Who owns Vanguard Core Tax-Exempt Bond E?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VCRM from SEC Form 13F filings across 155 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 155 institutions disclosed 13.0M shares of Vanguard Core Tax-Exempt Bond E worth $991.8M — about 77.3% of shares outstanding; the largest disclosed holder is HBK Sorce Advisory LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
155
13F holders
$991.8M
value, 2026 filers
77.3%
of shares outstanding (13.0M sh)
42
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VCRM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | 3.7M | $273.9M | 5.2% | 21.6% | +5.5% |
| 2 | Verum Partners LLC | 841,112 | $64.3M | 9.6% | 5% | +39.6% |
| 3 | Topsail Wealth Management, LLC | 615,176 | $47.0M | 6.0% | 3.6% | +60.1% |
| 4 | Karpus Management, Inc. | 613,630 | $46.9M | 1.3% | 3.6% | +4.0% |
| 5 | Aprio Wealth Management, LLC | 571,707 | $43.7M | 2.2% | 3.4% | -9.4% |
| 6 | JONES FINANCIAL COMPANIES LLLP | 500,175 | $38.2M | 0.0% | 3% | +104.1% |
| 7 | Mills Wealth Advisors LLC | 450,834 | $34.4M | 10.8% | 2.7% | +12.9% |
| 8 | Confluence Wealth Services, Inc. | 329,907 | $25.2M | 0.7% | 2% | +22.4% |
| 9 | Focus Partners Wealth | 288,155 | $22.0M | 0.0% | 1.7% | -6.4% |
| 10 | Opus Capital Group, LLC | 248,789 | $19.0M | 1.8% | 1.5% | -0.4% |
| 11 | San Luis Wealth Advisors LLC | 214,094 | $16.4M | 2.5% | 1.3% | -7.1% |
| 12 | TRUIST FINANCIAL CORP | 207,390 | $15.8M | 0.0% | 1.2% | +124.0% |
| 13 | Elite Life Management LLC | 193,761 | $14.5M | 17.0% | 1.1% | +11.5% |
| 14 | MB, LEVIS & ASSOCIATES, LLC | 182,879 | $14.0M | 5.1% | 1.1% | +0.6% |
| 15 | CGN Advisors LLC | 173,051 | $13.2M | 1.0% | 1% | +0.4% |
| 16 | Alaethes Wealth, LLCNEW | 160,419 | $12.3M | 3.6% | 0.9% | new |
| 17 | Tradewinds Capital Management, LLCNEW | 153,988 | $11.8M | 2.1% | 0.9% | new |
| 18 | JANE STREET GROUP, LLC | 153,725 | $11.7M | 0.0% | 0.9% | +614.2% |
| 19 | Mallini Complete Financial Planning LLCNEW | 131,776 | $10.1M | 7.2% | 0.8% | new |
| 20 | Verus Financial Partners, Inc. | 118,924 | $9.1M | 0.8% | 0.7% | +22.0% |
| 21 | TFO Wealth Partners, LLC | 115,064 | $8.8M | 1.0% | 0.7% | +39.4% |
| 22 | Penney Financial, LLCNEW | 113,444 | $8.7M | 3.0% | 0.7% | new |
| 23 | Keystone Financial Group, Inc. | 109,104 | $8.3M | 4.4% | 0.6% | +82.9% |
| 24 | LPL Financial LLC | 99,595 | $7.6M | 0.0% | 0.6% | +78.3% |
| 25 | Integrated Wealth Concepts LLC | 97,452 | $7.4M | 0.0% | 0.6% | +489.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.