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Vanguard Core Tax-Ex Bond (VCRM)

CUSIP: 922907712 | NYSE | 198 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC1,190,295
0.1% of portfolio›$84.8M
Mills Wealth Advisors LLC617,357
14.0% of portfolio›$44.2M
Aprio Wealth Management, LLC585,912
1.9% of portfolio›$41.9M
Asio Capital, LLC299,715
2.6% of portfolio›$21.5M
Truist Financial Corp291,975
0.0% of portfolio›$20.9M
Sage Financial Group Inc283,672
1.1% of portfolio›$20.3M
CGN Advisors LLC255,659
1.4% of portfolio›$18.3M
MB, Levis & Associates, LLC221,817
5.8% of portfolio›$15.9M
San Luis Wealth Advisors LLC216,006
2.3% of portfolio›$15.5M
Verum Partners LLC190,555
2.2% of portfolio›$13.6M
Mallini Complete Financial Planning LLC170,666
8.6% of portfolio›$12.2M
Opus Capital Group, LLC151,011
0.0% of portfolio›$10.8K
Keystone Financial Group, Inc.138,762
5.3% of portfolio›$9.9M
Gutierrez Wealth Advisory, LLC135,269
5.1% of portfolio›$9.7M
Able Financial Group, LLC134,519
1.5% of portfolio›$9.6M
Syntegra Private Wealth Group, LLC133,145
0.7% of portfolio›$9.5M
Verus Financial Partners, Inc.132,187
0.8% of portfolio›$9.5M
Sunpointe, LLC126,105
2.7% of portfolio›$9.0M
Physician Wealth Advisors, Inc.114,821
0.9% of portfolio›$8.2M
Blume Capital Management, Inc.91,925
1.0% of portfolio›$6.6M
D'Orazio & Associates, Inc.82,448
0.7% of portfolio›$5.9M
Cherry Tree Wealth Management, LLC82,159
1.1% of portfolio›$5.9M
Commonwealth Equity Services, LLC76,573
0.0% of portfolio›$5.5M
Klingman & Associates, LLC71,106
0.2% of portfolio›$5.1M
Wealthcare Advisory Partners LLC69,871
0.1% of portfolio›$5.0M
Penney Financial, LLC68,301
1.4% of portfolio›$4.9M
Burton Enright Welch63,902
0.5% of portfolio›$4.6M
Quantum Financial Partners LLC56,392
2.1% of portfolio›$4.0M
Physician Wealth Solutions Inc.56,204
1.6% of portfolio›$4.0M
S.A. Mason LLC55,630
1.2% of portfolio›$4.0M
Websterrogers Financial Advisors, LLC54,109
1.0% of portfolio›$3.9M
Elser Financial Planning, Inc53,858
0.2% of portfolio›$3.9M
Lincoln Capital Corp49,854
1.2% of portfolio›$3.6M
Smithbridge Asset Management Inc40,053
0.4% of portfolio›$2.9M
Newman Dignan & Sheerar, Inc.33,149
0.5% of portfolio›$2.4M
Valeo Financial Advisors, LLC33,105
0.1% of portfolio›$2.4M
Landmark Wealth Management, LLC32,299
0.6% of portfolio›$2.3M
Capital Investment Services of America, Inc.31,460
0.2% of portfolio›$2.3M
NavPoint Financial, Inc.28,345
0.7% of portfolio›$2.0M
Essex LLC26,409
0.3% of portfolio›$1.9M
Lakewood Asset Management LLC26,346
1.0% of portfolio›$1.9M
SJS Investment Consulting Inc.24,893
0.2% of portfolio›$1.8M
CRA Financial Services, LLC24,885
0.2% of portfolio›$1.8M
Bernardo Wealth Planning LLC24,832
0.2% of portfolio›$1.8M
Diversified Portfolios, Inc.22,892
0.1% of portfolio›$1.6M
Sprinkle Financial Consultants LLC21,307
0.6% of portfolio›$1.5M
Burney Co/20,042
0.0% of portfolio›$1.4M
Willow Creek Wealth Management Inc.18,919
0.1% of portfolio›$1.4M
D.B. Root & Company, LLC18,607
0.3% of portfolio›$1.3M
Wedmont Private Capital15,153
0.0% of portfolio›$1.1M
Retirement Planning Group, LLC14,169
0.0% of portfolio›$1.0M
Lynch Investment Planning, LLC14,104
0.7% of portfolio›$1.0M
Canvas Wealth Advisors, LLC14,000
0.1% of portfolio›$1.0M
L.K. Benson & Company, P.C.13,742
0.3% of portfolio›$983.5K
Cambridge Investment Research Advisors, Inc.13,083
0.0% of portfolio›$936
AWM Capital, LLC12,542
0.1% of portfolio›$897.7K
Souders Financial Advisors12,357
0.1% of portfolio›$884.4K
North Star Investment Management Corp.11,136
0.0% of portfolio›$797.0K
Sincerus Advisory, LLC10,125
0.5% of portfolio›$724.6K
Titleist Asset Management, LLC9,702
0.0% of portfolio›$694.4K
Galvin, Gaustad & Stein, LLC9,500
0.1% of portfolio›$679.9K
Next Level Wealth Planning, LLC9,370
0.3% of portfolio›$670.6K
Kestra Advisory Services, LLC9,205
0.0% of portfolio›$658.8K
Kane Co Wealth Management, Inc.7,300
0.4% of portfolio›$522.5K
Bryn Mawr Trust Advisors, LLC6,653
0.0% of portfolio›$476.2K
FC Advisory LLC6,602
0.1% of portfolio›$472.5K
Perryman Financial Advisory Inc6,140
0.1% of portfolio›$439.5K
Deroy & Devereaux Private Investment Counsel Inc6,060
0.0% of portfolio›$434
TPG Advisors LLC5,965
0.2% of portfolio›$426.9K
Sowell Financial Services LLC5,950
0.0% of portfolio›$425.8K
Evanson Financial, LLC5,910
0.0% of portfolio›$422.9K
Cypress Point Wealth Management, LLC5,813
0.0% of portfolio›$416.0K
Greenspring Advisors, LLC5,790
0.0% of portfolio›$414.4K
Vise Technologies, Inc.5,602
0.0% of portfolio›$400.9K
Aspiriant, LLC5,570
0.0% of portfolio›$398.6K
Kestra Private Wealth Services, LLC5,109
0.0% of portfolio›$365.7K
Breakwater Capital Group4,794
0.0% of portfolio›$343.1K
Prospera Financial Services Inc4,571
0.0% of portfolio›$338.3K
Leonard Rickey Investment Advisors P.L.L.C.4,501
0.1% of portfolio›$322.1K
Sterling Investment Advisors, Ltd.4,240
0.1% of portfolio›$303.5K
Commonwealth Retirement Investments LLC4,000
0.1% of portfolio›$286.3K
Global Wealth Management, LLC3,990
0.2% of portfolio›$285.6K
HUB Investment Partners, LLC3,943
0.0% of portfolio›$282.2K
Hartmann Taylor Wealth Management, LLC3,600
0.1% of portfolio›$257.7K
Capital Advisors Wealth Management, LLC3,561
0.0% of portfolio›$254.8K
MGO One Seven LLC3,561
0.0% of portfolio›$254.9K
Diversify Advisory Services, LLC3,489
0.0% of portfolio›$253.6K
Diversify Wealth Management, LLC3,489
0.0% of portfolio›$253.6K
Flagship Harbor Advisors, LLC3,249
0.0% of portfolio›$232.5K
Voisard Asset Management Group, Inc.3,155
0.0% of portfolio›$225.8K
Financial Planning Navigators Corp3,089
0.1% of portfolio›$221.1K
First Affirmative Financial Network2,817
0.0% of portfolio›$201.6K
Provenance Wealth Advisors, LLC1,482
0.0% of portfolio›$106.1K
Trust Co1,175
0.0% of portfolio›$84.1K
Financial Consulate, Inc912
0.0% of portfolio›$65.3K
Burk Holdings LLC856
0.0% of portfolio›$61.2K
Capital Advisors, Ltd. LLC800
0.0% of portfolio›$57
Ashton Thomas Securities, LLC645
0.0% of portfolio›$46.2K
Breakwater Investment Management271
0.0% of portfolio›$19.4K
Tradewinds Capital Management, LLC65
0.0% of portfolio›$4.7K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
1,190,295$84.8M0.1%CoreLowPlymouth, MN2026-10-13
Mills Wealth Advisors LLC
617,357$44.2M14.0%ETFMediumSouthlake, TX2026-10-22
Aprio Wealth Management, LLC
585,912$41.9M1.9%ETFMediumAtlanta, GA2026-10-28
Asio Capital, LLC
299,715$21.5M2.6%GrowthMediumLexington, KY2026-10-19
Truist Financial Corp
291,975$20.9M0.0%CoreLowCharlotte, NC2026-10-30
Sage Financial Group Inc
283,672$20.3M1.1%ETFVery LowW. Conshohocken, PA2026-10-27
CGN Advisors LLC
255,659$18.3M1.4%ETFLowManhattan, KS2026-10-21
MB, Levis & Associates, LLC
221,817$15.9M5.8%ETFVery LowCenter Valley, PA2026-10-16
San Luis Wealth Advisors LLC
216,006$15.5M2.3%CoreMediumSan Luis Obispo, CA2026-10-27
Verum Partners LLC
190,555$13.6M2.2%ETFLowCharlotte, NC2026-10-21
Mallini Complete Financial Planning LLC
170,666$12.2M8.6%ETFMediumGainesville, FL2026-10-06
Opus Capital Group, LLC
151,011$10.8K0.0%ETFVery LowCincinnati, OH2026-10-30
Keystone Financial Group, Inc.
138,762$9.9M5.3%ETFLowAtlanta, GA2026-10-13
Gutierrez Wealth Advisory, LLC
135,269$9.7M5.1%ETFLowLittle Rock, AR2026-11-02
Able Financial Group, LLC
134,519$9.6M1.5%ETFLowScottsdale, AZ2026-10-14
Syntegra Private Wealth Group, LLC
133,145$9.5M0.7%ETFLowChesterfield, MO2026-10-13
Verus Financial Partners, Inc.
132,187$9.5M0.8%ETFVery LowRichmond, VA2026-10-29
Sunpointe, LLC
126,105$9.0M2.7%GrowthMediumSt. Louis, MO2026-10-22
Physician Wealth Advisors, Inc.
114,821$8.2M0.9%ETFMediumMidvale, UT2026-10-20
Blume Capital Management, Inc.
91,925$6.6M1.0%CoreMediumBerkeley, CA2026-10-26
D'Orazio & Associates, Inc.
82,448$5.9M0.7%ETFLowVienna, VA2026-11-04
Cherry Tree Wealth Management, LLC
82,159$5.9M1.1%ETFVery LowMinnetonka, MN2026-10-15
Commonwealth Equity Services, LLC
76,573$5.5M0.0%ETFLowWaltham, MA2026-11-02
Klingman & Associates, LLC
71,106$5.1M0.2%ETFVery LowNew York, NY2026-10-20
Wealthcare Advisory Partners LLC
69,871$5.0M0.1%ETFLowWest Chester, PA2026-10-21
Penney Financial, LLC
68,301$4.9M1.4%ETFMediumHouston, TX2026-10-20
Burton Enright Welch
63,902$4.6M0.5%ETFVery LowWalnut Creek, CA2026-11-04
Quantum Financial Partners LLC
56,392$4.0M2.1%ETFN/AOverland Park, KS2026-10-19
Physician Wealth Solutions Inc.
56,204$4.0M1.6%ETFLowNorth Las Vegas, NV2026-10-14
S.A. Mason LLC
55,630$4.0M1.2%GrowthVery LowHolland, MI2026-10-13
Websterrogers Financial Advisors, LLC
54,109$3.9M1.0%ETFVery LowFlorence, SC2026-11-02
Elser Financial Planning, Inc
53,858$3.9M0.2%GARPLowIndianapolis, IN2026-10-16
Lincoln Capital Corp
49,854$3.6M1.2%ETFMediumEast Greenwich, RI2026-10-13
Smithbridge Asset Management Inc
40,053$2.9M0.4%GrowthLowChadds Ford, PA2026-10-19
Newman Dignan & Sheerar, Inc.
33,149$2.4M0.5%ETFLowProvidence, RI2026-10-21
Valeo Financial Advisors, LLC
33,105$2.4M0.1%ETFLowCarmel, IN2026-10-08
Landmark Wealth Management, LLC
32,299$2.3M0.6%ETFVery LowMelville, NY2026-11-03
Capital Investment Services of America, Inc.
31,460$2.3M0.2%GrowthLowMilwaukee, WI2026-11-02
NavPoint Financial, Inc.
28,345$2.0M0.7%ETFVery LowPrior Lake, MN2026-10-21
Essex LLC
26,409$1.9M0.3%ETFLowDeer Park, IL2026-10-14
Lakewood Asset Management LLC
26,346$1.9M1.0%ValueLowNaperville, IL2026-10-26
SJS Investment Consulting Inc.
24,893$1.8M0.2%ETFVery LowSylvania, OH2026-10-26
CRA Financial Services, LLC
24,885$1.8M0.2%ETFVery LowNorthfield, NJ2026-10-16
Bernardo Wealth Planning LLC
24,832$1.8M0.2%ETFVery LowHarleysville, PA2026-10-23
Diversified Portfolios, Inc.
22,892$1.6M0.1%ETFLowBloomfield Hills, MI2026-11-04
Sprinkle Financial Consultants LLC
21,307$1.5M0.6%ETFLowLittleton, CO2026-10-09
Burney Co/
20,042$1.4M0.0%GARPMediumReston, VA2026-10-15
Willow Creek Wealth Management Inc.
18,919$1.4M0.1%ETFVery LowSebastopol, CA2026-10-26
D.B. Root & Company, LLC
18,607$1.3M0.3%ETFLowPittsburgh, PA2026-11-04
Wedmont Private Capital
15,153$1.1M0.0%IndexVery LowWest Chester, PA2026-10-09
Retirement Planning Group, LLC
14,169$1.0M0.0%ETFVery LowLeawood, KS2026-10-19
Lynch Investment Planning, LLC
14,104$1.0M0.7%ETFLowNewtown Square, PA2026-10-27
Canvas Wealth Advisors, LLC
14,000$1.0M0.1%GrowthLowShawnee, KS2026-11-02
L.K. Benson & Company, P.C.
13,742$983.5K0.3%YieldVery LowTimonium, MD2026-10-23
Cambridge Investment Research Advisors, Inc.
13,083$9360.0%ETFLowFairfield, IA2026-11-02
AWM Capital, LLC
12,542$897.7K0.1%ETFLowPhoenix, AZ2026-10-16
Souders Financial Advisors
12,357$884.4K0.1%ETFLowCincinnati, OH2026-11-03
North Star Investment Management Corp.
11,136$797.0K0.0%CoreLowChicago, IL2026-10-27
Sincerus Advisory, LLC
10,125$724.6K0.5%ETFVery LowNew York, NY2026-10-09
Titleist Asset Management, LLC
9,702$694.4K0.0%ETFLowSan Antonio, TX2026-10-08
Galvin, Gaustad & Stein, LLC
9,500$679.9K0.1%CoreMediumScottsdale, AZ2026-10-08
Next Level Wealth Planning, LLC
9,370$670.6K0.3%ETFVery LowMeridian, ID2026-10-29
Kestra Advisory Services, LLC
9,205$658.8K0.0%CoreLowAustin, TX2026-11-02
Kane Co Wealth Management, Inc.
7,300$522.5K0.4%ETFVery LowJohnston, IA2026-11-04
Bryn Mawr Trust Advisors, LLC
6,653$476.2K0.0%CoreLowPhiladelphia, PA2026-11-04
FC Advisory LLC
6,602$472.5K0.1%ETFVery LowWest Chester, PA2026-10-05
Perryman Financial Advisory Inc
6,140$439.5K0.1%GrowthVery LowDallas, TX2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
6,060$4340.0%ValueMediumBloomfield Hills, MI2026-10-26
TPG Advisors LLC
5,965$426.9K0.2%ETFVery LowNorthfield, IL2026-10-16
Sowell Financial Services LLC
5,950$425.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Evanson Financial, LLC
5,910$422.9K0.0%ETFN/AMclean, VA2026-10-23
Cypress Point Wealth Management, LLC
5,813$416.0K0.0%ETFLowDallas, TX2026-11-03
Greenspring Advisors, LLC
5,790$414.4K0.0%ETFVery LowTowson, MD2026-11-05
Vise Technologies, Inc.
5,602$400.9K0.0%IndexLowNew York, NY2026-10-29
Aspiriant, LLC
5,570$398.6K0.0%ETFVery LowLos Angeles, CA2026-10-16
Kestra Private Wealth Services, LLC
5,109$365.7K0.0%GrowthLowAustin, TX2026-10-30
Breakwater Capital Group
4,794$343.1K0.0%ETFLowParamus, NJ2026-10-09
Prospera Financial Services Inc
4,571$338.3K0.0%CoreMediumDallas, TX2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
4,501$322.1K0.1%ETFLowYakima, WA2026-10-29
Sterling Investment Advisors, Ltd.
4,240$303.5K0.1%GrowthLowBerwyn, PA2026-10-27
Commonwealth Retirement Investments LLC
4,000$286.3K0.1%CoreMediumRichmond, VA2026-10-26
Global Wealth Management, LLC
3,990$285.6K0.2%ETFLowKingston, NJ2026-10-15
HUB Investment Partners, LLC
3,943$282.2K0.0%GrowthLowAustin, TX2026-11-03
Hartmann Taylor Wealth Management, LLC
3,600$257.7K0.1%ETFVery LowDallas, TX2026-10-14
Capital Advisors Wealth Management, LLC
3,561$254.8K0.0%ETFLowYakima, WA2026-10-09
MGO One Seven LLC
3,561$254.9K0.0%GrowthLowBeachwood, OH2026-10-28
Diversify Advisory Services, LLC
3,489$253.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
3,489$253.6K0.0%GrowthMediumSandy, UT2026-10-20
Flagship Harbor Advisors, LLC
3,249$232.5K0.0%ETFMediumBoston, MA2026-10-26
Voisard Asset Management Group, Inc.
3,155$225.8K0.0%ETFLowGrand Rapids, MI2026-10-13
Financial Planning Navigators Corp
3,089$221.1K0.1%ETFMediumMaple Grove, MN2026-10-14
First Affirmative Financial Network
2,817$201.6K0.0%CoreN/AColorado Springs, CO2026-10-21
Provenance Wealth Advisors, LLC
1,482$106.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Trust Co
1,175$84.1K0.0%ETFVery LowManhattan, KS2026-10-09
Financial Consulate, Inc
912$65.3K0.0%ETFLowHunt Valley, MD2026-10-23
Burk Holdings LLC
856$61.2K0.0%ETFVery LowTulsa, OK2026-11-05
Capital Advisors, Ltd. LLC
800$570.0%ETFLowShaker Heights, OH2026-10-27
Ashton Thomas Securities, LLC
645$46.2K0.0%ETFMediumRochester, NY2026-10-26
Breakwater Investment Management
271$19.4K0.0%ETFLowSeattle, WA2026-10-20
Tradewinds Capital Management, LLC
65$4.7K0.0%ETFVery HighBellingham, WA2026-10-23