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 1,329 institutions that hold shares in the stock, with a total of 563 Million shares, which have been reported (via 13F filing form) to have a value of $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
876,063
shares
|
$42.8 Million
3.96% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
830,246
shares
|
$40.5 Million
0.09% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
812,890
shares
|
$39.7 Million
11.32% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
797,763
shares
|
$38.9 Million
2.69% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
788,564
shares
|
$38.5 Million
1.26% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
778,873
shares
|
$38 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
775,053
shares
|
$37.8 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
765,171
shares
|
$37.3 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
761,250
shares
|
$37.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
753,987
shares
|
$36.8 Million
4.0% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
751,673
shares
|
$36.7 Million
5.72% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
732,243
shares
|
$35.7 Million
6.87% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
723,668
shares
|
$35.3 Million
1.42% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
705,065
shares
|
$34.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.87%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
704,250
shares
|
$34.4 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
682,255
shares
|
$33.3 Million
0.47% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
675,456
shares
|
$33 Million
2.75% of portfolio
|
Q4 2022
Reduced 0.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
671,465
shares
|
$32.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
658,251
shares
|
$32.1 Million
4.54% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
657,146
shares
|
$32.1 Million
0.19% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
650,855
shares
|
$31.8 Million
10.23% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
648,667
shares
|
$31.7 Million
2.33% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
639,311
shares
|
$31.2 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
624,098
shares
|
$30.5 Million
1.11% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
591,768
shares
|
$28.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 97.98%
|