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 1,176 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $25.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
117,536
shares
|
$5.94 Million
1.36% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
117,064
shares
|
$5.91 Million
0.37% of portfolio
|
Q3 2024
Added 24.71%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
117,064
shares
|
$5.91 Million
0.36% of portfolio
|
Q3 2024
Reduced 84.79%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
116,669
shares
|
$5.89 Million
0.15% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
115,852
shares
|
$5.85 Million
0.14% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
114,277
shares
|
$5.77 Million
0.81% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
114,257
shares
|
$5.77 Million
3.03% of portfolio
|
Q3 2024
Added 82.16%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
114,058
shares
|
$5.76 Million
0.76% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
112,333
shares
|
$5.67 Million
5.19% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
112,309
shares
|
$5.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
111,828
shares
|
$5.65 Million
0.49% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
111,514
shares
|
$5.63 Million
1.13% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
110,465
shares
|
$5.58 Million
1.16% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
109,877
shares
|
$5.55 Million
0.97% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
109,439
shares
|
$5.53 Million
0.87% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
108,098
shares
|
$5.46 Million
0.36% of portfolio
|
Q4 2023
Added 96.7%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
107,887
shares
|
$5.45 Million
1.23% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
107,363
shares
|
$5.42 Million
0.4% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
107,343
shares
|
$5.42 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
107,286
shares
|
$5.42 Million
0.16% of portfolio
|
Q3 2024
Added 189.82%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
105,691
shares
|
$5.34 Million
0.86% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
104,851
shares
|
$5.29 Million
0.2% of portfolio
|
Q3 2024
Added 53.14%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
104,753
shares
|
$5.29 Million
0.45% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
104,749
shares
|
$5.29 Million
2.79% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
104,377
shares
|
$5.27 Million
0.59% of portfolio
|
Q3 2024
Added 145.11%
|