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VCRM

Vanguard Core Tax-Exempt Bond ETF

77 hedge funds and large institutions have $302M invested in Vanguard Core Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

350% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 8

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

99% more capital invested

Capital invested by funds: $152M → $302M (+$150M)

51% more funds holding

Funds holding: 5177 (+26)

10.04% more ownership

Funds ownership: 55.46%65.5% (+10%)

Holders
77
Holders Change
+26
Holders Change %
+50.98%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
28
Increased
36
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$40.1M +$39.3M +533,467 New
MWA
2
Mills Wealth Advisors
Texas
$22.5M +$844K +11,446 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$17M +$16.1M +217,878 +2,727%
SLWA
4
San Luis Wealth Advisors
California
$16.5M +$1.09M +14,775 +7%
TWM
5
Topsail Wealth Management
North Carolina
$15.1M +$6.61M +89,693 +81%
VP
6
Verum Partners
North Carolina
$13.7M +$1.17M +15,851 +10%
OCG
7
Opus Capital Group
Ohio
$13.3M +$1.97M +26,690 +18%
Jane Street
8
Jane Street
New York
$13M +$2.68M +36,383 +27%
MLA
9
MB, Levis & Associates
Pennsylvania
$12.7M +$12.4M +168,500 New
CA
10
CGN Advisors
Kansas
$12.2M +$5.02M +68,104 +73%
HSA
11
HBK Sorce Advisory
Pennsylvania
$11.2M +$10.9M +148,170 New
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$7.6M +$7.45M +100,972 New
TC
13
TAGStone Capital
North Carolina
$7.18M +$3.24M +43,994 +85%
BCM
14
Blume Capital Management
California
$6.33M +$6.2M +84,115 New
OMC
15
Old Mission Capital
Illinois
$6.09M +$5.64M +76,489 +1,730%
VFP
16
Verus Financial Partners
Virginia
$5.84M +$692K +9,381 +14%
PWS
17
Physician Wealth Solutions
Nevada
$5.28M -$166K -2,249 -3%
PWA
18
Physician Wealth Advisors
Utah
$4.99M +$616K +8,348 +14%
WA
19
Waverly Advisors
Alabama
$4.76M
GWA
20
Gutierrez Wealth Advisory
Arkansas
$4.09M +$138K +1,869 +4%
WF
21
Wayfinding Financial
Washington
$3.56M -$43.8K -594 -1%
AIM
22
Advyzon Investment Management
Illinois
$3.52M +$27.5K +373 +0.8%
GWM
23
Greenwich Wealth Management
Connecticut
$3.39M +$255K +3,463 +8%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.26M +$261K +3,541 +9%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$3.23M +$245K +3,327 +8%

VCRM Hedge Fund Activity: Q3 2025 in Review

77 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Tax-Exempt Bond ETF (VCRM) for Q3 2025, worth a combined $302M — up 99% from $152M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VCRM positions and 2 closed out — a net gain of 26 holders — while 36 added to existing stakes and 8 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $39.3M. The largest seller was SJS Investment Consulting, cutting an estimated $461K.

  • 77 institutional investors held Vanguard Core Tax-Exempt Bond ETF (VCRM) as of Q3 2025, up from 51 in Q2 2025.
  • Funds reported $302M of Vanguard Core Tax-Exempt Bond ETF stock for Q3 2025, up 99% quarter-over-quarter.
  • 28 funds opened new Vanguard Core Tax-Exempt Bond ETF positions in Q3 2025 and 2 closed out, a net change of +26 holders.
  • The largest Vanguard Core Tax-Exempt Bond ETF buyer in Q3 2025 was Karpus Investment Management, an estimated $39.3M added.
  • The largest Vanguard Core Tax-Exempt Bond ETF seller in Q3 2025 was SJS Investment Consulting, an estimated $461K sold.

Based on aggregated 13F filings for Q3 2025.