Vanguard Core Tax-Exempt Bond ETF $VCRM Stock: Mills Wealth Advisors LLC Increases Holdings

Mills Wealth Advisors LLC lifted its stake in shares of Vanguard Core Tax-Exempt Bond ETF (BATS:VCRM) by 36.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 617,357 shares of the company’s stock after purchasing an additional 166,523 shares during the period. Vanguard Core Tax-Exempt Bond ETF makes up about 14.0% of Mills Wealth Advisors LLC’s holdings, making the stock its 3rd biggest position. Mills Wealth Advisors LLC owned 15.43% of Vanguard Core Tax-Exempt Bond ETF worth $44,184,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Sowell Financial Services LLC purchased a new stake in shares of Vanguard Core Tax-Exempt Bond ETF during the third quarter valued at $426,000. Newman Dignan & Sheerar Inc. purchased a new position in Vanguard Core Tax-Exempt Bond ETF in the 3rd quarter worth about $2,372,000. Physician Wealth Advisors Inc. increased its stake in Vanguard Core Tax-Exempt Bond ETF by 29.5% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 114,821 shares of the company’s stock worth $8,218,000 after purchasing an additional 26,135 shares in the last quarter. Smithbridge Asset Management Inc. DE purchased a new position in Vanguard Core Tax-Exempt Bond ETF in the 3rd quarter worth about $2,867,000. Finally, Retirement Planning Group LLC acquired a new stake in Vanguard Core Tax-Exempt Bond ETF during the 3rd quarter worth about $1,014,000.

Vanguard Core Tax-Exempt Bond ETF Stock Performance

BATS VCRM opened at $73.15 on Friday. Vanguard Core Tax-Exempt Bond ETF has a 1 year low of $70.85 and a 1 year high of $77.05. The stock’s 50-day moving average price is $73.13 and its two-hundred day moving average price is $74.78.

Vanguard Core Tax-Exempt Bond ETF Profile

The Vanguard Core Tax-Exempt Bond ETF (VCRM) is an exchange-traded fund that mostly invests in broad credit fixed income. VCRM.L is an actively managed portfolio of USD-denominated tax-exempt municipal bonds with a weighted average maturity of 8 to 20 years. The fund may hold up to 20% in below investment-grade bonds VCRM was launched on Nov 19, 2024 and is issued by Vanguard.