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Disclosery

VCRM VANGUARD MUN BD FDS

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CORE TAX EXEMPT (fund)

125 managers (125 13F filers) reported a position in VCRM shares at 2026-03-31, 10,295,768 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
125
13F filers
125
New
15
Added
72
Reduced
20
Sold out
8
Shares held by filers
10,295,768

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HBK Sorce Advisory LLC3,460,873$262M5.35%+3,122,93913F-HRTimeline
Aprio Wealth Management, LLC631,116$47.4M2.59%+52,15313F-HRTimeline
Verum Partners LLC602,359$45.3M8.6%+122,30813F-HRTimeline
Karpus Management, Inc.590,059$44.3M1.38%+35,91513F-HRTimeline
Mills Wealth Advisors LLC399,237$30M10.48%+61,77613F-HRTimeline
Topsail Wealth Management, LLC384,157$28.9M4.26%+57,30313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth307,708$23.1M0.03%+209,88713F-HRTimelineGroup
Confluence Wealth Services, Inc.269,435$20.2M0.79%+51,28913F-HRTimeline
Opus Capital Group, LLC249,876$18.8M2.02%+26,60613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP245,112$18.3M0.01%+235,60513F-HRTimelineGroup
San Luis Wealth Advisors LLC230,441$17.3M2.87%-8,61413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC181,877$13.7M5.7%+1,55413F-HRTimeline
Elite Life Management LLC173,841$13.2M16.49%new13F-HRTimeline
CGN Advisors LLC172,279$12.9M1.02%-43013F-HRTimeline
HighTower Advisors, LLC108,489$8.15M0.01%+105,08913F-HRTimeline
Verus Financial Partners, Inc.97,483$7.39M0.66%+7,78213F-HRTimeline
TAGStone Capital, Inc.97,174$7.3M2.58%-6,65313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP92,586$6.96M0.01%+68,01113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,953$6.68M<0.01%+75,62613F-HRTimelineGroup
Physician Wealth Advisors, Inc.87,225$6.55M0.91%+5,74413F-HRTimeline
TFO Wealth Partners, LLC82,559$6.2M0.84%+52,82713F-HRTimeline
Tilson Financial Group, Inc.73,771$5.54M1.66%+17,25313F-HRTimeline
Physician Wealth Solutions Inc.71,095$5.34M2.21%-4,10913F-HRTimeline
Blume Capital Management, Inc.70,650$5.31M0.9%-13,36513F-HRTimeline
Keystone Financial Group, Inc.59,661$4.48M2.33%+27,67113F-HRTimeline
LPL Financial LLC55,872$4.2M<0.01%+27,03813F-HRTimeline
Gutierrez Wealth Advisory, LLC53,822$4.04M2.51%-1,01513F-HRTimeline
EQ WEALTH ADVISORS, LLC53,147$3.99M2.34%+21,95613F-HRTimeline
Rehmann Capital Advisory Group51,239$3.85M0.2%+4,31913F-HRTimeline
S.A. Mason LLC50,980$3.83M1.44%+5,12213F-HRTimeline
D'Orazio & Associates, Inc.49,951$3.75M0.49%+38,58613F-HRTimeline
Balanced Rock Investment Advisors LLC47,773$3.59M2.52%+1,71513F-HRTimeline
Advyzon Investment Management, LLC45,659$3.43M0.31%-1,10813F-HRTimeline
Kelman-Lazarov, Inc.45,400$3.41M0.49%+4,14813F-HRTimeline
Brio Consultants, LLC38,975$2.95M0.36%+99713F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…37,808$2.86M1.8%new13F-HRTimeline
NewEdge Advisors, LLC37,112$2.79M0.01%+16,69113F-HR/ATimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE34,353$2.58M0.38%-15,58113F-HRTimeline
NWM ADVISORS, LLC30,497$2.29M2.09%-19813F-HRTimeline
Sunpointe, LLC29,917$2.25M0.74%+2,40113F-HRTimeline
HUB Investment Partners, LLC28,089$2.11M0.05%+16,44313F-HRTimeline
Greenwich Wealth Management LLC27,808$2.09M0.09%-28,41913F-HRTimeline
Capital Investment Services of America,…27,460$2.06M0.22%+1,32013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,051$2.03M<0.01%+10,23213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,280$1.98M<0.01%-8613F-HRTimelineGroup
Beaird Harris Wealth Management, LLC26,237$1.97M0.13%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,475$1.91M<0.01%+16,21013F-HRTimeline
CRA Financial Services, LLC25,225$1.9M0.25%+34013F-HRTimeline
Valeo Financial Advisors, LLC23,045$1.73M0.04%+4,84413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,525$1.62M<0.01%-244,70913F-HRTimelineGroup
Burton Enright Welch21,396$1.61M0.22%+2,58913F-HRTimeline
SJS Investment Consulting Inc.17,903$1.35M0.16%+18013F-HRTimeline
Galvin, Gaustad & Stein, LLC17,025$1.28M0.1%+3,59413F-HRTimeline
Integrated Wealth Concepts LLC16,519$1.24M0.01%new13F-HRTimeline
Oak Wealth Advisors LLC15,728$1.18M0.65%+9,26313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC15,561$1.17M0.33%+4,91213F-HRTimeline
BOSTON FAMILY OFFICE LLC15,140$1.14M0.08%+31113F-HRTimeline
Landmark Wealth Management, LLC14,833$1.11M0.3%+8,42813F-HRTimeline
Main Street Financial Solutions, LLC14,390$1.08M0.08%+4,62913F-HRTimeline
NavPoint Financial, Inc.14,289$1.07M0.43%-77413F-HRTimeline
L.K. Benson & Company, P.C.13,407$1.01M0.33%+1213F-HRTimeline
Sprinkle Financial Consultants LLC13,271$997K0.46%+4013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC13,107$985K0.05%new13F-HRTimeline
Lynch Investment Planning, LLC12,379$930K0.84%+2,93913F-HRTimeline
ABLE Financial Group, LLC11,835$889K0.17%+27513F-HRTimeline
Bernardo Wealth Planning LLC11,503$864K0.17%+3,30713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,427$859K0.06%new13F-HRTimeline
North Star Investment Management Corp.11,069$832K0.05%+2113F-HRTimeline
Outbound Financial Inc10,513$790K0.59%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.9,775$735K0.16%013F-HRTimeline
Breakwater Capital Group9,339$702K0.09%+9213F-HRTimeline
Waverly Advisors, LLC9,223$693K0.01%-56,99013F-HRTimeline
Traub Capital Management LLC9,198$691K0.69%+15313F-HRTimeline
Next Level Wealth Planning, LLC9,081$682K0.35%+6,29613F-HRTimeline
Hartmann Taylor Wealth Management, LLC9,000$676K0.45%new13F-HRTimeline
Dakota Wealth Management8,800$661K0.01%013F-HR/ATimeline
FLOW TRADERS U.S. LLC8,776$660K0.02%+80013F-HRTimeline
Bridgewealth Advisory Group, LLC8,506$639K0.13%+1,66613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,467$636K0.05%+5113F-HRTimelineGroup
&PARTNERS8,450$635K<0.01%+1,74513F-HRTimeline
Sequoia Financial Advisors, LLC8,068$606K<0.01%+3,88313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS7,638$574K0.51%13F-HRTimeline
Cypress Point Wealth Management, LLC7,526$566K0.12%+2,97613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,470$561K<0.01%-27,25013F-HRTimelineGroup
Prentice Wealth Management LLC7,045$529K0.12%+41013F-HRTimeline
Cambridge Investment Research Advisors,…7,045$529K<0.01%+3,50213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV6,444$484K0.14%+1,31613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD5,877$442K0.07%+1,35013F-HR/ATimeline
Sincerus Advisory, LLC5,704$429K0.32%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,643$424K0.02%+2,35013F-HRTimeline
Evanson Asset Management, LLC5,572$419K0.02%013F-HRTimeline
Sowell Financial Services LLC5,450$410K0.02%+1,45013F-HRTimeline
TPG Advisors LLC5,216$392K0.24%+2213F-HRTimeline
OLD MISSION CAPITAL LLC5,186$390K0.01%-10,55913F-HRTimeline
Wilmington Savings Fund Society, FSB5,078$382K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC4,811$362K0.04%+2,38613F-HRTimeline
AWM CAPITAL, LLC4,508$339K0.03%-11,25313F-HRTimeline
SHUFRO ROSE & CO LLC4,456$335K0.02%013F-HRTimeline
Retirement Planning Group, LLC4,261$320K0.01%-7513F-HRTimeline
Sterling Investment Advisors, Ltd.4,240$319K0.06%+97513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,195$315K<0.01%+15413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,055$305K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,035$303K0.02%013F-HRTimelineGroup
Creative Planningin group Creative Planning4,005$301K<0.01%new13F-HRTimelineGroup
Commonwealth Retirement Investments LLC4,000$301K0.09%013F-HRTimeline
Global Wealth Management, LLC3,915$294K0.16%+2413F-HRTimeline
Vise Technologies, Inc.3,822$289K0.01%013F-HRTimeline
Tandem Financial, LLC3,738$281K0.1%new13F-HRTimeline
Wayfinding Financial, LLC3,684$276K0.12%-2,34713F-HRTimeline
Lakewood Asset Management LLC3,462$260K0.17%+8913F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…3,400$256K0.01%013F-HRTimeline
Newman Dignan & Sheerar, Inc.3,315$249K0.05%new13F-HRTimeline
Swisher Financial Concepts, Inc.3,310$249K0.14%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,900$218K0.01%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,832$215K+1Timeline
Gould Capital, LLC1,650$124K0.08%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY998$75K<0.01%+65013F-HRTimelineGroup
Trust Co869$65.3K0.01%+39513F-HRTimeline
Capital Advisors, Ltd. LLC800$60K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG323$24.3K<0.01%new13F-HRTimelineGroup
Breakwater Investment Management271$20.4K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO204$15.3K<0.01%-151,94513F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources70$5.26K<0.01%013F-HRTimelineGroup
ENTRUST FINANCIAL LLC50$3.76K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$64<0.01%013F-HR/ATimelineGroup