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 |
|---|---|---|---|---|---|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
18,719
shares
|
$950,550
0.52% of portfolio
|
Q3 2024
Reduced 42.85%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
18,600
shares
|
$944,508
0.47% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
18,566
shares
|
$942,781
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
18,467
shares
|
$937,754
0.19% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
18,441
shares
|
$936,433
0.06% of portfolio
|
Q3 2024
Reduced 30.13%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
18,422
shares
|
$935,469
0.07% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
18,215
shares
|
$924,957
0.39% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
18,147
shares
|
$921,504
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
18,123
shares
|
$920,285
0.26% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
17,992
shares
|
$913,633
0.29% of portfolio
|
Q3 2019
Added 0.64%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
17,961
shares
|
$912,059
0.13% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
17,790
shares
|
$903,376
0.14% of portfolio
|
Q3 2024
Reduced 37.81%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
17,756
shares
|
$901,649
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
17,661
shares
|
$896,825
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
17,561
shares
|
$891,747
0.05% of portfolio
|
Q3 2024
Added 251.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
17,531
shares
|
$890,224
0.08% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
17,504
shares
|
$888,853
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
17,504
shares
|
$888,853
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
17,422
shares
|
$884,689
0.23% of portfolio
|
Q3 2024
Added 77.45%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
17,419
shares
|
$884,536
0.37% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
17,338
shares
|
$880,423
0.18% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
17,338
shares
|
$880,423
0.39% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
17,337
shares
|
$880,372
0.29% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
17,286
shares
|
$877,783
0.73% of portfolio
|
Q4 2023
Added 6.67%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
17,257
shares
|
$876,310
0.03% of portfolio
|
Q3 2024
Added 6.83%
|