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 1,302 institutions that hold shares in the stock, with a total of 530 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
72,716
shares
|
$3.62 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
72,697
shares
|
$3.62 Million
2.6% of portfolio
|
Q4 2024
Added 55.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
72,482
shares
|
$3.61 Million
0.03% of portfolio
|
Q4 2024
Added 333.4%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
72,302
shares
|
$3.6 Million
3.57% of portfolio
|
Q4 2024
New holding
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Jan 29, 2025 Q4 2024 |
72,151
shares
|
$3.59 Million
3.65% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
72,035
shares
|
$3.59 Million
0.01% of portfolio
|
Q4 2024
Added 1223.44%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
71,854
shares
|
$3.58 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
71,703
shares
|
$3.57 Million
0.49% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
71,536
shares
|
$3.56 Million
2.67% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
71,407
shares
|
$3.56 Million
0.44% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
71,318
shares
|
$3.55 Million
0.15% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
71,027
shares
|
$3.54 Million
0.4% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
70,720
shares
|
$3.52 Million
0.34% of portfolio
|
Q2 2024
Reduced 21.18%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
70,201
shares
|
$3.5 Million
0.29% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
69,968
shares
|
$3.49 Million
0.13% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
69,602
shares
|
$3.47 Million
0.77% of portfolio
|
Q4 2024
Reduced 15.86%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
69,245
shares
|
$3.45 Million
1.78% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
69,207
shares
|
$3.45 Million
0.31% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
69,080
shares
|
$3.44 Million
0.01% of portfolio
|
Q4 2024
Added 73.94%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
69,048
shares
|
$3.44 Million
1.36% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
68,918
shares
|
$3.43 Million
1.21% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
68,860
shares
|
$3.43 Million
0.68% of portfolio
|
Q1 2024
New holding
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
68,395
shares
|
$3.41 Million
0.35% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
68,343
shares
|
$3.4 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
68,263
shares
|
$3.4 Million
0.75% of portfolio
|
Q4 2024
Added 1.52%
|