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Disclosery

VCRM VANGUARD MUN BD FDS

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CORE TAX EXEMPT (fund)

52 managers (52 13F filers) reported a position in VCRM shares at 2025-06-30, 2,063,250 shares in all. 28 filers opened a position and 5 filers sold out during the quarter.

Managers
52
13F filers
52
New
28
Added
13
Reduced
8
Sold out
5
Shares held by filers
2,063,250

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Mills Wealth Advisors LLC287,889$21.2M9.71%+43,68713F-HRTimeline
San Luis Wealth Advisors LLC204,407$15M3.23%new13F-HRTimeline
Verum Partners LLC166,687$12.3M2.82%+161,60113F-HRTimeline
Opus Capital Group, LLC149,512$11M1.32%+142,82313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC135,873$10M0.02%+115,03213F-HRTimelineGroup
Topsail Wealth Management, LLC110,311$8.12M1.48%+31,26613F-HRTimeline
CGN Advisors LLC93,408$6.87M0.61%new13F-HRTimeline
Physician Wealth Solutions Inc.72,386$5.33M2.47%new13F-HRTimeline
Verus Financial Partners, Inc.68,215$5M0.51%new13F-HRTimeline
Waverly Advisors, LLC63,269$4.65M0.05%+4,07913F-HRTimeline
Physician Wealth Advisors, Inc.57,951$4.26M0.67%+1,91113F-HRTimeline
Gutierrez Wealth Advisory, LLC52,432$3.86M2.59%new13F-HRTimeline
TAGStone Capital, Inc.51,458$3.77M1.56%new13F-HRTimeline
Wayfinding Financial, LLC47,925$3.51M1.57%-6213F-HRTimeline
Advyzon Investment Management, LLC46,458$3.42M0.76%new13F-HRTimeline
Greenwich Wealth Management LLC41,529$3.06M0.15%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,746$2.92M<0.01%new13F-HRTimelineGroup
Rehmann Capital Advisory Group39,745$2.92M0.18%new13F-HRTimeline
Balanced Rock Investment Advisors LLC32,379$2.38M1.87%new13F-HRTimeline
Brio Consultants, LLC31,281$2.3M0.34%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,705$1.89M<0.01%-14,29513F-HRTimelineGroup
SJS Investment Consulting Inc.23,774$1.75M0.28%-7,09713F-HRTimeline
CRA Financial Services, LLC22,915$1.69M0.26%+3,58013F-HRTimeline
Elequin Capital, LP22,545$1.66M0.23%new13F-HRTimeline
Kelman-Lazarov, Inc.17,301$1.27M0.21%new13F-HRTimeline
Sunpointe, LLC14,667$1.08M0.43%new13F-HRTimeline
Breakwater Capital Group13,163$968K0.16%+1,13313F-HRTimeline
L.K. Benson & Company, P.C.12,118$892K0.55%new13F-HRTimeline
FLOW TRADERS U.S. LLC11,019$811K0.03%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC10,539$775K0.07%+1,52213F-HRTimeline
HUB Investment Partners, LLC10,334$760K0.03%+2,55513F-HRTimeline
ABLE Financial Group, LLC9,044$665K0.16%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,991$588K<0.01%-18,16613F-HRTimelineGroup
LPL Financial LLC7,000$515K<0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,430$473K0.03%new13F-HRTimelineGroup
OAK HILL WEALTH ADVISORS, LLC6,019$441K0.09%-1,72613F-HRTimeline
Retirement Planning Group, LLC5,474$403K0.02%-4,58213F-HRTimeline
Bridgewealth Advisory Group, LLC5,095$375K0.1%new13F-HRTimeline
TPG Advisors LLC4,873$359K0.26%new13F-HRTimeline
Capital Investment Services of America,…4,715$347K0.03%new13F-HRTimeline
OLD MISSION CAPITAL LLC4,421$325K0.01%new13F-HRTimeline
Burton Enright Welch3,609$266K0.05%+12013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC3,587$264K0.08%new13F-HRTimeline
SHUFRO ROSE & CO LLC3,516$261K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC3,461$255K0.01%-9,17213F-HR/ATimeline
MFA Wealth Services3,350$246K0.19%+2813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,280$241K<0.01%-2,08313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,250$166K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,304$95.9K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.820$60.3K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources70$5.15K<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.