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 |
|---|---|---|---|---|---|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
520,143
shares
|
$26.3 Million
0.3% of portfolio
|
Q1 2024
Reduced 6.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
517,764
shares
|
$26.2 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
513,030
shares
|
$26 Million
1.09% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
500,350
shares
|
$25.3 Million
2.61% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
496,230
shares
|
$25.1 Million
1.06% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
493,401
shares
|
$25 Million
0.99% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
488,821
shares
|
$24.7 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
475,825
shares
|
$24.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
473,368
shares
|
$24 Million
0.25% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
471,187
shares
|
$23.8 Million
4.97% of portfolio
|
Q3 2024
Added 54.64%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
465,601
shares
|
$23.6 Million
3.72% of portfolio
|
Q3 2024
New holding
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Oct 24, 2024 Q3 2024 |
435,683
shares
|
$22 Million
2.6% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
430,031
shares
|
$21.8 Million
0.15% of portfolio
|
Q3 2024
Added 41.21%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
419,130
shares
|
$21.2 Million
10.0% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
411,599
shares
|
$20.8 Million
3.63% of portfolio
|
Q3 2023
Reduced 1.79%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
405,740
shares
|
$20.5 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
405,630
shares
|
$20.5 Million
0.58% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
400,091
shares
|
$20.2 Million
1.53% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
395,929
shares
|
$20 Million
2.52% of portfolio
|
Q3 2024
Added 20.08%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
387,684
shares
|
$19.6 Million
1.23% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
379,215
shares
|
$19.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
377,285
shares
|
$19.1 Million
0.86% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
374,724
shares
|
$19 Million
0.63% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
372,700
shares
|
$18.9 Million
7.87% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
367,155
shares
|
$18.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 12.64%
|