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 1,349 institutions that hold shares in the stock, with a total of 559 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
876,232
shares
|
$44.1 Million
0.8% of portfolio
|
Q2 2025
Reduced 33.09%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
867,590
shares
|
$43.7 Million
3.58% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
856,096
shares
|
$43.1 Million
0.4% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
852,185
shares
|
$42.9 Million
1.61% of portfolio
|
Q2 2025
Added 36.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
844,108
shares
|
$42.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
817,640
shares
|
$41.1 Million
6.69% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
814,027
shares
|
$41 Million
2.56% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
790,561
shares
|
$39.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
790,174
shares
|
$39.8 Million
0.27% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
788,564
shares
|
$39.7 Million
1.23% of portfolio
|
Q2 2025
Added 14.82%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
784,837
shares
|
$39.5 Million
0.05% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
764,792
shares
|
$38.5 Million
0.13% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
745,522
shares
|
$37.5 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
735,091
shares
|
$37 Million
1.5% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
704,250
shares
|
$35.4 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
702,670
shares
|
$35.4 Million
0.17% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
686,316
shares
|
$34.5 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
675,456
shares
|
$34 Million
2.75% of portfolio
|
Q4 2022
Reduced 0.82%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
675,264
shares
|
$34 Million
3.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
657,870
shares
|
$33.1 Million
1.95% of portfolio
|
Q3 2025
Added 19.68%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
650,855
shares
|
$32.8 Million
10.23% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
648,667
shares
|
$32.6 Million
2.33% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
646,226
shares
|
$32.5 Million
4.3% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
641,405
shares
|
$32.3 Million
4.08% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
640,928
shares
|
$32.3 Million
0.06% of portfolio
|
Q2 2025
Added 10.56%
|