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Disclosery

VCRM VANGUARD MUN BD FDS

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CORE TAX EXEMPT (fund)

117 managers (117 13F filers) reported a position in VCRM shares at 2025-12-31, 6,094,257 shares in all. 43 filers opened a position and 5 filers sold out during the quarter.

Managers
117
13F filers
117
New
43
Added
53
Reduced
10
Sold out
5
Shares held by filers
6,094,257

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Aprio Wealth Management, LLC578,963$43.8M2.51%new13F-HRTimeline
Karpus Management, Inc.554,144$41.9M1.29%+20,67713F-HR/ATimeline
Verum Partners LLC480,051$36.3M7.31%+297,51313F-HRTimeline
HBK Sorce Advisory LLC337,934$25.7M0.59%+189,76413F-HRTimeline
Mills Wealth Advisors LLC337,461$25.5M10.06%+38,12613F-HRTimeline
Topsail Wealth Management, LLC326,854$24.7M3.62%+126,85013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC266,234$20.1M0.02%+93,97813F-HRTimelineGroup
San Luis Wealth Advisors LLC239,055$18.1M3.03%+19,87313F-HRTimeline
Opus Capital Group, LLC223,270$16.9M1.83%+47,06813F-HRTimeline
Confluence Wealth Services, Inc.218,146$16.5M0.68%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC180,323$13.6M5.74%+11,82313F-HRTimeline
CGN Advisors LLC172,709$13.1M1.03%+11,19713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO152,149$11.5M<0.01%-73,72013F-HRTimelineGroup
TAGStone Capital, Inc.103,827$7.85M2.92%+8,37513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth97,821$7.39M0.01%new13F-HRTimelineGroup
Verus Financial Partners, Inc.89,701$6.82M0.63%+12,10513F-HRTimeline
Blume Capital Management, Inc.84,015$6.35M1.17%-10013F-HRTimeline
Physician Wealth Advisors, Inc.81,481$6.16M0.86%+15,18213F-HRTimeline
Physician Wealth Solutions Inc.75,204$5.68M2.41%+5,06713F-HRTimeline
Waverly Advisors, LLC66,213$5M0.04%+2,94413F-HRTimeline
Tilson Financial Group, Inc.56,518$4.27M1.31%new13F-HRTimeline
Greenwich Wealth Management LLC56,227$4.25M0.19%+11,23513F-HRTimeline
Gutierrez Wealth Advisory, LLC54,837$4.14M2.6%+53613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE49,934$3.77M0.32%+25,56713F-HRTimeline
Rehmann Capital Advisory Group46,920$3.61M0.19%+3,84813F-HRTimeline
Advyzon Investment Management, LLC46,767$3.53M0.41%-6413F-HRTimeline
Balanced Rock Investment Advisors LLC46,058$3.48M2.47%+6,76813F-HRTimeline
S.A. Mason LLC45,858$3.47M1.37%new13F-HRTimeline
Kelman-Lazarov, Inc.41,252$3.12M0.45%+3,88413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…38,172$2.88M0.07%new13F-HRTimelineGroup
Brio Consultants, LLC37,978$2.87M0.37%+4,89113F-HRTimeline
Elequin Capital, LP35,296$2.67M0.35%-6,47013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,720$2.62M<0.01%+9,01513F-HR/ATimelineGroup
Keystone Financial Group, Inc.31,990$2.42M1.27%+8,78813F-HRTimeline
EQ WEALTH ADVISORS, LLC31,191$2.36M1.39%new13F-HRTimeline
NWM ADVISORS, LLC30,695$2.32M2.02%13F-HRTimeline
TFO Wealth Partners, LLC29,732$2.25M0.34%+16,39213F-HRTimeline
LPL Financial LLC28,834$2.18M<0.01%+15,17913F-HRTimeline
Sunpointe, LLC27,516$2.08M0.69%+9,21613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,366$1.99M<0.01%-74,60613F-HRTimelineGroup
Capital Investment Services of America,…26,140$1.98M0.19%+8,84013F-HRTimeline
CRA Financial Services, LLC24,885$1.88M0.25%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,575$1.86M<0.01%+4,32713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,422$1.54M<0.01%+17,47213F-HRTimelineGroup
NewEdge Advisors, LLC20,421$1.54M0.01%+10,92113F-HRTimeline
Burton Enright Welch18,807$1.42M0.2%+44313F-HRTimeline
SEVEN MILE ADVISORY18,381$1.39M0.24%new13F-HRTimeline
Valeo Financial Advisors, LLC18,201$1.38M0.03%+14,55013F-HRTimeline
SJS Investment Consulting Inc.17,723$1.34M0.17%+19513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,819$1.27M<0.01%new13F-HRTimelineGroup
AWM CAPITAL, LLC15,761$1.19M0.11%new13F-HRTimeline
OLD MISSION CAPITAL LLC15,745$1.19M0.05%-65,16513F-HRTimeline
NavPoint Financial, Inc.15,063$1.14M0.49%+5,58913F-HRTimeline
BOSTON FAMILY OFFICE LLC14,829$1.12M0.07%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC13,431$1.01M0.08%+2,89213F-HRTimeline
L.K. Benson & Company, P.C.13,395$1.01M0.51%+24913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,327$1.01M<0.01%-29,96013F-HRTimelineGroup
Sprinkle Financial Consultants LLC13,231$1000K0.51%new13F-HRTimeline
HUB Investment Partners, LLC11,646$880K0.02%+59313F-HRTimeline
ABLE Financial Group, LLC11,560$874K0.18%+91413F-HRTimeline
D'Orazio & Associates, Inc.11,365$859K0.11%new13F-HRTimeline
North Star Investment Management Corp.11,048$835K0.05%+10,22113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC10,649$805K0.23%+6,10713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.9,775$739K0.16%new13F-HRTimeline
Main Street Financial Solutions, LLC9,761$738K0.06%+3,95613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,507$718K<0.01%new13F-HRTimelineGroup
Lynch Investment Planning, LLC9,440$713K0.68%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,265$700K<0.01%new13F-HRTimeline
Breakwater Capital Group9,247$699K0.1%+68913F-HRTimeline
Traub Capital Management LLC9,045$684K0.66%+2,90013F-HRTimeline
Dakota Wealth Management8,800$665K0.01%new13F-HR/ATimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,416$636K0.06%new13F-HRTimelineGroup
Bernardo Wealth Planning LLC8,196$619K0.12%+5,14313F-HRTimeline
FLOW TRADERS U.S. LLC7,976$603K0.02%-1,75513F-HRTimeline
Bridgewealth Advisory Group, LLC6,840$517K0.11%+2,55013F-HRTimeline
&PARTNERS6,705$507K<0.01%new13F-HRTimeline
Prentice Wealth Management LLC6,635$501K0.11%new13F-HRTimeline
Oak Wealth Advisors LLC6,465$489K0.28%new13F-HRTimeline
Landmark Wealth Management, LLC6,405$484K0.19%new13F-HRTimeline
Wayfinding Financial, LLC6,031$455K0.19%-41,30013F-HRTimeline
Evanson Asset Management, LLC5,572$421K0.02%013F-HRTimeline
TPG Advisors LLC5,194$393K0.24%+21113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV5,128$388K0.11%new13F-HRTimeline
Wilmington Savings Fund Society, FSB5,078$384K0.01%new13F-HRTimeline
Cypress Point Wealth Management, LLC4,550$344K0.08%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD4,527$342K0.05%13F-HRTimeline
SHUFRO ROSE & CO LLC4,456$337K0.02%+94013F-HRTimeline
Retirement Planning Group, LLC4,336$328K0.01%+1,03513F-HRTimeline
Sequoia Financial Advisors, LLC4,185$316K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,055$306K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,041$305K<0.01%+26413F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,035$305K0.02%+6513F-HRTimelineGroup
Sowell Financial Services LLC4,000$302K0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC4,000$302K0.1%-1,50013F-HRTimeline
Global Wealth Management, LLC3,891$294K0.16%new13F-HRTimeline
Vise Technologies, Inc.3,822$289K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,543$268K<0.01%+30513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,444$261K<0.01%new13F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…3,400$257K0.01%013F-HRTimeline
HighTower Advisors, LLC3,400$257K<0.01%new13F-HRTimeline
Lakewood Asset Management LLC3,373$255K0.15%new13F-HRTimeline
Swisher Financial Concepts, Inc.3,310$250K0.14%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,293$249K0.01%new13F-HRTimeline
Sterling Investment Advisors, Ltd.3,265$247K0.05%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,900$219K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,831$215K0.01%new13F-HRTimelineGroup
Next Level Wealth Planning, LLC2,785$210K0.11%+11913F-HRTimeline
Private Wealth Asset Management, LLC2,425$183K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,017$152K<0.01%new13F-HRTimelineGroup
Gould Capital, LLC1,650$125K0.08%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,438$109K<0.01%new13F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC800$60K0.01%new13F-HRTimeline
Trust Co474$35.8K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY348$26.3K<0.01%new13F-HR/ATimelineGroup
Breakwater Investment Management271$20.5K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources70$5.29K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$38<0.01%013F-HRTimelineGroup