Vanguard Core Tax-Exempt Bond ETF $VCRM Stock: Aprio Wealth Management LLC Grows Stake

Aprio Wealth Management LLC increased its position in shares of Vanguard Core Tax-Exempt Bond ETF (BATS:VCRM) by 2.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 585,912 shares of the company’s stock after purchasing an additional 14,205 shares during the quarter. Vanguard Core Tax-Exempt Bond ETF makes up about 1.9% of Aprio Wealth Management LLC’s holdings, making the stock its 8th biggest position. Aprio Wealth Management LLC owned approximately 0.15% of Vanguard Core Tax-Exempt Bond ETF worth $41,934,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Mills Wealth Advisors LLC lifted its stake in Vanguard Core Tax-Exempt Bond ETF by 36.9% in the third quarter. Mills Wealth Advisors LLC now owns 617,357 shares of the company’s stock valued at $44,184,000 after purchasing an additional 166,523 shares during the last quarter. Sage Financial Group Inc. purchased a new stake in Vanguard Core Tax-Exempt Bond ETF during the third quarter valued at about $20,302,000. Mallini Complete Financial Planning LLC boosted its position in Vanguard Core Tax-Exempt Bond ETF by 29.5% during the third quarter. Mallini Complete Financial Planning LLC now owns 170,666 shares of the company’s stock worth $12,215,000 after purchasing an additional 38,890 shares during the period. Keystone Financial Group Inc. increased its stake in shares of Vanguard Core Tax-Exempt Bond ETF by 27.2% in the third quarter. Keystone Financial Group Inc. now owns 138,762 shares of the company’s stock worth $9,931,000 after purchasing an additional 29,658 shares in the last quarter. Finally, ABLE Financial Group LLC increased its stake in shares of Vanguard Core Tax-Exempt Bond ETF by 1,036.6% in the third quarter. ABLE Financial Group LLC now owns 134,519 shares of the company’s stock worth $9,628,000 after purchasing an additional 122,684 shares in the last quarter.

Vanguard Core Tax-Exempt Bond ETF Trading Up 0.4%

BATS:VCRM opened at $74.00 on Friday. The business’s fifty day moving average is $73.00 and its 200 day moving average is $75.05. Vanguard Core Tax-Exempt Bond ETF has a 52-week low of $70.85 and a 52-week high of $77.05.

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.