Vanguard Core Tax-Ex BondVCRMETF
13F holders, Q1 2026 (March 31)125holders +8
15new positions
8sold out
$75.36avg. 13F price*
At the end of Q1 2026, 125 institutions reported holding Vanguard Core Tax-Ex Bond (VCRM) in their 13F filings, up 8 from Q4 2025. 15 opened new positions and 8 sold out. The largest holders were HBK Sorce Advisory LLC ($262.1M), Aprio Wealth Management, LLC ($47.4M) and Verum Partners LLC ($45.3M).
- Company
- Vanguard Core Tax-Ex Bond
- CUSIP
- 922907712
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $24.1M |
| Exits | 8 | $9.2M |
All 13F filers, Q4 2025 → Q1 2026: 4,901,354 shares bought and 707,481 shares sold, net +4,193,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| HBK Sorce Advisory LLC | 5.35% | Add +924.1% | 3,460,873 | $262.1M |
| Aprio Wealth Management, LLC | 2.59% | Add +9.0% | 631,116 | $47.4M |
| Verum Partners LLC | 8.60% | Add +25.5% | 602,359 | $45.3M |
| Karpus Management, Inc. | 1.38% | Add +6.5% | 590,059 | $44.3M |
| Mills Wealth Advisors LLC | 10.48% | Add +18.3% | 399,237 | $30.0M |
| Topsail Wealth Management, LLC | 4.26% | Add +17.5% | 384,157 | $28.9M |
| Focus Partners Wealth | 0.03% | Add +214.6% | 307,708 | $23.1M |
| Confluence Wealth Services, Inc. | 0.79% | Add +23.5% | 269,435 | $20.2M |
| Opus Capital Group, LLC | 2.02% | Add +11.9% | 249,876 | $18.8M |
| Jones Financial Companies LLLP | 0.01% | Add +2478.2% | 245,112 | $18.3M |
| San Luis Wealth Advisors LLC | 2.87% | Reduce -3.6% | 230,441 | $17.3M |
| Mb, Levis & Associates, LLC | 5.70% | Add +0.9% | 181,877 | $13.7M |
| Elite Life Management LLC | 16.49% | New | 173,841 | $13.2M |
| CGN Advisors LLC | 1.02% | Reduce -0.3% | 172,279 | $12.9M |
| HighTower Advisors, LLC | 0.01% | Add +3090.8% | 108,489 | $8.2M |
| Verus Financial Partners, Inc. | 0.66% | Add +8.7% | 97,483 | $7.4M |
| TAGStone Capital, Inc. | 2.58% | Reduce -6.4% | 97,174 | $7.3M |
| Truist Financial Corp. | 0.01% | Add +276.8% | 92,586 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +567.5% | 88,953 | $6.7M |
| Physician Wealth Advisors, Inc. | 0.91% | Add +7.0% | 87,225 | $6.6M |
| TFO Wealth Partners, LLC | 0.84% | Add +177.7% | 82,559 | $6.2M |
| Tilson Financial Group, Inc. | 1.66% | Add +30.5% | 73,771 | $5.5M |
| Physician Wealth Solutions Inc. | 2.21% | Reduce -5.5% | 71,095 | $5.3M |
| Blume Capital Management, Inc. | 0.90% | Reduce -15.9% | 70,650 | $5.3M |
| Keystone Financial Group, Inc. | 2.33% | Add +86.5% | 59,661 | $4.5M |
| LPL Financial LLC | 0.00% | Add +93.8% | 55,872 | $4.2M |
| Gutierrez Wealth Advisory, LLC | 2.51% | Reduce -1.9% | 53,822 | $4.0M |
| Eq Wealth Advisors, LLC | 2.33% | Add +70.4% | 53,147 | $4.0M |
| Rehmann Capital Advisory Group | 0.20% | Add +9.2% | 51,239 | $3.9M |
| S.A. Mason LLC | 1.44% | Add +11.2% | 50,980 | $3.8M |
| D'Orazio & Associates, Inc. | 0.49% | Add +339.5% | 49,951 | $3.8M |
| Balanced Rock Investment Advisors LLC | 2.52% | Add +3.7% | 47,773 | $3.6M |
| Advyzon Investment Management, LLC | 0.31% | Reduce -2.4% | 45,659 | $3.4M |
| Kelman-Lazarov, Inc. | 0.49% | Add +10.1% | 45,400 | $3.4M |
| Brio Consultants, LLC | 0.36% | Add +2.6% | 38,975 | $2.9M |
| Up Strategic Wealth Investment Advisors LLC | 1.80% | New | 37,808 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +81.7% | 37,112 | $2.8M |
| Smithbridge Asset Management Inc. | 0.38% | Reduce -31.2% | 34,353 | $2.6M |
| NWM Advisors, LLC | 2.09% | Reduce -0.7% | 30,497 | $2.3M |
| Sunpointe, LLC | 0.74% | Add +8.7% | 29,917 | $2.2M |
| HUB Investment Partners, LLC | 0.05% | Add +141.2% | 28,089 | $2.1M |
| Greenwich Wealth Management LLC | 0.09% | Reduce -50.5% | 27,808 | $2.1M |
| Capital Investment Services of America, Inc. | 0.22% | Add +5.0% | 27,460 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +60.8% | 27,051 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.3% | 26,280 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.13% | New | 26,237 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +175.0% | 25,475 | $1.9M |
| CRA Financial Services, LLC | 0.25% | Add +1.4% | 25,225 | $1.9M |
| Valeo Financial Advisors, LLC | 0.04% | Add +26.6% | 23,045 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -91.9% | 21,525 | $1.6M |
| Burton Enright Welch | 0.22% | Add +13.8% | 21,396 | $1.6M |
| SJS Investment Consulting Inc. | 0.16% | Add +1.0% | 17,903 | $1.3M |
| Galvin, Gaustad & Stein, LLC | 0.10% | Add +26.8% | 17,025 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | New | 16,519 | $1.2M |
| Oak Wealth Advisors LLC | 0.65% | Add +143.3% | 15,728 | $1.2M |
| Websterrogers Financial Advisors, LLC | 0.33% | Add +46.1% | 15,561 | $1.2M |
| Boston Family Office LLC | 0.08% | Add +2.1% | 15,140 | $1.1M |
| Landmark Wealth Management, LLC | 0.30% | Add +131.6% | 14,833 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Add +47.4% | 14,390 | $1.1M |
| NavPoint Financial, Inc. | 0.43% | Reduce -5.1% | 14,289 | $1.1M |
| L.K. Benson & Company, P.C. | 0.33% | Add +0.1% | 13,407 | $1.0M |
| Sprinkle Financial Consultants LLC | 0.46% | Add +0.3% | 13,271 | $997K |
| Evolve Private Wealth, LLC | 0.05% | New | 13,107 | $985K |
| Lynch Investment Planning, LLC | 0.84% | Add +31.1% | 12,379 | $930K |
| ABLE Financial Group, LLC | 0.17% | Add +2.4% | 11,835 | $889K |
| Bernardo Wealth Planning LLC | 0.17% | Add +40.4% | 11,503 | $864K |
| Titleist Asset Management, LLC | 0.06% | New | 11,427 | $859K |
| North Star Investment Management Corp. | 0.05% | Add +0.2% | 11,069 | $832K |
| Outbound Financial Inc | 0.59% | New | 10,513 | $790K |
| Voisard Asset Management Group, Inc. | 0.16% | No change | 9,775 | $735K |
| Breakwater Capital Group | 0.09% | Add +1.0% | 9,339 | $702K |
| Waverly Advisors, LLC | 0.01% | Reduce -86.1% | 9,223 | $693K |
| Traub Capital Management LLC | 0.69% | Add +1.7% | 9,198 | $691K |
| Next Level Wealth Planning, LLC | 0.35% | Add +226.1% | 9,081 | $682K |
| Hartmann Taylor Wealth Management, LLC | 0.45% | New | 9,000 | $676K |
| Dakota Wealth Management | 0.01% | No change | 8,800 | $661K |
| Flow Traders U.S. LLC | 0.02% | Add +10.0% | 8,776 | $660K |
| Bridgewealth Advisory Group, LLC | 0.13% | Add +24.4% | 8,506 | $639K |
| Inspire Advisors, LLC | 0.05% | Add +0.6% | 8,467 | $636K |
| &partners | 0.00% | Add +26.0% | 8,450 | $635K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +92.8% | 8,068 | $606K |
| Fiduciary Financial Advisors | 0.51% | — | 7,638 | $574K |
| Cypress Point Wealth Management, LLC | 0.12% | Add +65.4% | 7,526 | $566K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -78.5% | 7,470 | $561K |
| Prentice Wealth Management LLC | 0.12% | Add +6.2% | 7,045 | $529K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +98.8% | 7,045 | $529K |
| Pennsylvania Capital Management Inc. | 0.14% | Add +25.7% | 6,444 | $484K |
| Perryman Financial Advisory Inc. | 0.07% | Add +29.8% | 5,877 | $442K |
| Sincerus Advisory, LLC | 0.32% | New | 5,704 | $429K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +71.4% | 5,643 | $424K |
| Evanson Asset Management, LLC | 0.02% | No change | 5,572 | $419K |
| Sowell Financial Services LLC | 0.02% | Add +36.3% | 5,450 | $410K |
| TPG Advisors LLC | 0.24% | Add +0.4% | 5,216 | $392K |
| Old Mission Capital LLC | 0.01% | Reduce -67.1% | 5,186 | $390K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 5,078 | $382K |
| Private Wealth Asset Management, LLC | 0.04% | Add +98.4% | 4,811 | $362K |
| Awm Capital, LLC | 0.03% | Reduce -71.4% | 4,508 | $339K |
| Shufro Rose & Co. LLC | 0.02% | No change | 4,456 | $335K |
| Retirement Planning Group, LLC | 0.01% | Reduce -1.7% | 4,261 | $320K |
| Sterling Investment Advisors, Ltd. | 0.06% | Add +29.9% | 4,240 | $319K |
"% 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.