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 1,329 institutions that hold shares in the stock, with a total of 563 Million shares, which have been reported (via 13F filing form) to have a value of $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
261,767
shares
|
$12.8 Million
3.05% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
259,465
shares
|
$12.7 Million
2.93% of portfolio
|
Q1 2025
Added 76.99%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
258,783
shares
|
$12.6 Million
0.97% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
258,065
shares
|
$12.6 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
256,591
shares
|
$12.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
254,548
shares
|
$12.4 Million
0.06% of portfolio
|
Q4 2022
Added 9.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
253,140
shares
|
$12.4 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Tenret CO LLC
|
May 20, 2025 Q1 2025 |
252,224
shares
|
$12.3 Million
7.59% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
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%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
247,309
shares
|
$12.1 Million
0.56% of portfolio
|
Q1 2025
Added 21.15%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
245,383
shares
|
$12 Million
1.17% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
243,293
shares
|
$11.9 Million
3.47% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
242,521
shares
|
$11.8 Million
1.12% of portfolio
|
Q3 2022
Added 5.41%
|
|
|
Ht Partners LLC
|
Apr 17, 2025 Q1 2025 |
241,079
shares
|
$11.8 Million
4.11% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
238,162
shares
|
$11.6 Million
2.5% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
235,002
shares
|
$11.5 Million
0.99% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
232,769
shares
|
$11.4 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
|
$11.3 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%
|
|
|
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%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
219,812
shares
|
$10.7 Million
2.82% of portfolio
|
Q1 2025
Reduced 40.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
218,718
shares
|
$10.7 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%
|