Skip to content

VCRM VANGUARD MUN BD FDS

Follow

CORE TAX EXEMPT (fund)

29 managers (29 13F filers) reported a position in VCRM shares at 2025-03-31, 751,633 shares in all. 18 filers opened a position and 1 filer sold out during the quarter.

Managers
29
13F filers
29
New
18
Added
9
Reduced
0
Sold out
1
Shares held by filers
751,633

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Mills Wealth Advisors LLC244,202$18.1M9.63%+15,95113F-HRTimeline
Topsail Wealth Management, LLC79,045$5.87M1.19%+45,68913F-HRTimeline
Waverly Advisors, LLC59,190$4.39M0.05%new13F-HRTimeline
Physician Wealth Advisors, Inc.56,040$4.16M0.72%+4,72513F-HRTimeline
Wayfinding Financial, LLC47,987$3.56M1.56%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,000$2.97M<0.01%new13F-HR/ATimelineGroup
SJS Investment Consulting Inc.30,871$2.29M0.39%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,157$1.94M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,811$1.62M<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,841$1.55M<0.01%+15,28413F-HR/ATimelineGroup
CRA Financial Services, LLC19,335$1.44M0.25%+6,35013F-HRTimeline
Valeo Financial Advisors, LLC12,633$938K0.03%+2,38013F-HRTimeline
Breakwater Capital Group12,030$893K0.16%new13F-HRTimeline
Retirement Planning Group, LLC10,056$747K0.04%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC9,017$669K0.06%+2,01713F-HRTimeline
HUB Investment Partners, LLC7,779$578K0.02%new13F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC7,745$575K0.13%new13F-HRTimeline
Opus Capital Group, LLC6,689$497K0.06%new13F-HRTimeline
Financial Engines Advisors L.L.C.6,592$489K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,363$398K<0.01%new13F-HRTimelineGroup
Verum Partners LLC5,086$378K0.1%new13F-HRTimeline
NewEdge Advisors, LLC3,886$288K<0.01%+73813F-HRTimeline
SHUFRO ROSE & CO LLC3,516$261K0.02%new13F-HRTimeline
Magnolia Private Wealth, LLC3,510$261K0.22%013F-HRTimeline
Burton Enright Welch3,489$259K0.05%new13F-HRTimeline
MFA Wealth Services3,322$247K0.2%+1613F-HRTimeline
HRT FINANCIAL LP3,191$236K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,250$167K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.