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 1,331 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 $28.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
276,707
shares
|
$13.8 Million
4.1% of portfolio
|
Q2 2025
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
276,260
shares
|
$13.8 Million
4.26% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
275,544
shares
|
$13.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
275,298
shares
|
$13.8 Million
0.09% of portfolio
|
Q2 2025
Added 737.51%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
272,200
shares
|
$13.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 93.63%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
268,424
shares
|
$13.4 Million
0.01% of portfolio
|
Q2 2025
Added 121.94%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
267,917
shares
|
$13.4 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
267,279
shares
|
$13.4 Million
0.3% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
263,221
shares
|
$13.2 Million
0.04% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
257,023
shares
|
$12.8 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
255,174
shares
|
$12.8 Million
4.52% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
254,548
shares
|
$12.7 Million
0.06% of portfolio
|
Q4 2022
Added 9.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
253,122
shares
|
$12.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
247,790
shares
|
$12.4 Million
3.27% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
246,195
shares
|
$12.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
242,521
shares
|
$12.1 Million
1.12% of portfolio
|
Q3 2022
Added 5.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
242,355
shares
|
$12.1 Million
0.1% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
242,144
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
241,902
shares
|
$12.1 Million
0.9% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
238,192
shares
|
$11.9 Million
2.15% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
227,290
shares
|
$11.4 Million
0.91% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
218,242
shares
|
$10.9 Million
0.51% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
217,373
shares
|
$10.9 Million
2.12% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
217,315
shares
|
$10.9 Million
0.46% of portfolio
|
Q2 2025
Added 105.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
216,145
shares
|
$10.8 Million
0.25% of portfolio
|
Q2 2025
Reduced 14.61%
|