Vanguard Core Tax-Exempt Bond ETF $VCRM Stock Acquired by Confluence Wealth Services Inc.

Confluence Wealth Services Inc. lifted its stake in Vanguard Core Tax-Exempt Bond ETF (BATS:VCRM) by 11.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 369,236 shares of the company’s stock after purchasing an additional 39,329 shares during the period. Vanguard Core Tax-Exempt Bond ETF accounts for 0.7% of Confluence Wealth Services Inc.’s portfolio, making the stock its 28th largest position. Confluence Wealth Services Inc. owned 0.09% of Vanguard Core Tax-Exempt Bond ETF worth $26,426,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also modified their holdings of the company. D.B. Root & Company LLC lifted its holdings in Vanguard Core Tax-Exempt Bond ETF by 162.8% during the 3rd quarter. D.B. Root & Company LLC now owns 18,607 shares of the company’s stock worth $1,332,000 after buying an additional 11,526 shares in the last quarter. D Orazio & Associates Inc. bought a new position in Vanguard Core Tax-Exempt Bond ETF in the 3rd quarter valued at $5,901,000. Burton Enright Welch boosted its position in Vanguard Core Tax-Exempt Bond ETF by 173.7% in the 3rd quarter. Burton Enright Welch now owns 63,902 shares of the company’s stock valued at $4,573,000 after buying an additional 40,556 shares during the last quarter. Bryn Mawr Trust Advisors LLC increased its stake in shares of Vanguard Core Tax-Exempt Bond ETF by 17.5% in the 3rd quarter. Bryn Mawr Trust Advisors LLC now owns 6,653 shares of the company’s stock valued at $476,000 after buying an additional 990 shares during the period. Finally, Landmark Wealth Management LLC increased its stake in shares of Vanguard Core Tax-Exempt Bond ETF by 55.5% in the 3rd quarter. Landmark Wealth Management LLC now owns 32,299 shares of the company’s stock valued at $2,312,000 after buying an additional 11,530 shares during the period.

Vanguard Core Tax-Exempt Bond ETF Price Performance

BATS VCRM opened at $74.43 on Wednesday. Vanguard Core Tax-Exempt Bond ETF has a 52 week low of $70.85 and a 52 week high of $77.05. The stock has a fifty day moving average of $72.92 and a 200-day moving average of $74.99.

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.