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 1,336 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 $27.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
3,770,215
shares
|
$183 Million
0.0% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,532,252
shares
|
$172 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,529,097
shares
|
$172 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
3,432,972
shares
|
$167 Million
2.17% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,142,242
shares
|
$153 Million
0.27% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,927,533
shares
|
$142 Million
0.2% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,926,845
shares
|
$142 Million
3.65% of portfolio
|
Q2 2025
Added 19.13%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
2,423,576
shares
|
$118 Million
4.19% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,409,046
shares
|
$117 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
2,342,086
shares
|
$114 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
2,295,943
shares
|
$112 Million
2.98% of portfolio
|
Q1 2025
Added 314.43%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
2,212,473
shares
|
$108 Million
13.44% of portfolio
|
Q3 2022
Added 33.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,160,385
shares
|
$105 Million
0.15% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
1,984,644
shares
|
$96.5 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,727,712
shares
|
$84 Million
1.07% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,724,896
shares
|
$83.8 Million
38.65% of portfolio
|
Q3 2022
Reduced 16.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,722,114
shares
|
$83.7 Million
0.15% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,710,860
shares
|
$83.1 Million
0.02% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,704,735
shares
|
$82.9 Million
3.63% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,687,503
shares
|
$82 Million
0.2% of portfolio
|
Q4 2024
Added 85.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,679,830
shares
|
$81.6 Million
0.17% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,611,562
shares
|
$78.3 Million
0.69% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,576,165
shares
|
$76.6 Million
9.02% of portfolio
|
Q4 2023
Added 10.67%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
1,473,046
shares
|
$71.6 Million
5.99% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
1,466,100
shares
|
$71.3 Million
2.34% of portfolio
|
Q1 2025
Added 6.59%
|