Which funds hold VCRM?

As of 2026-Q3, 5 institutional funds reported holding VCRM (VANGUARD CORE TAX-EXEMPT BOND ETF) in SEC 13F filings, with a combined reported value of $16.43M.

How many shares of VCRM do institutions own?

13F filers reported 229.57K shares of VCRM, worth $16.43M in aggregate at the end of 2026-Q3.

Is institutional ownership of VCRM rising or falling?

Share counts moved -98.2% versus the prior quarter — distribution.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

Home › Stocks › VCRM

VCRM — VANGUARD CORE TAX-EXEMPT BOND ETF

Reported value held$994.31M

Funds holding (latest)158

Sector—

Funds holding (Q3 2026)5

Institutional value$16.43M · 229.57K sh

New / Add / Cut / Exit1 / 2 / 2 / 151

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Reducing -98.2% (-12.82M sh)

Institutional value change Down -98.3%

As of Q3 2026, 5 SEC-registered investment managers reported holding VCRM (VANGUARD CORE TAX-EXEMPT BOND ETF) in their latest 13F filings, with a combined reported value of $16.43M across 229.57K shares. That is -98.2% by share count (-12.82M shares) versus the previous quarter, while reported value moved -98.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 2 trimmed, 151 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q3 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q3 2026 — 5 funds

Fund	Shares	Value	Portfolio Weight	Change
Mallini Complete Financial Planning LLC history	170.67K	$12.21M	8.56%	Add
Valeo Financial Advisors, LLC history	33.10K	$2.37M	0.07%	Add
TITLEIST ASSET MANAGEMENT, LLC history	9.70K	$694.37K	0.05%	Reduce
Galvin, Gaustad & Stein, LLC history	9.50K	$679.93K	0.05%	Reduce
FC Advisory LLC history	6.60K	$472.50K	0.12%	New

Q2 2026 — 155 funds

Fund	Shares	Value	Portfolio Weight	Change
HBK Sorce Advisory LLC history	3.65M	$273.93M	5.48%	New
Verum Partners LLC history	841.11K	$64.26M	9.71%	New
Topsail Wealth Management, LLC history	615.18K	$47.00M	6.00%	New
Karpus Management, Inc. history	613.63K	$46.88M	1.35%	New
Aprio Wealth Management, LLC history	571.71K	$43.68M	2.16%	New
JONES FINANCIAL COMPANIES LLLP history	500.18K	$38.18M	0.01%	New
Mills Wealth Advisors LLC history	450.83K	$34.44M	10.85%	New
Confluence Wealth Services, Inc. history	329.91K	$25.20M	0.72%	New
Focus Partners Wealth history	288.15K	$22.02M	0.03%	New
Opus Capital Group, LLC history	248.79K	$19.01M	1.84%	New
San Luis Wealth Advisors LLC history	214.09K	$16.36M	2.54%	New
TRUIST FINANCIAL CORP history	207.39K	$15.84M	0.02%	New
Elite Life Management LLC history	193.76K	$14.53M	17.02%	New
MB, LEVIS & ASSOCIATES, LLC history	182.88K	$13.97M	5.15%	New
CGN Advisors LLC history	173.05K	$13.22M	0.96%	New
Alaethes Wealth, LLC history	160.42K	$12.26M	3.57%	New
Tradewinds Capital Management, LLC history	153.99K	$11.76M	2.09%	New
JANE STREET GROUP, LLC history	153.72K	$11.74M	0.01%	New
Mallini Complete Financial Planning LLC history	131.78K	$10.07M	7.18%	New
Verus Financial Partners, Inc. history	118.92K	$9.09M	0.78%	New
TFO Wealth Partners, LLC history	115.06K	$8.79M	0.96%	New
PENNEY FINANCIAL, LLC history	113.44K	$8.67M	3.03%	New
Keystone Financial Group, Inc. history	109.10K	$8.34M	4.38%	New
LPL Financial LLC history	99.59K	$7.61M	0.00%	New
Integrated Wealth Concepts LLC history	97.45K	$7.45M	0.04%	New
TAGStone Capital, Inc. history	95.67K	$7.31M	2.32%	New
ENVESTNET ASSET MANAGEMENT INC history	92.27K	$7.05M	0.00%	New
Physician Wealth Advisors, Inc. history	88.69K	$6.78M	0.81%	New
Tilson Financial Group, Inc. history	87.58K	$6.69M	1.84%	New
JPMorgan Chase & Co history	83.64K	$6.39M	0.00%	New
D'Orazio & Associates, Inc. history	76.99K	$5.88M	0.68%	New
Physician Wealth Solutions Inc. history	74.72K	$5.71M	2.16%	New
Blume Capital Management, Inc. history	74.35K	$5.68M	0.84%	New
EQ WEALTH ADVISORS, LLC history	65.56K	$5.01M	2.75%	New
HighTower Advisors, LLC history	65.36K	$4.99M	0.01%	New
Elequin Capital, LP history	64.14K	$4.90M	0.45%	New
QUANTUM FINANCIAL PARTNERS LLC history	63.06K	$4.82M	2.46%	New
Timmons Wealth Management, LLC history	62.50K	$4.77M	3.49%	New
Rehmann Capital Advisory Group history	60.03K	$4.59M	0.21%	New
Beaird Harris Wealth Management, LLC history	55.41K	$4.23M	0.27%	New
Kelman-Lazarov, Inc. history	55.20K	$4.22M	0.55%	New
S.A. Mason LLC history	52.78K	$4.03M	1.24%	New
Brio Consultants, LLC history	49.08K	$3.75M	0.44%	New
Gutierrez Wealth Advisory, LLC history	48.72K	$3.72M	2.15%	New
Balanced Rock Investment Advisors LLC history	48.52K	$3.71M	2.31%	New
NewEdge Advisors, LLC history	45.88K	$3.51M	0.01%	New
Rialto Wealth Management, LLC history	41.82K	$3.20M	0.63%	New
HUB Investment Partners, LLC history	40.99K	$3.13M	0.10%	New
TD Capital Management LLC history	37.90K	$2.90M	0.24%	New
Advyzon Investment Management, LLC history	37.90K	$2.90M	0.21%	New
WEBSTERROGERS FINANCIAL ADVISORS, LLC history	36.48K	$2.79M	0.71%	New
SMITHBRIDGE ASSET MANAGEMENT INC/DE history	35.35K	$2.70M	0.37%	New
COMMONWEALTH EQUITY SERVICES, LLC history	32.53K	$2.48M	0.00%	New
Sunpointe, LLC history	31.03K	$2.37M	0.67%	New
BOSTON FAMILY OFFICE LLC history	30.81K	$2.35M	0.14%	New
NWM ADVISORS, LLC history	30.61K	$2.34M	1.84%	New
Capital Investment Services of America, Inc. history	28.76K	$2.20M	0.21%	New
Hills Bank & Trust Co history	27.31K	$2.09M	0.09%	New
Cerity Partners LLC history	26.89K	$2.05M	0.00%	New
THRIVENT FINANCIAL FOR LUTHERANS history	26.27K	$2.01M	0.00%	New
CRA Financial Services, LLC history	24.89K	$1.90M	0.22%	New
Valeo Financial Advisors, LLC history	24.36K	$1.86M	0.05%	New
Diversified Portfolios, Inc. history	24.36K	$1.86M	0.14%	New
Greenwich Wealth Management LLC history	23.93K	$1.83M	0.07%	New
Aptus Capital Advisors, LLC history	23.41K	$1.79M	0.01%	New
Burton Enright Welch history	23.35K	$1.78M	0.21%	New
NATIXIS ADVISORS, LLC history	22.72K	$1.74M	0.00%	New
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC history	21.46K	$1.61M	0.96%	New
Landmark Wealth Management, LLC history	20.77K	$1.59M	0.38%	New
SJS Investment Consulting Inc. history	20.40K	$1.56M	0.17%	New
Lakewood Asset Management LLC history	20.21K	$1.54M	0.85%	New
Citadel Advisors history	19.60K	$1.50M	0.00%	New
NavPoint Financial, Inc. history	18.07K	$1.38M	0.51%	New
Galvin, Gaustad & Stein, LLC history	18.02K	$1.38M	0.10%	New
Lynch Investment Planning, LLC history	17.59K	$1.34M	1.03%	New
Oak Wealth Advisors LLC history	17.18K	$1.31M	0.63%	New
Main Street Financial Solutions, LLC history	16.29K	$1.24M	0.09%	New
L.K. Benson & Company, P.C. history	16.06K	$1.23M	0.37%	New
Souders Financial Advisors history	15.42K	$1.18M	0.12%	New
Dakota Wealth Management history	14.70K	$1.12M	0.02%	New
Sprinkle Financial Consultants LLC history	13.39K	$1.02M	0.40%	New
OSAIC HOLDINGS, INC. history	12.95K	$989.23K	0.00%	New
EVOLVE PRIVATE WEALTH, LLC history	12.90K	$985.48K	0.06%	New
AWM CAPITAL, LLC history	12.45K	$950.79K	0.08%	New
Retirement Planning Group, LLC history	12.36K	$943.89K	0.02%	New
ABLE Financial Group, LLC history	11.84K	$904.19K	0.15%	New
Stratos Wealth Partners, LTD. history	11.58K	$884.66K	0.01%	New
Bernardo Wealth Planning LLC history	11.20K	$855.83K	0.15%	New
North Star Investment Management Corp. history	11.10K	$848.16K	0.05%	New
Outbound Financial Inc history	10.51K	$803.19K	0.52%	New
Breakwater Capital Group history	10.36K	$791.50K	0.10%	New
TITLEIST ASSET MANAGEMENT, LLC history	9.98K	$762.17K	0.05%	New
Newman Dignan & Sheerar, Inc. history	9.73K	$743.04K	0.14%	New
&PARTNERS history	9.72K	$742.75K	0.00%	New
Next Level Wealth Planning, LLC history	9.37K	$715.87K	0.32%	New
Waverly Advisors, LLC history	9.22K	$704.64K	0.00%	New
Traub Capital Management LLC history	9.20K	$702.73K	0.63%	New
JHP Wealth Management, LLC history	8.95K	$683.99K	0.56%	New
Sincerus Advisory, LLC history	8.86K	$676.66K	0.46%	New
Hartmann Taylor Wealth Management, LLC history	9.00K	$676.35K	0.45%	New
Private Wealth Asset Management, LLC history	8.58K	$655.21K	0.06%	New
Inspire Advisors, LLC history	8.51K	$647.77K	0.04%	New
FIDUCIARY FINANCIAL ADVISORS history	8.29K	$633.62K	0.06%	New
Sequoia Financial Advisors, LLC history	8.22K	$628.16K	0.00%	New
Prentice Wealth Management LLC history	7.20K	$549.70K	0.12%	New
D.B. Root & Company, LLC history	7.08K	$540.96K	0.12%	New
Bridgewealth Advisory Group, LLC history	6.94K	$530.22K	0.10%	New
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV history	6.44K	$492.32K	0.12%	New
Essex Financial Services, Inc. history	6.30K	$481.70K	0.02%	New
Tandem Financial, LLC history	6.29K	$480.17K	0.15%	New
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC history	6.06K	$463.00K	0.02%	New
Snowden Capital Advisors LLC history	5.96K	$455.57K	0.01%	New
PERRYMAN FINANCIAL ADVISORY INC /AD history	5.93K	$453.22K	0.06%	New
TPG Advisors LLC history	5.90K	$450.61K	0.25%	New
Summit Financial, LLC history	5.85K	$446.94K	0.01%	New
Cypress Point Wealth Management, LLC history	5.76K	$440.29K	0.09%	New
MML INVESTORS SERVICES, LLC history	5.76K	$440.15K	0.00%	New
Goldman Sachs Group history	5.71K	$435.86K	0.00%	Reduce
Bryn Mawr Trust Advisors, LLC history	5.66K	$432.65K	0.02%	New
Evanson Financial, LLC history	5.60K	$427.77K	0.02%	New
Cherry Tree Wealth Management, LLC history	5.52K	$421.81K	0.08%	New
Sowell Financial Services LLC history	5.45K	$416.38K	0.01%	New
Cambridge Investment Research Advisors, Inc. history	5.03K	$384.00K	0.00%	New
KESTRA PRIVATE WEALTH SERVICES, LLC history	4.72K	$360.91K	0.00%	New
FreeGulliver LLC history	4.70K	$359.08K	0.13%	New
Betterment LLC history	4.34K	$331.00K	0.00%	New
Sterling Investment Advisors, Ltd. history	4.24K	$323.94K	0.05%	New
HARBOUR INVESTMENTS, INC. history	4.05K	$309.80K	0.00%	New
Commonwealth Retirement Investments LLC history	4.00K	$305.60K	0.08%	New
Global Wealth Management, LLC history	3.95K	$301.89K	0.15%	New
WRAPMANAGER INC history	3.86K	$295.06K	0.09%	New
VOISARD ASSET MANAGEMENT GROUP, INC. history	3.75K	$286.88K	0.05%	New
Capital Advisors Wealth Management, LLC history	3.57K	$272.67K	0.03%	New
DIVERSIFY WEALTH MANAGEMENT, LLC history	3.49K	$262.02K	0.01%	New
Diversify Advisory Services, LLC history	3.49K	$262.02K	0.01%	New
Tradewinds, LLC. history	500	$258.31K	0.06%	New
XTX Topco Ltd history	3.29K	$251.51K	0.00%	New
BURNEY CO/ history	3.16K	$241.29K	0.01%	New
FLAGSHIP HARBOR ADVISORS, LLC history	2.90K	$221.56K	0.01%	New
Vise Technologies, Inc. history	2.84K	$217.13K	0.00%	New
Leonard Rickey Investment Advisors P.L.L.C. history	2.71K	$207.04K	0.03%	New
Gould Capital, LLC history	1.65K	$126.06K	0.07%	New
Tower Research Capital LLC (TRC) history	1.30K	$99.70K	0.00%	New
Morgan Stanley history	998	$76.25K	0.00%	Hold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO history	886	$67.69K	0.00%	New
Trust Co history	869	$66.37K	0.01%	New
Capital Advisors, Ltd. LLC history	800	$61.00K	0.01%	New
Burk Holdings LLC history	658	$50.27K	0.02%	New
ASHTON THOMAS SECURITIES, LLC history	645	$49.28K	0.01%	New
ROYAL BANK OF CANADA history	526	$40.00K	0.00%	New
Wells Fargo & Co history	521	$39.79K	0.00%	Add
Breakwater Investment Management history	271	$20.70K	0.01%	New
VANGUARD ADVISERS INC history	93	$7.14K	0.00%	New
Franklin Resources history	70	$5.35K	0.00%	Hold
ENTRUST FINANCIAL LLC history	25	$1.91K	0.00%	New

Q1 2026 — 5 funds

Fund	Shares	Value	Portfolio Weight	Change
Goldman Sachs Group history	7.47K	$561.37K	0.00%	Reduce
Morgan Stanley history	998	$75.00K	0.00%	Add
UBS Group AG history	323	$24.27K	0.00%	New
Franklin Resources history	70	$5.26K	0.00%	Hold
Wells Fargo & Co history	1	$64	0.00%	Hold

Q4 2025 — 5 funds

Fund	Shares	Value	Portfolio Weight	Change
JPMorgan Chase & Co history	152.15K	$11.50M	0.00%	Reduce
Goldman Sachs Group history	34.72K	$2.62M	0.00%	Add
Morgan Stanley history	348	$26.30K	0.00%	New
Franklin Resources history	70	$5.29K	0.00%	Hold
Wells Fargo & Co history	1	$38	0.00%	Hold

Q3 2025 — 4 funds

Fund	Shares	Value	Portfolio Weight	Change
JPMorgan Chase & Co history	225.87K	$17.00M	0.00%	Add
Goldman Sachs Group history	25.70K	$1.93M	0.00%	Hold
Franklin Resources history	70	$5.27K	0.00%	Hold
Wells Fargo & Co history	1	$64	0.00%	New

Q2 2025 — 7 funds

Fund	Shares	Value	Portfolio Weight	Change
Goldman Sachs Group history	25.70K	$1.89M	0.00%	Reduce
Goldman Sachs Group history	25.70K	$1.89M	0.00%	Reduce
JPMorgan Chase & Co history	7.99K	$587.90K	0.00%	Reduce
JPMorgan Chase & Co history	7.99K	$587.90K	0.00%	Reduce
Bank of America Corp history	2.25K	$165.53K	0.00%	Hold
UBS Group AG history	1.30K	$95.94K	0.00%	New
Franklin Resources history	70	$5.15K	0.00%	New

View all 158 fund holders →

New Positions (Q3 2026)

FC Advisory LLC 6.60K sh · $472.50K

Fully Exited (vs previous quarter)

HBK Sorce Advisory LLC sold 3.65M sh · $273.93M
Verum Partners LLC sold 841.11K sh · $64.26M
Topsail Wealth Management, LLC sold 615.18K sh · $47.00M
Karpus Management, Inc. sold 613.63K sh · $46.88M
Aprio Wealth Management, LLC sold 571.71K sh · $43.68M
JONES FINANCIAL COMPANIES LLLP sold 500.18K sh · $38.18M
Mills Wealth Advisors LLC sold 450.83K sh · $34.44M
Confluence Wealth Services, Inc. sold 329.91K sh · $25.20M
Focus Partners Wealth sold 288.15K sh · $22.02M
Opus Capital Group, LLC sold 248.79K sh · $19.01M
San Luis Wealth Advisors LLC sold 214.09K sh · $16.36M
TRUIST FINANCIAL CORP sold 207.39K sh · $15.84M

Fund Position History — shares by quarter (top 20 funds)

Fund	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025
Mallini Complete Financial Planning LLC	170.67K	131.78K	—	—	—	—	—
Valeo Financial Advisors, LLC	33.10K	24.36K	—	—	—	—	—
TITLEIST ASSET MANAGEMENT, LLC	9.70K	9.98K	—	—	—	—	—
Galvin, Gaustad & Stein, LLC	9.50K	18.02K	—	—	—	—	—
FC Advisory LLC	6.60K	—	—	—	—	—	—
Citadel Advisors	—	19.60K	—	—	—	—	—
Morgan Stanley	—	998	998	348	—	—	—
JPMorgan Chase & Co	—	83.64K	—	152.15K	225.87K	7.99K	26.16K
Goldman Sachs Group	—	5.71K	7.47K	34.72K	25.70K	25.70K	40.00K
Franklin Resources	—	70	70	70	70	70	—
UBS Group AG	—	—	323	—	—	1.30K	—
Wells Fargo & Co	—	521	1	1	1	—	—
&PARTNERS	—	9.72K	—	—	—	—	—
ASHTON THOMAS SECURITIES, LLC	—	645	—	—	—	—	—
BOSTON FAMILY OFFICE LLC	—	30.81K	—	—	—	—	—
BURNEY CO/	—	3.16K	—	—	—	—	—
COMMONWEALTH EQUITY SERVICES, LLC	—	32.53K	—	—	—	—	—
Cambridge Investment Research Advisors, Inc.	—	5.03K	—	—	—	—	—
Capital Investment Services of America, Inc.	—	28.76K	—	—	—	—	—
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	—	6.06K	—	—	—	—	—

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