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 1,303 institutions that hold shares in the stock, with a total of 530 Million shares, which have been reported (via 13F filing form) to have a value of $26.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
264,959
shares
|
$13.1 Million
4.52% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
260,988
shares
|
$12.9 Million
0.33% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
258,195
shares
|
$12.8 Million
1.24% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
255,970
shares
|
$12.7 Million
1.38% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
254,548
shares
|
$12.6 Million
0.06% of portfolio
|
Q4 2022
Added 9.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
244,535
shares
|
$12.1 Million
0.19% of portfolio
|
Q4 2024
Added 30.99%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
242,521
shares
|
$12 Million
1.12% of portfolio
|
Q3 2022
Added 5.41%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
241,964
shares
|
$12 Million
0.07% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
239,067
shares
|
$11.8 Million
6.34% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
237,625
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
237,545
shares
|
$11.8 Million
1.33% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
235,468
shares
|
$11.7 Million
2.72% of portfolio
|
Q4 2024
New holding
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
233,195
shares
|
$11.6 Million
1.05% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
229,571
shares
|
$11.4 Million
0.78% of portfolio
|
Q4 2024
Reduced 20.65%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
228,318
shares
|
$11.3 Million
0.05% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
227,276
shares
|
$11.3 Million
0.57% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
224,027
shares
|
$11.1 Million
0.14% of portfolio
|
Q4 2024
Added 124.16%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
221,743
shares
|
$11 Million
10.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
220,376
shares
|
$10.9 Million
3.76% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
217,936
shares
|
$10.8 Million
3.2% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
213,750
shares
|
$10.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
210,999
shares
|
$10.5 Million
6.67% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
210,846
shares
|
$10.4 Million
4.31% of portfolio
|
Q4 2024
Added 68.73%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
209,569
shares
|
$10.4 Million
1.32% of portfolio
|
Q4 2024
Added 35.05%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
208,982
shares
|
$10.4 Million
2.14% of portfolio
|
Q3 2023
Added 13.92%
|