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 |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
20,250
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.38%
|
|
|
Forum Private Client Group LLC
|
Aug 13, 2024 Q2 2024 |
20,206
shares
|
$1.02 Million
0.48% of portfolio
|
Q2 2024
Added 28.27%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
20,085
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
20,014
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2024
Reduced 10.33%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
19,969
shares
|
$1 Million
0.56% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Bell Bank
|
Jul 31, 2024 Q2 2024 |
19,954
shares
|
$1 Million
0.08% of portfolio
|
Q4 2022
Reduced 23.64%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
19,931
shares
|
$1 Million
0.23% of portfolio
|
Q1 2024
Reduced 15.44%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
19,926
shares
|
$1 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
19,923
shares
|
$1 Million
0.04% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
19,798
shares
|
$995,641
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
19,785
shares
|
$994,987
0.16% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
19,774
shares
|
$994,434
0.83% of portfolio
|
Q4 2022
Reduced 19.68%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
19,773
shares
|
$994,384
0.7% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
19,674
shares
|
$989,405
0.52% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Financial Strategies Group, Inc.
|
Jul 17, 2024 Q2 2024 |
19,670
shares
|
$989,204
0.25% of portfolio
|
Q2 2024
Added 4.17%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
19,590
shares
|
$985,181
0.23% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
19,561
shares
|
$983,722
0.0% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
19,502
shares
|
$980,755
0.34% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Cfo4 Life Group, LLC
|
Jul 31, 2024 Q2 2024 |
19,454
shares
|
$978,341
0.18% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Aug 02, 2024 Q2 2024 |
19,182
shares
|
$964,662
0.74% of portfolio
|
Q2 2024
Added 60.94%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
19,124
shares
|
$961,745
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
19,016
shares
|
$956,314
0.06% of portfolio
|
Q3 2024
Reduced 32.1%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 24, 2024 Q2 2024 |
19,005
shares
|
$955,761
0.74% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
18,926
shares
|
$951,788
2.16% of portfolio
|
Q3 2024
Reduced 25.82%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
18,863
shares
|
$948,620
1.73% of portfolio
|
Q3 2024
Added 4.89%
|