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 1,326 institutions that hold shares in the stock, with a total of 564 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
3,638,035
shares
|
$178 Million
2.27% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,619,658
shares
|
$177 Million
0.03% of portfolio
|
Q2 2025
Added 111.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,258,439
shares
|
$159 Million
0.24% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,216,439
shares
|
$157 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
3,158,757
shares
|
$154 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,926,845
shares
|
$143 Million
3.65% of portfolio
|
Q2 2025
Added 19.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,374,390
shares
|
$116 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
2,351,684
shares
|
$115 Million
3.99% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,293,134
shares
|
$112 Million
0.15% of portfolio
|
Q2 2025
Reduced 21.67%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
2,212,473
shares
|
$108 Million
13.44% of portfolio
|
Q3 2022
Added 33.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
2,167,637
shares
|
$106 Million
0.42% of portfolio
|
Q2 2025
Added 120.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,160,385
shares
|
$106 Million
0.15% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,076,352
shares
|
$101 Million
2.33% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,039,201
shares
|
$99.6 Million
1.12% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,984,861
shares
|
$97 Million
0.58% of portfolio
|
Q2 2025
Added 4903.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
1,984,644
shares
|
$97 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,864,210
shares
|
$91.1 Million
1.09% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,724,896
shares
|
$84.3 Million
38.65% of portfolio
|
Q3 2022
Reduced 16.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,722,114
shares
|
$84.1 Million
0.15% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,683,670
shares
|
$82.3 Million
0.47% of portfolio
|
Q2 2025
Added 23.04%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,594,827
shares
|
$77.9 Million
3.26% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,576,165
shares
|
$77 Million
9.02% of portfolio
|
Q4 2023
Added 10.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,567,346
shares
|
$76.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
1,529,950
shares
|
$74.8 Million
0.49% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,460,870
shares
|
$71.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 13.43%
|