VCRM · VANGUARD CORE TAX-EXEMPT BOND ETF · Holdings ETF

$71.57 +0.61 (+0.86%) At close · Sep 30

Volume · Sep 30 1.77M Avg daily vol (3M) 436.71K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 155

Total Value: $996,948,665

Total Shares: 13,049,067

Showing 1–100 of 155 holdings by value · page 1 of 2

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 155 13F filers · Δ vs Mar 31, 2026

Top Holder

28.0%

−5.6 pts

Top 5

48.2%

−7.0 pts

Top 10

62.2%

−7.2 pts

HHI

958

Broadly held−358

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +30

Institutional value: +28.9%

Shares held: +26.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega JONES FINANCIAL COMPANIES LLLP	+255,063	500,175
Small Verum Partners LLC	+238,753	841,112
Small Topsail Wealth Management, LLC	+231,019	615,176
Mid HBK Sorce Advisory LLC	+190,855	3,651,728
Mega JANE STREET GROUP, LLC	+132,200	153,725

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Aprio Wealth Management, LLC	−59,409	571,707
Mega HighTower Advisors, LLC	−43,128	65,361
Large Focus Partners Wealth	−19,553	288,155
Small UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	−16,349	21,459
Small San Luis Wealth Advisors LLC	−16,347	214,094

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Alaethes Wealth, LLC	160,419	$12,256,011
Small Tradewinds Capital Management, LLC	153,988	$11,764,683
Small Mallini Complete Financial Planning LLC	131,776	$10,067,686
Small Penney Financial, LLC	113,444	$8,667,121
Small Elequin Capital, LP	64,144	$4,900,601

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid FLOW TRADERS U.S. LLC	8,776	$659,516
Mid Evanson Asset Management, LLC	5,572	$418,735
Mid OLD MISSION CAPITAL LLC	5,186	$389,727
Mid Wilmington Savings Fund Society, FSB	5,078	$381,611
Mid SHUFRO ROSE & CO LLC	4,456	$334,868

Filter: New 39 Increased 76 Reduced 23 Sold out 9 Unchanged 17

Showing 100 of 155

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

HBK Sorce Advisory LLC

$278,992,019

27.98%

3,651,728

Verum Partners LLC

$64,260,956

6.45%

841,112

Topsail Wealth Management, LLC

$46,999,446

4.71%

615,176

Karpus Management, Inc.

$46,881,332

4.70%

613,630

Aprio Wealth Management, LLC

$43,678,414

4.38%

571,707

JONES FINANCIAL COMPANIES LLLP

$38,213,369

3.83%

500,175

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	499,431	$38,156,528	99.9%	Sole
Edward Jones Trust Company	744	$56,841	0.1%	Sole

Mills Wealth Advisors LLC

$34,443,717

3.45%

450,834

Confluence Wealth Services, Inc.

$25,204,894

2.53%

329,907

Focus Partners Wealth

$22,015,042

2.21%

288,155

Opus Capital Group, LLC

$19,007,479

1.91%

248,789

San Luis Wealth Advisors LLC

$16,356,781

1.64%

214,094

TRUIST FINANCIAL CORP

$15,844,596

1.59%

207,390

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	207,390	$15,844,596	100.0%	Defined

Elite Life Management LLC

$14,803,340

1.48%

193,761

MB, LEVIS & ASSOCIATES, LLC

$13,971,955

1.40%

182,879

CGN Advisors LLC

$13,221,096

1.33%

173,051

Alaethes Wealth, LLC

$12,256,011

1.23%

160,419

Tradewinds Capital Management, LLC

$11,764,683

1.18%

153,988

JANE STREET GROUP, LLC

$11,744,590

1.18%

153,725

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	153,725	$11,744,590	100.0%	Defined

Mallini Complete Financial Planning LLC

$10,067,686

1.01%

131,776

Verus Financial Partners, Inc.

$9,085,793

0.91%

118,924

TFO Wealth Partners, LLC

$8,790,889

0.88%

115,064

Penney Financial, LLC

$8,667,121

0.87%

113,444

Keystone Financial Group, Inc.

$8,335,545

0.84%

109,104

LPL Financial LLC

$7,609,058

0.76%

99,595

Integrated Wealth Concepts LLC

$7,445,332

0.75%

97,452

TAGStone Capital, Inc.

$7,309,493

0.73%

95,674

ENVESTNET ASSET MANAGEMENT INC

$7,049,351

0.71%

92,269

Physician Wealth Advisors, Inc.

$6,775,610

0.68%

88,686

Tilson Financial Group, Inc.

$6,691,188

0.67%

87,581

JPMORGAN CHASE & CO

$6,389,714

0.64%

83,635

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	83,035	$6,343,874	99.3%	Defined
55I, LLC	600	$45,840	0.7%	Other

D'Orazio & Associates, Inc.

$5,882,112

0.59%

76,991

Physician Wealth Solutions Inc.

$5,708,302

0.57%

74,716

Blume Capital Management, Inc.

$5,680,340

0.57%

74,350

EQ WEALTH ADVISORS, LLC

$5,009,089

0.50%

65,564

HighTower Advisors, LLC

$4,993,580

0.50%

65,361

Elequin Capital, LP

$4,900,601

0.49%

64,144

QUANTUM FINANCIAL PARTNERS LLC

$4,817,784

0.48%

63,060

Timmons Wealth Management, LLC

$4,774,923

0.48%

62,499

Rehmann Capital Advisory Group

$4,586,521

0.46%

60,033

Beaird Harris Wealth Management, LLC

$4,233,629

0.42%

55,414

Kelman-Lazarov, Inc.

$4,217,203

0.42%

55,199

S.A. Mason LLC

$4,032,392

0.40%

52,780

Brio Consultants, LLC

$3,749,941

0.38%

49,083

Gutierrez Wealth Advisory, LLC

$3,722,054

0.37%

48,718

Balanced Rock Investment Advisors LLC

$3,706,546

0.37%

48,515

NewEdge Advisors, LLC

$3,505,614

0.35%

45,885

Rialto Wealth Management, LLC

$3,195,353

0.32%

41,824

HUB Investment Partners, LLC

$3,131,712

0.31%

40,991

TD Capital Management LLC

$2,895,560

0.29%

37,900

Advyzon Investment Management, LLC

$2,895,254

0.29%

37,896

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Gutierrez Wealth Advisory, LLC	37,896	$2,895,254	100.0%	Other

WEBSTERROGERS FINANCIAL ADVISORS, LLC

$2,787,454

0.28%

36,485

SMITHBRIDGE ASSET MANAGEMENT INC/DE

$2,700,969

0.27%

35,353

COMMONWEALTH EQUITY SERVICES, LLC

$2,484,986

0.25%

32,526

Sunpointe, LLC

$2,370,539

0.24%

31,028

BOSTON FAMILY OFFICE LLC

$2,354,036

0.24%

30,812

NWM ADVISORS, LLC

$2,338,986

0.23%

30,615

Capital Investment Services of America, Inc.

$2,197,264

0.22%

28,760

Hills Bank & Trust Co

$2,086,254

0.21%

27,307

Cerity Partners LLC

$2,054,243

0.21%

26,888

Thrivent Financial for Lutherans

$2,007,410

0.20%

26,275

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Advisor Network, LLC	26,275	$2,007,410	100.0%	Sole

CRA Financial Services, LLC

$1,901,214

0.19%

24,885

Valeo Financial Advisors, LLC

$1,860,874

0.19%

24,357

Diversified Portfolios, Inc.

$1,860,874

0.19%

24,357

Greenwich Wealth Management LLC

$1,827,946

0.18%

23,926

Aptus Capital Advisors, LLC

$1,788,371

0.18%

23,408

Burton Enright Welch

$1,783,634

0.18%

23,346

NATIXIS ADVISORS, LLC

$1,735,578

0.17%

22,717

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	22,717	$1,735,578	100.0%	Defined

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

$1,639,467

0.16%

21,459

Landmark Wealth Management, LLC

$1,586,751

0.16%

20,769

SJS Investment Consulting Inc.

$1,558,789

0.16%

20,403

Lakewood Asset Management LLC

$1,544,426

0.15%

20,215

CITADEL ADVISORS LLC

$1,497,745

0.15%

19,604

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	19,604	$1,497,745	100.0%	Defined

NavPoint Financial, Inc.

$1,380,853

0.14%

18,074

Galvin, Gaustad & Stein, LLC

$1,377,110

0.14%

18,025

Lynch Investment Planning, LLC

$1,344,105

0.13%

17,593

Oak Wealth Advisors LLC

$1,312,704

0.13%

17,182

Main Street Financial Solutions, LLC

$1,244,403

0.12%

16,288

L.K. Benson & Company, P.C.

$1,227,136

0.12%

16,062

Souders Financial Advisors

$1,177,935

0.12%

15,418

Dakota Wealth Management

$1,123,080

0.11%

14,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Karpus Management Inc.	14,700	$1,123,080	100.0%	Defined

Sprinkle Financial Consultants LLC

$1,023,378

0.10%

13,395

OSAIC HOLDINGS, INC.

$989,227

0.10%

12,948

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Osaic Advisory Services, LLC	12,948	$989,227	100.0%	Defined

EVOLVE PRIVATE WEALTH, LLC

$985,483

0.10%

12,899

AWM CAPITAL, LLC

$950,798

0.10%

12,445

Retirement Planning Group, LLC

$943,922

0.09%

12,355

ABLE Financial Group, LLC

$904,194

0.09%

11,835

Stratos Wealth Partners, LTD.

$884,635

0.09%

11,579

Bernardo Wealth Planning LLC

$855,832

0.09%

11,202

North Star Investment Management Corp.

$848,192

0.09%

11,102

Outbound Financial Inc

$803,193

0.08%

10,513

Breakwater Capital Group

$791,504

0.08%

10,360

TITLEIST ASSET MANAGEMENT, LLC

$762,166

0.08%

9,976

Newman Dignan & Sheerar, Inc.

$743,066

0.07%

9,726

&PARTNERS

$742,378

0.07%

9,717

Next Level Wealth Planning, LLC

$715,868

0.07%

9,370

Waverly Advisors, LLC

$704,637

0.07%

9,223

Traub Capital Management LLC

$702,727

0.07%

9,198

Hartmann Taylor Wealth Management, LLC

$687,600

0.07%

9,000

JHP Wealth Management, LLC

$684,009

0.07%

8,953

Sincerus Advisory, LLC

$676,674

0.07%

8,857