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

Confluence Wealth Services Inc. grew its position in shares of Vanguard Core Tax-Exempt Bond ETF (BATS:VCRM) by 11.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 369,236 shares of the company’s stock after buying an additional 39,329 shares during the quarter. Vanguard Core Tax-Exempt Bond ETF makes up about 0.7% of Confluence Wealth Services Inc.’s investment portfolio, making the stock its 28th biggest position. Confluence Wealth Services Inc. owned 9.23% of Vanguard Core Tax-Exempt Bond ETF worth $26,426,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Sequoia Financial Advisors LLC grew its holdings in shares of Vanguard Core Tax-Exempt Bond ETF by 1.9% during the second quarter. Sequoia Financial Advisors LLC now owns 8,222 shares of the company’s stock worth $628,000 after purchasing an additional 154 shares during the last quarter. Evanson Financial LLC increased its stake in shares of Vanguard Core Tax-Exempt Bond ETF by 5.6% in the third quarter. Evanson Financial LLC now owns 5,910 shares of the company’s stock valued at $423,000 after buying an additional 311 shares in the last quarter. Flagship Harbor Advisors LLC raised its holdings in shares of Vanguard Core Tax-Exempt Bond ETF by 12.0% in the third quarter. Flagship Harbor Advisors LLC now owns 3,249 shares of the company’s stock valued at $233,000 after buying an additional 349 shares during the last quarter. Ashton Thomas Securities LLC bought a new position in shares of Vanguard Core Tax-Exempt Bond ETF in the third quarter valued at about $46,000. Finally, Bryn Mawr Trust Advisors LLC raised its holdings in shares of Vanguard Core Tax-Exempt Bond ETF by 17.5% in the third 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 last quarter.

Vanguard Core Tax-Exempt Bond ETF Trading Down 0.3%

Shares of BATS VCRM opened at $74.43 on Wednesday. The firm’s 50-day simple moving average is $72.92 and its 200 day simple moving average is $74.99. Vanguard Core Tax-Exempt Bond ETF has a 12-month low of $70.85 and a 12-month high of $77.05.

Vanguard Core Tax-Exempt Bond ETF Company 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.