Vanguard Core Tax-Ex BondVCRMETF
13F holders, Q3 2025 (September 30)77holders +26
28new positions
2sold out
$75.27avg. 13F price*
At the end of Q3 2025, 77 institutions reported holding Vanguard Core Tax-Ex Bond (VCRM) in their 13F filings, up 26 from Q2 2025. 28 opened new positions and 2 sold out. The largest holders were Karpus Management, Inc. ($40.1M), Mills Wealth Advisors LLC ($22.5M) and JPMorgan Chase & Co. ($17.0M).
- Company
- Vanguard Core Tax-Ex Bond
- CUSIP
- 922907712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $93.1M |
| Exits | 2 | $261K |
All 13F filers, Q2 2025 → Q3 2025: 1,969,275 shares bought and 23,974 shares sold, net +1,945,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Karpus Management, Inc. | 1.27% | New | 533,467 | $40.1M |
| Mills Wealth Advisors LLC | 9.16% | Add +4.0% | 299,335 | $22.5M |
| JPMorgan Chase & Co. | 0.00% | Add +2726.5% | 225,869 | $17.0M |
| San Luis Wealth Advisors LLC | 2.97% | Add +7.2% | 219,182 | $16.5M |
| Topsail Wealth Management, LLC | 2.55% | Add +81.3% | 200,004 | $15.1M |
| Verum Partners LLC | 2.93% | Add +9.5% | 182,538 | $13.7M |
| Opus Capital Group, LLC | 1.49% | Add +17.9% | 176,202 | $13.3M |
| Jane Street Group, LLC | 0.02% | Add +26.8% | 172,256 | $13.0M |
| Mb, Levis & Associates, LLC | 5.49% | New | 168,500 | $12.7M |
| CGN Advisors LLC | 1.00% | Add +72.9% | 161,512 | $12.2M |
| HBK Sorce Advisory LLC | 0.28% | New | 148,170 | $11.2M |
| Thrivent Financial for Lutherans | 0.02% | New | 100,972 | $7.6M |
| TAGStone Capital, Inc. | 2.85% | Add +85.5% | 95,452 | $7.2M |
| Blume Capital Management, Inc. | 1.22% | New | 84,115 | $6.3M |
| Old Mission Capital LLC | 0.22% | Add +1730.1% | 80,910 | $6.1M |
| Verus Financial Partners, Inc. | 0.56% | Add +13.8% | 77,596 | $5.8M |
| Physician Wealth Solutions Inc. | 2.30% | Reduce -3.1% | 70,137 | $5.3M |
| Physician Wealth Advisors, Inc. | 0.71% | Add +14.4% | 66,299 | $5.0M |
| Waverly Advisors, LLC | 0.05% | No change | 63,269 | $4.8M |
| Gutierrez Wealth Advisory, LLC | 2.61% | Add +3.6% | 54,301 | $4.1M |
| Wayfinding Financial, LLC | 1.53% | Reduce -1.2% | 47,331 | $3.6M |
| Advyzon Investment Management, LLC | 0.60% | Add +0.8% | 46,831 | $3.5M |
| Greenwich Wealth Management LLC | 0.17% | Add +8.3% | 44,992 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 43,287 | $3.3M |
| Rehmann Capital Advisory Group | 0.18% | Add +8.4% | 43,072 | $3.2M |
| Elequin Capital, LP | 0.27% | Add +85.3% | 41,766 | $3.1M |
| Balanced Rock Investment Advisors LLC | 2.16% | Add +21.3% | 39,290 | $3.0M |
| von Borstel & Associates, Inc. | 0.43% | New | 37,192 | $2.8M |
| Kelman-Lazarov, Inc. | 0.42% | Add +116.0% | 37,368 | $2.8M |
| Brio Consultants, LLC | 0.34% | Add +5.8% | 33,087 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | No change | 25,705 | $1.9M |
| CRA Financial Services, LLC | 0.26% | Add +8.6% | 24,885 | $1.9M |
| Smithbridge Asset Management Inc. | 0.27% | New | 24,367 | $1.8M |
| Keystone Financial Group, Inc. | 0.98% | New | 23,202 | $1.7M |
| Truist Financial Corp. | 0.00% | New | 20,248 | $1.5M |
| Burton Enright Welch | 0.21% | Add +408.8% | 18,364 | $1.4M |
| Sunpointe, LLC | 0.50% | Add +24.8% | 18,300 | $1.4M |
| SJS Investment Consulting Inc. | 0.18% | Reduce -26.3% | 17,528 | $1.3M |
| Capital Investment Services of America, Inc. | 0.12% | Add +266.9% | 17,300 | $1.3M |
| Oak Hill Wealth Advisors, LLC | 0.20% | Add +140.4% | 14,467 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | New | 14,249 | $1.1M |
| LPL Financial LLC | 0.00% | Add +95.1% | 13,655 | $1.0M |
| TFO Wealth Partners, LLC | 0.16% | New | 13,340 | $1.0M |
| L.K. Benson & Company, P.C. | 0.53% | Add +8.5% | 13,146 | $989K |
| HUB Investment Partners, LLC | 0.03% | Add +7.0% | 11,053 | $832K |
| ABLE Financial Group, LLC | 0.17% | Add +17.7% | 10,646 | $801K |
| Galvin, Gaustad & Stein, LLC | 0.07% | No change | 10,539 | $793K |
| Flow Traders U.S. LLC | 0.03% | Reduce -11.7% | 9,731 | $732K |
| NewEdge Advisors, LLC | 0.00% | New | 9,500 | $715K |
| NavPoint Financial, Inc. | 0.37% | New | 9,474 | $713K |
| Breakwater Capital Group | 0.10% | Reduce -35.0% | 8,558 | $644K |
| Traub Capital Management LLC | 0.46% | New | 6,145 | $462K |
| Main Street Financial Solutions, LLC | 0.03% | New | 5,805 | $437K |
| Evanson Asset Management, LLC | 0.02% | New | 5,572 | $419K |
| Commonwealth Retirement Investments LLC | 0.14% | New | 5,500 | $414K |
| TPG Advisors LLC | 0.25% | Add +2.3% | 4,983 | $375K |
| Websterrogers Financial Advisors, LLC | 0.10% | Add +26.6% | 4,542 | $342K |
| Bridgewealth Advisory Group, LLC | 0.07% | Reduce -15.8% | 4,290 | $323K |
| Harbour Investments, Inc. | 0.01% | New | 4,055 | $305K |
| Essex Financial Services, Inc. | 0.02% | Reduce -38.3% | 3,970 | $299K |
| Osaic Holdings, Inc. | 0.00% | Add +15.2% | 3,777 | $284K |
| Valeo Financial Advisors, LLC | 0.01% | Add +5.5% | 3,651 | $275K |
| Shufro Rose & Co. LLC | 0.02% | No change | 3,516 | $261K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | New | 3,400 | $256K |
| Saxon Interests, Inc. | 0.10% | New | 3,479 | $256K |
| MFA Wealth Services | 0.18% | Add +0.9% | 3,381 | $254K |
| Retirement Planning Group, LLC | 0.01% | Reduce -39.7% | 3,301 | $248K |
| Sterling Investment Advisors, Ltd. | 0.05% | New | 3,265 | $246K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,238 | $244K |
| Bernardo Wealth Planning LLC | 0.04% | New | 3,053 | $230K |
| Susquehanna International Group, LLP | 0.00% | New | 2,950 | $222K |
| Next Level Wealth Planning, LLC | 0.11% | New | 2,666 | $201K |
| North Star Investment Management Corp. | 0.00% | Add +0.8% | 827 | $62K |
| McIlrath & Eck, LLC | 0.00% | New | 284 | $21K |
| Breakwater Investment Management | 0.01% | New | 271 | $20K |
| Franklin Resources Inc. | 0.00% | No change | 70 | $5K |
| Wells Fargo & Company | 0.00% | New | 1 | $64 |
"% 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.