Who Owns VANGUARD MUN BD FDS (VCRM)? -- Institutional Holders (2026-06-30)

Name: VANGUARD MUN BD FDS (VCRM) Institutional Holders (2026-06-30)
Creator: ko.io

162 institutions reported holding $991.3M of VANGUARD MUN BD FDS (VCRM) in SEC 13F filings for 2026-06-30. Largest institutional holders: HBK Sorce Advisory LLC ($273.9M), Verum Partners LLC ($64.3M), Topsail Wealth Management, LLC ($47.0M), Karpus Management, Inc. ($46.9M), Aprio Wealth Management, LLC ($43.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	HBK Sorce Advisory LLC	$273.9M	3.7M	Added
2	Verum Partners LLC	$64.3M	841,112	Added
3	Topsail Wealth Management, LLC	$47.0M	615,176	Added
4	Karpus Management, Inc.	$46.9M	613,630	Added
5	Aprio Wealth Management, LLC	$43.7M	571,707	Trimmed
6	JONES FINANCIAL COMPANIES LLLP	$38.2M	500,175	Added
7	Mills Wealth Advisors LLC	$34.4M	450,834	Added
8	Confluence Wealth Services, Inc.	$25.2M	329,907	Added
9	Focus Partners Wealth	$22.0M	288,155	Trimmed
10	Opus Capital Group, LLC	$19.0M	248,789	Trimmed
11	San Luis Wealth Advisors LLC	$16.4M	214,094	Trimmed
12	TRUIST FINANCIAL CORP	$15.8M	207,390	Added
13	Elite Life Management LLC	$14.5M	193,761	Added
14	MB, LEVIS & ASSOCIATES, LLC	$14.0M	182,879	Added
15	CGN Advisors LLC	$13.2M	173,051	Added
16	Alaethes Wealth, LLC	$12.3M	160,419	New
17	Tradewinds Capital Management, LLC	$11.8M	153,988	New
18	JANE STREET GROUP, LLC	$11.7M	153,725	Added
19	Mallini Complete Financial Planning LLC	$10.1M	131,776	New
20	Verus Financial Partners, Inc.	$9.1M	118,924	Added
21	TFO Wealth Partners, LLC	$8.8M	115,064	Added
22	Penney Financial, LLC	$8.7M	113,444	New
23	Keystone Financial Group, Inc.	$8.3M	109,104	Added
24	LPL Financial LLC	$7.6M	99,595	Added
25	Integrated Wealth Concepts LLC	$7.4M	97,453	Added

Source: SEC Form 13F filings · as of 2026-06-30