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 |
|---|---|---|---|---|---|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
244,890
shares
|
$12.3 Million
1.04% of portfolio
|
Q3 2025
Added 18.72%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
244,426
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
244,144
shares
|
$12.3 Million
1.9% of portfolio
|
Q3 2025
Added 34.62%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
243,860
shares
|
$12.3 Million
0.22% of portfolio
|
Q4 2025
Reduced 7.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
243,447
shares
|
$12.2 Million
0.44% of portfolio
|
Q4 2025
Added 17.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
243,407
shares
|
$12.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 23.99%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
242,521
shares
|
$12.2 Million
1.12% of portfolio
|
Q3 2022
Added 5.41%
|
|
|
Roth Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
240,874
shares
|
$12.1 Million
4.09% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
239,423
shares
|
$12 Million
1.24% of portfolio
|
Q4 2025
Added 3.01%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
232,126
shares
|
$11.7 Million
1.28% of portfolio
|
Q4 2025
Reduced 12.51%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
225,063
shares
|
$11.3 Million
1.95% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
220,276
shares
|
$11.1 Million
0.21% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jan 12, 2026 Q4 2025 |
218,414
shares
|
$11 Million
4.66% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
216,846
shares
|
$10.9 Million
0.23% of portfolio
|
Q3 2025
Added 41.63%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
214,258
shares
|
$10.8 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
214,067
shares
|
$10.8 Million
1.13% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
203,583
shares
|
$10.2 Million
0.14% of portfolio
|
Q3 2025
Added 14.93%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
202,960
shares
|
$10.2 Million
1.28% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
202,625
shares
|
$10.2 Million
1.8% of portfolio
|
Q4 2025
Added 4.08%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 14, 2026 Q4 2025 |
200,090
shares
|
$10.1 Million
2.57% of portfolio
|
Q4 2025
Reduced 1.04%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
199,630
shares
|
$10 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
195,377
shares
|
$9.82 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
194,446
shares
|
$9.77 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
194,266
shares
|
$9.77 Million
2.2% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
194,084
shares
|
$9.76 Million
1.18% of portfolio
|
Q3 2024
Reduced 5.88%
|
|