M +$1.65M +22,545 New
KLI
25
Kelman-Lazarov Inc
Tennessee
$1.27M +$1.27M +17,301 New

VCRM Hedge Fund Activity: Q2 2025 in Review

51 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Tax-Exempt Bond ETF (VCRM) for Q2 2025, worth a combined $152M — up 172% from $55.8M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VCRM positions and 5 closed out — a net gain of 23 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was San Luis Wealth Advisors, opening a new position worth an estimated $15M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $1.62M sold.

  • 51 institutional investors held Vanguard Core Tax-Exempt Bond ETF (VCRM) as of Q2 2025, up from 28 in Q1 2025.
  • Funds reported $152M of Vanguard Core Tax-Exempt Bond ETF stock for Q2 2025, up 172% quarter-over-quarter.
  • 28 funds opened new Vanguard Core Tax-Exempt Bond ETF positions in Q2 2025 and 5 closed out, a net change of +23 holders.
  • The largest Vanguard Core Tax-Exempt Bond ETF buyer in Q2 2025 was San Luis Wealth Advisors, an estimated $15M added.
  • The largest Vanguard Core Tax-Exempt Bond ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2025.