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Who owns VCRMWhat VCRM owns — n/a

Who owns Vanguard Core Tax-Exempt Bond E?

Institutional ownership of VCRM from SEC Form 13F filings across 81 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.

81

13F holders

$567.8M

value, 2026 filers

44.8%

of shares outstanding (7.6M sh)

26

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1HBK Sorce Advisory LLC3.7M$273.9M5.2%21.6%+5.5%
2JONES FINANCIAL COMPANIES LLLP500,175$38.2M0.0%3%+104.1%
3Confluence Wealth Services, Inc.329,907$25.2M0.7%2%+22.4%
4Focus Partners Wealth288,155$22.0M0.0%1.7%-6.4%
5San Luis Wealth Advisors LLC214,094$16.4M2.5%1.3%-7.1%
6TRUIST FINANCIAL CORP207,390$15.8M0.0%1.2%+124.0%
7Elite Life Management LLC193,761$14.5M17.0%1.1%+11.5%
8MB, LEVIS & ASSOCIATES, LLC182,879$14.0M5.1%1.1%+0.6%
9Tradewinds Capital Management, LLCNEW153,988$11.8M2.1%0.9%new
10JANE STREET GROUP, LLC153,725$11.7M0.0%0.9%+614.2%
11Mallini Complete Financial Planning LLCNEW131,776$10.1M7.2%0.8%new
12LPL Financial LLC99,595$7.6M0.0%0.6%+78.3%
13Integrated Wealth Concepts LLC97,453$7.4M0.0%0.6%+489.9%
14ENVESTNET ASSET MANAGEMENT INC92,269$7.0M0.0%0.5%+3.7%
15Physician Wealth Advisors, Inc.88,686$6.8M0.8%0.5%+1.7%
16JPMORGAN CHASE & CO83,635$6.4M0.0%0.5%+40897.5%
17Blume Capital Management, Inc.74,350$5.7M0.8%0.4%+5.2%
18HighTower Advisors, LLC65,361$5.0M0.0%0.4%-39.8%
19Elequin Capital, LPNEW64,144$4.9M0.1%0.4%new
20Timmons Wealth Management, LLCNEW62,499$4.8M3.5%0.4%new
21Beaird Harris Wealth Management, LLC55,414$4.2M0.3%0.3%+111.2%
22S.A. Mason LLC52,780$4.0M1.2%0.3%+3.5%
23NewEdge Advisors, LLCNEW45,885$3.5M0.0%0.3%new
24Rialto Wealth Management, LLCNEW41,824$3.2M0.6%0.2%new
25HUB Investment Partners, LLC40,991$3.1M0.1%0.2%+45.9%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.