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 |
|---|---|---|---|---|---|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
125,867
shares
|
$6.29 Million
1.58% of portfolio
|
Q2 2025
Reduced 43.35%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
124,287
shares
|
$6.21 Million
1.89% of portfolio
|
Q2 2025
Added 80.67%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
123,569
shares
|
$6.18 Million
1.24% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
122,830
shares
|
$6.14 Million
0.65% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
121,438
shares
|
$6.07 Million
0.96% of portfolio
|
Q2 2025
Added 42.87%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
119,525
shares
|
$5.98 Million
3.11% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
118,893
shares
|
$5.94 Million
0.24% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
118,489
shares
|
$5.92 Million
2.64% of portfolio
|
Q2 2025
Added 27.89%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
114,975
shares
|
$5.75 Million
0.1% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
114,272
shares
|
$5.71 Million
0.14% of portfolio
|
Q2 2025
Reduced 23.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
114,254
shares
|
$5.71 Million
0.26% of portfolio
|
Q2 2025
Added 75.59%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
113,157
shares
|
$5.66 Million
0.66% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
112,775
shares
|
$5.64 Million
1.29% of portfolio
|
Q2 2025
Added 39.15%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
112,419
shares
|
$5.62 Million
0.43% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
112,049
shares
|
$5.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
110,933
shares
|
$5.55 Million
4.42% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
110,181
shares
|
$5.51 Million
1.92% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
109,190
shares
|
$5.46 Million
0.59% of portfolio
|
Q2 2025
Added 591.21%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
108,550
shares
|
$5.43 Million
0.71% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
108,098
shares
|
$5.4 Million
0.36% of portfolio
|
Q4 2023
Added 96.7%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
107,690
shares
|
$5.38 Million
0.86% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
107,213
shares
|
$5.36 Million
0.37% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
106,998
shares
|
$5.35 Million
0.08% of portfolio
|
Q2 2025
Added 39.17%
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
106,925
shares
|
$5.35 Million
0.51% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
105,796
shares
|
$5.29 Million
2.14% of portfolio
|
Q2 2025
Added 3.28%
|