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 1,337 institutions that hold shares in the stock, with a total of 562 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 |
|---|---|---|---|---|---|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
148,787
shares
|
$7.28 Million
1.48% of portfolio
|
Q2 2025
Reduced 37.53%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
148,149
shares
|
$7.25 Million
0.11% of portfolio
|
Q3 2023
Reduced 6.89%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
148,052
shares
|
$7.24 Million
0.12% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
148,029
shares
|
$7.24 Million
1.09% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
147,712
shares
|
$7.22 Million
2.06% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
147,369
shares
|
$7.21 Million
3.2% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
146,969
shares
|
$7.19 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
146,268
shares
|
$7.15 Million
0.13% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
145,707
shares
|
$7.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
145,164
shares
|
$7.1 Million
0.68% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
143,700
shares
|
$7.03 Million
1.2% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
142,151
shares
|
$6.95 Million
2.63% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
142,099
shares
|
$6.95 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
141,941
shares
|
$6.94 Million
5.61% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
140,416
shares
|
$6.87 Million
0.68% of portfolio
|
Q2 2025
Reduced 28.8%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
140,313
shares
|
$6.86 Million
0.06% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
138,891
shares
|
$6.79 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
138,713
shares
|
$6.78 Million
0.6% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
138,637
shares
|
$6.78 Million
0.7% of portfolio
|
Q4 2023
Reduced 47.92%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
137,176
shares
|
$6.71 Million
2.88% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
136,735
shares
|
$6.69 Million
3.16% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
135,312
shares
|
$6.62 Million
2.48% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
134,418
shares
|
$6.57 Million
1.53% of portfolio
|
Q2 2025
Added 40.26%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
133,800
shares
|
$6.54 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
132,878
shares
|
$6.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 51.42%
|