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Disclosery

VCRM VANGUARD MUN BD FDS

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CORE TAX EXEMPT (fund)

153 managers (154 13F filers) reported a position in VCRM shares at 2026-06-30, 13,043,547 shares in all. 36 filers opened a position and 8 filers sold out during the quarter.

Managers
153
13F filers
154
New
36
Added
76
Reduced
23
Sold out
8
Shares held by filers
13,043,547

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HBK Sorce Advisory LLC3,651,728$274M5.34%+190,85513F-HRTimeline
Verum Partners LLC841,112$64.3M9.72%+238,75313F-HRTimeline
Topsail Wealth Management, LLC615,176$47M6%+231,01913F-HRTimeline
Karpus Management, Inc.613,630$46.9M1.35%+23,57113F-HRTimeline
Aprio Wealth Management, LLC571,707$43.7M2.16%-59,40913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500,175$38.2M0.02%+255,06313F-HRTimelineGroup
Mills Wealth Advisors LLC450,834$34.4M10.85%+51,59713F-HRTimeline
Confluence Wealth Services, Inc.329,907$25.2M0.72%+60,47213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth288,155$22M0.02%-19,55313F-HRTimelineGroup
Opus Capital Group, LLC248,789$19M1.84%-1,08713F-HRTimeline
San Luis Wealth Advisors LLC214,094$16.4M2.46%-16,34713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP207,390$15.8M0.02%+114,80413F-HRTimelineGroup
Elite Life Management LLC193,761$14.5M17.02%+19,92013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC182,879$14M5.15%+1,00213F-HRTimeline
CGN Advisors LLC173,051$13.2M0.97%+77213F-HRTimeline
Alaethes Wealth, LLC160,419$12.3M3.57%new13F-HRTimeline
Tradewinds Capital Management, LLC153,988$11.8M2.09%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC153,725$11.7M0.01%+132,20013F-HRTimelineGroup
Mallini Complete Financial Planning LLC131,776$10.1M7.18%new13F-HRTimeline
Verus Financial Partners, Inc.118,924$9.09M0.78%+21,44113F-HRTimeline
TFO Wealth Partners, LLC115,064$8.79M0.96%+32,50513F-HRTimeline
Penney Financial, LLC113,444$8.67M3.03%new13F-HRTimeline
Keystone Financial Group, Inc.109,104$8.34M4.37%+49,44313F-HRTimeline
LPL Financial LLC99,595$7.61M<0.01%+43,72313F-HRTimeline
Integrated Wealth Concepts LLC97,453$7.45M0.04%+80,93413F-HRTimeline
TAGStone Capital, Inc.95,674$7.31M2.32%-1,50013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC92,269$7.05M<0.01%+3,31613F-HRTimelineGroup
Physician Wealth Advisors, Inc.88,686$6.78M0.81%+1,46113F-HRTimeline
Tilson Financial Group, Inc.87,581$6.69M1.84%+13,81013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO83,635$6.39M<0.01%+83,43113F-HRTimelineGroup
D'Orazio & Associates, Inc.76,991$5.88M0.68%+27,04013F-HRTimeline
Physician Wealth Solutions Inc.74,716$5.71M2.16%+3,62113F-HRTimeline
Blume Capital Management, Inc.74,350$5.68M0.84%+3,70013F-HRTimeline
EQ WEALTH ADVISORS, LLC65,564$5.01M2.75%+12,41713F-HRTimeline
HighTower Advisors, LLC65,361$4.99M<0.01%-43,12813F-HRTimeline
Elequin Capital, LP64,144$4.9M0.16%new13F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC63,060$4.82M2.46%13F-HRTimeline
Timmons Wealth Management, LLC62,499$4.77M3.49%new13F-HRTimeline
Rehmann Capital Advisory Group60,033$4.59M0.21%+8,79413F-HRTimeline
Beaird Harris Wealth Management, LLC55,414$4.23M0.27%+29,17713F-HRTimeline
Kelman-Lazarov, Inc.55,199$4.22M0.55%+9,79913F-HRTimeline
S.A. Mason LLC52,780$4.03M1.24%+1,80013F-HRTimeline
Brio Consultants, LLC49,083$3.75M0.44%+10,10813F-HRTimeline
Gutierrez Wealth Advisory, LLC48,718$3.72M2.15%-5,10413F-HRTimeline
Balanced Rock Investment Advisors LLC48,515$3.71M2.31%+74213F-HRTimeline
NewEdge Advisors, LLC45,885$3.51M0.01%+8,77313F-HRTimeline
Rialto Wealth Management, LLC41,824$3.2M0.63%new13F-HRTimeline
HUB Investment Partners, LLC40,991$3.13M0.06%+12,90213F-HRTimeline
TD Capital Management LLC37,900$2.9M0.24%new13F-HRTimeline
Advyzon Investment Management, LLC37,896$2.9M0.21%-7,76313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC36,485$2.79M0.71%+20,92413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE35,353$2.7M0.37%+1,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,526$2.48M<0.01%+7,05113F-HRTimeline
Sunpointe, LLC31,028$2.37M0.67%+1,11113F-HRTimeline
BOSTON FAMILY OFFICE LLC30,812$2.35M0.14%+15,67213F-HRTimeline
NWM ADVISORS, LLC30,615$2.34M1.84%+11813F-HR/ATimeline
Capital Investment Services of America,…28,760$2.2M0.22%+1,30013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co27,307$2.09M0.09%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC26,888$2.05M<0.01%-16313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,275$2.01M<0.01%-513F-HRTimelineGroup
CRA Financial Services, LLC24,885$1.9M0.22%-34013F-HRTimeline
Diversified Portfolios, Inc.24,357$1.86M0.13%new13F-HRTimeline
Valeo Financial Advisors, LLC24,357$1.86M0.04%+1,31213F-HRTimeline
Greenwich Wealth Management LLC23,926$1.83M0.07%-3,88213F-HRTimeline
Aptus Capital Advisors, LLC23,408$1.79M0.01%new13F-HRTimeline
Burton Enright Welch23,346$1.78M0.21%+1,95013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,717$1.74M<0.01%new13F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…21,459$1.61M0.96%-16,34913F-HRTimeline
Landmark Wealth Management, LLC20,769$1.59M0.38%+5,93613F-HRTimeline
SJS Investment Consulting Inc.20,403$1.56M0.17%+2,50013F-HRTimeline
Lakewood Asset Management LLC20,215$1.54M0.85%+16,75313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,604$1.5M<0.01%new13F-HRTimelineGroup
NavPoint Financial, Inc.18,074$1.38M0.51%+3,78513F-HRTimeline
Galvin, Gaustad & Stein, LLC18,025$1.38M0.1%+1,00013F-HRTimeline
Lynch Investment Planning, LLC17,593$1.34M1.03%+5,21413F-HRTimeline
Oak Wealth Advisors LLC17,182$1.31M0.63%+1,45413F-HRTimeline
Main Street Financial Solutions, LLC16,288$1.24M0.08%+1,89813F-HRTimeline
L.K. Benson & Company, P.C.16,062$1.23M0.37%+2,65513F-HRTimeline
Souders Financial Advisors15,418$1.18M0.12%new13F-HRTimeline
Dakota Wealth Management14,700$1.12M0.02%+5,90013F-HRTimeline
Sprinkle Financial Consultants LLC13,395$1.02M0.4%+12413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,948$989K<0.01%+8,75313F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC12,899$985K0.06%-20813F-HRTimeline
AWM CAPITAL, LLC12,445$951K0.08%+7,93713F-HRTimeline
Retirement Planning Group, LLC12,355$944K0.02%+8,09413F-HRTimeline
ABLE Financial Group, LLC11,835$904K0.15%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,579$885K0.01%new13F-HRTimelineGroup
Bernardo Wealth Planning LLC11,202$856K0.15%-30113F-HRTimeline
North Star Investment Management Corp.11,102$848K0.05%+3313F-HRTimeline
Outbound Financial Inc10,513$803K0.52%013F-HRTimeline
Breakwater Capital Group10,360$792K0.1%+1,02113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,976$762K0.05%-1,45113F-HRTimeline
Newman Dignan & Sheerar, Inc.9,726$743K0.14%+6,41113F-HRTimeline
&PARTNERS9,717$743K<0.01%+1,26713F-HRTimeline
Next Level Wealth Planning, LLC9,370$716K0.32%+28913F-HRTimeline
Waverly Advisors, LLC9,223$705K<0.01%013F-HRTimeline
Traub Capital Management LLC9,198$703K0.63%013F-HRTimeline
JHP Wealth Management, LLC8,953$684K0.56%new13F-HRTimeline
Sincerus Advisory, LLC8,857$677K0.46%+3,15313F-HRTimeline
Hartmann Taylor Wealth Management, LLC9,000$676K0.45%013F-HRTimeline
Private Wealth Asset Management, LLC8,576$655K0.06%+3,76513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,506$648K0.05%+3913F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS8,295$634K0.06%+65713F-HRTimeline
Sequoia Financial Advisors, LLC8,222$628K<0.01%+15413F-HRTimeline
Prentice Wealth Management LLC7,195$550K0.11%+15013F-HRTimeline
D.B. Root & Company, LLC7,081$541K0.11%new13F-HRTimeline
Bridgewealth Advisory Group, LLC6,940$530K0.1%-1,56613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding6,978$524K+4,146Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV6,444$492K0.12%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,305$482K0.02%+2,27013F-HRTimelineGroup
Tandem Financial, LLC6,285$480K0.15%+2,54713F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,060$463K0.02%+2,66013F-HRTimeline
Snowden Capital Advisors LLC5,963$456K0.01%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD5,932$453K0.06%+5513F-HRTimeline
TPG Advisors LLC5,898$451K0.25%+68213F-HRTimeline
Summit Financial, LLC5,850$447K<0.01%new13F-HRTimeline
Cypress Point Wealth Management, LLC5,763$440K0.09%-1,76313F-HRTimeline
MML INVESTORS SERVICES, LLC5,761$440K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,705$436K<0.01%-1,76513F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC5,663$433K0.02%+2013F-HRTimeline
Evanson Financial, LLC5,599$428K0.02%13F-HRTimeline
Sowell Financial Services LLC5,450$416K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…5,025$384K<0.01%-2,02013F-HR/ATimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC4,724$361K<0.01%new13F-HRTimelineGroup
FreeGulliver LLC4,700$359K0.13%new13F-HRTimeline
Betterment LLC4,338$331K<0.01%new13F-HRTimeline
Sterling Investment Advisors, Ltd.4,240$324K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,055$310K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC4,000$306K0.08%013F-HRTimeline
Global Wealth Management, LLC3,951$302K0.15%+3613F-HRTimeline
WRAPMANAGER INC3,862$295K0.09%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.3,755$287K0.05%-6,02013F-HRTimeline
Capital Advisors Wealth Management, LLC3,569$273K0.03%new13F-HRTimeline
Tradewinds, LLC.500$258K0.06%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,292$252K<0.01%new13F-HRTimelineGroup
BURNEY CO/3,158$241K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,900$222K0.01%013F-HRTimeline
Vise Technologies, Inc.2,842$217K<0.01%-98013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,710$207K0.03%new13F-HRTimeline
Gould Capital, LLC1,650$126K0.07%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,305$99.7K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY998$76.2K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…886$67.7K<0.01%new13F-HRTimelineGroup
Trust Co869$66.4K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC800$61K0.01%013F-HRTimeline
Burk Holdings LLC658$50.3K0.02%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC645$49.3K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA526$40K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN521$39.8K<0.01%+52013F-HRTimelineGroup
Breakwater Investment Management271$20.7K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC93$7.14K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources70$5.35K<0.01%013F-HRTimelineGroup
ENTRUST FINANCIAL LLC25$1.91K<0.01%-2513F-HRTimeline