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 1,176 institutions that hold shares in the stock, with a total of 510 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 |
|---|---|---|---|---|---|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
7,441
shares
|
$375,324
0.26% of portfolio
|
Q3 2024
Reduced 34.35%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
7,412
shares
|
$373,861
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
7,388
shares
|
$372,650
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
7,367
shares
|
$371,591
0.02% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
7,359
shares
|
$371,187
0.16% of portfolio
|
Q4 2023
Added 1.97%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
7,336
shares
|
$370,027
0.02% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
7,333
shares
|
$369,876
0.17% of portfolio
|
Q3 2024
Reduced 31.68%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
7,328
shares
|
$369,624
0.27% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
7,304
shares
|
$368,413
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
7,262
shares
|
$366,295
0.14% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
7,240
shares
|
$365,185
0.12% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
7,232
shares
|
$364,782
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
7,203
shares
|
$363,319
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,178
shares
|
$362,058
0.03% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,169
shares
|
$361,604
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
7,122
shares
|
$359,233
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
7,100
shares
|
$358,124
0.1% of portfolio
|
Q2 2024
Reduced 22.83%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
7,084
shares
|
$357,316
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
7,055
shares
|
$355,854
0.02% of portfolio
|
Q2 2024
Reduced 28.51%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
7,011
shares
|
$353,634
0.05% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,963
shares
|
$351,213
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
6,961
shares
|
$351,112
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,934
shares
|
$349,750
0.06% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
6,918
shares
|
$348,943
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
6,907
shares
|
$348,389
0.08% of portfolio
|
Q2 2023
Reduced 2.22%
|