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VCRM

Vanguard Core Tax-Exempt Bond ETF

123 hedge funds and large institutions have $774M invested in Vanguard Core Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 20

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

68% more capital invested

Capital invested by funds: $461M → $774M (+$313M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

5% more funds holding

Funds holding: 117123 (+6)

1.42% more ownership

Funds ownership: 66.24%67.66% (+1.4%)

Holders
123
Holders Change
+6
Holders Change %
+5.13%
% of All Funds
1.52%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
15
Increased
71
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$262M +$237M +3,122,939 +924%
AWM
2
Aprio Wealth Management
Georgia
$47.4M +$3.96M +52,153 +9%
VP
3
Verum Partners
North Carolina
$45.3M +$9.29M +122,308 +25%
KIM
4
Karpus Investment Management
New York
$44.3M +$2.73M +35,915 +6%
MWA
5
Mills Wealth Advisors
Texas
$30M +$4.69M +61,776 +18%
TWM
6
Topsail Wealth Management
North Carolina
$28.9M +$4.35M +57,303 +18%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$23.1M +$15.9M +209,887 +215%
CWS
8
Confluence Wealth Services
Pennsylvania
$20.2M +$3.9M +51,289 +24%
OCG
9
Opus Capital Group
Ohio
$18.8M +$2.02M +26,606 +12%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$18.3M +$17.9M +235,605 +2,478%
SLWA
11
San Luis Wealth Advisors
California
$17.3M -$654K -8,614 -4%
MLA
12
MB, Levis & Associates
Pennsylvania
$13.7M +$118K +1,554 +0.9%
ELM
13
Elite Life Management
Florida
$13.2M +$13.2M +173,841 New
CA
14
CGN Advisors
Kansas
$12.9M -$32.7K -430 -0.2%
HighTower Advisors
15
HighTower Advisors
Illinois
$8.15M +$7.98M +105,089 +3,091%
VFP
16
Verus Financial Partners
Virginia
$7.39M +$591K +7,782 +9%
TC
17
TAGStone Capital
North Carolina
$7.3M -$505K -6,653 -6%
Truist Financial
18
Truist Financial
North Carolina
$6.96M +$5.17M +68,011 +277%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.68M +$5.74M +75,626 +567%
PWA
20
Physician Wealth Advisors
Utah
$6.55M +$436K +5,744 +7%
TWP
21
TFO Wealth Partners
Ohio
$6.2M +$4.01M +52,827 +178%
TFG
22
Tilson Financial Group
New Jersey
$5.54M +$1.31M +17,253 +31%
PWS
23
Physician Wealth Solutions
Nevada
$5.34M -$312K -4,109 -5%
BCM
24
Blume Capital Management
California
$5.31M -$1.02M -13,365 -16%
KFGG
25
Keystone Financial Group (Georgia)
Georgia
$4.48M +$2.1M +27,671 +86%