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 1,175 institutions that hold shares in the stock, with a total of 508 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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
796,682
shares
|
$40.3 Million
2.74% of portfolio
|
Q3 2024
Added 24.65%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
781,161
shares
|
$39.5 Million
6.04% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
772,084
shares
|
$39.1 Million
0.35% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
747,600
shares
|
$37.8 Million
0.39% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
736,477
shares
|
$37.3 Million
7.21% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
717,613
shares
|
$36.3 Million
4.04% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
707,814
shares
|
$35.8 Million
1.53% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
704,788
shares
|
$35.6 Million
1.55% of portfolio
|
Q3 2024
Added 43.79%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
703,646
shares
|
$35.6 Million
1.78% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
702,823
shares
|
$35.5 Million
0.12% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
700,691
shares
|
$35.4 Million
1.22% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
681,452
shares
|
$34.5 Million
12.16% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
675,456
shares
|
$34.2 Million
2.75% of portfolio
|
Q4 2022
Reduced 0.82%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
671,536
shares
|
$34 Million
3.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
658,205
shares
|
$33.3 Million
9.92% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
654,775
shares
|
$33.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
648,667
shares
|
$32.8 Million
2.33% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
640,159
shares
|
$32.4 Million
4.18% of portfolio
|
Q4 2023
Reduced 23.06%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
639,311
shares
|
$32.3 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
621,954
shares
|
$31.5 Million
4.44% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
598,378
shares
|
$30.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 13.96%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
587,881
shares
|
$29.7 Million
0.05% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
562,737
shares
|
$28.5 Million
0.18% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
549,568
shares
|
$27.8 Million
2.66% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
547,897
shares
|
$27.7 Million
0.57% of portfolio
|
Q3 2024
Added 3.42%
|