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 |
|---|---|---|---|---|---|
|
Financial Planning & Information Services, Inc.
|
Aug 13, 2024 Q2 2024 |
40,631
shares
|
$2.04 Million
0.31% of portfolio
|
Q2 2024
Reduced 19.45%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
40,499
shares
|
$2.04 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
40,471
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.06%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 02, 2024 Q2 2024 |
40,227
shares
|
$2.02 Million
0.78% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 29, 2024 Q3 2024 |
39,938
shares
|
$2.01 Million
1.31% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Aug 07, 2024 Q2 2024 |
39,924
shares
|
$2.01 Million
0.46% of portfolio
|
Q2 2024
Reduced 12.66%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
39,920
shares
|
$2.01 Million
0.97% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
39,769
shares
|
$2 Million
0.08% of portfolio
|
Q2 2020
Reduced 11.92%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
39,638
shares
|
$1.99 Million
0.38% of portfolio
|
Q3 2024
Added 17.78%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
39,104
shares
|
$1.97 Million
0.32% of portfolio
|
Q3 2024
Added 128.66%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
39,097
shares
|
$1.97 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
Aug 12, 2024 Q2 2024 |
39,003
shares
|
$1.96 Million
1.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Evolution Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
38,921
shares
|
$1.96 Million
0.39% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
38,851
shares
|
$1.95 Million
0.7% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
38,810
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2024
Added 4.5%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
38,230
shares
|
$1.92 Million
0.1% of portfolio
|
Q2 2024
Reduced 8.39%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
38,193
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
38,161
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.27%
|
|
|
Carrera Capital Advisors
Troy, MI |
Aug 27, 2024 Q2 2024 |
38,143
shares
|
$1.92 Million
0.62% of portfolio
|
Q2 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
38,025
shares
|
$1.91 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 30, 2024 Q2 2024 |
37,770
shares
|
$1.9 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Everhart Financial Group, Inc.
|
Jul 24, 2024 Q2 2024 |
37,764
shares
|
$1.9 Million
0.5% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
37,761
shares
|
$1.9 Million
1.74% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Jul 30, 2024 Q2 2024 |
37,510
shares
|
$1.89 Million
0.56% of portfolio
|
Q2 2024
Added 4.69%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 29, 2024 Q2 2024 |
37,500
shares
|
$1.89 Million
0.04% of portfolio
|
Q4 2023
Reduced 6.25%
|