Who owns VCRM?
Vanguard Core Tax-ex Bond · Vanguard
154 institutions reported holding VCRM, worth $991.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of VCRM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HBK Sorce Advisory LLC | Erie, PA | $273.9M | 3,651,728 | +190,855 shares |
| Verum Partners LLC | Charlotte, NC | $64.3M | 841,112 | +238,753 shares |
| Topsail Wealth Management, LLC | Charlotte, NC | $47.0M | 615,176 | +231,019 shares |
| Karpus Management, Inc. | Pittsford, NY | $46.9M | 613,630 | +23,571 shares |
| Aprio Wealth Management, LLC | Atlanta, GA | $43.7M | 571,707 | −59,409 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $38.2M | 500,175 | +255,063 shares |
| Mills Wealth Advisors LLC | Southlake, TX | $34.4M | 450,834 | +51,597 shares |
| Confluence Wealth Services, Inc. | Mcmurray, PA | $25.2M | 329,907 | +60,472 shares |
| Focus Partners Wealth | St Louis, MO | $22.0M | 288,155 | −19,553 shares |
| Opus Capital Group, LLC | Cincinnati, OH | $19.0M | 248,789 | −1,087 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns VCRM?
154 institutional managers reported holding VCRM in Form 13F filings for June 30, 2026, worth $991.7M in total. The largest reported position was held by HBK Sorce Advisory LLC, at $273.9M.
Did institutions buy or sell VCRM last quarter?
Reported 13F value rose 28.7% from March 31, 2026, which includes price moves as well as buying and selling. 41 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is VCRM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.