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 |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
11,947
shares
|
$606,668
0.11% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
11,843
shares
|
$601,387
0.94% of portfolio
|
Q3 2023
Reduced 1.33%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
11,841
shares
|
$601,285
0.21% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
11,821
shares
|
$600,270
0.14% of portfolio
|
Q3 2024
Reduced 52.7%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
11,745
shares
|
$596,411
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
11,522
shares
|
$585,087
0.03% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
11,460
shares
|
$581,938
0.03% of portfolio
|
Q2 2024
Added 77.26%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
11,451
shares
|
$581,481
0.46% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
11,303
shares
|
$573,966
0.38% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
11,283
shares
|
$572,950
0.25% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
11,156
shares
|
$566,501
0.12% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
11,155
shares
|
$566,450
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
11,119
shares
|
$564,622
0.31% of portfolio
|
Q3 2024
Added 75.74%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,066
shares
|
$561,931
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
10,983
shares
|
$557,716
0.26% of portfolio
|
Q3 2024
Reduced 37.81%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,950
shares
|
$556,041
0.07% of portfolio
|
Q3 2023
Reduced 15.44%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
10,939
shares
|
$555,482
0.08% of portfolio
|
Q4 2023
Reduced 56.2%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
10,733
shares
|
$545,021
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
10,682
shares
|
$542,431
0.01% of portfolio
|
Q3 2024
Added 105.42%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,680
shares
|
$542,330
0.05% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
10,530
shares
|
$534,713
0.32% of portfolio
|
Q4 2023
Added 28.41%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
10,508
shares
|
$533,596
0.01% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
10,503
shares
|
$533,342
0.21% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
10,498
shares
|
$533,088
0.22% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
10,479
shares
|
$532,123
0.14% of portfolio
|
Q2 2024
Reduced 10.27%
|