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 1,336 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 $27.6 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
|
$5.48 Million
0.2% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
112,333
shares
|
$5.46 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
|
$5.45 Million
0.09% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
110,917
shares
|
$5.39 Million
3.03% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
110,909
shares
|
$5.39 Million
1.2% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
109,342
shares
|
$5.31 Million
2.23% of portfolio
|
Q1 2025
Added 91.51%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
109,190
shares
|
$5.31 Million
0.59% of portfolio
|
Q2 2025
Added 591.21%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
108,557
shares
|
$5.28 Million
0.86% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
108,550
shares
|
$5.28 Million
0.71% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
108,499
shares
|
$5.27 Million
0.07% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
108,353
shares
|
$5.27 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
|
$5.26 Million
0.45% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
108,098
shares
|
$5.25 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
|
$5.23 Million
0.86% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
107,213
shares
|
$5.21 Million
0.37% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
106,284
shares
|
$5.17 Million
0.52% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
105,892
shares
|
$5.15 Million
0.01% of portfolio
|
Q1 2025
Added 53.29%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
105,835
shares
|
$5.14 Million
0.46% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
105,796
shares
|
$5.14 Million
2.14% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
104,449
shares
|
$5.08 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
|
$5.06 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
104,064
shares
|
$5.06 Million
8.04% of portfolio
|
Q4 2022
Added 267.68%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
103,354
shares
|
$5.02 Million
4.51% of portfolio
|
Q2 2025
Added 20.79%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
102,599
shares
|
$4.99 Million
1.83% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
102,477
shares
|
$4.98 Million
0.19% of portfolio
|
Q1 2025
Added 197.47%
|