§ EQUITY
USDVCRM
VANGUARD CORE TAX-EX BOND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| HBK Sorce Advisory LLC | 3.5M | 5.2% | +924% |
| Aprio Wealth Management, LLC | 631K | 2.6% | +9% |
| Verum Partners LLC | 602K | 8.6% | +25% |
| Karpus Management, Inc. | 590K | 1.4% | +6% |
| Mills Wealth Advisors LLC | 399K | 10.5% | +18% |
| Topsail Wealth Management, LLC | 384K | 4.3% | +18% |
◇ AC INTELLIGENCE
Top institutional owners for VCRM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.9% · 113 holders
DEALER / BANK1.0% · 6 holders
INCOME / DEFENSIVE0.1% · 2 holders
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VCRM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VCRM yet.