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 1,176 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
81,186
shares
|
$4.14 Million
1.49% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
80,830
shares
|
$4.12 Million
1.19% of portfolio
|
Q3 2024
Added 23.62%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
80,724
shares
|
$4.12 Million
2.7% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
80,604
shares
|
$4.11 Million
0.08% of portfolio
|
Q2 2024
Added 2.79%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
80,055
shares
|
$4.08 Million
1.99% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
79,880
shares
|
$4.07 Million
0.2% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
79,166
shares
|
$4.04 Million
0.18% of portfolio
|
Q3 2024
Added 108.19%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
78,536
shares
|
$4 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
77,335
shares
|
$3.94 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
77,183
shares
|
$3.93 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
76,900
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
76,562
shares
|
$3.9 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
76,523
shares
|
$3.9 Million
0.52% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
76,245
shares
|
$3.89 Million
0.41% of portfolio
|
Q3 2024
Added 26.86%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
75,944
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 35.23%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
75,741
shares
|
$3.86 Million
0.92% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
75,497
shares
|
$3.85 Million
0.16% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
74,990
shares
|
$3.82 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
74,822
shares
|
$3.81 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
74,728
shares
|
$3.81 Million
1.38% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
74,695
shares
|
$3.81 Million
1.43% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
74,263
shares
|
$3.79 Million
0.65% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
73,593
shares
|
$3.75 Million
0.11% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
73,368
shares
|
$3.74 Million
0.08% of portfolio
|
Q3 2024
Added 145.12%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
73,123
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2024
Added 2.6%
|