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 555 Million shares, which have been reported (via 13F filing form) to have a value of $27.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
68,918
shares
|
$3.41 Million
1.21% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
68,860
shares
|
$3.41 Million
0.68% of portfolio
|
Q1 2024
New holding
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
68,395
shares
|
$3.39 Million
0.35% of portfolio
|
Q4 2024
Added 8.87%
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
68,343
shares
|
$3.39 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
68,263
shares
|
$3.38 Million
0.75% of portfolio
|
Q4 2024
Added 1.52%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
67,911
shares
|
$3.36 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
67,845
shares
|
$3.36 Million
0.11% of portfolio
|
Q4 2024
Added 1.9%
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
67,635
shares
|
$3.35 Million
2.46% of portfolio
|
Q4 2024
Added 1.86%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
67,555
shares
|
$3.35 Million
2.09% of portfolio
|
Q4 2024
Added 5.95%
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
67,491
shares
|
$3.34 Million
1.48% of portfolio
|
Q4 2024
Added 8.92%
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
67,477
shares
|
$3.34 Million
1.47% of portfolio
|
Q3 2024
Added 168.79%
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
67,422
shares
|
$3.34 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
67,385
shares
|
$3.34 Million
1.8% of portfolio
|
Q4 2024
Added 86.45%
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
67,311
shares
|
$3.33 Million
0.32% of portfolio
|
Q4 2024
Added 2.89%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
67,311
shares
|
$3.33 Million
1.78% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
Mosaic Advisors LLC
Houston, TX |
Feb 11, 2025 Q4 2024 |
67,056
shares
|
$3.32 Million
4.09% of portfolio
|
Q4 2024
Added 0.58%
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
66,896
shares
|
$3.31 Million
1.96% of portfolio
|
Q4 2024
Added 28.94%
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
66,459
shares
|
$3.29 Million
0.12% of portfolio
|
Q4 2024
Added 93.41%
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
66,408
shares
|
$3.29 Million
0.28% of portfolio
|
Q4 2024
Reduced 25.34%
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
66,042
shares
|
$3.27 Million
0.23% of portfolio
|
Q4 2024
Added 9.94%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
66,026
shares
|
$3.27 Million
0.3% of portfolio
|
Q3 2022
Reduced 7.03%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
65,950
shares
|
$3.27 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
65,296
shares
|
$3.23 Million
0.34% of portfolio
|
Q4 2024
Reduced 14.36%
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
64,703
shares
|
$3.21 Million
3.64% of portfolio
|
Q4 2024
New holding
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
64,518
shares
|
$3.2 Million
2.1% of portfolio
|
Q4 2024
New holding
|