Vanguard Core Tax-Ex BondVCRMETF
13F holders, Q4 2025 (December 31)117holders +40
43new positions
5sold out
$75.62avg. 13F price*
At the end of Q4 2025, 117 institutions reported holding Vanguard Core Tax-Ex Bond (VCRM) in their 13F filings, up 40 from Q3 2025. 43 opened new positions and 5 sold out. The largest holders were Aprio Wealth Management, LLC ($43.8M), Karpus Management, Inc. ($41.9M) and Verum Partners LLC ($36.3M).
- Company
- Vanguard Core Tax-Ex Bond
- CUSIP
- 922907712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $97.6M |
| Exits | 5 | $4.4M |
All 13F filers, Q3 2025 → Q4 2025: 2,408,736 shares bought and 353,225 shares sold, net +2,055,511 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Aprio Wealth Management, LLC | 2.51% | New | 578,963 | $43.8M |
| Karpus Management, Inc. | 1.29% | Add +3.9% | 554,144 | $41.9M |
| Verum Partners LLC | 7.31% | Add +163.0% | 480,051 | $36.3M |
| HBK Sorce Advisory LLC | 0.59% | Add +128.1% | 337,934 | $25.7M |
| Mills Wealth Advisors LLC | 10.06% | Add +12.7% | 337,461 | $25.5M |
| Topsail Wealth Management, LLC | 3.62% | Add +63.4% | 326,854 | $24.7M |
| Jane Street Group, LLC | 0.02% | Add +54.6% | 266,234 | $20.1M |
| San Luis Wealth Advisors LLC | 3.03% | Add +9.1% | 239,055 | $18.1M |
| Opus Capital Group, LLC | 1.83% | Add +26.7% | 223,270 | $16.9M |
| Confluence Wealth Services, Inc. | 0.68% | New | 218,146 | $16.5M |
| Mb, Levis & Associates, LLC | 5.74% | Add +7.0% | 180,323 | $13.6M |
| CGN Advisors LLC | 1.03% | Add +6.9% | 172,709 | $13.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.6% | 152,149 | $11.5M |
| TAGStone Capital, Inc. | 2.92% | Add +8.8% | 103,827 | $7.8M |
| Focus Partners Wealth | 0.01% | New | 97,821 | $7.4M |
| Verus Financial Partners, Inc. | 0.63% | Add +15.6% | 89,701 | $6.8M |
| Blume Capital Management, Inc. | 1.17% | Reduce -0.1% | 84,015 | $6.3M |
| Physician Wealth Advisors, Inc. | 0.86% | Add +22.9% | 81,481 | $6.2M |
| Physician Wealth Solutions Inc. | 2.41% | Add +7.2% | 75,204 | $5.7M |
| Waverly Advisors, LLC | 0.04% | Add +4.7% | 66,213 | $5.0M |
| Tilson Financial Group, Inc. | 1.31% | New | 56,518 | $4.3M |
| Greenwich Wealth Management LLC | 0.19% | Add +25.0% | 56,227 | $4.2M |
| Gutierrez Wealth Advisory, LLC | 2.60% | Add +1.0% | 54,837 | $4.1M |
| Smithbridge Asset Management Inc. | 0.32% | Add +104.9% | 49,934 | $3.8M |
| Rehmann Capital Advisory Group | 0.19% | Add +8.9% | 46,920 | $3.6M |
| Advyzon Investment Management, LLC | 0.41% | Reduce -0.1% | 46,767 | $3.5M |
| Balanced Rock Investment Advisors LLC | 2.47% | Add +17.2% | 46,058 | $3.5M |
| S.A. Mason LLC | 1.37% | New | 45,858 | $3.5M |
| Kelman-Lazarov, Inc. | 0.45% | Add +10.4% | 41,252 | $3.1M |
| Tower Research Capital LLC (TRC) | 0.07% | New | 38,172 | $2.9M |
| Brio Consultants, LLC | 0.37% | Add +14.8% | 37,978 | $2.9M |
| Elequin Capital, LP | 0.41% | Reduce -15.5% | 35,296 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.1% | 34,720 | $2.6M |
| Keystone Financial Group, Inc. | 1.27% | Add +37.9% | 31,990 | $2.4M |
| Eq Wealth Advisors, LLC | 1.39% | New | 31,191 | $2.4M |
| NWM Advisors, LLC | 2.02% | — | 30,695 | $2.3M |
| TFO Wealth Partners, LLC | 0.34% | Add +122.9% | 29,732 | $2.2M |
| LPL Financial LLC | 0.00% | Add +111.2% | 28,834 | $2.2M |
| Sunpointe, LLC | 0.69% | Add +50.4% | 27,516 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -73.9% | 26,366 | $2.0M |
| Capital Investment Services of America, Inc. | 0.19% | Add +51.1% | 26,140 | $2.0M |
| CRA Financial Services, LLC | 0.25% | No change | 24,885 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +21.4% | 24,575 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +592.3% | 20,422 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +115.0% | 20,421 | $1.5M |
| Burton Enright Welch | 0.20% | Add +2.4% | 18,807 | $1.4M |
| Seven Mile Advisory | 0.24% | New | 18,381 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Add +398.5% | 18,201 | $1.4M |
| SJS Investment Consulting Inc. | 0.17% | Add +1.1% | 17,723 | $1.3M |
| Cerity Partners LLC | 0.00% | New | 16,819 | $1.3M |
| Awm Capital, LLC | 0.11% | New | 15,761 | $1.2M |
| Old Mission Capital LLC | 0.05% | Reduce -80.5% | 15,745 | $1.2M |
| NavPoint Financial, Inc. | 0.49% | Add +59.0% | 15,063 | $1.1M |
| Boston Family Office LLC | 0.07% | New | 14,829 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.08% | Add +27.4% | 13,431 | $1.0M |
| L.K. Benson & Company, P.C. | 0.51% | Add +1.9% | 13,395 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -69.2% | 13,327 | $1.0M |
| Sprinkle Financial Consultants LLC | 0.51% | New | 13,231 | $1000K |
| HUB Investment Partners, LLC | 0.02% | Add +5.4% | 11,646 | $880K |
| ABLE Financial Group, LLC | 0.18% | Add +8.6% | 11,560 | $874K |
| D'Orazio & Associates, Inc. | 0.11% | New | 11,365 | $859K |
| North Star Investment Management Corp. | 0.05% | Add +1235.9% | 11,048 | $835K |
| Websterrogers Financial Advisors, LLC | 0.23% | Add +134.5% | 10,649 | $805K |
| Voisard Asset Management Group, Inc. | 0.16% | New | 9,775 | $739K |
| Main Street Financial Solutions, LLC | 0.06% | Add +68.2% | 9,761 | $738K |
| Jones Financial Companies LLLP | 0.00% | New | 9,507 | $718K |
| Lynch Investment Planning, LLC | 0.68% | — | 9,440 | $713K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,265 | $700K |
| Breakwater Capital Group | 0.10% | Add +8.1% | 9,247 | $699K |
| Traub Capital Management LLC | 0.66% | Add +47.2% | 9,045 | $684K |
| Dakota Wealth Management | 0.01% | New | 8,800 | $665K |
| Inspire Advisors, LLC | 0.06% | New | 8,416 | $636K |
| Bernardo Wealth Planning LLC | 0.12% | Add +168.5% | 8,196 | $619K |
| Flow Traders U.S. LLC | 0.02% | Reduce -18.0% | 7,976 | $603K |
| Bridgewealth Advisory Group, LLC | 0.11% | Add +59.4% | 6,840 | $517K |
| &partners | 0.00% | New | 6,705 | $507K |
| Prentice Wealth Management LLC | 0.11% | New | 6,635 | $501K |
| Oak Wealth Advisors LLC | 0.28% | New | 6,465 | $489K |
| Landmark Wealth Management, LLC | 0.19% | New | 6,405 | $484K |
| Wayfinding Financial, LLC | 0.19% | Reduce -87.3% | 6,031 | $455K |
| Evanson Asset Management, LLC | 0.02% | No change | 5,572 | $421K |
| TPG Advisors LLC | 0.24% | Add +4.2% | 5,194 | $393K |
| Pennsylvania Capital Management Inc. | 0.11% | New | 5,128 | $388K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 5,078 | $384K |
| Cypress Point Wealth Management, LLC | 0.07% | New | 4,550 | $344K |
| Perryman Financial Advisory Inc. | 0.05% | — | 4,527 | $342K |
| Shufro Rose & Co. LLC | 0.02% | Add +26.7% | 4,456 | $337K |
| Retirement Planning Group, LLC | 0.01% | Add +31.4% | 4,336 | $328K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,185 | $316K |
| Harbour Investments, Inc. | 0.01% | No change | 4,055 | $306K |
| Osaic Holdings, Inc. | 0.00% | Add +7.0% | 4,041 | $305K |
| Essex Financial Services, Inc. | 0.02% | Add +1.6% | 4,035 | $305K |
| Commonwealth Retirement Investments LLC | 0.10% | Reduce -27.3% | 4,000 | $302K |
| Sowell Financial Services LLC | 0.01% | New | 4,000 | $302K |
| Global Wealth Management, LLC | 0.16% | New | 3,891 | $294K |
| Vise Technologies, Inc. | 0.01% | New | 3,822 | $289K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.4% | 3,543 | $268K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,444 | $261K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | No change | 3,400 | $257K |
| HighTower Advisors, LLC | 0.00% | New | 3,400 | $257K |
| Lakewood Asset Management LLC | 0.15% | New | 3,373 | $255K |
| Swisher Financial Concepts, Inc. | 0.14% | New | 3,310 | $250K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 3,293 | $249K |
| Sterling Investment Advisors, Ltd. | 0.05% | No change | 3,265 | $247K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,900 | $219K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,831 | $215K |
| Next Level Wealth Planning, LLC | 0.11% | Add +4.5% | 2,785 | $210K |
| Private Wealth Asset Management, LLC | 0.02% | New | 2,425 | $183K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,017 | $152K |
| Gould Capital, LLC | 0.08% | New | 1,650 | $125K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,438 | $109K |
| Capital Advisors, Ltd. LLC | 0.01% | New | 800 | $60K |
| Trust Co | 0.00% | New | 474 | $36K |
| Morgan Stanley | 0.00% | New | 348 | $26K |
| Breakwater Investment Management | 0.01% | No change | 271 | $20K |
| Franklin Resources Inc. | 0.00% | No change | 70 | $5K |
| Wells Fargo & Company | 0.00% | No change | 1 | $38 |
"% 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.