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 1,175 institutions that hold shares in the stock, with a total of 508 Million shares, which have been reported (via 13F filing form) to have a value of $25.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
242,521
shares
|
$12.3 Million
1.12% of portfolio
|
Q3 2022
Added 5.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
239,639
shares
|
$12.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 30.45%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
238,903
shares
|
$12.1 Million
6.26% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
236,631
shares
|
$12 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
229,753
shares
|
$11.6 Million
1.28% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
227,813
shares
|
$11.5 Million
1.21% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
224,314
shares
|
$11.3 Million
0.07% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
220,842
shares
|
$11.2 Million
0.04% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
220,763
shares
|
$11.2 Million
1.11% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
218,123
shares
|
$11 Million
3.27% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
216,472
shares
|
$10.9 Million
1.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
215,316
shares
|
$10.9 Million
0.04% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
210,999
shares
|
$10.7 Million
6.79% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
208,807
shares
|
$10.6 Million
3.16% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
208,165
shares
|
$10.5 Million
0.52% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
205,045
shares
|
$10.4 Million
2.42% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
201,519
shares
|
$10.2 Million
2.65% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
194,084
shares
|
$9.82 Million
1.18% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
192,017
shares
|
$9.71 Million
0.94% of portfolio
|
Q4 2022
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
191,301
shares
|
$9.68 Million
1.47% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
187,568
shares
|
$9.49 Million
0.02% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
187,017
shares
|
$9.46 Million
0.14% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
186,680
shares
|
$9.44 Million
0.15% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
186,345
shares
|
$9.43 Million
4.13% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
185,236
shares
|
$9.37 Million
0.87% of portfolio
|
Q3 2024
Added 6.0%
|