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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
77,838
shares
|
$3.89 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.26%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
77,491
shares
|
$3.87 Million
0.23% of portfolio
|
Q2 2025
Added 22.44%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
77,170
shares
|
$3.86 Million
1.32% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
76,718
shares
|
$3.84 Million
0.09% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
76,092
shares
|
$3.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.25%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
76,035
shares
|
$3.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 32.62%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
75,869
shares
|
$3.79 Million
2.57% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
75,750
shares
|
$3.79 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
75,737
shares
|
$3.79 Million
2.45% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
75,685
shares
|
$3.78 Million
0.93% of portfolio
|
Q2 2025
Reduced 30.15%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
75,593
shares
|
$3.78 Million
1.34% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
75,468
shares
|
$3.77 Million
0.08% of portfolio
|
Q2 2025
Reduced 22.25%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
75,384
shares
|
$3.77 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
74,427
shares
|
$3.72 Million
0.36% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
73,853
shares
|
$3.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.21%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
73,842
shares
|
$3.69 Million
0.49% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
73,498
shares
|
$3.67 Million
2.37% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
72,943
shares
|
$3.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
72,660
shares
|
$3.63 Million
1.52% of portfolio
|
Q2 2025
Added 18.1%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
71,191
shares
|
$3.56 Million
0.53% of portfolio
|
Q2 2025
Added 74.52%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
70,720
shares
|
$3.54 Million
0.34% of portfolio
|
Q2 2024
Reduced 21.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
70,577
shares
|
$3.53 Million
0.09% of portfolio
|
Q2 2025
Added 123.59%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
70,014
shares
|
$3.5 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
69,329
shares
|
$3.47 Million
0.08% of portfolio
|
Q2 2025
Added 136.09%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
69,173
shares
|
$3.46 Million
0.06% of portfolio
|
Q2 2025
Added 6.36%
|