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 |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 14, 2024 Q2 2024 |
47,411
shares
|
$2.38 Million
0.34% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
47,409
shares
|
$2.38 Million
0.93% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
47,238
shares
|
$2.38 Million
0.43% of portfolio
|
Q2 2024
Added 191.43%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 31, 2024 Q2 2024 |
46,430
shares
|
$2.33 Million
0.53% of portfolio
|
Q2 2024
Added 3.55%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
46,016
shares
|
$2.31 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Aug 08, 2024 Q2 2024 |
45,693
shares
|
$2.3 Million
1.4% of portfolio
|
Q2 2024
Reduced 21.28%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 07, 2024 Q2 2024 |
45,652
shares
|
$2.3 Million
1.58% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 13, 2024 Q2 2024 |
45,571
shares
|
$2.29 Million
1.78% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2024 Q2 2024 |
45,300
shares
|
$2.28 Million
0.14% of portfolio
|
Q2 2024
Added 6.59%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
44,954
shares
|
$2.26 Million
1.45% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
43,598
shares
|
$2.19 Million
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
43,445
shares
|
$2.18 Million
0.26% of portfolio
|
Q3 2024
Added 60.05%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
43,171
shares
|
$2.17 Million
0.86% of portfolio
|
Q1 2024
Added 2.75%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
42,583
shares
|
$2.14 Million
0.25% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
42,552
shares
|
$2.14 Million
1.7% of portfolio
|
Q3 2024
Added 41.32%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
42,403
shares
|
$2.13 Million
0.08% of portfolio
|
Q3 2023
Added 469.47%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
42,357
shares
|
$2.13 Million
0.2% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
41,626
shares
|
$2.09 Million
0.27% of portfolio
|
Q2 2024
Added 83.5%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
41,325
shares
|
$2.08 Million
3.22% of portfolio
|
Q4 2023
Reduced 27.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
41,177
shares
|
$2.07 Million
0.1% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Highland Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
41,156
shares
|
$2.07 Million
0.77% of portfolio
|
Q2 2024
Added 19.75%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
41,134
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
40,940
shares
|
$2.06 Million
0.58% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
40,771
shares
|
$2.05 Million
0.11% of portfolio
|
Q2 2024
Added 22.66%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
40,738
shares
|
$2.05 Million
0.75% of portfolio
|
Q1 2024
Added 5.62%
|