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 |
|---|---|---|---|---|---|
|
Wealth Management Resources, Inc.
|
Jul 17, 2024 Q2 2024 |
11,851
shares
|
$595,986
0.25% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
11,843
shares
|
$595,584
0.94% of portfolio
|
Q3 2023
Reduced 1.33%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
11,841
shares
|
$595,483
0.21% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 01, 2024 Q2 2024 |
11,835
shares
|
$595,182
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
11,821
shares
|
$594,478
0.14% of portfolio
|
Q3 2024
Reduced 52.7%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
11,460
shares
|
$576,323
0.03% of portfolio
|
Q2 2024
Added 77.26%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
11,451
shares
|
$575,870
0.46% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
11,408
shares
|
$573,708
0.05% of portfolio
|
Q2 2024
Reduced 11.28%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
11,408
shares
|
$573,708
0.01% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
11,303
shares
|
$568,427
0.38% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 01, 2024 Q2 2024 |
11,302
shares
|
$568,377
0.16% of portfolio
|
Q2 2024
Reduced 12.9%
|
|
|
Navalign, LLC
|
Jul 30, 2024 Q2 2024 |
11,183
shares
|
$562,393
0.18% of portfolio
|
Q2 2024
Added 67.31%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
11,155
shares
|
$560,984
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
11,129
shares
|
$559,677
0.01% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
11,119
shares
|
$559,174
0.31% of portfolio
|
Q3 2024
Added 75.74%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,066
shares
|
$556,509
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
10,983
shares
|
$552,335
0.26% of portfolio
|
Q3 2024
Reduced 37.81%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,950
shares
|
$550,675
0.07% of portfolio
|
Q3 2023
Reduced 15.44%
|
|
|
Hendershot Investments Inc.
|
Aug 05, 2024 Q2 2024 |
10,939
shares
|
$550,122
0.08% of portfolio
|
Q4 2023
Reduced 56.2%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
10,733
shares
|
$539,762
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
10,682
shares
|
$537,197
0.01% of portfolio
|
Q3 2024
Added 105.42%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,680
shares
|
$537,097
0.05% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 09, 2024 Q2 2024 |
10,596
shares
|
$532,872
0.03% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Jul 30, 2024 Q2 2024 |
10,591
shares
|
$532,621
0.47% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
10,530
shares
|
$529,553
0.32% of portfolio
|
Q4 2023
Added 28.41%
|