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Disclosery

VCRM VANGUARD MUN BD FDS

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CORE TAX EXEMPT (fund)

77 managers (77 13F filers) reported a position in VCRM shares at 2025-09-30, 4,008,551 shares in all. 28 filers opened a position and 2 filers sold out during the quarter.

Managers
77
13F filers
77
New
28
Added
36
Reduced
8
Sold out
2
Shares held by filers
4,008,551

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Karpus Management, Inc.533,467$40.1M1.27%new13F-HRTimeline
Mills Wealth Advisors LLC299,335$22.5M9.16%+11,44613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO225,869$17M<0.01%+217,87813F-HR/ATimelineGroup
San Luis Wealth Advisors LLC219,182$16.5M2.97%+14,77513F-HR/ATimeline
Topsail Wealth Management, LLC200,004$15.1M2.55%+89,69313F-HRTimeline
Verum Partners LLC182,538$13.7M2.92%+15,85113F-HRTimeline
Opus Capital Group, LLC176,202$13.3M1.49%+26,69013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC172,256$13M0.02%+36,38313F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC168,500$12.7M5.49%new13F-HRTimeline
CGN Advisors LLC161,512$12.2M1%+68,10413F-HRTimeline
HBK Sorce Advisory LLC148,170$11.2M0.28%new13F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…100,972$7.6M0.01%new13F-HRTimelineGroup
TAGStone Capital, Inc.95,452$7.18M2.85%+43,99413F-HRTimeline
Blume Capital Management, Inc.84,115$6.33M1.22%new13F-HRTimeline
OLD MISSION CAPITAL LLC80,910$6.09M0.22%+76,48913F-HRTimeline
Verus Financial Partners, Inc.77,596$5.84M0.56%+9,38113F-HRTimeline
Physician Wealth Solutions Inc.70,137$5.28M2.3%-2,24913F-HRTimeline
Physician Wealth Advisors, Inc.66,299$4.99M0.71%+8,34813F-HRTimeline
Waverly Advisors, LLC63,269$4.76M0.05%013F-HRTimeline
Gutierrez Wealth Advisory, LLC54,301$4.09M2.61%+1,86913F-HRTimeline
Wayfinding Financial, LLC47,331$3.56M1.53%-59413F-HRTimeline
Advyzon Investment Management, LLC46,831$3.52M0.6%+37313F-HRTimeline
Greenwich Wealth Management LLC44,992$3.39M0.17%+3,46313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,287$3.26M<0.01%+3,54113F-HRTimelineGroup
Rehmann Capital Advisory Group43,072$3.23M0.18%+3,32713F-HRTimeline
Elequin Capital, LP41,766$3.14M0.27%+19,22113F-HRTimeline
Balanced Rock Investment Advisors LLC39,290$2.96M2.16%+6,91113F-HRTimeline
von Borstel & Associates, Inc.37,192$2.81M0.43%new13F-HRTimeline
Kelman-Lazarov, Inc.37,368$2.81M0.42%+20,06713F-HRTimeline
Brio Consultants, LLC33,087$2.49M0.34%+1,80613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,705$1.93M<0.01%013F-HRTimelineGroup
CRA Financial Services, LLC24,885$1.87M0.26%+1,97013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE24,367$1.83M0.27%new13F-HRTimeline
Keystone Financial Group, Inc.23,202$1.75M0.98%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,248$1.52M<0.01%new13F-HRTimelineGroup
Burton Enright Welch18,364$1.38M0.21%+14,75513F-HRTimeline
Sunpointe, LLC18,300$1.38M0.5%+3,63313F-HRTimeline
SJS Investment Consulting Inc.17,528$1.32M0.18%-6,24613F-HRTimeline
Capital Investment Services of America,…17,300$1.3M0.12%+12,58513F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC14,467$1.09M0.2%+8,44813F-HRTimeline
Integrated Wealth Concepts LLC14,249$1.07M0.01%new13F-HRTimeline
LPL Financial LLC13,655$1.03M<0.01%+6,65513F-HRTimeline
TFO Wealth Partners, LLC13,340$1M0.16%new13F-HRTimeline
L.K. Benson & Company, P.C.13,146$989K0.53%+1,02813F-HRTimeline
HUB Investment Partners, LLC11,053$832K0.03%+71913F-HRTimeline
ABLE Financial Group, LLC10,646$801K0.17%+1,60213F-HRTimeline
Galvin, Gaustad & Stein, LLC10,539$793K0.06%013F-HRTimeline
FLOW TRADERS U.S. LLC9,731$732K0.03%-1,28813F-HRTimeline
NewEdge Advisors, LLC9,500$715K<0.01%new13F-HRTimeline
NavPoint Financial, Inc.9,474$713K0.37%new13F-HRTimeline
Breakwater Capital Group8,558$644K0.1%-4,60513F-HRTimeline
Traub Capital Management LLC6,145$462K0.46%new13F-HRTimeline
Main Street Financial Solutions, LLC5,805$437K0.03%new13F-HRTimeline
Evanson Asset Management, LLC5,572$419K0.02%new13F-HRTimeline
Commonwealth Retirement Investments LLC5,500$414K0.14%new13F-HRTimeline
TPG Advisors LLC4,983$375K0.25%+11013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC4,542$342K0.1%+95513F-HRTimeline
Bridgewealth Advisory Group, LLC4,290$323K0.07%-80513F-HRTimeline
HARBOUR INVESTMENTS, INC.4,055$305K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,970$299K0.02%-2,46013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,777$284K<0.01%+49713F-HRTimelineGroup
Valeo Financial Advisors, LLC3,651$275K0.01%+19013F-HRTimeline
SHUFRO ROSE & CO LLC3,516$261K0.02%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…3,400$256K0.01%new13F-HRTimeline
SAXON INTERESTS, INC.3,479$256K0.1%new13F-HRTimeline
MFA Wealth Services3,381$254K0.18%+3113F-HRTimeline
Retirement Planning Group, LLC3,301$248K0.01%-2,17313F-HRTimeline
Sterling Investment Advisors, Ltd.3,265$246K0.05%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,238$244K<0.01%new13F-HRTimeline
Bernardo Wealth Planning LLC3,053$230K0.05%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,950$222K<0.01%new13F-HRTimelineGroup
Next Level Wealth Planning, LLC2,666$201K0.11%new13F-HRTimeline
North Star Investment Management Corp.827$62.3K<0.01%+713F-HRTimeline
McIlrath & Eck, LLC284$21.4K<0.01%new13F-HRTimeline
Breakwater Investment Management271$20.4K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources70$5.27K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$64<0.01%new13F-HRTimelineGroup