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 $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
21,693
shares
|
$1.1 Million
0.37% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
21,683
shares
|
$1.1 Million
0.4% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
21,682
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2024
Added 30.56%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
21,643
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
21,565
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
21,422
shares
|
$1.09 Million
0.69% of portfolio
|
Q3 2024
Added 75.36%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
21,364
shares
|
$1.08 Million
0.75% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
21,226
shares
|
$1.08 Million
0.48% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
21,204
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
21,005
shares
|
$1.07 Million
0.28% of portfolio
|
Q2 2022
Reduced 0.78%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
20,948
shares
|
$1.06 Million
0.4% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
20,868
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2024
Added 17.82%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
20,854
shares
|
$1.06 Million
0.25% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
20,703
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.34%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
20,650
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
20,645
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
20,618
shares
|
$1.05 Million
0.27% of portfolio
|
Q1 2024
Added 10.56%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
20,577
shares
|
$1.04 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
20,466
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
20,430
shares
|
$1.04 Million
0.38% of portfolio
|
Q2 2024
Reduced 19.07%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2024 Q3 2024 |
20,380
shares
|
$1.03 Million
1.63% of portfolio
|
Q4 2022
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
20,271
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
20,256
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 24.83%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
20,250
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.38%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
20,085
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.16%
|