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 1,101 institutions that hold shares in the stock, with a total of 484 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Newton One Investments LLC
|
Apr 16, 2024 Q1 2024 |
262,235
shares
|
$13 Million
5.84% of portfolio
|
Q1 2024
Added 1.32%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
261,876
shares
|
$13 Million
0.41% of portfolio
|
Q1 2024
Reduced 2.8%
|
|
Quaker Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
258,204
shares
|
$12.8 Million
5.29% of portfolio
|
Q1 2024
Reduced 38.18%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
254,548
shares
|
$12.7 Million
0.06% of portfolio
|
Q4 2022
Added 9.43%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 15, 2024 Q1 2024 |
253,706
shares
|
$12.6 Million
0.01% of portfolio
|
Q1 2024
Added 11.33%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 14, 2024 Q1 2024 |
252,885
shares
|
$12.6 Million
1.23% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
250,670
shares
|
$12.5 Million
0.67% of portfolio
|
Q1 2024
Added 35.93%
|
|
Private Portfolio Partners LLC
|
May 09, 2024 Q1 2024 |
247,308
shares
|
$12.3 Million
2.62% of portfolio
|
Q1 2024
Added 4.75%
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
247,039
shares
|
$12.3 Million
1.0% of portfolio
|
Q1 2024
Added 22.16%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
244,777
shares
|
$12.2 Million
0.3% of portfolio
|
Q1 2024
Added 7.57%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
243,854
shares
|
$12.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 17.57%
|
|
Roth Financial Partners LLC
|
Apr 12, 2024 Q1 2024 |
243,259
shares
|
$12.1 Million
5.45% of portfolio
|
Q1 2024
Added 12.18%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
242,521
shares
|
$12.1 Million
1.12% of portfolio
|
Q3 2022
Added 5.41%
|
|
Grove Bank & Trust
|
Apr 30, 2024 Q1 2024 |
241,544
shares
|
$12 Million
2.06% of portfolio
|
Q1 2024
Added 20.37%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
241,397
shares
|
$12 Million
0.02% of portfolio
|
Q1 2024
Added 22.07%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 02, 2024 Q1 2024 |
240,792
shares
|
$12 Million
3.04% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
Single Point Partners, LLC
|
Apr 11, 2024 Q1 2024 |
236,915
shares
|
$11.8 Million
2.78% of portfolio
|
Q1 2024
Added 1.09%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2024 Q1 2024 |
236,326
shares
|
$11.8 Million
3.63% of portfolio
|
Q1 2024
Added 6.31%
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 03, 2024 Q1 2024 |
226,881
shares
|
$11.3 Million
6.44% of portfolio
|
Q1 2024
Added 3.64%
|
|
Divergent Planning, LLC
|
Apr 12, 2024 Q1 2024 |
225,854
shares
|
$11.2 Million
4.84% of portfolio
|
Q1 2024
Added 82.71%
|
|
Verus Financial Partners, Inc.
|
May 07, 2024 Q1 2024 |
225,435
shares
|
$11.2 Million
1.34% of portfolio
|
Q1 2024
Added 4.64%
|
|
Foster & Motley Inc
Cincinnati, OH |
Apr 18, 2024 Q1 2024 |
223,326
shares
|
$11.1 Million
0.78% of portfolio
|
Q1 2024
Added 15.44%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
221,700
shares
|
$11 Million
0.0% of portfolio
|
Q1 2024
Reduced 52.14%
|
|
Pds Planning, Inc
|
May 01, 2024 Q1 2024 |
217,358
shares
|
$10.8 Million
1.16% of portfolio
|
Q1 2024
Added 0.3%
|
|
Anderson Hoagland & CO
|
Apr 11, 2024 Q1 2024 |
213,372
shares
|
$10.6 Million
1.21% of portfolio
|
Q1 2024
Reduced 2.64%
|