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 |
|---|---|---|---|---|---|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
62,933
shares
|
$3.15 Million
1.07% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
62,932
shares
|
$3.15 Million
1.26% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
62,814
shares
|
$3.14 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
62,427
shares
|
$3.12 Million
0.14% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
61,908
shares
|
$3.09 Million
2.18% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
61,608
shares
|
$3.08 Million
0.27% of portfolio
|
Q2 2025
Reduced 42.73%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
61,434
shares
|
$3.07 Million
0.29% of portfolio
|
Q2 2025
Reduced 29.51%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
61,110
shares
|
$3.05 Million
0.12% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
60,280
shares
|
$3.01 Million
1.18% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
59,906
shares
|
$2.99 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
59,897
shares
|
$2.99 Million
2.73% of portfolio
|
Q2 2025
Added 51.05%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
59,885
shares
|
$2.99 Million
1.63% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
59,773
shares
|
$2.99 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
59,456
shares
|
$2.97 Million
0.65% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
59,314
shares
|
$2.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 48.39%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
59,289
shares
|
$2.96 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
59,135
shares
|
$2.96 Million
0.23% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
59,135
shares
|
$2.96 Million
1.78% of portfolio
|
Q2 2025
Added 30.38%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
59,120
shares
|
$2.96 Million
0.32% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
59,062
shares
|
$2.95 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
58,604
shares
|
$2.93 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
58,546
shares
|
$2.93 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
58,300
shares
|
$2.91 Million
2.69% of portfolio
|
Q2 2025
New holding
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
58,115
shares
|
$2.91 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
57,538
shares
|
$2.88 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.25%
|