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 |
|---|---|---|---|---|---|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
18,813
shares
|
$946,105
0.99% of portfolio
|
Q2 2024
New holding
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
18,799
shares
|
$945,401
0.11% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
18,739
shares
|
$942,384
0.12% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
18,722
shares
|
$941,529
0.09% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
18,600
shares
|
$935,394
0.47% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
18,467
shares
|
$928,705
0.19% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
18,441
shares
|
$927,397
0.06% of portfolio
|
Q3 2024
Reduced 30.13%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
18,422
shares
|
$926,442
0.07% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
18,358
shares
|
$923,223
0.34% of portfolio
|
Q2 2024
Added 39.57%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 22, 2024 Q2 2024 |
18,242
shares
|
$917,390
0.37% of portfolio
|
Q2 2024
Added 28.31%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
18,215
shares
|
$916,032
0.39% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
18,123
shares
|
$911,405
0.26% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Fairhaven Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
18,063
shares
|
$908,388
0.3% of portfolio
|
Q2 2024
Added 12.08%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
17,992
shares
|
$904,817
0.29% of portfolio
|
Q3 2019
Added 0.64%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
17,961
shares
|
$903,258
0.13% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Encompass Wealth Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
17,820
shares
|
$896,167
0.34% of portfolio
|
Q1 2024
Added 9.86%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Aug 12, 2024 Q2 2024 |
17,712
shares
|
$890,736
0.16% of portfolio
|
Q2 2024
Added 8.15%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
17,661
shares
|
$888,171
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
17,548
shares
|
$882,488
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
17,504
shares
|
$880,276
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
17,504
shares
|
$880,276
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Sargent Investment Group, LLC
|
Aug 09, 2024 Q2 2024 |
17,456
shares
|
$877,862
0.18% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
17,419
shares
|
$876,001
0.37% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
17,402
shares
|
$875,146
0.09% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
17,360
shares
|
$873,034
0.01% of portfolio
|
Q2 2024
Added 5.99%
|