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 1,303 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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
150,251
shares
|
$7.48 Million
0.42% of portfolio
|
Q4 2024
Added 26.29%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
149,600
shares
|
$7.45 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
148,655
shares
|
$7.4 Million
2.59% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
148,149
shares
|
$7.37 Million
0.11% of portfolio
|
Q3 2023
Reduced 6.89%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
148,029
shares
|
$7.37 Million
1.09% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
147,012
shares
|
$7.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
146,599
shares
|
$7.3 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
145,666
shares
|
$7.25 Million
0.66% of portfolio
|
Q4 2024
Reduced 89.07%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
145,613
shares
|
$7.25 Million
5.78% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
145,164
shares
|
$7.23 Million
0.68% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
142,147
shares
|
$7.08 Million
0.13% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
141,605
shares
|
$7.05 Million
2.23% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
140,129
shares
|
$6.98 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
139,995
shares
|
$6.97 Million
0.45% of portfolio
|
Q4 2024
Added 19.59%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
138,713
shares
|
$6.91 Million
0.6% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
138,637
shares
|
$6.9 Million
0.7% of portfolio
|
Q4 2023
Reduced 47.92%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
138,597
shares
|
$6.9 Million
2.47% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
137,957
shares
|
$6.87 Million
2.81% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
137,514
shares
|
$6.85 Million
0.0% of portfolio
|
Q4 2024
Added 50.91%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
136,967
shares
|
$6.82 Million
0.25% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
136,600
shares
|
$6.8 Million
0.4% of portfolio
|
Q4 2024
Added 219.16%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
136,085
shares
|
$6.77 Million
2.04% of portfolio
|
Q4 2024
Reduced 24.08%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
135,552
shares
|
$6.75 Million
0.12% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
135,536
shares
|
$6.75 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
132,575
shares
|
$6.6 Million
0.13% of portfolio
|
Q4 2024
Added 1141.11%
|