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 1,349 institutions that hold shares in the stock, with a total of 559 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
479,108
shares
|
$24.1 Million
7.82% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
461,753
shares
|
$23.2 Million
0.63% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
455,356
shares
|
$22.9 Million
0.32% of portfolio
|
Q3 2025
Added 22.53%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
439,300
shares
|
$22.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
434,319
shares
|
$21.9 Million
6.61% of portfolio
|
Q2 2025
Added 1194.16%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
429,117
shares
|
$21.6 Million
6.01% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
415,842
shares
|
$20.9 Million
1.17% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
411,599
shares
|
$20.7 Million
3.63% of portfolio
|
Q3 2023
Reduced 1.79%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
404,534
shares
|
$20.4 Million
1.98% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
401,285
shares
|
$20.2 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
400,000
shares
|
$20.1 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
391,423
shares
|
$19.7 Million
6.4% of portfolio
|
Q3 2025
Added 30.59%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
389,615
shares
|
$19.6 Million
0.46% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
387,695
shares
|
$19.5 Million
0.1% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Gpwm LLC
|
Oct 07, 2025 Q3 2025 |
383,169
shares
|
$19.3 Million
11.69% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
377,720
shares
|
$19 Million
0.33% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
373,704
shares
|
$18.8 Million
0.04% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
368,087
shares
|
$18.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.15%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
367,697
shares
|
$18.5 Million
3.84% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
361,914
shares
|
$18.2 Million
0.81% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
361,706
shares
|
$18.2 Million
0.36% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
361,442
shares
|
$18.2 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
356,447
shares
|
$17.9 Million
0.01% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
336,379
shares
|
$16.9 Million
0.1% of portfolio
|
Q2 2025
Added 1712.39%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
332,078
shares
|
$16.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.43%
|