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 1,302 institutions that hold shares in the stock, with a total of 530 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
308,570
shares
|
$15.4 Million
2.63% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
303,732
shares
|
$15.1 Million
1.25% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
303,052
shares
|
$15.1 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
302,453
shares
|
$15.1 Million
1.26% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
300,967
shares
|
$15 Million
4.46% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
300,051
shares
|
$14.9 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
298,489
shares
|
$14.9 Million
0.04% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
295,540
shares
|
$14.7 Million
3.52% of portfolio
|
Q4 2024
Added 151.45%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
293,463
shares
|
$14.6 Million
5.01% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
291,597
shares
|
$14.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
291,128
shares
|
$14.5 Million
2.71% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
288,306
shares
|
$14.4 Million
7.24% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
282,761
shares
|
$14.1 Million
0.34% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
282,210
shares
|
$14.1 Million
5.46% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
279,653
shares
|
$13.9 Million
0.23% of portfolio
|
Q4 2024
Added 191.41%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
278,777
shares
|
$13.9 Million
1.96% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
277,207
shares
|
$13.8 Million
5.53% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
275,835
shares
|
$13.7 Million
0.49% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
273,499
shares
|
$13.6 Million
0.16% of portfolio
|
Q4 2024
Reduced 16.99%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
272,901
shares
|
$13.6 Million
0.04% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
271,643
shares
|
$13.5 Million
4.62% of portfolio
|
Q4 2024
Reduced 98.36%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
270,968
shares
|
$13.5 Million
3.13% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
270,474
shares
|
$13.5 Million
0.99% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
267,279
shares
|
$13.3 Million
0.3% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
265,416
shares
|
$13.2 Million
0.87% of portfolio
|
Q4 2024
Added 9.42%
|