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 |
|---|---|---|---|---|---|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
62,394
shares
|
$3.05 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
62,391
shares
|
$3.05 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
61,908
shares
|
$3.03 Million
2.18% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
61,608
shares
|
$3.01 Million
0.27% of portfolio
|
Q2 2025
Reduced 42.73%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
61,525
shares
|
$3.01 Million
1.45% of portfolio
|
Q1 2025
Reduced 33.58%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
60,847
shares
|
$2.98 Million
0.15% of portfolio
|
Q1 2025
Added 21.06%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
60,737
shares
|
$2.97 Million
0.08% of portfolio
|
Q1 2025
Reduced 36.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
60,089
shares
|
$2.94 Million
0.19% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
60,067
shares
|
$2.94 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
59,773
shares
|
$2.92 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
59,556
shares
|
$2.91 Million
1.0% of portfolio
|
Q1 2025
Added 51.66%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
59,289
shares
|
$2.9 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
59,180
shares
|
$2.89 Million
1.28% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
59,172
shares
|
$2.89 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
59,135
shares
|
$2.89 Million
0.23% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
59,121
shares
|
$2.89 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
58,775
shares
|
$2.87 Million
1.04% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
58,701
shares
|
$2.87 Million
1.54% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
58,650
shares
|
$2.87 Million
0.12% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
58,357
shares
|
$2.85 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
58,115
shares
|
$2.84 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
57,874
shares
|
$2.83 Million
2.57% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
57,602
shares
|
$2.82 Million
0.05% of portfolio
|
Q1 2025
Reduced 56.55%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
57,598
shares
|
$2.82 Million
0.25% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
56,422
shares
|
$2.76 Million
0.26% of portfolio
|
Q1 2025
Added 24.23%
|