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 1,329 institutions that hold shares in the stock, with a total of 563 Million shares, which have been reported (via 13F filing form) to have a value of $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
112,839
shares
|
$5.51 Million
0.2% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
112,333
shares
|
$5.48 Million
4.72% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
112,095
shares
|
$5.47 Million
0.09% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
111,798
shares
|
$5.46 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
110,981
shares
|
$5.42 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
110,917
shares
|
$5.41 Million
3.03% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
110,909
shares
|
$5.41 Million
1.2% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
109,486
shares
|
$5.34 Million
0.24% of portfolio
|
Q1 2025
Added 1394.28%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
109,342
shares
|
$5.34 Million
2.23% of portfolio
|
Q1 2025
Added 91.51%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
108,557
shares
|
$5.3 Million
0.86% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
108,499
shares
|
$5.29 Million
0.07% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
108,353
shares
|
$5.29 Million
1.55% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
108,138
shares
|
$5.28 Million
0.45% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
108,098
shares
|
$5.28 Million
0.36% of portfolio
|
Q4 2023
Added 96.7%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
108,005
shares
|
$5.27 Million
0.26% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
107,577
shares
|
$5.25 Million
0.54% of portfolio
|
Q1 2025
Reduced 40.84%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
107,437
shares
|
$5.24 Million
2.96% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
106,284
shares
|
$5.19 Million
0.52% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
105,892
shares
|
$5.17 Million
0.01% of portfolio
|
Q1 2025
Added 53.29%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
105,835
shares
|
$5.16 Million
0.46% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
105,294
shares
|
$5.14 Million
0.65% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
104,449
shares
|
$5.1 Million
0.46% of portfolio
|
Q1 2025
Reduced 25.39%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
104,151
shares
|
$5.08 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
104,064
shares
|
$5.08 Million
8.04% of portfolio
|
Q4 2022
Added 267.68%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
102,477
shares
|
$5 Million
0.19% of portfolio
|
Q1 2025
Added 197.47%
|