VCRM

Vanguard Core Tax-Exempt Bond ETF
VCRM

Overview Fund Activity

50 hedge funds and large institutions have $151M invested in Vanguard Core Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+23
Holders Change %
+85.19%
% 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
12
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLWA
San Luis Wealth Advisors
California
$15M
2
VP
Verum Partners
North Carolina
$12.3M
3
OCG
Opus Capital Group
Ohio
$11M
4
Jane Street
Jane Street
New York
$10M
5
CA
CGN Advisors
Kansas
$6.87M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$588K
3
Goldman Sachs
Goldman Sachs
New York
$1.89M
4
VFA
Valeo Financial Advisors
Indiana
$255K
5
SIC
SJS Investment Consulting
Ohio
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
1
Mills Wealth Advisors
Texas
$21.2M +$3.21M +43,687 +18%
SLWA
2
San Luis Wealth Advisors
California
$15M +$15M +204,407 New
VP
3
Verum Partners
North Carolina
$12.3M +$11.9M +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 +$8.46M +115,032 +552%
TWM
6
Topsail Wealth Management
North Carolina
$8.12M +$2.3M +31,266 +40%
CA
7
CGN Advisors
Kansas
$6.87M +$6.87M +93,408 New
PWS
8
Physician Wealth Solutions
Nevada
$5.33M +$5.33M +72,386 New
VFP
9
Verus Financial Partners
Virginia
$5M +$5M +68,215 New
WA
10
Waverly Advisors
Alabama
$4.65M +$300K +4,079 +7%
PWA
11
Physician Wealth Advisors
Utah
$4.26M +$141K +1,911 +3%
GWA
12
Gutierrez Wealth Advisory
Arkansas
$3.86M +$3.86M +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 +$3.42M +46,458 New
GWM
16
Greenwich Wealth Management
Connecticut
$3.06M +$3.06M +41,529 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.92M +$2.92M +39,746 New
RCAG
18
Rehmann Capital Advisory Group
Michigan
$2.92M +$2.92M +39,745 New
BRIA
19
Balanced Rock Investment Advisors
Massachusetts
$2.38M +$2.38M +32,379 New
BC
20
Brio Consultants
California
$2.3M +$2.3M +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 -$522K -7,097 -23%
CFS
23
CRA Financial Services
New Jersey
$1.69M +$263K +3,580 +19%
EC
24
Elequin Capital
New York
$1.66M +$1.66M +22,545 New
KLI
25
Kelman-Lazarov Inc
Tennessee
$1.27M +$1.27M +17,301 New
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