VANGUARD CORE TAX-EX BOND (VCRM) Institutional Shareholders
VANGUARD CORE TAX-EX BOND (VCRM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $976.22M in VCRM holdings during the latest filing period.
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 $266.83M, representing an estimated loss of -2.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed VCRM value among the investors covered in this analysis. Major shareholders include Hbk Sorce Advisory Llc, Verum Partners 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
147
Total Reported Value
$976.22M
Largest Holder
Hbk Sorce Advisory Llc
Largest Position
$273.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
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 | $266,831,765 | -$7,102,599 | -2.59% | |
| Verum Partners Llc | 9.72% | 841,112 | $64,260,938 | $61,460,054 | -$2,800,884 | -4.36% | |
| Topsail Wealth Management, Llc | 6.00% | 615,176 | $46,999,453 | $44,950,910 | -$2,048,543 | -4.36% | |
| Karpus Management, Inc. | 1.35% | 613,630 | $46,881,333 | $44,837,944 | -$2,043,389 | -4.36% | |
| Aprio Wealth Management, Llc | 2.16% | 571,707 | $43,678,415 | $41,774,630 | -$1,903,785 | -4.36% | |
| Jones Financial Companies Lllp | 0.02% | 500,175 | $38,178,373 | $36,547,787 | -$1,630,586 | -4.27% | |
| Mills Wealth Advisors Llc | 10.85% | 450,834 | $34,443,718 | $32,942,440 | -$1,501,278 | -4.36% | |
| Confluence Wealth Services, Inc. | 0.72% | 329,907 | $25,204,895 | $24,106,304 | -$1,098,591 | -4.36% | |
| Focus Partners Wealth | 0.02% | 288,155 | $22,015,082 | $21,055,486 | -$959,596 | -4.36% | |
| Opus Capital Group, Llc | 1.84% | 248,789 | $19,007,000 | $18,179,012 | -$827,988 | -4.36% | |
| San Luis Wealth Advisors Llc | 2.46% | 214,094 | $16,356,816 | $15,643,849 | -$712,967 | -4.36% | |
| Truist Financial Corp | 0.02% | 207,390 | $15,844,629 | $15,153,987 | -$690,642 | -4.36% | |
| Elite Life Management Llc | 17.02% | 193,761 | $14,534,981 | $14,158,116 | -$376,865 | -2.59% | |
| Mb, Levis & Associates, Llc | 5.15% | 182,879 | $13,971,933 | $13,362,969 | -$608,964 | -4.36% | |
| Cgn Advisors Llc | 0.97% | 173,051 | $13,221,096 | $12,644,837 | -$576,259 | -4.36% | |
| Alaethes Wealth, Llc | 3.57% | 160,419 | $12,256,012 | $11,721,816 | -$534,196 | -4.36% | |
| Tradewinds Capital Management, Llc | 2.09% | 153,988 | $11,764,684 | $11,251,903 | -$512,781 | -4.36% | |
| Jane Street Group, Llc | 0.01% | 153,725 | $11,744,590 | $11,232,686 | -$511,904 | -4.36% | |
| Mallini Complete Financial Planning Llc | 7.18% | 131,776 | $10,067,686 | $9,628,872 | -$438,814 | -4.36% | |
| Verus Financial Partners, Inc. | 0.78% | 118,924 | $9,085,818 | $8,689,777 | -$396,041 | -4.36% | |
| Tfo Wealth Partners, Llc | 0.96% | 115,064 | $8,790,871 | $8,407,726 | -$383,145 | -4.36% | |
| Penney Financial, Llc | 3.03% | 113,444 | $8,667,122 | $8,289,353 | -$377,769 | -4.36% | |
| Keystone Financial Group, Inc. | 4.37% | 109,104 | $8,335,575 | $7,972,229 | -$363,346 | -4.36% | |
| Lpl Financial Llc | 0.00% | 99,595 | $7,609,084 | $7,277,407 | -$331,677 | -4.36% | |
| Integrated Wealth Concepts Llc | 0.05% | 97,452 | $7,445,368 | $7,120,818 | -$324,550 | -4.36% | |
| Tagstone Capital, Inc. | 2.32% | 95,674 | $7,309,520 | $6,990,899 | -$318,621 | -4.36% | |
| Envestnet Asset Management Inc | 0.00% | 92,269 | $7,049,349 | $6,742,096 | -$307,253 | -4.36% | |
| Physician Wealth Advisors, Inc. | 0.81% | 88,686 | $6,775,593 | $6,480,286 | -$295,307 | -4.36% | |
| Tilson Financial Group, Inc. | 1.84% | 87,581 | $6,691,163 | $6,399,544 | -$291,619 | -4.36% | |
| Jpmorgan Chase & Co | 0.00% | 83,635 | $6,389,714 | $6,111,209 | -$278,505 | -4.36% | |
| D'Orazio & Associates, Inc. | 0.68% | 76,991 | $5,882,113 | $5,625,732 | -$256,381 | -4.36% | |
| Physician Wealth Solutions Inc. | 2.16% | 74,716 | $5,708,302 | $5,459,498 | -$248,804 | -4.36% | |
| Blume Capital Management, Inc. | 0.84% | 74,350 | $5,680,340 | $5,432,754 | -$247,586 | -4.36% | |
| Eq Wealth Advisors, Llc | 2.75% | 65,564 | $5,009,056 | $4,790,761 | -$218,295 | -4.36% | |
| Elequin Capital, Lp | 0.16% | 64,144 | $4,900,602 | $4,687,002 | -$213,600 | -4.36% | |
| Timmons Wealth Management, Llc | 3.49% | 62,499 | $4,774,924 | $4,566,802 | -$208,122 | -4.36% | |
| Rehmann Capital Advisory Group | 0.21% | 60,033 | $4,586,215 | $4,386,611 | -$199,604 | -4.35% | |
| Beaird Harris Wealth Management, Llc | 0.27% | 55,414 | $4,233,630 | $4,049,101 | -$184,529 | -4.36% | |
| Kelman-Lazarov, Inc. | 0.55% | 55,199 | $4,217,204 | $4,033,391 | -$183,813 | -4.36% | |
| S.A. Mason Llc | 1.24% | 52,780 | $4,032,392 | $3,856,635 | -$175,757 | -4.36% | |
| Brio Consultants, Llc | 0.44% | 49,083 | $3,749,941 | $3,586,495 | -$163,446 | -4.36% | |
| Gutierrez Wealth Advisory, Llc | 2.15% | 48,718 | $3,722,068 | $3,559,824 | -$162,244 | -4.36% | |
| Balanced Rock Investment Advisors Llc | 2.31% | 48,515 | $3,706,546 | $3,544,991 | -$161,555 | -4.36% | |
| Newedge Advisors, Llc | 0.01% | 45,885 | $3,505,614 | $3,352,817 | -$152,797 | -4.36% | |
| Rialto Wealth Management, Llc | 0.63% | 41,824 | $3,195,354 | $3,056,080 | -$139,274 | -4.36% | |
| Hub Investment Partners, Llc | 0.06% | 40,991 | $3,131,737 | $2,995,212 | -$136,525 | -4.36% | |
| Td Capital Management Llc | 0.24% | 37,900 | $2,895,550 | $2,769,353 | -$126,197 | -4.36% | |
| Advyzon Investment Management, Llc | 0.21% | 37,896 | $2,895,288 | $2,769,061 | -$126,227 | -4.36% | |
| Websterrogers Financial Advisors, Llc | 0.71% | 36,485 | $2,787,454 | $2,665,959 | -$121,495 | -4.36% | |
| Smithbridge Asset Management Inc/De | 0.37% | 35,353 | $2,700,969 | $2,583,244 | -$117,725 | -4.36% |
Frequently asked questions about VCRM
Who owns the most VCRM stock?
The largest holders of VCRM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD CORE TAX-EX BOND (VCRM).
Is VCRM widely held by superinvestors?
Many widely followed stocks like VCRM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VCRM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.