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 1,176 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $25.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$2.01 Million
0.08% of portfolio
|
Q2 2020
Reduced 11.92%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
39,755
shares
|
$2.01 Million
1.43% of portfolio
|
Q3 2024
Added 47.67%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
39,728
shares
|
$2 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,714
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 16.62%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
39,638
shares
|
$2 Million
0.38% of portfolio
|
Q3 2024
Added 17.78%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
39,237
shares
|
$1.98 Million
0.99% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
39,211
shares
|
$1.98 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
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
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
38,851
shares
|
$1.96 Million
0.7% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
38,850
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
38,230
shares
|
$1.93 Million
0.1% of portfolio
|
Q2 2024
Reduced 8.39%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
38,193
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
37,857
shares
|
$1.91 Million
0.17% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
37,761
shares
|
$1.9 Million
1.74% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
37,750
shares
|
$1.9 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
37,688
shares
|
$1.9 Million
0.31% of portfolio
|
Q3 2024
Added 31.38%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
37,500
shares
|
$1.89 Million
0.04% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
37,485
shares
|
$1.89 Million
0.37% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
37,320
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2024
Added 28.49%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
37,107
shares
|
$1.87 Million
0.57% of portfolio
|
Q3 2024
Added 18.11%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
37,093
shares
|
$1.87 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,975
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
36,967
shares
|
$1.86 Million
0.32% of portfolio
|
Q4 2023
Added 50.97%
|