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Vanguard Tax-Exempt Bond ETF (VTEB) Institutional Ownership

Vanguard Tax-Exempt Bond ETF logo
$48.50 +0.37 (+0.77%)
As of 04/14/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Number of
Institutional Buyers
(last 12 months)
951
Total
Institutional Inflows
(last 12 months)
$5.60B
Number of
Institutional Sellers
(last 12 months)
539
Total
Institutional Outflows
(last 12 months)
$3.16B
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VTEB Institutional Buying and Selling by Quarter

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Vanguard Tax-Exempt Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Farther Finance Advisors LLC113,968$5.66M0.1%-0.9%0.016%
4/14/2025Daymark Wealth Partners LLC22,550$1.12M0.0%+10.2%0.003%
4/14/2025Great Waters Wealth Management60,475$3.00M0.4%-10.9%0.008%
4/14/2025First Citizens Bank & Trust Co.30,833$1.53M0.0%+0.8%0.004%
4/14/2025Single Point Partners LLC261,767$12.99M2.6%+11.2%0.036%
4/14/202525 LLC194,222$9.64M4.0%+5.8%0.027%
4/14/2025Capital Investment Advisors LLC10,503$521K0.0%-19.6%0.001%
4/14/2025Park Avenue Securities LLC135,792$6.74M0.1%+34.5%0.019%
4/14/2025OLD National Bancorp IN310,924$15.43M0.4%+10.0%0.043%
4/14/2025Lpwm LLC15,681$778K0.3%-6.6%0.002%
4/14/2025ARS Wealth Advisors Group LLC12,250$608K0.1%-49.5%0.002%
4/14/2025Miracle Mile Advisors LLC158,813$7.88M0.2%+177.5%0.022%
4/14/2025RDA Financial Network15,982$793K0.2%-2.1%0.002%
4/14/2025Revolve Wealth Partners LLC31,669$1.57M0.2%+132.5%0.004%
4/14/2025Rockwood Wealth Management LLC107,577$5.34M0.5%-40.8%0.015%
4/14/2025Wedmont Private Capital1,365,745$65.73M3.3%+12.3%0.189%
4/14/2025UMB Bank n.a.173,706$8.62M0.1%-37.9%0.024%
4/14/2025Perennial Advisors LLC26,050$1.29M0.3%-3.8%0.004%
4/14/2025ONE Advisory Partners LLC147,369$7.31M3.1%-2.9%0.020%
4/14/2025Sunflower Bank N.A.812,890$40.34M11.3%+0.1%0.113%
4/11/2025 Gleason Group Inc.84,561$4.20M0.8%N/A0.012%
4/11/2025 Intergy Private Wealth LLC26,372$1.31M0.5%-5.6%0.004%
4/11/2025 Towneley Capital Management Inc DE317,590$15.76M3.7%+7.5%0.044%
4/11/2025 OLIO Financial Planning68,256$3.39M1.2%-1.0%0.009%
4/11/2025 First Affirmative Financial Network5,680$282K0.2%+4.5%0.001%
4/11/2025 Disciplined Investments LLC16,011$794K0.4%+75.7%0.002%
4/11/2025 Cranbrook Wealth Management LLC20,526$1.02M0.2%+36.9%0.003%
4/11/2025 Verum Partners LLC9,154$454K0.1%-3.4%0.001%
4/11/2025 Eagle Rock Investment Company LLC102,015$5.06M0.9%+5.4%0.014%
4/11/2025 Snider Financial Group43,420$2.16M0.7%+30.6%0.006%
4/11/2025 SeaCrest Wealth Management LLC4,549$226K0.0%-8.0%0.001%
4/11/2025 McNamara Financial Services Inc.110,909$5.50M1.2%+1.5%0.015%
4/11/2025 Prospect Financial Services LLC18,876$937K0.5%+4.3%0.003%
4/11/2025 Magnus Financial Group LLC11,235$557K0.1%-42.7%0.002%
4/11/2025 Consilio Wealth Advisors LLC21,493$1.07M0.4%N/A0.003%
4/11/2025 Mason & Associates LLC108,353$5.38M1.5%-20.4%0.015%
4/11/2025 Enclave Advisors LLC321,448$15.95M2.7%-19.4%0.045%
4/11/2025 ACT Wealth Management LLC29,500$1.46M0.7%+210.5%0.004%
4/11/2025 Prosperity Planning Inc.17,105$849K0.3%-1.3%0.002%
4/11/2025 Foster Group Inc.775,053$38.46M1.4%-1.4%0.107%
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4/11/2025 AMI Investment Management Inc.170,387$8.46M2.7%+1.4%0.024%
4/11/2025 Annex Advisory Services LLC11,344$563K0.0%+16.6%0.002%
4/10/2025 Breakwater Capital Group39,042$1.94M0.3%-15.5%0.005%
4/10/2025 Retirement Planning Group LLC46,177$2.29M0.1%N/A0.006%
4/10/2025 Chatham Capital Group Inc.61,915$3.07M0.5%+18.4%0.009%
4/10/2025 Charles Schwab Trust Co19,311$958K0.1%N/A0.003%
4/10/2025 Chesley Taft & Associates LLC108,005$5.36M0.3%+5.7%0.015%
4/10/2025 Cypress Wealth Services LLC31,099$1.54M0.3%-1.8%0.004%
4/10/2025 Naples Global Advisors LLC38,558$1.91M0.2%+2.1%0.005%
4/10/2025 Leverty Financial Group LLC18,171$902K0.4%-73.8%0.003%
4/10/2025 Brand Asset Management Group Inc.9,911$492K0.2%+8.2%0.001%
4/10/2025 Wealth Alliance Advisory Group LLC36,782$1.83M0.4%+12.2%0.005%
4/10/2025 Firethorn Wealth Partners LLC19,813$983K0.5%-16.6%0.003%
4/10/2025 Watershed Private Wealth LLC84,820$4.21M1.7%+38.5%0.012%
4/10/2025 CPR Investments Inc.39,600$1.97M1.7%N/A0.005%
4/10/2025 Apella Capital LLC337,840$16.39M0.6%+12.6%0.047%
4/10/2025 Horizons Wealth Management12,029$597K0.4%+33.5%0.002%
4/10/2025 Presilium Private Wealth LLC21,186$1.05M0.2%+2.0%0.003%
4/10/2025 CGN Advisors LLC197,225$9.79M1.0%-2.9%0.027%
4/10/2025 Rialto Wealth Management LLC35,391$1.76M0.6%-2.7%0.005%
4/9/2025 RFG Advisory LLC97,871$4.86M0.1%-43.3%0.014%
4/9/2025 Capital Asset Advisory Services LLC69,008$3.42M0.2%+4.3%0.010%
4/9/2025 Fulton Bank N.A.54,830$2.72M0.1%-6.1%0.008%
4/9/2025 ST Germain D J Co. Inc.39,059$1.94M0.1%+21.1%0.005%
4/9/2025 Merit Financial Group LLC214,275$10.63M0.2%+58.1%0.030%
4/9/2025 Anderson Hoagland & Co.321,424$15.50M1.9%+25.6%0.045%
4/9/2025 High Net Worth Advisory Group LLC19,493$967K0.3%-1.7%0.003%
4/9/2025 Graves Light Lenhart Wealth Inc.105,294$5.23M0.6%+14.8%0.015%
4/9/2025 Divergent Planning LLC275,302$13.71M4.5%+3.9%0.038%
4/9/2025 Towerpoint Wealth LLC12,270$609K0.3%-21.7%0.002%
4/9/2025 LVW Advisors LLC20,952$1.04M0.1%-17.7%0.003%
4/9/2025 McNaughton Wealth Management LLC82,596$4.10M2.0%+5.4%0.011%
4/9/2025 West Financial Advisors LLC1,086,022$53.89M10.2%+8.3%0.151%
4/9/2025 Moller Wealth Partners365,718$18.15M4.5%+9.0%0.051%
4/9/2025 Websterrogers Financial Advisors LLC155,660$7.72M2.6%+12.3%0.022%
4/9/2025 SigFig Wealth Management LLC130,996$6.49M0.2%-4.4%0.018%
4/9/2025 American National Bank & Trust25,934$1.29M0.1%+193.0%0.004%
4/9/2025 Bond & Devick Financial Network Inc.16,039$796K0.3%+5.3%0.002%
4/9/2025 180 Wealth Advisors LLC4,900$243K0.0%-7.9%0.001%
4/8/2025 Aletheian Wealth Advisors LLC34,071$1.69M1.0%-2.6%0.005%
4/8/2025 Bowman & Co S.C.92,648$4.60M2.3%-2.9%0.013%
4/8/2025 Catalyst Private Wealth LLC56,857$2.82M1.4%+488.4%0.008%
4/8/2025 Winthrop Advisory Group LLC183,194$9.09M1.1%+817.0%0.025%
4/8/2025 Advisory Alpha LLC7,979$396K0.0%-21.2%0.001%
4/8/2025 Private Client Services LLC13,070$649K0.3%-11.4%0.002%
4/8/2025 Parallel Advisors LLC32,692$1.62M0.0%-28.6%0.005%
4/7/2025 Benchmark Wealth Management LLC97,390$4.83M2.3%-0.8%0.013%
4/7/2025 Stairway Partners LLC318,407$15.80M1.0%+0.6%0.044%
4/7/2025 GAMMA Investing LLC591,768$29.36M0.0%N/A0.082%
4/7/2025 AdvisorNet Financial Inc15,488$769K0.1%-67.0%0.002%
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4/7/2025 FC Advisory LLC21,158$1.05M0.4%-6.6%0.003%
4/4/2025 Kings Path Partners LLC27,366$1.36M0.7%-16.9%0.004%
4/4/2025 Moody National Bank Trust Division128,114$6.36M0.7%+164.9%0.018%
4/4/2025 Agate Pass Investment Management LLC9,268$460K0.2%-19.2%0.001%
4/3/2025 Central Pacific Bank Trust Division6,793$337K0.0%+229.9%0.001%
4/3/2025 Collective Family Office LLC56,625$2.81M0.8%+3.0%0.008%
4/3/2025 First Citizens Financial Corp5,779$287K0.2%+11.8%0.001%
4/3/2025 Insight Wealth Strategies LLC73,647$3.65M0.5%+2.7%0.010%
4/2/2025 Marcum Wealth LLC54,483$2.70M0.2%-11.5%0.008%
4/2/2025 Beacon Wealthcare LLC134,388$6.67M2.7%-2.6%0.019%
(Data available from 1/1/2016 forward)

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VTEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTEB shares?

During the previous two years, 1,389 institutional investors and hedge funds held shares of Vanguard Tax-Exempt Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.95B), Charles Schwab Investment Management Inc. ($1.64B), Northwestern Mutual Wealth Management Co. ($1.59B), Charles Schwab Investment Advisory Inc. ($1.49B), Creative Planning ($1.28B), Raymond James Financial Inc. ($1.04B), and Raymond James & Associates ($918.60M).Learn more on VTEB's institutional investors.

Which institutional investors have been buying Vanguard Tax-Exempt Bond ETF stock?

Of the 1,255 institutional investors that purchased Vanguard Tax-Exempt Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($20.78M), JPMorgan Chase & Co. ($17.04M), Brooklyn FI LLC ($16.66M), TIAA Trust National Association ($16.14M), Charles Schwab Investment Advisory Inc. ($11.72M), Creative Planning ($5.80M), and FMR LLC ($3.96M).

How much institutional buying is happening at Vanguard Tax-Exempt Bond ETF?

Institutional investors have bought a total of 236,703,450 shares in the last 24 months. This purchase volume represents approximately $11.84B in transactions.

Which Vanguard Tax-Exempt Bond ETF major shareholders have been selling company stock?

Of the 773 institutional investors that sold Vanguard Tax-Exempt Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthfront Advisers LLC ($45.82M), JPMorgan Chase & Co. ($12.36M), Charles Schwab Investment Advisory Inc. ($8.01M), Orgel Wealth Management LLC ($7.56M), RWA Wealth Partners LLC ($4.40M), FMR LLC ($3.85M), and Northwestern Mutual Wealth Management Co. ($2.89M).

How much institutional selling is happening at Vanguard Tax-Exempt Bond ETF?

Institutional investors have sold a total of 130,902,602 shares in the last 24 months. This volume of shares sold represents approximately $6.55B in transactions.



This page (NYSEARCA:VTEB) was last updated on 4/15/2025 by MarketBeat.com Staff
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