13F Insight
DOSSIER · 13F Holders · Q2 2026
VCRM

VANGUARD MUN BD FDS

168 institutions still hold VANGUARD MUN BD FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922907712·168 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$794M
visible holders
Holders
168
filers reporting
Concentration
34.49%
HBK Sorce Advisory LLC #1
top holder share
AI Holders Summary · Q2 2026

168 institutions reported VCRM in Q2 2026. HBK Sorce Advisory LLC leads at 34.5% 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
$274M3.7M5.19%Q2 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$85M1.2M0.13%Q3 202603
Topsail Wealth Management, LLC
CIK 0002056627
$47M615K6.00%Q2 202604
Karpus Management, Inc.
CIK 0001048703
$44M590K1.38%Q1 202605
Mills Wealth Advisors LLC
CIK 0002029294
$44M617K13.98%Q3 202606
Aprio Wealth Management, LLC
CIK 0001803519
$44M572K2.16%Q2 202607
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$38M500K0.02%Q2 202608
Confluence Wealth Services, Inc.
CIK 0001910411
$25M330K0.72%Q2 202609
Focus Partners Wealth
CIK 0001542153
$22M288K0.02%Q2 202610
Asio Capital, LLC
CIK 0001803291
$21M300K2.63%Q3 202611
Opus Capital Group, LLC
CIK 0001330325
$19M250K2.02%Q1 202612
CGN Advisors LLC
CIK 0001841506
$18M256K1.42%Q3 202613
San Luis Wealth Advisors LLC
CIK 0001844709
$16M214K2.48%Q3 202614
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$16M222K5.82%Q3 202615
TRUIST FINANCIAL CORP
CIK 0000092230
$16M207K0.02%Q2 202616
Elite Life Management LLC
CIK 0002010262
$15M194K17.02%Q2 202617
Verum Partners LLC
CIK 0001958984
$14M191K2.19%Q3 202618
Alaethes Wealth, LLC
CIK 0001859677
$12M160K3.56%Q2 202619
Mallini Complete Financial Planning LLC
CIK 0002049540
$12M171K8.56%Q3 202620
Tradewinds Capital Management, LLC
CIK 0001616026
$12M154K2.09%Q2 2026
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