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 1,331 institutions that hold shares in the stock, with a total of 564 Million shares, which have been reported (via 13F filing form) to have a value of $28.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
859,205
shares
|
$43 Million
1.84% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
855,462
shares
|
$42.8 Million
10.63% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
852,185
shares
|
$42.6 Million
1.61% of portfolio
|
Q2 2025
Added 36.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
844,108
shares
|
$42.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
814,860
shares
|
$40.7 Million
7.02% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
814,027
shares
|
$40.7 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
|
$39.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
790,174
shares
|
$39.5 Million
0.27% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
788,564
shares
|
$39.4 Million
1.23% of portfolio
|
Q2 2025
Added 14.82%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
764,792
shares
|
$38.2 Million
0.13% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
754,721
shares
|
$37.7 Million
1.34% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
745,522
shares
|
$37.3 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
744,073
shares
|
$37.2 Million
0.36% of portfolio
|
Q2 2025
Added 67.9%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
704,250
shares
|
$35.2 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
702,670
shares
|
$35.1 Million
0.17% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
699,132
shares
|
$34.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
675,456
shares
|
$33.8 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
|
$33.8 Million
3.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
650,855
shares
|
$32.5 Million
10.23% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
648,667
shares
|
$32.4 Million
2.33% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
646,226
shares
|
$32.3 Million
4.3% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
644,765
shares
|
$32.2 Million
4.4% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
640,928
shares
|
$32 Million
0.06% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
640,069
shares
|
$32 Million
0.4% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
630,033
shares
|
$31.5 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.45%
|