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 1,200 institutions that hold shares in the stock, with a total of 512 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,872,287
shares
|
$144 Million
0.15% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,550,303
shares
|
$128 Million
3.46% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,524,812
shares
|
$126 Million
0.23% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,486,868
shares
|
$124 Million
2.56% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
2,455,570
shares
|
$123 Million
0.0% of portfolio
|
Q3 2024
Added 22.13%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
2,436,773
shares
|
$122 Million
4.06% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,382,965
shares
|
$119 Million
0.08% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,234,640
shares
|
$112 Million
0.27% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
2,212,473
shares
|
$111 Million
13.44% of portfolio
|
Q3 2022
Added 33.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,160,385
shares
|
$108 Million
0.15% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,041,612
shares
|
$102 Million
0.22% of portfolio
|
Q4 2024
Added 35.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,959,986
shares
|
$98 Million
0.15% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,874,956
shares
|
$93.7 Million
1.39% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,754,947
shares
|
$87.7 Million
3.29% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,724,896
shares
|
$86.2 Million
38.65% of portfolio
|
Q3 2022
Reduced 16.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,681,351
shares
|
$84.1 Million
0.17% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,576,165
shares
|
$78.8 Million
9.02% of portfolio
|
Q4 2023
Added 10.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,559,848
shares
|
$78 Million
0.02% of portfolio
|
Q3 2024
Added 26.05%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,524,543
shares
|
$76.2 Million
0.87% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
1,514,512
shares
|
$75.7 Million
5.01% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
1,445,344
shares
|
$72.3 Million
2.25% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,398,989
shares
|
$69.9 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,392,376
shares
|
$69.6 Million
1.96% of portfolio
|
Q4 2023
Added 2.6%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
1,364,476
shares
|
$68.2 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,363,024
shares
|
$68.2 Million
7.03% of portfolio
|
Q3 2022
Added 54.7%
|