13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
VCRM

VANGUARD MUN BD FDS

126 institutions still hold VANGUARD MUN BD FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922907712·126 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.4%
vs prior quarter
13F value held
$610M
53.0% inst. owned
of float
Holders
126
-115 QoQ
filers reporting
Activity
+8 / −44
+847 added · −722 reduced
this quarter
Concentration
42.97%
HBK Sorce Advisory LLC #1
top holder share
AI Holders Summary · Q1 2026

126 institutions reported VCRM in Q1 2026. HBK Sorce Advisory LLC leads at 43.0% of the visible book. -115 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HBK Sorce Advisory LLC
CIK 0001379995
$262M3.5M5.19%Q1 202602
Aprio Wealth Management, LLC
CIK 0001803519
$47M631K2.59%Q1 202603
Verum Partners LLC
CIK 0001958984
$45M602K8.60%Q1 202604
Karpus Management, Inc.
CIK 0001048703
$44M590K1.38%Q1 202605
Mills Wealth Advisors LLC
CIK 0002029294
$30M399K10.48%Q1 202606
Topsail Wealth Management, LLC
CIK 0002056627
$29M384K4.26%Q1 202607
Confluence Wealth Services, Inc.
CIK 0001910411
$20M269K0.79%Q1 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$18M245K0.01%Q1 202609
San Luis Wealth Advisors LLC
CIK 0001844709
$17M230K2.87%Q1 202610
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$14M182K5.70%Q1 202611
Elite Life Management LLC
CIK 0002010262
$13M174K16.46%Q1 202612
CGN Advisors LLC
CIK 0001841506
$13M172K1.02%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$8M108K0.01%Q1 202614
Focus Partners Wealth
CIK 0001542153
$7M98K0.01%Q4 202515
Verus Financial Partners, Inc.
CIK 0001481714
$7M97K0.66%Q1 202616
TAGStone Capital, Inc.
CIK 0001903044
$7M97K2.58%Q1 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$7M93K0.01%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M89K0.00%Q1 202619
TFO Wealth Partners, LLC
CIK 0001698750
$6M83K0.84%Q1 202620
Physician Wealth Advisors, Inc.
CIK 0001795173
$6M81K0.86%Q4 2025
Page 1 of 7
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