Vanguard Core Tax-Ex BondVCRMETF
13F holders, Q2 2025 (June 30)51holders +23
28new positions
5sold out
$73.55avg. 13F price*
At the end of Q2 2025, 51 institutions reported holding Vanguard Core Tax-Ex Bond (VCRM) in their 13F filings, up 23 from Q1 2025. 28 opened new positions and 5 sold out. The largest holders were Mills Wealth Advisors LLC ($21.2M), San Luis Wealth Advisors LLC ($15.0M) and Verum Partners LLC ($12.3M).
- Company
- Vanguard Core Tax-Ex Bond
- CUSIP
- 922907712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $66.1M |
| Exits | 5 | $2.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,407,790 shares bought and 96,173 shares sold, net +1,311,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Mills Wealth Advisors LLC | 9.71% | Add +17.9% | 287,889 | $21.2M |
| San Luis Wealth Advisors LLC | 3.23% | New | 204,407 | $15.0M |
| Verum Partners LLC | 2.83% | Add +3177.4% | 166,687 | $12.3M |
| Opus Capital Group, LLC | 1.32% | Add +2135.2% | 149,512 | $11.0M |
| Jane Street Group, LLC | 0.02% | Add +552.0% | 135,873 | $10.0M |
| Topsail Wealth Management, LLC | 1.48% | Add +39.5% | 110,311 | $8.1M |
| CGN Advisors LLC | 0.61% | New | 93,408 | $6.9M |
| Physician Wealth Solutions Inc. | 2.47% | New | 72,386 | $5.3M |
| Verus Financial Partners, Inc. | 0.51% | New | 68,215 | $5.0M |
| Waverly Advisors, LLC | 0.05% | Add +6.9% | 63,269 | $4.7M |
| Physician Wealth Advisors, Inc. | 0.67% | Add +3.4% | 57,951 | $4.3M |
| Gutierrez Wealth Advisory, LLC | 2.59% | New | 52,432 | $3.9M |
| TAGStone Capital, Inc. | 1.56% | New | 51,458 | $3.8M |
| Wayfinding Financial, LLC | 1.57% | Reduce -0.1% | 47,925 | $3.5M |
| Advyzon Investment Management, LLC | 0.76% | New | 46,458 | $3.4M |
| Greenwich Wealth Management LLC | 0.15% | New | 41,529 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | New | 39,746 | $2.9M |
| Rehmann Capital Advisory Group | 0.18% | New | 39,745 | $2.9M |
| Balanced Rock Investment Advisors LLC | 1.87% | New | 32,379 | $2.4M |
| Brio Consultants, LLC | 0.34% | New | 31,281 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.7% | 25,705 | $1.9M |
| SJS Investment Consulting Inc. | 0.28% | Reduce -23.0% | 23,774 | $1.7M |
| CRA Financial Services, LLC | 0.26% | Add +18.5% | 22,915 | $1.7M |
| Elequin Capital, LP | 0.53% | New | 22,545 | $1.7M |
| Kelman-Lazarov, Inc. | 0.21% | New | 17,301 | $1.3M |
| Sunpointe, LLC | 0.43% | New | 14,667 | $1.1M |
| Breakwater Capital Group | 0.16% | Add +9.4% | 13,163 | $968K |
| L.K. Benson & Company, P.C. | 0.55% | New | 12,118 | $892K |
| Flow Traders U.S. LLC | 0.03% | New | 11,019 | $811K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Add +16.9% | 10,539 | $775K |
| HUB Investment Partners, LLC | 0.03% | Add +32.8% | 10,334 | $760K |
| ABLE Financial Group, LLC | 0.16% | New | 9,044 | $665K |
| JPMorgan Chase & Co. | 0.00% | Reduce -69.5% | 7,991 | $588K |
| LPL Financial LLC | 0.00% | New | 7,000 | $515K |
| Essex Financial Services, Inc. | 0.03% | New | 6,430 | $473K |
| Oak Hill Wealth Advisors, LLC | 0.09% | Reduce -22.3% | 6,019 | $441K |
| Retirement Planning Group, LLC | 0.02% | Reduce -45.6% | 5,474 | $403K |
| Bridgewealth Advisory Group, LLC | 0.10% | New | 5,095 | $375K |
| TPG Advisors LLC | 0.26% | New | 4,873 | $359K |
| Capital Investment Services of America, Inc. | 0.03% | New | 4,715 | $347K |
| Old Mission Capital LLC | 0.01% | New | 4,421 | $325K |
| Burton Enright Welch | 0.05% | Add +3.4% | 3,609 | $266K |
| Websterrogers Financial Advisors, LLC | 0.08% | New | 3,587 | $264K |
| Shufro Rose & Co. LLC | 0.02% | No change | 3,516 | $261K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -72.6% | 3,461 | $255K |
| MFA Wealth Services | 0.19% | Add +0.8% | 3,350 | $246K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.8% | 3,280 | $241K |
| Bank of America Corp. | 0.00% | No change | 2,250 | $166K |
| UBS Group AG | 0.00% | New | 1,304 | $96K |
| North Star Investment Management Corp. | 0.00% | New | 820 | $60K |
| Franklin Resources Inc. | 0.00% | New | 70 | $5K |
"% 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.