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 1,338 institutions that hold shares in the stock, with a total of 564 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
411,599
shares
|
$20 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%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
401,285
shares
|
$19.5 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
393,005
shares
|
$19.1 Million
2.12% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
389,564
shares
|
$18.9 Million
0.28% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
389,555
shares
|
$18.9 Million
5.39% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
380,344
shares
|
$18.5 Million
11.89% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
371,980
shares
|
$18.1 Million
9.94% of portfolio
|
Q2 2025
Added 34.48%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
365,872
shares
|
$17.8 Million
0.51% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
362,753
shares
|
$17.6 Million
1.39% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
360,832
shares
|
$17.5 Million
3.91% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
355,240
shares
|
$17.3 Million
0.09% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
354,384
shares
|
$17.2 Million
0.21% of portfolio
|
Q2 2025
Added 65.39%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
351,255
shares
|
$17.1 Million
0.29% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
350,758
shares
|
$17 Million
1.67% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
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
|
$16.8 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
|
$16.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
341,787
shares
|
$16.6 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Stairway Partners, LLC
|
Jul 03, 2025 Q2 2025 |
333,868
shares
|
$16.2 Million
0.94% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
329,835
shares
|
$16 Million
2.1% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
327,350
shares
|
$15.9 Million
0.29% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
317,590
shares
|
$15.4 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%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
313,302
shares
|
$15.2 Million
1.49% of portfolio
|
Q2 2025
Added 0.48%
|