Vanguard Core Tax-Exempt Bond ETF $VCRM Holdings Boosted by Mills Wealth Advisors LLC

Mills Wealth Advisors LLC raised its position in shares of Vanguard Core Tax-Exempt Bond ETF (BATS:VCRM) by 36.9% during the 3rd quarter, according to the company in its most recent 13F filing 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 quarter. Vanguard Core Tax-Exempt Bond ETF accounts for 14.0% of Mills Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Mills Wealth Advisors LLC owned about 0.15% of Vanguard Core Tax-Exempt Bond ETF worth $44,184,000 at the end of the most recent quarter.

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

Vanguard Core Tax-Exempt Bond ETF Price 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 business’s fifty day moving average price is $73.13 and its 200 day moving average price is $74.78.

Vanguard Core Tax-Exempt Bond ETF Company 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.