VCRM — Vanguard Mun Bd Fds Institutional Holders · Q3 2026
Who owns Vanguard Mun Bd Fds (VCRM)? 11 institutions reported holding $20.44M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mallini Complete Financial Planning LLC ($12.2M), Valeo Financial Advisors, LLC ($2.4M), Sprinkle Financial Consultants LLC ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mallini Complete Financial Planning LLC | $12.2M | 170,666 | Added |
| 2 | Valeo Financial Advisors, LLC | $2.4M | 33,105 | Added |
| 3 | Sprinkle Financial Consultants LLC | $1.5M | 21,307 | Added |
| 4 | Wedmont Private Capital | $1.1M | 15,153 | New |
| 5 | Sincerus Advisory, LLC | $724,627 | 10,125 | Added |
| 6 | TITLEIST ASSET MANAGEMENT, LLC | $694,372 | 9,702 | Trimmed |
| 7 | Galvin, Gaustad & Stein, LLC | $679,926 | 9,500 | Trimmed |
| 8 | FC Advisory LLC | $472,505 | 6,602 | New |
| 9 | Breakwater Capital Group | $343,107 | 4,794 | Trimmed |
| 10 | Capital Advisors Wealth Management, LLC | $254,840 | 3,561 | Trimmed |
| 11 | Trust Co | $84,071 | 1,175 | Added |
Source: SEC Form 13F filings · as of 2026-09-30