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 605 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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
859,972
shares
|
$43.2 Million
1.16% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
856,096
shares
|
$43 Million
0.4% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
853,000
shares
|
$42.9 Million
2.13% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
845,518
shares
|
$42.5 Million
0.08% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
832,257
shares
|
$41.8 Million
0.05% of portfolio
|
Q3 2025
Added 29.85%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
825,895
shares
|
$41.5 Million
0.72% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
817,640
shares
|
$41.1 Million
6.69% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
790,174
shares
|
$39.7 Million
0.27% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
789,163
shares
|
$39.7 Million
2.28% of portfolio
|
Q4 2025
Added 2.35%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
787,249
shares
|
$39.6 Million
0.14% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
784,837
shares
|
$39.5 Million
0.05% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
779,949
shares
|
$39.2 Million
0.34% of portfolio
|
Q3 2025
Added 51.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
774,755
shares
|
$38.9 Million
0.19% of portfolio
|
Q3 2025
Added 59.0%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
773,610
shares
|
$38.9 Million
1.38% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
746,884
shares
|
$37.5 Million
0.17% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
745,522
shares
|
$37.5 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
724,138
shares
|
$36.4 Million
1.45% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
704,250
shares
|
$35.4 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
686,316
shares
|
$34.5 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
679,977
shares
|
$34.2 Million
2.96% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
675,456
shares
|
$34 Million
2.75% of portfolio
|
Q4 2022
Reduced 0.82%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
674,399
shares
|
$33.9 Million
1.17% of portfolio
|
Q3 2025
Added 27.8%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
673,900
shares
|
$33.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 35.87%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
672,129
shares
|
$33.8 Million
4.24% of portfolio
|
Q3 2025
Added 26.23%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
661,268
shares
|
$33.2 Million
4.22% of portfolio
|
Q3 2025
Added 2.33%
|
|