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 1,101 institutions that hold shares in the stock, with a total of 484 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
3,124,553
shares
|
$155 Million
3.6% of portfolio
|
Q1 2024
Added 16.96%
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2024 Q1 2024 |
2,748,544
shares
|
$137 Million
2.97% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
Members Trust CO
|
Apr 25, 2024 Q1 2024 |
2,680,184
shares
|
$133 Million
4.05% of portfolio
|
Q1 2024
Added 1.59%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
2,378,081
shares
|
$118 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
2,308,254
shares
|
$115 Million
0.16% of portfolio
|
Q1 2024
Added 4.65%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
2,226,384
shares
|
$111 Million
0.24% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
2,212,473
shares
|
$110 Million
13.44% of portfolio
|
Q3 2022
Added 33.15%
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
1,956,969
shares
|
$97.3 Million
2.81% of portfolio
|
Q1 2024
Added 6.58%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,955,957
shares
|
$97.3 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,939,607
shares
|
$96.4 Million
0.23% of portfolio
|
Q1 2024
Reduced 14.11%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
1,862,160
shares
|
$92.6 Million
1.32% of portfolio
|
Q1 2024
Added 4.5%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,796,904
shares
|
$89.3 Million
0.15% of portfolio
|
Q1 2024
Added 10.41%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,724,896
shares
|
$85.8 Million
38.65% of portfolio
|
Q3 2022
Reduced 16.28%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,638,238
shares
|
$81.5 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
1,608,324
shares
|
$80 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.69%
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,576,165
shares
|
$78.4 Million
9.02% of portfolio
|
Q4 2023
Added 10.67%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
1,558,450
shares
|
$77.5 Million
3.18% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,510,266
shares
|
$75.1 Million
0.21% of portfolio
|
Q1 2024
Added 6.18%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
1,499,475
shares
|
$74.6 Million
0.95% of portfolio
|
Q1 2024
Added 1.89%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
1,480,381
shares
|
$73.6 Million
0.16% of portfolio
|
Q1 2024
Reduced 20.66%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
1,442,694
shares
|
$71.7 Million
2.11% of portfolio
|
Q1 2024
Added 3.87%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
1,434,143
shares
|
$71.3 Million
1.75% of portfolio
|
Q1 2024
New holding
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,392,376
shares
|
$69.2 Million
1.96% of portfolio
|
Q4 2023
Added 2.6%
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,363,024
shares
|
$67.8 Million
7.03% of portfolio
|
Q3 2022
Added 54.7%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,326,681
shares
|
$66 Million
1.08% of portfolio
|
Q1 2024
Added 18.24%
|