VCRM

Vanguard Core Tax-Ex Bond
UnclassifiedUSCUSIP 922907712◍ Confluence graph
Tracked 13F Holders
22
+0 QoQ
13F Value (tracked)
$392.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 2 trimming
Insider net (180d)$0
Price history not yet available for VCRM.
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Ask your agent who owns VCRM

This stock page is the Follow view. The Build view lets your agent query VCRM owners, fund changes, insider filings, and source links through REST or MCP.

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Use Arkolith to show who owns VCRM,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

22 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1HBK Sorce Advisory LLC
$262.1M
3.5M
10×
Added · +3.1M sh
Q1 2026
2Aprio Wealth Management, LLC
$47.4M
631K
+9.0%
Added · +52K sh
Q1 2026
3Karpus Management, Inc.
$44.3M
590K
+6.5%
Added · +36K sh
Q1 2026
4Confluence Wealth Services, Inc.
$20.2M
269K
+24%
Added · +51K sh
Q1 2026
5Rehmann Capital Advisory Group
$3.9M
51K
+9.2%
Added · +4K sh
Q1 2026
6NewEdge Advisors, LLC
$2.8M
37K
+82%
Added · +17K sh
Q1 2026
7HUB Investment Partners, LLC
$2.1M
28K
+141%
Added · +16K sh
Q1 2026
8Valeo Financial Advisors, LLC
$1.7M
23K
+27%
Added · +5K sh
Q1 2026
9Integrated Wealth Concepts LLC
$1.2M
17K
New
+17K sh
Q1 2026
10EVOLVE PRIVATE WEALTH, LLC
$985K
13K
New
+13K sh
Q1 2026
11Waverly Advisors, LLC
$693K
9K
−86%
Reduced · −57K sh
Q1 2026
12Dakota Wealth Management
$661K
9K
Held
Q1 2026
13&PARTNERS
$635K
8K
+26%
Added · +2K sh
Q1 2026
14Sequoia Financial Advisors, LLC
$606K
8K
+93%
Added · +4K sh
Q1 2026
15Bryn Mawr Trust Advisors, LLC
$424K
6K
+71%
Added · +2K sh
Q1 2026
16Evanson Asset Management, LLC
$419K
6K
Held
Q1 2026
17Sowell Financial Services LLC
$410K
5K
+36%
Added · +1K sh
Q1 2026
18Wilmington Savings Fund Society, FSB
$382K
5K
Held
Q1 2026
19Retirement Planning Group, LLC
$320K
4K
−1.7%
Reduced · −75 sh
Q1 2026
20Essex Financial Services, Inc.
$303K
4K
Held
Q1 2026
21Vise Technologies, Inc.
$289K
4K
Held
Q1 2026
22DIVERSIFY WEALTH MANAGEMENT, LLC
$215K
3K
New
+3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
7
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

45 funds+41 since Q4 2024
02345Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $468.2M

Share classes

Class13F holdersValue held
VTEBmc427 funds$24.8B
VTEImc86 funds$393.7M
VCRMthis pageMF Closed and MF Open45 funds$468.2M
VSDMSHORT TAX EXEMPT42 funds$43.8M
VTELLONG TERM TAX EX21 funds$57.5M
VWIUXOPEN END -NO LOAD FUND3 funds$18.7M
VWSUXOPEN END -NO LOAD FUND2 funds$3.8M
VMLUXMutual Funds1 funds$9.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own VCRM also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV25 funds$6.6B
MICROSOFT CORPMSFT25 funds$3.8B
SS SPDR S&P 500 ETF TRUST-USSPY25 funds$2.5B
VANGUARD S&P 500 ETFVOO25 funds$2.4B
VANGUARD TOTAL STOCK MKT ETFVTI25 funds$2.3B
VANGUARD GROWTH ETFVUG25 funds$1.5B
VANGUARD FTSE EMERGING MARKEVWO25 funds$1.2B
ELI LILLY & COLLY25 funds$1.1B
ISHARES CORE MSCI EMERGINGIEMG25 funds$865.4M
HOME DEPOT INCHD25 funds$703.2M
ABBVIE INCABBV25 funds$627.6M
VANGUARD SMALL-CAP ETFVB25 funds$464.0M

Ranked by how many of VCRM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VCRM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.