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 |
|---|---|---|---|---|---|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
479,108
shares
|
$24.1 Million
7.82% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
473,768
shares
|
$23.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
461,753
shares
|
$23.2 Million
0.63% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
439,300
shares
|
$22.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
436,001
shares
|
$21.9 Million
6.48% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
434,264
shares
|
$21.8 Million
0.46% of portfolio
|
Q4 2025
Added 11.46%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
429,988
shares
|
$21.6 Million
0.76% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
429,117
shares
|
$21.6 Million
6.01% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
426,800
shares
|
$21.5 Million
0.01% of portfolio
|
Q3 2025
Added 56.8%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
423,437
shares
|
$21.3 Million
1.71% of portfolio
|
Q4 2025
Added 17.15%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
419,590
shares
|
$21.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 59.56%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
415,842
shares
|
$20.9 Million
1.17% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
411,599
shares
|
$20.7 Million
3.63% of portfolio
|
Q3 2023
Reduced 1.79%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
406,197
shares
|
$20.4 Million
2.0% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Gpwm LLC
|
Jan 21, 2026 Q4 2025 |
404,088
shares
|
$20.3 Million
11.83% of portfolio
|
Q4 2025
Added 5.46%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
391,621
shares
|
$19.7 Million
3.84% of portfolio
|
Q3 2025
New holding
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
391,423
shares
|
$19.7 Million
6.4% of portfolio
|
Q3 2025
Added 30.59%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
390,989
shares
|
$19.7 Million
0.06% of portfolio
|
Q3 2025
Added 45.94%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
380,889
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
377,720
shares
|
$19 Million
0.33% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
376,124
shares
|
$18.9 Million
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
371,208
shares
|
$18.7 Million
3.95% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
370,846
shares
|
$18.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Stairway Partners, LLC
|
Jan 05, 2026 Q4 2025 |
364,720
shares
|
$18.3 Million
0.98% of portfolio
|
Q4 2025
Added 16.05%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
361,914
shares
|
$18.2 Million
0.81% of portfolio
|
Q3 2025
Added 0.17%
|
|