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 |
|---|---|---|---|---|---|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
93,858
shares
|
$4.74 Million
0.82% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
93,855
shares
|
$4.74 Million
0.83% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
92,807
shares
|
$4.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
92,705
shares
|
$4.68 Million
0.52% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
92,498
shares
|
$4.67 Million
1.64% of portfolio
|
Q2 2022
Reduced 2.95%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
91,708
shares
|
$4.63 Million
1.18% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
91,153
shares
|
$4.6 Million
0.36% of portfolio
|
Q4 2023
Reduced 1.35%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
91,122
shares
|
$4.6 Million
0.0% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
91,054
shares
|
$4.6 Million
0.6% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
90,739
shares
|
$4.58 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
90,331
shares
|
$4.56 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
90,259
shares
|
$4.56 Million
0.45% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
89,692
shares
|
$4.53 Million
0.57% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
89,315
shares
|
$4.51 Million
2.62% of portfolio
|
Q4 2022
Added 263.31%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
89,197
shares
|
$4.5 Million
0.94% of portfolio
|
Q2 2024
Added 35.84%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
88,945
shares
|
$4.49 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
88,426
shares
|
$4.47 Million
2.36% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
87,901
shares
|
$4.44 Million
2.89% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
86,841
shares
|
$4.39 Million
1.8% of portfolio
|
Q3 2024
Added 45.94%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
85,753
shares
|
$4.33 Million
0.26% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
85,628
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
84,272
shares
|
$4.26 Million
1.65% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
83,546
shares
|
$4.22 Million
0.05% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
82,720
shares
|
$4.18 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
81,911
shares
|
$4.14 Million
0.12% of portfolio
|
Q3 2024
Added 7.81%
|