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 1,153 institutions that hold shares in the stock, with a total of 495 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
75,497
shares
|
$3.8 Million
0.16% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
75,315
shares
|
$3.79 Million
0.95% of portfolio
|
Q2 2024
Added 21.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
74,990
shares
|
$3.77 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
74,822
shares
|
$3.76 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
74,695
shares
|
$3.76 Million
1.43% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 08, 2024 Q2 2024 |
73,992
shares
|
$3.72 Million
0.97% of portfolio
|
Q2 2024
Added 11.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
72,693
shares
|
$3.66 Million
0.14% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
72,155
shares
|
$3.63 Million
0.43% of portfolio
|
Q2 2024
Reduced 11.81%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
71,757
shares
|
$3.61 Million
0.01% of portfolio
|
Q2 2024
Added 47.34%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
71,268
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2024
Added 46.34%
|
|
|
Keudell
|
Jul 16, 2024 Q2 2024 |
71,142
shares
|
$3.58 Million
1.04% of portfolio
|
Q2 2024
Reduced 40.09%
|
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
71,126
shares
|
$3.58 Million
0.38% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
70,816
shares
|
$3.56 Million
1.44% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
70,754
shares
|
$3.56 Million
0.35% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
70,724
shares
|
$3.56 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
70,720
shares
|
$3.56 Million
0.34% of portfolio
|
Q2 2024
Reduced 21.18%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
70,525
shares
|
$3.55 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
70,147
shares
|
$3.53 Million
0.46% of portfolio
|
Q2 2024
Added 6.8%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
69,940
shares
|
$3.52 Million
0.13% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 17, 2024 Q2 2024 |
69,871
shares
|
$3.51 Million
0.34% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
69,548
shares
|
$3.5 Million
1.88% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
69,132
shares
|
$3.48 Million
0.16% of portfolio
|
Q2 2024
Reduced 28.46%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
68,860
shares
|
$3.46 Million
0.68% of portfolio
|
Q1 2024
New holding
|
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
68,799
shares
|
$3.46 Million
0.62% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 15, 2024 Q2 2024 |
68,785
shares
|
$3.46 Million
0.85% of portfolio
|
Q2 2024
Reduced 7.03%
|