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 1,302 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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
806,374
shares
|
$40.1 Million
0.34% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
797,994
shares
|
$39.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
786,209
shares
|
$39.1 Million
1.56% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
783,483
shares
|
$39 Million
2.69% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
767,016
shares
|
$38.2 Million
1.51% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
761,525
shares
|
$37.9 Million
0.02% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
758,765
shares
|
$37.8 Million
5.63% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
753,987
shares
|
$37.5 Million
4.0% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
738,083
shares
|
$36.7 Million
6.97% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
720,590
shares
|
$35.9 Million
2.65% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
712,413
shares
|
$35.5 Million
1.59% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
704,877
shares
|
$35.1 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
704,250
shares
|
$35.1 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
677,785
shares
|
$33.7 Million
1.34% of portfolio
|
Q4 2024
Added 37.37%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
677,339
shares
|
$33.7 Million
0.42% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
675,456
shares
|
$33.6 Million
2.75% of portfolio
|
Q4 2022
Reduced 0.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
673,996
shares
|
$33.6 Million
0.53% of portfolio
|
Q4 2024
Added 1078.31%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
654,869
shares
|
$32.6 Million
11.55% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
649,434
shares
|
$32.3 Million
0.19% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
648,667
shares
|
$32.3 Million
2.33% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
639,565
shares
|
$31.8 Million
4.65% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
639,311
shares
|
$31.8 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
621,774
shares
|
$31 Million
1.1% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
576,796
shares
|
$28.7 Million
8.6% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
575,241
shares
|
$28.6 Million
2.53% of portfolio
|
Q4 2024
Reduced 14.34%
|