VANGUARD CORE TAX-EX BOND VCRM
$76.25
+0.1% 52w: $70.19 – $76.25
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data70.1973.2276.25
Jun 20, 2025 Jul 2, 2026
Institutional holders
123
+6 QoQ
13F value
$774.0M
+68.0% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns VCRM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | Wealth advisor | 3.5M | $262.1M | 5.3% | +924.1% |
| Aprio Wealth Management, LLC | Wealth advisor | 631.1K | $47.4M | 2.6% | +9.0% |
| Verum Partners LLC | Wealth advisor | 602.4K | $45.3M | 8.6% | +25.5% |
| Karpus Management, Inc. | Other | 590.1K | $44.3M | 1.4% | +6.5% |
| Mills Wealth Advisors LLC | Wealth advisor | 399.2K | $30.0M | 10.5% | +18.3% |
| Topsail Wealth Management, LLC | Wealth advisor | 384.2K | $28.9M | 4.3% | +17.5% |
| Focus Partners Wealth | Wealth advisor | 307.7K | $23.1M | 0.0% | +214.6% |
| Confluence Wealth Services, Inc. | Wealth advisor | 269.4K | $20.2M | 0.8% | +23.5% |
| Opus Capital Group, LLC | Wealth advisor | 249.9K | $18.8M | 2.0% | +11.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 245.1K | $18.3M | 0.0% | +2478.2% |
| San Luis Wealth Advisors LLC | Wealth advisor | 230.4K | $17.3M | 2.9% | -3.6% |
| MB, LEVIS & ASSOCIATES, LLC | Wealth advisor | 181.9K | $13.7M | 5.7% | +0.9% |
| Elite Life Management LLC | Wealth advisor | 173.8K | $13.2M | 16.5% | New |
| CGN Advisors LLC | Wealth advisor | 172.3K | $12.9M | 1.0% | -0.2% |
| HighTower Advisors, LLC | Diversified mechanical | 108.5K | $8.2M | 0.0% | +3090.9% |
| Verus Financial Partners, Inc. | Wealth advisor | 97.5K | $7.4M | 0.7% | +8.7% |
| TAGStone Capital, Inc. | Wealth advisor | 97.2K | $7.3M | 2.6% | -6.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 92.6K | $7.0M | 0.0% | +276.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 89.0K | $6.7M | 0.0% | +567.5% |
| Physician Wealth Advisors, Inc. | Wealth advisor | 87.2K | $6.6M | 0.9% | +7.0% |
| TFO Wealth Partners, LLC | Wealth advisor | 82.6K | $6.2M | 0.8% | +177.7% |
| Tilson Financial Group, Inc. | Wealth advisor | 73.8K | $5.5M | 1.7% | +30.5% |
| Physician Wealth Solutions Inc. | Wealth advisor | 71.1K | $5.3M | 2.2% | -5.5% |
| Blume Capital Management, Inc. | Other | 70.7K | $5.3M | 0.9% | -15.9% |
| Keystone Financial Group, Inc. | Wealth advisor | 59.7K | $4.5M | 2.3% | +86.5% |
| LPL Financial LLC | Bank broker | 55.9K | $4.2M | 0.0% | +93.8% |
| Gutierrez Wealth Advisory, LLC | Wealth advisor | 53.8K | $4.0M | 2.5% | -1.9% |
| EQ WEALTH ADVISORS, LLC | Wealth advisor | 53.1K | $4.0M | 2.3% | +70.4% |
| Rehmann Capital Advisory Group | Wealth advisor | 51.2K | $3.9M | 0.2% | +9.2% |
| S.A. Mason LLC | Other | 51.0K | $3.8M | 1.4% | +11.2% |
| D'Orazio & Associates, Inc. | Wealth advisor | 50.0K | $3.8M | 0.5% | +339.5% |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 47.8K | $3.6M | 2.5% | +3.7% |
| Advyzon Investment Management, LLC | Wealth advisor | 45.7K | $3.4M | 0.3% | -2.4% |
| Kelman-Lazarov, Inc. | Wealth advisor | 45.4K | $3.4M | 0.5% | +10.1% |
| Brio Consultants, LLC | Wealth advisor | 39.0K | $2.9M | 0.4% | +2.6% |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | Wealth advisor | 37.8K | $2.9M | 1.8% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 37.1K | $2.8M | 0.0% | +81.7% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | Other | 34.4K | $2.6M | 0.4% | -31.2% |
| NWM ADVISORS, LLC | Wealth advisor | 30.5K | $2.3M | 2.1% | -0.6% |
| Sunpointe, LLC | Other | 29.9K | $2.2M | 0.7% | +8.7% |
| HUB Investment Partners, LLC | Other | 28.1K | $2.1M | 0.1% | +141.2% |
| Greenwich Wealth Management LLC | Other | 27.8K | $2.1M | 0.1% | -50.5% |
| Capital Investment Services of America, Inc. ★2 | Fundamental diversified | 27.5K | $2.1M | 0.2% | +5.0% |
| Cerity Partners LLC | Diversified mechanical | 27.1K | $2.0M | 0.0% | +60.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 26.3K | $2.0M | 0.0% | -0.3% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 26.2K | $2.0M | 0.1% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 25.5K | $1.9M | 0.0% | +175.0% |
| CRA Financial Services, LLC | Wealth advisor | 25.2K | $1.9M | 0.2% | +1.4% |
| Valeo Financial Advisors, LLC | Wealth advisor | 23.0K | $1.7M | 0.0% | +26.6% |
| JANE STREET GROUP, LLC | Market maker | 21.5K | $1.6M | 0.0% | -91.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.