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 |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
305,192
shares
|
$14.9 Million
1.07% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
305,106
shares
|
$14.9 Million
4.63% of portfolio
|
Q1 2025
Added 7581.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
304,742
shares
|
$14.9 Million
0.04% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
303,926
shares
|
$14.9 Million
2.96% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
302,380
shares
|
$14.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
300,744
shares
|
$14.7 Million
6.93% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
296,755
shares
|
$14.5 Million
1.02% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
292,659
shares
|
$14.3 Million
2.44% of portfolio
|
Q1 2025
Added 31.27%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
292,099
shares
|
$14.3 Million
0.91% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
291,836
shares
|
$14.3 Million
0.06% of portfolio
|
Q1 2025
Added 27.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
291,128
shares
|
$14.2 Million
2.71% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
287,596
shares
|
$14.1 Million
1.79% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
285,539
shares
|
$14 Million
0.49% of portfolio
|
Q2 2025
Reduced 50.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
285,156
shares
|
$13.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 20.41%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
279,910
shares
|
$13.7 Million
2.95% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
276,260
shares
|
$13.5 Million
4.26% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
274,900
shares
|
$13.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.37%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
274,795
shares
|
$13.4 Million
0.07% of portfolio
|
Q1 2025
Added 145.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
267,279
shares
|
$13.1 Million
0.3% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
262,629
shares
|
$12.8 Million
1.45% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
261,767
shares
|
$12.8 Million
3.05% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
258,065
shares
|
$12.6 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
255,174
shares
|
$12.5 Million
4.52% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
254,548
shares
|
$12.4 Million
0.06% of portfolio
|
Q4 2022
Added 9.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
248,113
shares
|
$12.1 Million
0.13% of portfolio
|
Q1 2025
Added 10.75%
|