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 1,175 institutions that hold shares in the stock, with a total of 508 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 |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,332,470
shares
|
$67.4 Million
0.7% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,286,871
shares
|
$65.1 Million
0.07% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
1,243,149
shares
|
$62.9 Million
4.1% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
1,232,654
shares
|
$62.4 Million
21.19% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,216,720
shares
|
$61.6 Million
16.13% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
1,192,148
shares
|
$60.3 Million
1.2% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,187,848
shares
|
$60.1 Million
0.09% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
1,161,041
shares
|
$58.7 Million
2.47% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,108,684
shares
|
$56.1 Million
0.48% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
1,061,658
shares
|
$53.7 Million
3.11% of portfolio
|
Q3 2024
Added 16.84%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
1,052,700
shares
|
$53.3 Million
2.52% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,049,205
shares
|
$53.1 Million
0.2% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,048,265
shares
|
$53 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,025,467
shares
|
$51.9 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
999,371
shares
|
$50.6 Million
0.76% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
967,428
shares
|
$49 Million
9.55% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
939,326
shares
|
$47.5 Million
0.62% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
893,027
shares
|
$45.2 Million
4.43% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
869,300
shares
|
$44 Million
0.07% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
869,207
shares
|
$44 Million
0.01% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
826,578
shares
|
$41.8 Million
11.59% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
825,956
shares
|
$41.8 Million
1.64% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
820,309
shares
|
$41.5 Million
2.94% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
809,282
shares
|
$40.9 Million
0.08% of portfolio
|
Q3 2024
Added 14.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
802,124
shares
|
$40.6 Million
0.52% of portfolio
|
Q3 2024
Added 5.47%
|