Vanguard Core Tax-Exempt Bond ETF $VCRM Stock: Keystone Financial Group Inc. Raises Position

Keystone Financial Group Inc. increased its stake in shares of Vanguard Core Tax-Exempt Bond ETF (BATS:VCRM) by 27.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 138,762 shares of the company’s stock after acquiring an additional 29,658 shares during the period. Vanguard Core Tax-Exempt Bond ETF comprises 5.0% of Keystone Financial Group Inc.’s holdings, making the stock its 8th largest position. Keystone Financial Group Inc. owned approximately 3.47% of Vanguard Core Tax-Exempt Bond ETF worth $9,931,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Sequoia Financial Advisors LLC lifted its holdings in Vanguard Core Tax-Exempt Bond ETF by 1.9% in the second quarter. Sequoia Financial Advisors LLC now owns 8,222 shares of the company’s stock valued at $628,000 after acquiring an additional 154 shares during the period. Envestnet Asset Management Inc. boosted its position in Vanguard Core Tax-Exempt Bond ETF by 3.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 92,269 shares of the company’s stock worth $7,049,000 after purchasing an additional 3,316 shares in the last quarter. Cherry Tree Wealth Management LLC purchased a new stake in Vanguard Core Tax-Exempt Bond ETF in the 2nd quarter worth approximately $422,000. FC Advisory LLC purchased a new stake in Vanguard Core Tax-Exempt Bond ETF in the 3rd quarter worth approximately $473,000. Finally, Sprinkle Financial Consultants LLC grew its stake in shares of Vanguard Core Tax-Exempt Bond ETF by 59.1% during the 3rd quarter. Sprinkle Financial Consultants LLC now owns 21,307 shares of the company’s stock worth $1,525,000 after purchasing an additional 7,912 shares during the period.

Vanguard Core Tax-Exempt Bond ETF Stock Up 0.6%

Shares of BATS VCRM opened at $72.14 on Wednesday. The firm’s 50 day simple moving average is $73.49 and its 200-day simple moving average is $74.90. 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 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.