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 $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,920
shares
|
$249,837
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,849
shares
|
$246,232
0.01% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
4,824
shares
|
$244,962
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
4,685
shares
|
$237,904
0.01% of portfolio
|
Q3 2024
Reduced 53.32%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
4,674
shares
|
$237,345
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
4,661
shares
|
$236,685
0.08% of portfolio
|
Q1 2024
Reduced 28.33%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
4,656
shares
|
$236,431
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
4,650
shares
|
$236,127
0.02% of portfolio
|
Q4 2023
Reduced 43.64%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,609
shares
|
$234,045
0.14% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,600
shares
|
$233,588
0.01% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
4,599
shares
|
$233,537
0.22% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
4,592
shares
|
$233,181
0.01% of portfolio
|
Q1 2024
Reduced 34.2%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
4,527
shares
|
$229,881
0.05% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
4,525
shares
|
$229,779
0.01% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
4,482
shares
|
$227,595
0.05% of portfolio
|
Q3 2023
Reduced 35.78%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
4,480
shares
|
$227,494
0.02% of portfolio
|
Q2 2024
Reduced 11.83%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,475
shares
|
$227,240
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,456
shares
|
$226,275
0.02% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,415
shares
|
$224,193
0.02% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
4,380
shares
|
$222,416
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
4,365
shares
|
$221,654
0.06% of portfolio
|
Q1 2024
Reduced 3.92%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,362
shares
|
$221,502
0.04% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
4,347
shares
|
$220,740
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,332
shares
|
$219,978
0.05% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,316
shares
|
$219,166
0.05% of portfolio
|
Q3 2024
Reduced 23.35%
|