Institutional Ownership Vanguard Mun Bd Fds Tax Exempt (VTEB)
This table provides information about the institutional ownership of Vanguard Mun Bd Fds Tax Exempt (VTEB). We have compiled data on the 1,331 institutions that hold shares in the stock, with a total of 564 Million shares, which have been reported (via 13F filing form) to have a value of $28.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
164,668
shares
|
$8.23 Million
1.24% of portfolio
|
Q2 2025
Added 64.49%
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
162,999
shares
|
$8.15 Million
3.15% of portfolio
|
Q2 2025
Added 10.61%
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
162,588
shares
|
$8.13 Million
0.14% of portfolio
|
Q2 2025
Added 2.38%
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
160,025
shares
|
$8 Million
3.93% of portfolio
|
Q2 2025
Added 32.07%
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
159,932
shares
|
$8 Million
3.67% of portfolio
|
Q2 2025
New holding
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
155,053
shares
|
$7.75 Million
4.15% of portfolio
|
Q2 2025
Reduced 38.53%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
154,575
shares
|
$7.73 Million
1.57% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
154,270
shares
|
$7.71 Million
0.11% of portfolio
|
Q2 2025
Added 8.57%
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
153,772
shares
|
$7.69 Million
0.19% of portfolio
|
Q2 2025
Added 0.8%
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
153,103
shares
|
$7.65 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
152,986
shares
|
$7.65 Million
0.61% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
152,358
shares
|
$7.62 Million
0.11% of portfolio
|
Q2 2025
Reduced 25.7%
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
149,146
shares
|
$7.46 Million
2.37% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
148,846
shares
|
$7.44 Million
4.24% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
148,787
shares
|
$7.44 Million
1.48% of portfolio
|
Q2 2025
Reduced 37.53%
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
148,779
shares
|
$7.44 Million
1.78% of portfolio
|
Q2 2025
Reduced 32.32%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
148,149
shares
|
$7.41 Million
0.11% of portfolio
|
Q3 2023
Reduced 6.89%
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
148,052
shares
|
$7.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
148,029
shares
|
$7.4 Million
1.09% of portfolio
|
Q2 2024
Added 2.69%
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
147,712
shares
|
$7.38 Million
2.06% of portfolio
|
Q2 2025
Added 9.11%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
146,601
shares
|
$7.33 Million
0.86% of portfolio
|
Q2 2025
Added 5.55%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
145,164
shares
|
$7.26 Million
0.68% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
145,148
shares
|
$7.26 Million
2.78% of portfolio
|
Q2 2025
Added 5.81%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
145,095
shares
|
$7.25 Million
0.1% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
144,747
shares
|
$7.24 Million
3.24% of portfolio
|
Q2 2025
Reduced 9.18%
|