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

VANGUARD MUN BD FDS

134 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 922907712·134 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$659M
visible holders
Holders
134
filers reporting
Concentration
39.74%
HBK Sorce Advisory LLC #1
top holder share
AI Holders Summary · Q1 2026

134 institutions reported VCRM in Q1 2026. HBK Sorce Advisory LLC leads at 39.7% of the visible book.

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
Verum Partners LLC
CIK 0001958984
$64M841K9.61%Q2 202603
Aprio Wealth Management, LLC
CIK 0001803519
$47M631K2.59%Q1 202604
Karpus Management, Inc.
CIK 0001048703
$44M590K1.38%Q1 202605
Mills Wealth Advisors LLC
CIK 0002029294
$34M451K10.85%Q2 202606
Topsail Wealth Management, LLC
CIK 0002056627
$29M384K4.26%Q1 202607
Confluence Wealth Services, Inc.
CIK 0001910411
$25M330K0.72%Q2 202608
Opus Capital Group, LLC
CIK 0001330325
$19M250K2.02%Q1 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$18M245K0.01%Q1 202610
San Luis Wealth Advisors LLC
CIK 0001844709
$16M214K2.46%Q2 202611
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$14M183K5.15%Q2 202612
CGN Advisors LLC
CIK 0001841506
$13M173K0.97%Q2 202613
Elite Life Management LLC
CIK 0002010262
$13M174K16.46%Q1 202614
Mallini Complete Financial Planning LLC
CIK 0002049540
$10M132K7.18%Q2 202615
Verus Financial Partners, Inc.
CIK 0001481714
$9M119K0.78%Q2 202616
PENNEY FINANCIAL, LLC
CIK 0002049857
$9M113K3.03%Q2 202617
Keystone Financial Group, Inc.
CIK 0002053642
$8M109K4.37%Q2 202618
HighTower Advisors, LLC
CIK 0001462245
$8M108K0.01%Q1 202619
Focus Partners Wealth
CIK 0001542153
$7M98K0.01%Q4 202520
TAGStone Capital, Inc.
CIK 0001903044
$7M97K2.58%Q1 2026
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