Institutional Ownership
Vanguard Mun Bd Fds
CUSIP 922907712CORE TAX EXEMPTVCRMQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
7.3%
Max % of class reported
Institutional Holders
122
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Feb 6, 2026
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hbk Sorce Advisory LLC | 3.46M | $262.09M |
| 2 | Aprio Wealth Management, LLC | 631.1K | $47.43M |
| 3 | Verum Partners LLC | 602.4K | $45.27M |
| 4 | Karpus Management, Inc. | 590.1K | $44.34M |
| 5 | Mills Wealth Advisors LLC | 399.2K | $30.00M |
| 6 | Topsail Wealth Management, LLC | 384.2K | $28.87M |
| 7 | Focus Partners Wealth | 307.7K | $23.12M |
| 8 | Confluence Wealth Services, Inc. | 269.4K | $20.25M |
| 9 | Jones Financial Companies Lllp | 245.1K | $18.33M |
| 10 | San Luis Wealth Advisors LLC | 230.4K | $17.32M |