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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
876,063
shares
|
$42.8 Million
3.96% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
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%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
855,462
shares
|
$41.8 Million
10.63% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
830,246
shares
|
$40.6 Million
0.09% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
814,860
shares
|
$39.9 Million
7.02% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
797,763
shares
|
$39 Million
2.69% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
788,564
shares
|
$38.6 Million
1.26% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
778,873
shares
|
$38.1 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
765,171
shares
|
$37.4 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
761,250
shares
|
$37.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
723,668
shares
|
$35.4 Million
1.42% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
704,250
shares
|
$34.4 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
699,132
shares
|
$34.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
682,255
shares
|
$33.4 Million
0.47% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
675,456
shares
|
$33 Million
2.75% of portfolio
|
Q4 2022
Reduced 0.82%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
675,264
shares
|
$33 Million
3.13% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
671,465
shares
|
$32.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
658,251
shares
|
$32.2 Million
4.54% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
657,146
shares
|
$32.1 Million
0.19% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
650,855
shares
|
$31.8 Million
10.23% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
648,667
shares
|
$31.7 Million
2.33% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
644,765
shares
|
$31.5 Million
4.4% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
639,311
shares
|
$31.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
624,098
shares
|
$30.5 Million
1.11% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
620,673
shares
|
$30.4 Million
3.42% of portfolio
|
Q2 2025
Added 633.99%
|