Vanguard Core Tax-Ex BondVCRMETF
13F holders, Q1 2025 (March 31)28holders +17
18new positions
1sold out
$74.24avg. 13F price*
At the end of Q1 2025, 28 institutions reported holding Vanguard Core Tax-Ex Bond (VCRM) in their 13F filings, up 17 from Q4 2024. 18 opened new positions and 1 sold out. The largest holders were Mills Wealth Advisors LLC ($18.1M), Topsail Wealth Management, LLC ($5.9M) and Waverly Advisors, LLC ($4.4M).
- Company
- Vanguard Core Tax-Ex Bond
- CUSIP
- 922907712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $22.3M |
| Exits | 1 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 392,952 shares bought and 24,368 shares sold, net +368,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Mills Wealth Advisors LLC | 9.63% | Add +7.0% | 244,202 | $18.1M |
| Topsail Wealth Management, LLC | 1.19% | Add +137.0% | 79,045 | $5.9M |
| Waverly Advisors, LLC | 0.05% | New | 59,190 | $4.4M |
| Physician Wealth Advisors, Inc. | 0.72% | Add +9.2% | 56,040 | $4.2M |
| Wayfinding Financial, LLC | 1.56% | New | 47,987 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 40,000 | $3.0M |
| SJS Investment Consulting Inc. | 0.39% | New | 30,871 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | New | 26,157 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | New | 21,811 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +275.0% | 20,841 | $1.5M |
| CRA Financial Services, LLC | 0.25% | Add +48.9% | 19,335 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Add +23.2% | 12,633 | $938K |
| Breakwater Capital Group | 0.16% | New | 12,030 | $893K |
| Retirement Planning Group, LLC | 0.04% | New | 10,056 | $747K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Add +28.8% | 9,017 | $669K |
| HUB Investment Partners, LLC | 0.02% | New | 7,779 | $578K |
| Oak Hill Wealth Advisors, LLC | 0.13% | New | 7,745 | $575K |
| Opus Capital Group, LLC | 0.06% | New | 6,689 | $497K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 6,592 | $489K |
| Osaic Holdings, Inc. | 0.00% | New | 5,363 | $398K |
| Verum Partners LLC | 0.10% | New | 5,086 | $378K |
| NewEdge Advisors, LLC | 0.00% | Add +23.4% | 3,886 | $288K |
| Shufro Rose & Co. LLC | 0.02% | New | 3,516 | $261K |
| Magnolia Private Wealth, LLC | 0.22% | No change | 3,510 | $261K |
| Burton Enright Welch | 0.05% | New | 3,489 | $259K |
| MFA Wealth Services | 0.20% | Add +0.5% | 3,322 | $247K |
| HRT Financial LP | 0.00% | New | 3,191 | $236K |
| Bank of America Corp. | 0.00% | New | 2,250 | $167K |
"% 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.