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 1,379 institutions that hold shares in the stock, with a total of 606 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
40,499
shares
|
$2.04 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
40,496
shares
|
$2.04 Million
0.25% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
40,288
shares
|
$2.03 Million
1.91% of portfolio
|
Q3 2025
Added 85.56%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
40,232
shares
|
$2.02 Million
0.1% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Snider Financial Group
Bellevue, WA |
Jan 21, 2026 Q4 2025 |
39,905
shares
|
$2.01 Million
0.54% of portfolio
|
Q4 2025
Reduced 8.9%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
39,826
shares
|
$2 Million
0.29% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
39,773
shares
|
$2 Million
0.38% of portfolio
|
Q3 2025
Reduced 67.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
39,769
shares
|
$2 Million
0.08% of portfolio
|
Q2 2020
Reduced 11.92%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
39,725
shares
|
$2 Million
0.12% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
39,699
shares
|
$2 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2026 Q4 2025 |
39,600
shares
|
$1.99 Million
1.81% of portfolio
|
Q1 2025
New holding
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
39,492
shares
|
$1.99 Million
0.16% of portfolio
|
Q3 2025
Reduced 20.17%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
39,225
shares
|
$1.97 Million
1.55% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
39,211
shares
|
$1.97 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
39,160
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jan 20, 2026 Q4 2025 |
39,090
shares
|
$1.97 Million
1.48% of portfolio
|
Q4 2025
Added 49.84%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
38,792
shares
|
$1.95 Million
0.38% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
38,690
shares
|
$1.94 Million
0.43% of portfolio
|
Q4 2025
Added 14.93%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
38,637
shares
|
$1.94 Million
0.85% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
38,430
shares
|
$1.93 Million
1.65% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
38,422
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
38,386
shares
|
$1.93 Million
1.67% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Culbertson A N & CO Inc
|
Jan 21, 2026 Q4 2025 |
38,200
shares
|
$1.92 Million
0.27% of portfolio
|
Q4 2025
Added 2.14%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
37,500
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
37,192
shares
|
$1.87 Million
0.8% of portfolio
|
Q2 2025
Reduced 6.56%
|
|