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 |
|---|---|---|---|---|---|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
36,895
shares
|
$1.85 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
36,716
shares
|
$1.84 Million
0.16% of portfolio
|
Q3 2024
Added 33.04%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
36,546
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 85.44%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
36,507
shares
|
$1.83 Million
0.24% of portfolio
|
Q3 2024
Added 310.84%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,440
shares
|
$1.83 Million
1.59% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
36,420
shares
|
$1.83 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
36,300
shares
|
$1.82 Million
0.21% of portfolio
|
Q4 2023
Reduced 11.03%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
36,232
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
36,215
shares
|
$1.82 Million
1.07% of portfolio
|
Q3 2024
Added 199.67%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
36,142
shares
|
$1.81 Million
1.03% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
35,992
shares
|
$1.81 Million
0.62% of portfolio
|
Q2 2023
Added 19.63%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
35,896
shares
|
$1.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
35,648
shares
|
$1.79 Million
0.63% of portfolio
|
Q3 2024
Reduced 38.68%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
35,577
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
35,301
shares
|
$1.77 Million
0.32% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
35,078
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
34,694
shares
|
$1.74 Million
0.37% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
34,666
shares
|
$1.74 Million
0.41% of portfolio
|
Q3 2024
Added 33.59%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
34,626
shares
|
$1.74 Million
0.57% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
34,362
shares
|
$1.72 Million
0.06% of portfolio
|
Q3 2024
Reduced 37.55%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
34,290
shares
|
$1.72 Million
0.49% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
34,220
shares
|
$1.72 Million
0.67% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
34,175
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Reduced 54.82%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
33,959
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
33,840
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2024
Added 1.33%
|