VCRM Institutional Ownership
Vanguard Core Tax-Exempt Bond E
1W: -0.0%
1M: -3.3%
3M: -6.1%
YTD: -4.2%
$71.58
-0.14 (-0.19%)
Weekly Expected Move ±1.0%
$70
$71
$72
$72
$73
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VCRM
163
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
988M
Total Invested
39
New Positions
76
Increased
31
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (168 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | 3,651,728 | $261M | +190,855 | +5.5% | 4Q | SEC ↗ |
| 2 | Verum Partners LLC | 841,112 | $60M | +238,753 | +39.6% | 6Q | SEC ↗ |
| 3 | Topsail Wealth Management, LLC | 615,176 | $44M | +231,019 | +60.1% | 7Q | SEC ↗ |
| 4 | Karpus Management, Inc. | 613,630 | $44M | +23,571 | +4.0% | 4Q | SEC ↗ |
| 5 | Aprio Wealth Management, LLC | 571,707 | $41M | -59,409 | -9.4% | 3Q | SEC ↗ |
| 6 | JONES FINANCIAL COMPANIES LLLP | 500,175 | $36M | +255,063 | +104.1% | 3Q | SEC ↗ |
| 7 | Mills Wealth Advisors LLC | 450,834 | $32M | +51,597 | +12.9% | 7Q | SEC ↗ |
| 8 | Confluence Wealth Services, Inc. | 329,907 | $24M | +60,472 | +22.4% | 3Q | SEC ↗ |
| 9 | Focus Partners Wealth | 288,155 | $21M | -19,553 | -6.4% | 3Q | SEC ↗ |
| 10 | Opus Capital Group, LLC | 248,789 | $18M | -1,087 | -0.4% | 6Q | SEC ↗ |
| 11 | San Luis Wealth Advisors LLC | 214,094 | $15M | -16,347 | -7.1% | 5Q | SEC ↗ |
| 12 | TRUIST FINANCIAL CORP | 207,390 | $15M | +114,804 | +124.0% | 4Q | SEC ↗ |
| 13 | Elite Life Management LLC | 193,761 | $14M | +19,920 | +11.5% | 2Q | SEC ↗ |
| 14 | MB, LEVIS & ASSOCIATES, LLC | 182,879 | $13M | +1,002 | +0.6% | 4Q | SEC ↗ |
| 15 | CGN Advisors LLC | 173,051 | $12M | +772 | +0.4% | 5Q | SEC ↗ |
| 16 | Alaethes Wealth, LLC NEW | 160,419 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Tradewinds Capital Management, LLC NEW | 153,988 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 153,725 | $11M | +132,200 | +614.2% | 7Q | SEC ↗ |
| 19 | Mallini Complete Financial Planning LL NEW | 131,776 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Verus Financial Partners, Inc. | 118,924 | $9M | +21,441 | +22.0% | 5Q | SEC ↗ |
| 21 | TFO Wealth Partners, LLC | 115,064 | $8M | +32,505 | +39.4% | 4Q | SEC ↗ |
| 22 | Penney Financial, LLC NEW | 113,444 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Keystone Financial Group, Inc. | 109,104 | $8M | +49,443 | +82.9% | 4Q | SEC ↗ |
| 24 | LPL Financial LLC | 99,595 | $7M | +43,723 | +78.3% | 5Q | SEC ↗ |
| 25 | Integrated Wealth Concepts LLC | 97,452 | $7M | +80,933 | +489.9% | 2Q | SEC ↗ |
| 26 | TAGStone Capital, Inc. | 95,674 | $7M | -1,500 | -1.5% | 5Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 92,269 | $7M | +3,316 | +3.7% | 5Q | SEC ↗ |
| 28 | Physician Wealth Advisors, Inc. | 88,686 | $6M | +1,461 | +1.7% | 7Q | SEC ↗ |
| 29 | Tilson Financial Group, Inc. | 87,581 | $6M | +13,810 | +18.7% | 3Q | SEC ↗ |
| 30 | JPMORGAN CHASE & CO | 83,635 | $6M | +83,431 | +40897.5% | 6Q | SEC ↗ |
| 31 | D'Orazio & Associates, Inc. | 76,991 | $6M | +27,040 | +54.1% | 3Q | SEC ↗ |
| 32 | Physician Wealth Solutions Inc. | 74,716 | $5M | +3,621 | +5.1% | 5Q | SEC ↗ |
| 33 | Blume Capital Management, Inc. | 74,350 | $5M | +3,700 | +5.2% | 4Q | SEC ↗ |
| 34 | EQ WEALTH ADVISORS, LLC | 65,564 | $5M | +12,417 | +23.4% | 3Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 65,361 | $5M | -43,128 | -39.8% | 3Q | SEC ↗ |
| 36 | Elequin Capital, LP NEW | 64,144 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 37 | QUANTUM FINANCIAL PARTNERS LLC NEW | 63,060 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Timmons Wealth Management, LLC NEW | 62,499 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Rehmann Capital Advisory Group | 60,033 | $4M | +8,794 | +17.2% | 5Q | SEC ↗ |
| 40 | Beaird Harris Wealth Management, LLC | 55,414 | $4M | +29,177 | +111.2% | 2Q | SEC ↗ |
| 41 | Kelman-Lazarov, Inc. | 55,199 | $4M | +9,799 | +21.6% | 5Q | SEC ↗ |
| 42 | S.A. Mason LLC | 52,780 | $4M | +1,800 | +3.5% | 3Q | SEC ↗ |
| 43 | Brio Consultants, LLC | 49,083 | $4M | +10,108 | +25.9% | 5Q | SEC ↗ |
| 44 | Gutierrez Wealth Advisory, LLC | 48,718 | $3M | -5,104 | -9.5% | 5Q | SEC ↗ |
| 45 | Balanced Rock Investment Advisors LLC | 48,515 | $3M | +742 | +1.6% | 5Q | SEC ↗ |
| 46 | NewEdge Advisors, LLC | 45,885 | $3M | +8,773 | +23.6% | 4Q | SEC ↗ |
| 47 | Rialto Wealth Management, LLC NEW | 41,824 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 48 | HUB Investment Partners, LLC | 40,991 | $3M | +12,902 | +45.9% | 6Q | SEC ↗ |
| 49 | TD Capital Management LLC NEW | 37,900 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Advyzon Investment Management, LLC | 37,896 | $3M | -7,763 | -17.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Alaethes Wealth, LLC | 160,419 | $11M |
| Tradewinds Capital Management, LLC | 153,988 | $11M |
| Mallini Complete Financial Planning | 131,776 | $9M |
| Penney Financial, LLC | 113,444 | $8M |
| Elequin Capital, LP | 64,144 | $5M |
| QUANTUM FINANCIAL PARTNERS LLC | 63,060 | $5M |
| Timmons Wealth Management, LLC | 62,499 | $4M |
| Rialto Wealth Management, LLC | 41,824 | $3M |
| TD Capital Management LLC | 37,900 | $3M |
| Hills Bank & Trust Co | 27,307 | $2M |
| Diversified Portfolios, Inc. | 24,357 | $2M |
| Aptus Capital Advisors, LLC | 23,408 | $2M |
| NATIXIS ADVISORS, LLC | 22,717 | $2M |
| CITADEL ADVISORS LLC | 19,604 | $1M |
| Souders Financial Advisors | 15,418 | $1M |
| Stratos Wealth Partners, LTD. | 11,579 | $829K |
| JHP Wealth Management, LLC | 8,953 | $641K |
| D.B. Root & Company, LLC | 7,081 | $507K |
| Snowden Capital Advisors LLC | 5,963 | $427K |
| Summit Financial, LLC | 5,850 | $419K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 20,422 | $1M |
| SEVEN MILE ADVISORY | 18,381 | $1M |
| FLOW TRADERS U.S. LLC | 8,776 | $628K |
| OLD MISSION CAPITAL LLC | 5,186 | $371K |
| Wilmington Savings Fund Society, FS | 5,078 | $364K |
| SHUFRO ROSE & CO LLC | 4,456 | $319K |
| Creative Planning | 4,005 | $287K |
| Wayfinding Financial, LLC | 3,684 | $264K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 3,444 | $247K |
| Swisher Financial Concepts, Inc. | 3,310 | $237K |
| Kestra Advisory Services, LLC | 2,017 | $144K |
| UBS Group AG | 323 | $23K |