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 1,372 institutions that hold shares in the stock, with a total of 603 Million shares, which have been reported (via 13F filing form) to have a value of $30.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,576,165
shares
|
$79.2 Million
9.02% of portfolio
|
Q4 2023
Added 10.67%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,575,234
shares
|
$79.2 Million
0.44% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,521,705
shares
|
$76.5 Million
2.95% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,438,751
shares
|
$72.3 Million
4.03% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,438,742
shares
|
$72.3 Million
0.38% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,397,145
shares
|
$70.2 Million
0.07% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,392,376
shares
|
$70 Million
1.96% of portfolio
|
Q4 2023
Added 2.6%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,363,024
shares
|
$68.5 Million
7.03% of portfolio
|
Q3 2022
Added 54.7%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
1,335,724
shares
|
$67.1 Million
4.85% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,322,231
shares
|
$66.5 Million
1.03% of portfolio
|
Q3 2025
Added 615.43%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
1,204,023
shares
|
$60.5 Million
2.31% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
1,159,214
shares
|
$58.3 Million
19.31% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,135,745
shares
|
$57.1 Million
9.44% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
1,102,465
shares
|
$55.4 Million
1.28% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,094,873
shares
|
$55 Million
9.28% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,066,066
shares
|
$53.6 Million
0.53% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
988,350
shares
|
$49.7 Million
10.51% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
987,419
shares
|
$49.6 Million
2.29% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
971,931
shares
|
$48.9 Million
0.79% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
948,524
shares
|
$47.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
926,283
shares
|
$46.6 Million
3.62% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
901,965
shares
|
$45.3 Million
1.49% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 09, 2025 Q3 2025 |
897,361
shares
|
$45.1 Million
11.25% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
892,719
shares
|
$44.9 Million
0.46% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
878,613
shares
|
$44.2 Million
0.13% of portfolio
|
Q3 2025
Added 4.09%
|
|