VANGUARD MUN BD FDS (VCRM)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
145
Reporting holders
$963.2M
Reported value
0.0%
Held as options
+30
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | $273.9M | 3,651,728 | 5.19% | 4q | +5.5%+$14.3M |
| Verum Partners LLC | $64.3M | 841,112 | 9.61% | 6q | +39.6%+$18.2M |
| Topsail Wealth Management, LLC | $47.0M | 615,176 | 6.00% | 7q | +60.1%+$17.6M |
| Karpus Management, Inc. | $46.9M | 613,630 | 1.35% | 4q | +4.0%+$1.8M |
| Aprio Wealth Management, LLC | $43.7M | 571,707 | 2.16% | 3q | -9.4%-$4.5M |
| JONES FINANCIAL COMPANIES LLLP | $38.2M | 500,175 | 0.02% | 3q | +104.1%+$19.5M |
| Mills Wealth Advisors LLC | $34.4M | 450,834 | 10.85% | 7q | +12.9%+$3.9M |
| Confluence Wealth Services, Inc. | $25.2M | 329,907 | 0.72% | 3q | +22.4%+$4.6M |
| Focus Partners Wealth | $22.0M | 288,155 | 0.02% | 3q | -6.4%-$1.5M |
| San Luis Wealth Advisors LLC | $16.4M | 214,094 | 2.46% | 5q | -7.1%-$1.2M |
| TRUIST FINANCIAL CORP | $15.8M | 207,390 | 0.02% | 4q | +124.0%+$8.8M |
| Elite Life Management LLC | $14.5M | 193,761 | 17.02% | 2q | +11.5%+$1.5M |
| MB, LEVIS & ASSOCIATES, LLC | $14.0M | 182,879 | 5.15% | 4q | +0.6%+$76.6K |
| CGN Advisors LLC | $13.2M | 173,051 | 0.97% | 5q | HELD |
| Alaethes Wealth, LLC | $12.3M | 160,419 | 3.56% | new | NEW |
| Tradewinds Capital Management, LLC | $11.8M | 153,988 | 2.09% | new | NEW |
| JANE STREET GROUP, LLC | $11.7M | 153,725 | 0.00% | 7q | +614.2%+$10.1M |
| Mallini Complete Financial Planning LLC | $10.1M | 131,776 | 7.18% | new | NEW |
| Verus Financial Partners, Inc. | $9.1M | 118,924 | 0.78% | 5q | +22.0%+$1.6M |
| TFO Wealth Partners, LLC | $8.8M | 115,064 | 0.96% | 4q | +39.4%+$2.5M |
| Penney Financial, LLC | $8.7M | 113,444 | 3.03% | new | NEW |
| Keystone Financial Group, Inc. | $8.3M | 109,104 | 4.37% | 4q | +82.9%+$3.8M |
| LPL Financial LLC | $7.6M | 99,595 | 0.00% | 5q | +78.3%+$3.3M |
| Integrated Wealth Concepts LLC | $7.4M | 97,453 | 0.04% | 2q | +489.9%+$6.2M |
| TAGStone Capital, Inc. | $7.3M | 95,674 | 2.32% | 5q | -1.5%-$114.6K |
| ENVESTNET ASSET MANAGEMENT INC | $7.0M | 92,269 | 0.00% | 5q | +3.7%+$253.3K |
| Physician Wealth Advisors, Inc. | $6.8M | 88,686 | 0.81% | 7q | +1.7%+$111.6K |
| Tilson Financial Group, Inc. | $6.7M | 87,581 | 1.84% | 3q | +18.7%+$1.1M |
| JPMORGAN CHASE & CO | $6.4M | 83,635 | 0.00% | 6q | +40897.5%+$6.4M |
| D'Orazio & Associates, Inc. | $5.9M | 76,991 | 0.68% | 3q | +54.1%+$2.1M |
| Physician Wealth Solutions Inc. | $5.7M | 74,716 | 2.16% | 5q | +5.1%+$276.6K |
| Blume Capital Management, Inc. | $5.7M | 74,350 | 0.83% | 4q | +5.2%+$282.7K |
| EQ WEALTH ADVISORS, LLC | $5.0M | 65,564 | 2.75% | 3q | +23.4%+$948.7K |
| HighTower Advisors, LLC | $5.0M | 65,361 | 0.00% | 3q | -39.8%-$3.3M |
| Elequin Capital, LP | $4.9M | 64,144 | 0.15% | new | NEW |
| QUANTUM FINANCIAL PARTNERS LLC | $4.8M | 63,060 | 2.46% | new | FIRST |
| Timmons Wealth Management, LLC | $4.8M | 62,499 | 3.49% | new | NEW |
| Rehmann Capital Advisory Group | $4.6M | 60,033 | 0.21% | 5q | +17.2%+$671.8K |
| Beaird Harris Wealth Management, LLC | $4.2M | 55,414 | 0.27% | 2q | +111.2%+$2.2M |
| Kelman-Lazarov, Inc. | $4.2M | 55,199 | 0.55% | 5q | +21.6%+$748.6K |
| S.A. Mason LLC | $4.0M | 52,780 | 1.24% | 3q | +3.5%+$137.5K |
| Brio Consultants, LLC | $3.7M | 49,083 | 0.44% | 5q | +25.9%+$772.3K |
| Gutierrez Wealth Advisory, LLC | $3.7M | 48,718 | 2.15% | 5q | -9.5%-$389.9K |
| Balanced Rock Investment Advisors LLC | $3.7M | 48,515 | 2.31% | 5q | +1.6%+$56.7K |
| NewEdge Advisors, LLC | $3.5M | 45,885 | 0.01% | new | NEW |
| Rialto Wealth Management, LLC | $3.2M | 41,824 | 0.63% | new | NEW |
| HUB Investment Partners, LLC | $3.1M | 40,991 | 0.06% | 6q | +45.9%+$985.7K |
| TD Capital Management LLC | $2.9M | 37,900 | 0.24% | new | NEW |
| Advyzon Investment Management, LLC | $2.9M | 37,896 | 0.21% | 5q | -17.0%-$593.1K |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $2.8M | 36,485 | 0.71% | 5q | +134.5%+$1.6M |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $2.7M | 35,353 | 0.37% | 4q | +2.9%+$76.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 32,526 | 0.00% | 3q | +27.7%+$538.7K |
| Sunpointe, LLC | $2.4M | 31,028 | 0.67% | 5q | +3.7%+$84.9K |
| NWM ADVISORS, LLC | $2.3M | 30,615 | 1.84% | 3q | HELD |
| Capital Investment Services of America, Inc. | $2.2M | 28,760 | 0.22% | 5q | +4.7%+$99.3K |
| Hills Bank & Trust Co | $2.1M | 27,307 | 0.09% | new | NEW |
| Cerity Partners LLC | $2.1M | 26,888 | 0.00% | 3q | -0.6%-$12.5K |
| CRA Financial Services, LLC | $1.9M | 24,885 | 0.22% | 7q | -1.3%-$26.0K |
| Diversified Portfolios, Inc. | $1.9M | 24,357 | 0.13% | new | NEW |
| Valeo Financial Advisors, LLC | $1.9M | 24,357 | 0.04% | 7q | +5.7%+$100.2K |
| Aptus Capital Advisors, LLC | $1.8M | 23,408 | 0.01% | new | NEW |
| Burton Enright Welch | $1.8M | 23,346 | 0.21% | 6q | +9.1%+$149.0K |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $1.6M | 21,459 | 0.96% | 2q | -43.2%-$1.2M |
| Landmark Wealth Management, LLC | $1.6M | 20,769 | 0.38% | 3q | +40.0%+$453.5K |
| SJS Investment Consulting Inc. | $1.6M | 20,403 | 0.17% | 6q | +14.0%+$191.0K |
| Lakewood Asset Management LLC | $1.5M | 20,215 | 0.85% | 3q | +483.9%+$1.3M |
| CITADEL ADVISORS LLC | $1.5M | 19,604 | 0.00% | new | NEW |
| NavPoint Financial, Inc. | $1.4M | 18,074 | 0.51% | 4q | +26.5%+$289.2K |
| Galvin, Gaustad & Stein, LLC | $1.4M | 18,025 | 0.10% | 7q | +5.9%+$76.4K |
| Lynch Investment Planning, LLC | $1.3M | 17,593 | 1.03% | 3q | +42.1%+$398.3K |
| Oak Wealth Advisors LLC | $1.3M | 17,182 | 0.63% | 3q | +9.2%+$111.1K |
| Main Street Financial Solutions, LLC | $1.2M | 16,288 | 0.08% | 4q | +13.2%+$145.0K |
| L.K. Benson & Company, P.C. | $1.2M | 16,062 | 0.37% | 5q | +19.8%+$202.8K |
| Souders Financial Advisors | $1.2M | 15,418 | 0.12% | new | NEW |
| Dakota Wealth Management | $1.1M | 14,700 | 0.02% | 3q | +67.0%+$450.8K |
| Sprinkle Financial Consultants LLC | $1.0M | 13,395 | 0.40% | 3q | +0.9%+$9.5K |
| OSAIC HOLDINGS, INC. | $989.2K | 12,948 | 0.00% | 6q | +208.7%+$668.7K |
| EVOLVE PRIVATE WEALTH, LLC | $985.5K | 12,899 | 0.06% | 2q | -1.6%-$15.9K |
| AWM CAPITAL, LLC | $950.8K | 12,445 | 0.08% | 3q | +176.1%+$606.4K |
| Retirement Planning Group, LLC | $943.9K | 12,355 | 0.02% | 6q | +190.0%+$618.4K |
| ABLE Financial Group, LLC | $904.2K | 11,835 | 0.15% | 5q | HELD |
| Stratos Wealth Partners, LTD. | $884.7K | 11,579 | 0.01% | new | NEW |
| Bernardo Wealth Planning LLC | $855.8K | 11,202 | 0.15% | 4q | -2.6%-$23.0K |
| North Star Investment Management Corp. | $848.2K | 11,102 | 0.05% | 5q | HELD |
| Outbound Financial Inc | $803.2K | 10,513 | 0.52% | 2q | HELD |
| Breakwater Capital Group | $791.5K | 10,360 | 0.09% | 6q | +10.9%+$78.0K |
| TITLEIST ASSET MANAGEMENT, LLC | $762.2K | 9,976 | 0.05% | 2q | -12.7%-$110.9K |
| Newman Dignan & Sheerar, Inc. | $743.0K | 9,726 | 0.14% | 2q | +193.4%+$489.8K |
| &PARTNERS | $742.8K | 9,717 | 0.00% | 3q | +15.0%+$96.8K |
| Next Level Wealth Planning, LLC | $715.9K | 9,370 | 0.32% | 4q | +3.2%+$22.1K |
| Waverly Advisors, LLC | $704.6K | 9,223 | 0.00% | 6q | HELD |
| Traub Capital Management LLC | $702.7K | 9,198 | 0.63% | 4q | HELD |
| JHP Wealth Management, LLC | $684.0K | 8,953 | 0.56% | new | NEW |
| Sincerus Advisory, LLC | $676.7K | 8,857 | 0.46% | 2q | +55.3%+$240.9K |
| Hartmann Taylor Wealth Management, LLC | $676.4K | 9,000 | 0.45% | 2q | HELD |
| Private Wealth Asset Management, LLC | $655.2K | 8,576 | 0.06% | 3q | +78.3%+$287.6K |
| Inspire Advisors, LLC | $647.8K | 8,506 | 0.05% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $633.6K | 8,295 | 0.06% | 2q | +8.6%+$50.2K |
| Sequoia Financial Advisors, LLC | $628.2K | 8,222 | 0.00% | 3q | +1.9%+$11.8K |
| Prentice Wealth Management LLC | $549.7K | 7,195 | 0.11% | 3q | +2.1%+$11.5K |
Showing the largest 100 of 154 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 145 | $963.2M | 12,674,805 | 35 | 68 | 19 | 0.0% |
| Q1 2026 | 115 | $747.3M | 9,915,848 | 15 | 64 | 16 | 0.0% |
| Q4 2025 | 108 | $434.9M | 5,751,815 | 41 | 50 | 5 | 0.0% |
| Q3 2025 | 69 | $286.9M | 3,811,362 | 24 | 34 | 6 | 0.0% |
| Q2 2025 | 46 | $118.3M | 1,608,858 | 25 | 12 | 7 | 0.0% |
| Q1 2025 | 24 | $49.9M | 671,955 | 14 | 8 | 0 | 0.0% |
| Q4 2024 | 11 | $28.6M | 383,049 | 8 | 0 | 0 | 0.0% |