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 |
---|---|---|---|---|---|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
401,285
shares
|
$19.6 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
397,450
shares
|
$19.4 Million
2.38% of portfolio
|
Q1 2025
Added 7.46%
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
389,564
shares
|
$19 Million
0.28% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
384,741
shares
|
$18.8 Million
4.32% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
375,484
shares
|
$18.3 Million
7.68% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
365,718
shares
|
$17.8 Million
4.49% of portfolio
|
Q1 2025
Added 8.99%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
355,240
shares
|
$17.3 Million
0.09% of portfolio
|
Q1 2025
Added 2.15%
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
351,255
shares
|
$17.1 Million
0.29% of portfolio
|
Q1 2025
Added 12.01%
|
|
Gpwm LLC
|
Apr 22, 2025 Q1 2025 |
349,867
shares
|
$17.1 Million
11.65% of portfolio
|
Q1 2025
Added 10.38%
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
346,865
shares
|
$16.9 Million
0.88% of portfolio
|
Q1 2025
Added 0.37%
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
346,642
shares
|
$16.9 Million
0.43% of portfolio
|
Q1 2025
Reduced 59.88%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
343,887
shares
|
$16.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
341,787
shares
|
$16.7 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
337,840
shares
|
$16.5 Million
0.58% of portfolio
|
Q1 2025
Added 12.59%
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
336,851
shares
|
$16.4 Million
5.83% of portfolio
|
Q1 2025
Added 14.78%
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
329,835
shares
|
$16.1 Million
2.1% of portfolio
|
Q1 2025
Added 2.28%
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
321,448
shares
|
$15.7 Million
2.72% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
321,424
shares
|
$15.7 Million
1.73% of portfolio
|
Q1 2025
Added 25.57%
|
|
Stairway Partners, LLC
|
Apr 07, 2025 Q1 2025 |
318,407
shares
|
$15.5 Million
0.97% of portfolio
|
Q1 2025
Added 0.62%
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
317,590
shares
|
$15.5 Million
3.69% of portfolio
|
Q1 2025
Added 7.46%
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
316,474
shares
|
$15.4 Million
1.39% of portfolio
|
Q1 2025
Added 0.21%
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
314,677
shares
|
$15.4 Million
4.38% of portfolio
|
Q1 2025
Added 4.56%
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
312,511
shares
|
$15.3 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
312,127
shares
|
$15.2 Million
1.28% of portfolio
|
Q1 2025
Added 3.2%
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
311,811
shares
|
$15.2 Million
1.65% of portfolio
|
Q1 2025
Added 2.89%
|