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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
60,311
shares
|
$3.03 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
60,073
shares
|
$3.02 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
60,026
shares
|
$3.02 Million
1.71% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
59,902
shares
|
$3.01 Million
1.69% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
59,669
shares
|
$3 Million
1.75% of portfolio
|
Q2 2024
Added 43.65%
|
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
58,693
shares
|
$2.95 Million
0.1% of portfolio
|
Q2 2024
Added 5.54%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
58,136
shares
|
$2.92 Million
1.01% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
57,867
shares
|
$2.91 Million
0.28% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
57,692
shares
|
$2.9 Million
0.27% of portfolio
|
Q2 2024
Reduced 13.49%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
57,635
shares
|
$2.9 Million
1.18% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
56,828
shares
|
$2.86 Million
0.28% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
56,357
shares
|
$2.83 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
56,190
shares
|
$2.83 Million
0.05% of portfolio
|
Q2 2024
Added 23.94%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jul 19, 2024 Q2 2024 |
55,988
shares
|
$2.82 Million
2.18% of portfolio
|
Q2 2024
Added 534.57%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
55,347
shares
|
$2.78 Million
1.45% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
55,135
shares
|
$2.77 Million
0.05% of portfolio
|
Q2 2024
Added 104.92%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
54,813
shares
|
$2.76 Million
0.19% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
54,649
shares
|
$2.75 Million
0.4% of portfolio
|
Q1 2023
Added 9.4%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
54,180
shares
|
$2.72 Million
0.09% of portfolio
|
Q3 2024
Added 28.97%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
54,076
shares
|
$2.72 Million
0.96% of portfolio
|
Q3 2024
Added 35.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
53,568
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2024
Added 425.9%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
53,257
shares
|
$2.68 Million
0.11% of portfolio
|
Q3 2022
Reduced 44.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
52,416
shares
|
$2.64 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52,378
shares
|
$2.63 Million
0.04% of portfolio
|
Q4 2023
Added 27.43%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
52,315
shares
|
$2.63 Million
0.45% of portfolio
|
Q2 2024
Added 5.02%
|