VCRM VANGUARD MUN BD FDS
FollowCORE TAX EXEMPT (fund)
12 managers (12 13F filers) reported a position in VCRM shares at 2024-12-31, 383,049 shares in all. 9 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 9
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 383,049
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, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Mills Wealth Advisors LLC | 228,251 | $17M | 9.69% | new | 13F-HRTimeline |
| Physician Wealth Advisors, Inc. | 51,315 | $3.83M | 0.65% | new | 13F-HRTimeline |
| Topsail Wealth Management, LLC | 33,356 | $2.49M | 0.53% | 13F-HRTimeline | |
| OLD MISSION CAPITAL LLC | 24,368 | $1.82M | 0.04% | new | 13F-HRTimeline |
| CRA Financial Services, LLC | 12,985 | $968K | 0.17% | new | 13F-HRTimeline |
| Valeo Financial Advisors, LLC | 10,253 | $765K | 0.02% | new | 13F-HRTimeline |
| Galvin, Gaustad & Stein, LLC | 7,000 | $522K | 0.05% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 5,557 | $414K | <0.01% | new | 13F-HRTimelineGroup |
| Magnolia Private Wealth, LLC | 3,510 | $262K | 0.23% | 13F-HRTimeline | |
| MFA Wealth Services | 3,306 | $247K | 0.2% | 13F-HRTimeline | |
| NewEdge Advisors, LLC | 3,148 | $235K | <0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |