Vanguard Core Tax-Exempt Bond ETF $VCRM Stock: Burton Enright Welch Boosts Stake

Burton Enright Welch increased its position in shares of Vanguard Core Tax-Exempt Bond ETF (BATS:VCRM) by 173.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 63,902 shares of the company’s stock after buying an additional 40,556 shares during the quarter. Vanguard Core Tax-Exempt Bond ETF accounts for about 0.5% of Burton Enright Welch’s portfolio, making the stock its 26th biggest holding. Burton Enright Welch owned about 1.60% of Vanguard Core Tax-Exempt Bond ETF worth $4,573,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Sequoia Financial Advisors LLC raised its holdings in shares of Vanguard Core Tax-Exempt Bond ETF by 1.9% in the second quarter. Sequoia Financial Advisors LLC now owns 8,222 shares of the company’s stock valued at $628,000 after purchasing an additional 154 shares during the last quarter. Evanson Financial LLC lifted its position in shares of Vanguard Core Tax-Exempt Bond ETF by 5.6% in the third quarter. Evanson Financial LLC now owns 5,910 shares of the company’s stock worth $423,000 after purchasing an additional 311 shares in the last quarter. Flagship Harbor Advisors LLC lifted its position in shares of Vanguard Core Tax-Exempt Bond ETF by 12.0% in the third quarter. Flagship Harbor Advisors LLC now owns 3,249 shares of the company’s stock worth $233,000 after purchasing an additional 349 shares in the last quarter. Ashton Thomas Securities LLC acquired a new position in Vanguard Core Tax-Exempt Bond ETF during the third quarter worth $46,000. Finally, Bryn Mawr Trust Advisors LLC boosted its holdings in Vanguard Core Tax-Exempt Bond ETF by 17.5% during the third quarter. Bryn Mawr Trust Advisors LLC now owns 6,653 shares of the company’s stock worth $476,000 after purchasing an additional 990 shares during the last quarter.

Vanguard Core Tax-Exempt Bond ETF Stock Performance

Shares of VCRM opened at $74.65 on Monday. Vanguard Core Tax-Exempt Bond ETF has a 12 month low of $70.85 and a 12 month high of $77.05. The firm has a fifty day simple moving average of $72.93 and a 200 day simple moving average of $75.01.

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.