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 1,329 institutions that hold shares in the stock, with a total of 563 Million shares, which have been reported (via 13F filing form) to have a value of $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
587,796
shares
|
$28.7 Million
3.43% of portfolio
|
Q1 2025
Added 19.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
579,726
shares
|
$28.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 43.24%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
579,569
shares
|
$28.3 Million
0.6% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Astoria Strategic Wealth, Inc.
|
Apr 29, 2025 Q1 2025 |
579,006
shares
|
$28.3 Million
8.45% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
577,148
shares
|
$28.2 Million
1.08% of portfolio
|
Q1 2025
Added 24.47%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
576,478
shares
|
$28.1 Million
0.04% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
557,911
shares
|
$27.2 Million
2.65% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
550,027
shares
|
$26.8 Million
2.02% of portfolio
|
Q1 2025
Reduced 23.67%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
549,496
shares
|
$26.8 Million
4.22% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
549,317
shares
|
$26.8 Million
1.13% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
546,938
shares
|
$26.7 Million
0.33% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
536,096
shares
|
$26.2 Million
2.85% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
533,291
shares
|
$26 Million
11.19% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
520,143
shares
|
$25.4 Million
0.3% of portfolio
|
Q1 2024
Reduced 6.03%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
514,112
shares
|
$25.1 Million
1.81% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
490,569
shares
|
$23.9 Million
0.04% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
477,847
shares
|
$23.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
474,746
shares
|
$23.2 Million
1.36% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
466,078
shares
|
$22.7 Million
1.68% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
461,894
shares
|
$22.5 Million
0.73% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
448,029
shares
|
$21.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
443,169
shares
|
$21.6 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
May 06, 2025 Q1 2025 |
435,683
shares
|
$21.3 Million
2.48% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
411,599
shares
|
$20.1 Million
3.63% of portfolio
|
Q3 2023
Reduced 1.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
408,480
shares
|
$19.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.15%
|