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VCRM

Vanguard Core Tax-Exempt Bond ETF

117 hedge funds and large institutions have $461M invested in Vanguard Core Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 53 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

820% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 5

430% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 10

53% more capital invested

Capital invested by funds: $302M → $461M (+$159M)

52% more funds holding

Funds holding: 77117 (+40)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.74% more ownership

Funds ownership: 65.5%66.24% (+0.74%)

Holders
117
Holders Change
+40
Holders Change %
+51.95%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
46
Increased
53
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Aprio Wealth Management
Georgia
$43.8M +$43.8M +578,963 New
KIM
2
Karpus Investment Management
New York
$41.9M +$1.56M +20,677 +4%
VP
3
Verum Partners
North Carolina
$36.3M +$22.5M +297,513 +163%
HSA
4
HBK Sorce Advisory
Pennsylvania
$25.7M +$14.4M +189,764 +128%
MWA
5
Mills Wealth Advisors
Texas
$25.5M +$2.88M +38,126 +13%
TWM
6
Topsail Wealth Management
North Carolina
$24.7M +$9.6M +126,850 +63%
Jane Street
7
Jane Street
New York
$20.1M +$7.11M +93,978 +55%
SLWA
8
San Luis Wealth Advisors
California
$18.1M +$1.5M +19,873 +9%
OCG
9
Opus Capital Group
Ohio
$16.9M +$3.56M +47,068 +27%
CWS
10
Confluence Wealth Services
Pennsylvania
$16.5M +$16.5M +218,146 New
MLA
11
MB, Levis & Associates
Pennsylvania
$13.6M +$894K +11,823 +7%
CA
12
CGN Advisors
Kansas
$13.1M +$847K +11,197 +7%
JP Morgan Chase
13
JP Morgan Chase
New York
$11.5M -$5.58M -73,720 -33%
TC
14
TAGStone Capital
North Carolina
$7.85M +$634K +8,375 +9%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$7.39M +$7.4M +97,821 New
VFP
16
Verus Financial Partners
Virginia
$6.82M +$916K +12,105 +16%
BCM
17
Blume Capital Management
California
$6.35M -$7.57K -100 -0.1%
PWA
18
Physician Wealth Advisors
Utah
$6.16M +$1.15M +15,182 +23%
PWS
19
Physician Wealth Solutions
Nevada
$5.68M +$383K +5,067 +7%
WA
20
Waverly Advisors
Alabama
$5M +$223K +2,944 +5%
TFG
21
Tilson Financial Group
New Jersey
$4.27M +$4.28M +56,518 New
GWM
22
Greenwich Wealth Management
Connecticut
$4.25M +$850K +11,235 +25%
GWA
23
Gutierrez Wealth Advisory
Arkansas
$4.14M +$40.5K +536 +1%
SAM
24
Smithbridge Asset Management
Pennsylvania
$3.77M +$1.93M +25,567 +105%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$3.61M +$291K +3,848 +9%