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 1,294 institutions that hold shares in the stock, with a total of 546 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
27,947
shares
|
$1.41 Million
0.53% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
27,877
shares
|
$1.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
27,855
shares
|
$1.4 Million
0.88% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
27,854
shares
|
$1.4 Million
0.17% of portfolio
|
Q4 2024
Reduced 35.89%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
27,719
shares
|
$1.4 Million
0.44% of portfolio
|
Q4 2024
Reduced 22.24%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
27,687
shares
|
$1.39 Million
1.29% of portfolio
|
Q4 2024
Reduced 98.01%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
27,681
shares
|
$1.39 Million
0.19% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
27,648
shares
|
$1.39 Million
0.46% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
27,503
shares
|
$1.39 Million
0.86% of portfolio
|
Q4 2024
Reduced 17.1%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
27,424
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Perennial Advisors, LLC
New York, NY |
Feb 21, 2025 Q4 2024 |
27,070
shares
|
$1.36 Million
0.3% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
26,939
shares
|
$1.36 Million
0.53% of portfolio
|
Q4 2024
Added 41.59%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
26,759
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
26,693
shares
|
$1.34 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
26,487
shares
|
$1.33 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
26,407
shares
|
$1.33 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
26,357
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2024
Added 17.18%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
26,050
shares
|
$1.31 Million
0.43% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
26,037
shares
|
$1.31 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
25,615
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
25,580
shares
|
$1.29 Million
0.25% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
25,446
shares
|
$1.28 Million
0.16% of portfolio
|
Q4 2024
Reduced 74.92%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
25,363
shares
|
$1.28 Million
0.17% of portfolio
|
Q4 2024
Added 26.28%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
25,340
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
25,245
shares
|
$1.27 Million
0.58% of portfolio
|
Q2 2023
Added 23.57%
|