Vanguard Core Tax-Ex BondVCRMETF
13F holders, Q2 2026 (June 30)155holders +30
37new positions
8sold out
1famous investor
$76.00avg. 13F price*
At the end of Q2 2026, 155 institutions reported holding Vanguard Core Tax-Ex Bond (VCRM) in their 13F filings, up 30 from Q1 2026. 37 opened new positions and 8 sold out. The largest holders were HBK Sorce Advisory LLC ($273.9M), Verum Partners LLC ($64.3M) and Topsail Wealth Management, LLC ($47.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Core Tax-Ex Bond
- CUSIP
- 922907712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $75.7M |
| Exits | 8 | $2.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,915,759 shares bought and 225,547 shares sold, net +2,690,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| HBK Sorce Advisory LLC | 5.34% | Add +5.5% | 3,651,728 | $273.9M |
| Verum Partners LLC | 9.71% | Add +39.6% | 841,112 | $64.3M |
| Topsail Wealth Management, LLC | 6.00% | Add +60.1% | 615,176 | $47.0M |
| Karpus Management, Inc. | 1.35% | Add +4.0% | 613,630 | $46.9M |
| Aprio Wealth Management, LLC | 2.16% | Reduce -9.4% | 571,707 | $43.7M |
| Jones Financial Companies LLLP | 0.02% | Add +104.1% | 500,175 | $38.2M |
| Mills Wealth Advisors LLC | 10.85% | Add +12.9% | 450,834 | $34.4M |
| Confluence Wealth Services, Inc. | 0.72% | Add +22.4% | 329,907 | $25.2M |
| Focus Partners Wealth | 0.02% | Reduce -6.3% | 288,155 | $22.0M |
| Opus Capital Group, LLC | 1.84% | Reduce -0.4% | 248,789 | $19.0M |
| San Luis Wealth Advisors LLC | 2.46% | Reduce -7.1% | 214,094 | $16.4M |
| Truist Financial Corp. | 0.02% | Add +124.0% | 207,390 | $15.8M |
| Elite Life Management LLC | 17.02% | Add +11.5% | 193,761 | $14.5M |
| Mb, Levis & Associates, LLC | 5.15% | Add +0.6% | 182,879 | $14.0M |
| CGN Advisors LLC | 0.97% | Add +0.5% | 173,051 | $13.2M |
| Alaethes Wealth, LLC | 3.57% | New | 160,419 | $12.3M |
| Tradewinds Capital Management, LLC | 2.09% | New | 153,988 | $11.8M |
| Jane Street Group, LLC | 0.01% | Add +614.2% | 153,725 | $11.7M |
| Mallini Complete Financial Planning LLC | 7.98% | New | 131,776 | $10.1M |
| Verus Financial Partners, Inc. | 0.78% | Add +22.0% | 118,924 | $9.1M |
| TFO Wealth Partners, LLC | 0.96% | Add +39.4% | 115,064 | $8.8M |
| Penney Financial, LLC | 3.03% | New | 113,444 | $8.7M |
| Keystone Financial Group, Inc. | 4.37% | Add +82.9% | 109,104 | $8.3M |
| LPL Financial LLC | 0.00% | Add +78.3% | 99,595 | $7.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +489.9% | 97,452 | $7.4M |
| TAGStone Capital, Inc. | 2.32% | Reduce -1.5% | 95,674 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 92,269 | $7.0M |
| Physician Wealth Advisors, Inc. | 0.81% | Add +1.7% | 88,686 | $6.8M |
| Tilson Financial Group, Inc. | 1.84% | Add +18.7% | 87,581 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +40897.6% | 83,635 | $6.4M |
| D'Orazio & Associates, Inc. | 0.68% | Add +54.1% | 76,991 | $5.9M |
| Physician Wealth Solutions Inc. | 2.16% | Add +5.1% | 74,716 | $5.7M |
| Blume Capital Management, Inc. | 0.84% | Add +5.2% | 74,350 | $5.7M |
| Eq Wealth Advisors, LLC | 2.75% | Add +23.4% | 65,564 | $5.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -39.8% | 65,361 | $5.0M |
| Elequin Capital, LP | 0.85% | New | 64,144 | $4.9M |
| Quantum Financial Partners LLC | 2.46% | — | 63,060 | $4.8M |
| Timmons Wealth Management, LLC | 3.49% | New | 62,499 | $4.8M |
| Rehmann Capital Advisory Group | 0.21% | Add +17.2% | 60,033 | $4.6M |
| Beaird Harris Wealth Management, LLC | 0.27% | Add +111.2% | 55,414 | $4.2M |
| Kelman-Lazarov, Inc. | 0.55% | Add +21.6% | 55,199 | $4.2M |
| S.A. Mason LLC | 1.24% | Add +3.5% | 52,780 | $4.0M |
| Brio Consultants, LLC | 0.44% | Add +25.9% | 49,083 | $3.7M |
| Gutierrez Wealth Advisory, LLC | 2.15% | Reduce -9.5% | 48,718 | $3.7M |
| Balanced Rock Investment Advisors LLC | 2.31% | Add +1.6% | 48,515 | $3.7M |
| NewEdge Advisors, LLC | 0.01% | Add +23.6% | 45,885 | $3.5M |
| Rialto Wealth Management, LLC | 0.63% | New | 41,824 | $3.2M |
| HUB Investment Partners, LLC | 0.06% | Add +45.9% | 40,991 | $3.1M |
| TD Capital Management LLC | 0.24% | New | 37,900 | $2.9M |
| Advyzon Investment Management, LLC | 0.21% | Reduce -17.0% | 37,896 | $2.9M |
| Websterrogers Financial Advisors, LLC | 0.71% | Add +134.5% | 36,485 | $2.8M |
| Smithbridge Asset Management Inc. | 0.37% | Add +2.9% | 35,353 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.7% | 32,526 | $2.5M |
| Sunpointe, LLC | 0.67% | Add +3.7% | 31,028 | $2.4M |
| Boston Family Office LLC | 0.14% | Add +103.5% | 30,812 | $2.4M |
| NWM Advisors, LLC | 1.84% | Add +0.4% | 30,615 | $2.3M |
| Capital Investment Services of America, Inc. | 0.22% | Add +4.7% | 28,760 | $2.2M |
| Hills Bank & Trust Co | 0.09% | New | 27,307 | $2.1M |
| Cerity Partners LLC | 0.00% | Reduce -0.6% | 26,888 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.0% | 26,275 | $2.0M |
| CRA Financial Services, LLC | 0.22% | Reduce -1.4% | 24,885 | $1.9M |
| Diversified Portfolios, Inc. | 0.13% | New | 24,357 | $1.9M |
| Valeo Financial Advisors, LLC | 0.04% | Add +5.7% | 24,357 | $1.9M |
| Greenwich Wealth Management LLC | 0.07% | Reduce -14.0% | 23,926 | $1.8M |
| Aptus Capital Advisors, LLC | 0.01% | New | 23,408 | $1.8M |
| Burton Enright Welch | 0.21% | Add +9.1% | 23,346 | $1.8M |
| Natixis Advisors, LLC | 0.00% | New | 22,717 | $1.7M |
| Up Strategic Wealth Investment Advisors LLC | 0.96% | Reduce -43.2% | 21,459 | $1.6M |
| Landmark Wealth Management, LLC | 0.38% | Add +40.0% | 20,769 | $1.6M |
| SJS Investment Consulting Inc. | 0.17% | Add +14.0% | 20,403 | $1.6M |
| Lakewood Asset Management LLC | 0.85% | Add +483.9% | 20,215 | $1.5M |
| Citadel Advisors | 0.00% | New | 19,604 | $1.5M |
| NavPoint Financial, Inc. | 0.51% | Add +26.5% | 18,074 | $1.4M |
| Galvin, Gaustad & Stein, LLC | 0.10% | Add +5.9% | 18,025 | $1.4M |
| Lynch Investment Planning, LLC | 1.03% | Add +42.1% | 17,593 | $1.3M |
| Oak Wealth Advisors LLC | 0.63% | Add +9.2% | 17,182 | $1.3M |
| Main Street Financial Solutions, LLC | 0.08% | Add +13.2% | 16,288 | $1.2M |
| L.K. Benson & Company, P.C. | 0.37% | Add +19.8% | 16,062 | $1.2M |
| Souders Financial Advisors | 0.12% | New | 15,418 | $1.2M |
| Dakota Wealth Management | 0.02% | Add +67.0% | 14,700 | $1.1M |
| Sprinkle Financial Consultants LLC | 0.40% | Add +0.9% | 13,395 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +208.7% | 12,948 | $989K |
| Evolve Private Wealth, LLC | 0.06% | Reduce -1.6% | 12,899 | $985K |
| Awm Capital, LLC | 0.08% | Add +176.1% | 12,445 | $951K |
| Retirement Planning Group, LLC | 0.02% | Add +190.0% | 12,355 | $944K |
| ABLE Financial Group, LLC | 0.15% | No change | 11,835 | $904K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 11,579 | $885K |
| Bernardo Wealth Planning LLC | 0.15% | Reduce -2.6% | 11,202 | $856K |
| North Star Investment Management Corp. | 0.05% | Add +0.3% | 11,102 | $848K |
| Outbound Financial Inc | 0.52% | No change | 10,513 | $803K |
| Breakwater Capital Group | 0.10% | Add +10.9% | 10,360 | $792K |
| Titleist Asset Management, LLC | 0.05% | Reduce -12.7% | 9,976 | $762K |
| Newman Dignan & Sheerar, Inc. | 0.14% | Add +193.4% | 9,726 | $743K |
| &partners | 0.00% | Add +15.0% | 9,717 | $743K |
| Next Level Wealth Planning, LLC | 0.32% | Add +3.2% | 9,370 | $716K |
| Waverly Advisors, LLC | 0.00% | No change | 9,223 | $705K |
| Traub Capital Management LLC | 0.63% | No change | 9,198 | $703K |
| JHP Wealth Management, LLC | 0.56% | New | 8,953 | $684K |
| Sincerus Advisory, LLC | 0.46% | Add +55.3% | 8,857 | $677K |
| Hartmann Taylor Wealth Management, LLC | 0.45% | No change | 9,000 | $676K |
"% of holder's portfolio" is VCRM's weight in each manager's 13F, not the share of Vanguard Core Tax-Ex Bond the manager owns.