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 |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
68,860
shares
|
$3.44 Million
0.68% of portfolio
|
Q1 2024
New holding
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
68,774
shares
|
$3.44 Million
0.91% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
68,579
shares
|
$3.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
67,162
shares
|
$3.36 Million
0.05% of portfolio
|
Q2 2025
Added 53.21%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
66,896
shares
|
$3.34 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
66,757
shares
|
$3.34 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
66,696
shares
|
$3.33 Million
0.53% of portfolio
|
Q2 2025
Reduced 79.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
66,616
shares
|
$3.33 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
66,488
shares
|
$3.32 Million
0.79% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
66,026
shares
|
$3.3 Million
0.3% of portfolio
|
Q3 2022
Reduced 7.03%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
65,770
shares
|
$3.29 Million
1.6% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
65,080
shares
|
$3.25 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
65,021
shares
|
$3.25 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
64,838
shares
|
$3.24 Million
0.34% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
64,591
shares
|
$3.23 Million
0.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
64,556
shares
|
$3.23 Million
0.28% of portfolio
|
Q2 2025
Reduced 38.19%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
64,362
shares
|
$3.22 Million
1.04% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
64,217
shares
|
$3.21 Million
1.31% of portfolio
|
Q2 2025
Reduced 27.74%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
63,805
shares
|
$3.19 Million
1.37% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
63,790
shares
|
$3.19 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
63,703
shares
|
$3.18 Million
1.51% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
63,677
shares
|
$3.18 Million
0.91% of portfolio
|
Q2 2025
Added 306.08%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
63,475
shares
|
$3.17 Million
1.43% of portfolio
|
Q2 2025
Reduced 23.15%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
63,214
shares
|
$3.16 Million
0.31% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
62,993
shares
|
$3.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.99%
|