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 |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
254,548
shares
|
$12.4 Million
0.06% of portfolio
|
Q4 2022
Added 9.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
248,113
shares
|
$12.1 Million
0.13% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
247,790
shares
|
$12 Million
3.27% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
247,309
shares
|
$12 Million
0.56% of portfolio
|
Q1 2025
Added 21.15%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
242,521
shares
|
$11.8 Million
1.12% of portfolio
|
Q3 2022
Added 5.41%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
241,902
shares
|
$11.8 Million
0.9% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
232,769
shares
|
$11.3 Million
0.04% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
232,504
shares
|
$11.3 Million
6.13% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
230,640
shares
|
$11.2 Million
4.53% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
227,716
shares
|
$11.1 Million
0.57% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
227,290
shares
|
$11 Million
0.91% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
222,180
shares
|
$10.8 Million
3.22% of portfolio
|
Q1 2025
Added 44.19%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
220,180
shares
|
$10.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
218,718
shares
|
$10.6 Million
0.11% of portfolio
|
Q1 2025
Added 109.19%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
217,128
shares
|
$10.6 Million
9.69% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
217,100
shares
|
$10.6 Million
2.16% of portfolio
|
Q4 2022
Added 135.32%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
216,145
shares
|
$10.5 Million
0.25% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
216,125
shares
|
$10.5 Million
2.75% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
214,413
shares
|
$10.4 Million
2.37% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
212,365
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
208,180
shares
|
$10.1 Million
1.84% of portfolio
|
Q2 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
207,169
shares
|
$10.1 Million
1.57% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
206,083
shares
|
$10 Million
3.43% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
205,578
shares
|
$9.99 Million
0.98% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
205,329
shares
|
$9.98 Million
3.19% of portfolio
|
Q1 2025
Reduced 0.23%
|