Vanguard Core Tax-Exempt Bond ETF $VCRM Stock: Physician Wealth Advisors Inc. Grows Stake

Physician Wealth Advisors Inc. lifted its holdings in Vanguard Core Tax-Exempt Bond ETF (BATS:VCRM) by 29.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 114,821 shares of the company’s stock after purchasing an additional 26,135 shares during the period. Vanguard Core Tax-Exempt Bond ETF accounts for about 0.9% of Physician Wealth Advisors Inc.’s investment portfolio, making the stock its 23rd biggest holding. Physician Wealth Advisors Inc.’s holdings in Vanguard Core Tax-Exempt Bond ETF were worth $8,218,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Mallini Complete Financial Planning LLC increased 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 buying an additional 38,890 shares during the last quarter. Keystone Financial Group Inc. raised its holdings in Vanguard Core Tax-Exempt Bond ETF by 27.2% during the third quarter. Keystone Financial Group Inc. now owns 138,762 shares of the company’s stock valued at $9,931,000 after buying an additional 29,658 shares in the last quarter. ABLE Financial Group LLC raised its holdings in Vanguard Core Tax-Exempt Bond ETF by 1,036.6% during the third quarter. ABLE Financial Group LLC now owns 134,519 shares of the company’s stock valued at $9,628,000 after buying an additional 122,684 shares in the last quarter. Integrated Wealth Concepts LLC lifted its position in shares of Vanguard Core Tax-Exempt Bond ETF by 489.9% in the second quarter. Integrated Wealth Concepts LLC now owns 97,452 shares of the company’s stock worth $7,445,000 after buying an additional 80,933 shares during the last quarter. Finally, Envestnet Asset Management Inc. lifted its position in shares of Vanguard Core Tax-Exempt Bond ETF by 3.7% in the second quarter. Envestnet Asset Management Inc. now owns 92,269 shares of the company’s stock worth $7,049,000 after buying an additional 3,316 shares during the last quarter.

Vanguard Core Tax-Exempt Bond ETF Trading Down 0.1%

VCRM opened at $72.48 on Wednesday. The stock has a 50-day moving average of $73.23 and a 200-day moving average of $74.81. Vanguard Core Tax-Exempt Bond ETF has a 52-week low of $70.85 and a 52-week high of $77.05.

About Vanguard Core Tax-Exempt Bond ETF

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.