Vanguard Core Tax-Exempt Bond ETF $VCRM Stock Purchased by Gutierrez Wealth Advisory LLC

Gutierrez Wealth Advisory LLC lifted its holdings in shares of Vanguard Core Tax-Exempt Bond ETF (BATS:VCRM) by 177.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 135,269 shares of the company’s stock after acquiring an additional 86,551 shares during the quarter. Vanguard Core Tax-Exempt Bond ETF makes up 5.1% of Gutierrez Wealth Advisory LLC’s portfolio, making the stock its 9th biggest position. Gutierrez Wealth Advisory LLC’s holdings in Vanguard Core Tax-Exempt Bond ETF were worth $9,681,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VCRM. Commonwealth Equity Services LLC bought a new stake in Vanguard Core Tax-Exempt Bond ETF in the third quarter valued at $5,480,000. Capital Investment Services of America Inc. bought a new position in Vanguard Core Tax-Exempt Bond ETF in the 3rd quarter worth $2,252,000. Kestra Private Wealth Services LLC bought a new position in Vanguard Core Tax-Exempt Bond ETF in the 3rd quarter worth $366,000. Provenance Wealth Advisors LLC bought a new position in Vanguard Core Tax-Exempt Bond ETF in the 3rd quarter worth $106,000. Finally, Leonard Rickey Investment Advisors P.L.L.C. lifted its position in shares of Vanguard Core Tax-Exempt Bond ETF by 66.1% in the 3rd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 4,501 shares of the company’s stock worth $322,000 after purchasing an additional 1,791 shares during the period.

Vanguard Core Tax-Exempt Bond ETF Stock Up 0.4%

BATS:VCRM opened at $74.41 on Friday. The company has a 50-day moving average price of $72.93 and a 200-day moving average price of $75.01. Vanguard Core Tax-Exempt Bond ETF has a 12 month low of $70.85 and a 12 month high of $77.05.

About Vanguard Core Tax-Exempt Bond ETF

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.