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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
101,249
shares
|
$5.02 Million
1.53% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
100,996
shares
|
$5.01 Million
0.05% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
100,678
shares
|
$4.99 Million
0.79% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
100,240
shares
|
$4.97 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
100,211
shares
|
$4.97 Million
0.07% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
99,952
shares
|
$4.96 Million
1.86% of portfolio
|
Q4 2024
Added 30.55%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
99,785
shares
|
$4.95 Million
0.31% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
99,395
shares
|
$4.93 Million
1.17% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
98,999
shares
|
$4.91 Million
3.35% of portfolio
|
Q4 2024
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
98,939
shares
|
$4.91 Million
3.85% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
98,152
shares
|
$4.87 Million
2.43% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
96,815
shares
|
$4.8 Million
0.83% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
96,744
shares
|
$4.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
96,183
shares
|
$4.77 Million
0.17% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
95,824
shares
|
$4.75 Million
1.8% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
95,764
shares
|
$4.75 Million
0.13% of portfolio
|
Q4 2024
Reduced 43.67%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
95,461
shares
|
$4.73 Million
2.51% of portfolio
|
Q4 2024
Reduced 27.59%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
95,421
shares
|
$4.73 Million
0.5% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
95,168
shares
|
$4.72 Million
1.21% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
94,891
shares
|
$4.71 Million
1.13% of portfolio
|
Q4 2024
Added 38.27%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
94,648
shares
|
$4.69 Million
0.72% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
94,398
shares
|
$4.68 Million
0.36% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
94,202
shares
|
$4.67 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
94,118
shares
|
$4.67 Million
0.84% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
93,989
shares
|
$4.66 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.11%
|