VCRM Institutional Ownership & Shareholders
VANGUARD CORE TAX-EX BOND (VCRM) is currently held by 164 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.10B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hbk Sorce Advisory Llc is currently the largest disclosed institutional shareholder of VCRM tracked by InsiderSet, reporting ownership valued at approximately $273.93M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $270.23M, representing an estimated loss of -1.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed VCRM value among the investors covered in this analysis. Major shareholders include Hbk Sorce Advisory Llc, Wealth Enhancement Advisory Services, Llc, Topsail Wealth Management, Llc, and several other long-term asset managers with concentrated positions in VANGUARD CORE TAX-EX BOND (VCRM).
This page ranks the largest institutional VCRM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
164
Total Reported Value
$1.10B
Largest Holder
Hbk Sorce Advisory Llc
Largest Position
$273.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hbk Sorce Advisory Llc | 5.34% | 3,651,728 | $273,934,364 | $270,227,872 | -$3,706,492 | -1.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 1,190,295 | $84,808,537 | $88,081,830 | +$3,273,293 | +3.86% | |
| Topsail Wealth Management, Llc | 6.00% | 615,176 | $46,999,453 | $45,523,024 | -$1,476,429 | -3.14% | |
| Karpus Management, Inc. | 1.35% | 613,630 | $46,881,333 | $45,408,620 | -$1,472,713 | -3.14% | |
| Mills Wealth Advisors Llc | 13.98% | 617,357 | $44,184,240 | $45,684,418 | +$1,500,178 | +3.40% | |
| Aprio Wealth Management, Llc | 1.91% | 585,912 | $41,933,713 | $43,357,488 | +$1,423,775 | +3.40% | |
| Jones Financial Companies Lllp | 0.02% | 500,175 | $38,178,373 | $37,012,950 | -$1,165,423 | -3.05% | |
| Confluence Wealth Services, Inc. | 0.72% | 329,907 | $25,204,895 | $24,413,118 | -$791,777 | -3.14% | |
| Focus Partners Wealth | 0.02% | 288,155 | $22,015,082 | $21,323,470 | -$691,612 | -3.14% | |
| Asio Capital, Llc | 2.63% | 299,715 | $21,450,603 | $22,178,910 | +$728,307 | +3.40% | |
| Truist Financial Corp | 0.02% | 291,975 | $20,896,686 | $21,606,150 | +$709,464 | +3.40% | |
| Sage Financial Group Inc | 1.12% | 283,672 | $20,302,392 | $20,991,728 | +$689,336 | +3.40% | |
| Cgn Advisors Llc | 1.42% | 255,659 | $18,297,514 | $18,918,766 | +$621,252 | +3.40% | |
| Mb, Levis & Associates, Llc | 5.82% | 221,817 | $15,875,475 | $16,414,458 | +$538,983 | +3.40% | |
| San Luis Wealth Advisors Llc | 2.26% | 216,006 | $15,459,585 | $15,984,444 | +$524,859 | +3.40% | |
| Elite Life Management Llc | 17.02% | 193,761 | $14,534,981 | $14,338,314 | -$196,667 | -1.35% | |
| Verum Partners Llc | 2.22% | 190,555 | $13,638,015 | $14,101,070 | +$463,055 | +3.40% | |
| Alaethes Wealth, Llc | 3.57% | 160,419 | $12,256,012 | $11,871,006 | -$385,006 | -3.14% | |
| Mallini Complete Financial Planning Llc | 8.56% | 170,666 | $12,214,578 | $12,629,284 | +$414,706 | +3.40% | |
| Jane Street Group, Llc | 0.01% | 153,725 | $11,744,590 | $11,375,650 | -$368,940 | -3.14% | |
| Keystone Financial Group, Inc. | 5.29% | 138,762 | $9,931,180 | $10,268,388 | +$337,208 | +3.40% | |
| Gutierrez Wealth Advisory, Llc | 5.14% | 135,269 | $9,681,225 | $10,009,906 | +$328,681 | +3.40% | |
| Able Financial Group, Llc | 1.50% | 134,519 | $9,627,525 | $9,954,406 | +$326,881 | +3.40% | |
| Syntegra Private Wealth Group, Llc | 0.73% | 133,145 | $9,529,171 | $9,852,730 | +$323,559 | +3.40% | |
| Verus Financial Partners, Inc. | 0.80% | 132,187 | $9,460,615 | $9,781,838 | +$321,223 | +3.40% | |
| Sunpointe, Llc | 2.75% | 126,105 | $9,025,348 | $9,331,770 | +$306,422 | +3.40% | |
| Tfo Wealth Partners, Llc | 0.96% | 115,064 | $8,790,871 | $8,514,736 | -$276,135 | -3.14% | |
| Physician Wealth Advisors, Inc. | 0.95% | 114,821 | $8,217,745 | $8,496,754 | +$279,009 | +3.40% | |
| Lpl Financial Llc | 0.00% | 99,595 | $7,609,084 | $7,370,030 | -$239,054 | -3.14% | |
| Integrated Wealth Concepts Llc | 0.05% | 97,452 | $7,445,368 | $7,211,448 | -$233,920 | -3.14% | |
| Tagstone Capital, Inc. | 2.32% | 95,674 | $7,309,520 | $7,079,876 | -$229,644 | -3.14% | |
| Envestnet Asset Management Inc | 0.00% | 92,269 | $7,049,349 | $6,827,906 | -$221,443 | -3.14% | |
| Tilson Financial Group, Inc. | 1.84% | 87,581 | $6,691,163 | $6,480,994 | -$210,169 | -3.14% | |
| Blume Capital Management, Inc. | 0.98% | 91,925 | $6,579,073 | $6,802,450 | +$223,377 | +3.40% | |
| Jpmorgan Chase & Co | 0.00% | 83,635 | $6,389,714 | $6,188,990 | -$200,724 | -3.14% | |
| D'Orazio & Associates, Inc. | 0.68% | 76,991 | $5,882,113 | $5,697,334 | -$184,779 | -3.14% | |
| Cherry Tree Wealth Management, Llc | 1.11% | 82,159 | $5,880,143 | $6,079,766 | +$199,623 | +3.39% | |
| Commonwealth Equity Services, Llc | 0.01% | 76,573 | $5,480,310 | $5,666,402 | +$186,092 | +3.40% | |
| Klingman & Associates, Llc | 0.21% | 71,106 | $5,089,057 | $5,261,844 | +$172,787 | +3.40% | |
| Eq Wealth Advisors, Llc | 2.75% | 65,564 | $5,009,056 | $4,851,736 | -$157,320 | -3.14% | |
| Wealthcare Advisory Partners Llc | 0.08% | 69,871 | $5,000,647 | $5,170,454 | +$169,807 | +3.40% | |
| Elequin Capital, Lp | 0.16% | 64,144 | $4,900,602 | $4,746,656 | -$153,946 | -3.14% | |
| Penney Financial, Llc | 1.44% | 68,301 | $4,888,303 | $5,054,274 | +$165,971 | +3.40% | |
| Timmons Wealth Management, Llc | 3.49% | 62,499 | $4,774,924 | $4,624,926 | -$149,998 | -3.14% | |
| Rehmann Capital Advisory Group | 0.21% | 60,033 | $4,586,215 | $4,442,442 | -$143,773 | -3.13% | |
| Beaird Harris Wealth Management, Llc | 0.27% | 55,414 | $4,233,630 | $4,100,636 | -$132,994 | -3.14% | |
| Kelman-Lazarov, Inc. | 0.55% | 55,199 | $4,217,204 | $4,084,726 | -$132,478 | -3.14% | |
| Physician Wealth Solutions Inc. | 1.58% | 56,204 | $4,022,547 | $4,159,096 | +$136,549 | +3.39% | |
| S.A. Mason Llc | 1.17% | 55,630 | $3,981,439 | $4,116,620 | +$135,181 | +3.40% | |
| Websterrogers Financial Advisors, Llc | 1.02% | 54,109 | $3,872,581 | $4,004,066 | +$131,485 | +3.40% |
Frequently asked questions about VCRM
Who are the largest institutional holders of VCRM?
The largest institutional holders of VCRM reported in the latest SEC Form 13F filings include Hbk Sorce Advisory Llc, Wealth Enhancement Advisory Services, Llc, Topsail Wealth Management, Llc, Karpus Management, Inc., and Mills Wealth Advisors Llc. InsiderSet ranks institutional holders by their latest reported VCRM position.
What is VCRM institutional ownership?
This page tracks VCRM positions reported by institutional investment managers through SEC Form 13F. VANGUARD CORE TAX-EX BOND (VCRM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VCRM?
InsiderSet currently tracks 164 institutional managers reporting VCRM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VCRM shareholders.
How much VCRM stock do institutions own?
Institutional investment managers disclosed approximately $1.10B in VCRM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VCRM institutional ownership last updated?
The latest VCRM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VCRM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VCRM position after the reporting date.
Are institutions buying or selling VCRM?
Institutional buying and selling can be analyzed by comparing VCRM positions across consecutive 13F reporting periods. InsiderSet's VCRM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VCRM ownership changes.
How has VCRM institutional ownership changed over time?
InsiderSet tracks VCRM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.