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 |
|---|---|---|---|---|---|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,909
shares
|
$298,404
0.09% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,880
shares
|
$296,940
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
5,835
shares
|
$294,667
0.17% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
5,834
shares
|
$294,617
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
5,792
shares
|
$292,496
0.21% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
5,764
shares
|
$291,082
0.02% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,757
shares
|
$290,728
0.02% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
5,754
shares
|
$290,577
0.16% of portfolio
|
Q4 2023
Added 37.03%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,744
shares
|
$290,072
0.03% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
5,737
shares
|
$289,718
0.16% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,712
shares
|
$288,456
0.12% of portfolio
|
Q1 2023
Reduced 9.29%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
5,706
shares
|
$288,153
0.0% of portfolio
|
Q3 2024
Added 182.48%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
5,691
shares
|
$287,395
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
5,691
shares
|
$287,395
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
5,680
shares
|
$286,840
0.06% of portfolio
|
Q3 2024
Added 22.39%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,650
shares
|
$285,325
0.07% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
5,632
shares
|
$284,416
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
5,616
shares
|
$283,608
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
5,601
shares
|
$282,850
0.25% of portfolio
|
Q3 2024
Reduced 25.94%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
5,568
shares
|
$281,184
0.09% of portfolio
|
Q3 2024
Added 22.48%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
5,550
shares
|
$280,275
0.1% of portfolio
|
Q1 2023
Added 117.65%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
5,542
shares
|
$279,871
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
5,532
shares
|
$279,366
0.17% of portfolio
|
Q3 2024
Reduced 63.74%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
5,517
shares
|
$278,608
0.06% of portfolio
|
Q2 2024
Added 6.9%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
5,505
shares
|
$278,002
0.07% of portfolio
|
Q1 2024
Reduced 0.02%
|