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 1,325 institutions that hold shares in the stock, with a total of 564 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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,434,168
shares
|
$70.1 Million
0.46% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,392,376
shares
|
$68 Million
1.96% of portfolio
|
Q4 2023
Added 2.6%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,363,024
shares
|
$66.6 Million
7.03% of portfolio
|
Q3 2022
Added 54.7%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
1,341,714
shares
|
$65.6 Million
3.85% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
1,327,687
shares
|
$64.9 Million
2.86% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,307,093
shares
|
$63.9 Million
0.06% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,269,611
shares
|
$62 Million
11.38% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
1,259,230
shares
|
$61.5 Million
4.8% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,251,508
shares
|
$61.1 Million
21.19% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,202,728
shares
|
$58.8 Million
0.64% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
1,157,807
shares
|
$56.6 Million
1.44% of portfolio
|
Q2 2025
Reduced 21.03%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
1,137,702
shares
|
$55.6 Million
9.73% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
1,075,627
shares
|
$52.6 Million
2.53% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,066,333
shares
|
$52.1 Million
2.2% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
1,050,800
shares
|
$51.3 Million
0.07% of portfolio
|
Q2 2025
Added 282.25%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
1,037,558
shares
|
$50.7 Million
0.36% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,021,172
shares
|
$49.9 Million
11.77% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
1,016,108
shares
|
$49.6 Million
0.83% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
970,763
shares
|
$47.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
970,692
shares
|
$47.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
911,526
shares
|
$44.5 Million
1.6% of portfolio
|
Q2 2025
Added 17.61%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
891,404
shares
|
$43.6 Million
2.33% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
876,232
shares
|
$42.8 Million
0.8% of portfolio
|
Q2 2025
Reduced 33.09%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
867,590
shares
|
$42.4 Million
3.58% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
865,400
shares
|
$42.3 Million
0.46% of portfolio
|
Q2 2025
Reduced 11.25%
|