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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52,378
shares
|
$2.55 Million
0.04% of portfolio
|
Q4 2023
Added 27.43%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
52,205
shares
|
$2.54 Million
0.12% of portfolio
|
Q2 2025
Reduced 30.68%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
52,060
shares
|
$2.53 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
51,885
shares
|
$2.52 Million
0.17% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
51,727
shares
|
$2.51 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
51,195
shares
|
$2.49 Million
0.23% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
50,859
shares
|
$2.47 Million
1.54% of portfolio
|
Q1 2025
Reduced 24.71%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
50,829
shares
|
$2.47 Million
0.2% of portfolio
|
Q1 2025
Reduced 50.56%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
50,710
shares
|
$2.46 Million
1.35% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
50,430
shares
|
$2.45 Million
0.84% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
49,744
shares
|
$2.42 Million
1.76% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
49,393
shares
|
$2.4 Million
1.3% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
48,682
shares
|
$2.37 Million
0.79% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
48,510
shares
|
$2.36 Million
0.55% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
48,204
shares
|
$2.34 Million
0.38% of portfolio
|
Q4 2024
Reduced 57.74%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
47,921
shares
|
$2.33 Million
0.06% of portfolio
|
Q1 2024
Reduced 10.29%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
47,559
shares
|
$2.31 Million
0.49% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
47,250
shares
|
$2.3 Million
2.33% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
47,223
shares
|
$2.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
46,851
shares
|
$2.28 Million
0.14% of portfolio
|
Q1 2025
Added 27.83%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
46,593
shares
|
$2.26 Million
0.2% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
46,240
shares
|
$2.25 Million
0.59% of portfolio
|
Q2 2025
Reduced 18.34%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
46,226
shares
|
$2.25 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
46,177
shares
|
$2.24 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
45,638
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 82.21%
|