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Vanguard Tax-Exempt Bond ETF (VTEB) Institutional Ownership

Vanguard Tax-Exempt Bond ETF logo
$50.13 -0.08 (-0.16%)
Closing price 01/31/2025 04:10 PM Eastern
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$50.13 0.00 (0.00%)
As of 01/31/2025 06:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Number of
Institutional Buyers
(last 12 months)
838
Total
Institutional Inflows
(last 12 months)
$3.23B
Number of
Institutional Sellers
(last 12 months)
509
Total
Institutional Outflows
(last 12 months)
$1.82B
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VTEB Institutional Buying and Selling by Quarter

Vanguard Tax-Exempt Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025Joel Adams & Associates Inc.221,743$11.12M10.1%N/A0.035%
1/31/2025Global Retirement Partners LLC35,699$1.79M0.1%-31.9%0.006%
1/31/2025Cornerstone Advisors Asset Management LLC64,404$3.23M0.7%+30.2%0.010%
1/31/2025Atlas Legacy Advisors LLC9,416$472K0.1%N/A0.001%
1/31/2025Davidson Investment Advisors345,603$17.33M0.8%+14.1%0.054%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors102,800$5.15M0.2%-8.1%0.016%
1/31/2025Traction Financial Partners LLC98,939$4.96M3.9%-0.3%0.015%
1/31/2025Steele Capital Management Inc.75,305$3.78M0.2%+200.0%0.012%
1/31/2025Bfsg LLC1,865$93K0.0%-40.7%0.000%
1/31/2025Kestra Investment Management LLC767,016$38.45M1.5%+8.8%0.120%
1/31/2025Atria Wealth Solutions Inc.273,499$13.71M0.1%-17.0%0.043%
1/31/2025D.A. Davidson & CO.10,417$522K0.0%+12.0%0.002%
1/31/2025Empower Advisory Group LLC355,174$17.81M0.1%+13.1%0.056%
1/31/2025Truist Financial Corp838,048$42.01M0.1%+42.6%0.131%
1/31/2025Blue Chip Partners LLC315,822$15.83M1.4%-9.1%0.049%
1/31/2025Cutler Investment Counsel LLC18,874$946K0.1%+264.0%0.003%
1/31/2025Human Investing LLC22,200$1.11M0.2%+7.5%0.003%
1/31/2025Meredith Wealth Planning37,933$1.90M0.8%-5.0%0.006%
1/31/2025Sanctuary Advisors LLC1,434,168$72.01M0.5%+5.1%0.224%
1/31/2025Americana Partners LLC20,326$1.02M0.0%-8.8%0.003%
1/31/2025Pure Portfolios Holdings LLC99,952$5.01M1.9%+30.6%0.016%
1/31/2025WBH Advisory Inc.75,910$3.81M0.4%+33.6%0.012%
1/31/2025Hassell Wealth Management LLC68,343$3.43M1.4%N/A0.011%
1/31/2025JFS Wealth Advisors LLC783,483$39.28M2.7%-1.7%0.123%
1/31/2025Pinnacle Wealth Management Advisory Group LLC74,032$3.71M0.3%+4.6%0.012%
1/31/2025J.W. Cole Advisors Inc.24,086$1.21M0.0%-28.8%0.004%
1/30/2025 Opes Wealth Management LLC45,519$2.28M0.5%+21.4%0.007%
1/30/2025 Valmark Advisers Inc.168,999$8.47M0.1%+7.0%0.026%
1/30/2025 Csenge Advisory Group20,966$1.05M0.1%-1.1%0.003%
1/30/2025 James Investment Research Inc.27,854$1.40M0.2%-35.9%0.004%
1/30/2025 JNBA Financial Advisors123,196$6.18M0.6%-8.6%0.019%
1/30/2025 Kuhn & Co Investment Counsel38,439$1.93M1.6%+5.5%0.006%
1/30/2025 Strategic Financial Concepts LLC31,661$1.59M0.0%N/A0.005%
1/30/2025 Allworth Financial LP649,434$32.49M0.2%+15.4%0.102%
1/30/2025 Principal Securities Inc.119,105$5.97M0.1%+2.8%0.019%
1/30/2025 Legacy Capital Wealth Partners LLC14,156$710K0.2%+18.5%0.002%
1/30/2025 Everhart Financial Group Inc.34,206$1.72M0.4%-6.1%0.005%
1/30/2025 American Financial Advisors LLC6,738$338K0.0%-3.9%0.001%
1/30/2025 Montag A & Associates Inc.4,209$211K0.0%-47.1%0.001%
1/30/2025 Newman Dignan & Sheerar Inc.152,718$7.66M2.0%+4.5%0.024%
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1/30/2025 Salomon & Ludwin LLC516,670$25.90M2.7%+3.3%0.081%
1/30/2025 Members Trust Co2,446,995$122.67M0.0%+0.4%0.383%
1/30/2025 Aveo Capital Partners LLC93,613$4.69M0.5%-10.3%0.015%
1/30/2025 Howard Wealth Management LLC4,187$210K0.1%N/A0.001%
1/30/2025 Compass Financial Group INC SD20,091$1.01M0.2%+27.3%0.003%
1/30/2025 Maryland Capital Advisors Inc.2,295$115K0.1%+388.3%0.000%
1/30/2025 Quadrant Private Wealth Management LLC15,585$781K0.2%+24.3%0.002%
1/30/2025 Valeo Financial Advisors LLC174,282$8.74M0.2%+14.1%0.027%
1/30/2025 Blue Trust Inc.640$32K0.0%-57.4%0.000%
1/30/2025 Kanawha Capital Management LLC4,694$235K0.0%-10.4%0.001%
1/30/2025 Vicus Capital69,207$3.47M0.3%+0.9%0.011%
1/30/2025 W.H. Cornerstone Investments Inc.14,207$712K0.5%+87.3%0.002%
1/30/2025 First Merchants Corp51,500$2.58M0.1%-1.2%0.008%
1/30/2025 Walkner Condon Financial Advisors LLC4,583$230K0.0%+14.9%0.001%
1/30/2025 Values Added Financial LLC118,716$5.95M3.4%-7.7%0.019%
1/30/2025 DHJJ Financial Advisors Ltd.9,277$465K0.2%-29.2%0.001%
1/30/2025 Catalyst Financial Partners LLC6,980$350K0.1%N/A0.001%
1/30/2025 Attessa Capital LLC4,600$231K0.2%N/A0.001%
1/30/2025 ShoreHaven Wealth Partners LLC19,541$980K0.5%+5.1%0.003%
1/30/2025 Windward Private Wealth Management Inc.26,939$1.35M0.5%+41.6%0.004%
1/30/2025 Life Planning Partners Inc1,387,949$69.58M0.5%+3,575.6%0.217%
1/30/2025 Financial Guidance Group Inc.81,358$4.08M2.2%-7.4%0.013%
1/29/2025 Prairieview Wealth Partners LLC102,071$5.12M5.5%+4.6%0.016%
1/29/2025 PrairieView Partners LLC65,296$3.27M0.3%-14.4%0.010%
1/29/2025 Naples Global Advisors LLC37,758$1.89M0.2%+1.8%0.006%
1/29/2025 Diversified Portfolios Inc.8,150$409K0.0%N/A0.001%
1/29/2025 Keener Financial Planning LLC12,063$604K0.4%+6.7%0.002%
1/29/2025 Avidian Wealth Enterprises LLC1,056,831$52.98M2.4%+0.4%0.165%
1/29/2025 Shade Tree Advisors LLC72,151$3.62M3.6%N/A0.011%
1/29/2025 Towneley Capital Management Inc DE295,540$14.82M3.5%+151.4%0.046%
1/29/2025 New Republic Capital LLC1,646$83K0.1%N/A0.000%
1/29/2025 Single Point Partners LLC235,468$11.80M2.7%N/A0.037%
1/29/2025 Latitude Advisors LLC5,635$282K0.2%N/A0.001%
1/29/2025 Sovran Advisors LLC7,066$350K0.0%N/A0.001%
1/29/2025 Peterson Wealth Services1,602$80K0.0%N/A0.000%
1/29/2025 Stonebridge Financial Group LLC303,052$15.19M1.7%N/A0.047%
1/29/2025 Pineridge Advisors LLC9,283$465K0.2%-23.5%0.001%
1/29/2025 Ocean Park Asset Management LLC126,600$6.35M0.2%-23.8%0.020%
1/29/2025 Global Wealth Management Investment Advisory Inc.8,472$425K0.1%+40.5%0.001%
1/29/2025 Bristlecone Advisors LLC122,110$6.12M0.5%-1.5%0.019%
1/29/2025 Soltis Investment Advisors LLC164,010$8.22M0.8%-0.6%0.026%
1/29/2025 Elser Financial Planning Inc8,347$418K0.0%N/A0.001%
1/29/2025 Opal Wealth Advisors LLC90,359$4.53M1.4%-0.4%0.014%
1/29/2025 Wingate Wealth Advisors Inc.16,624$833K0.8%N/A0.003%
1/29/2025 Vested Financial Planning LLC85,262$4.27M4.0%N/A0.013%
1/29/2025 Savant Capital LLC1,246,122$62.47M0.5%+12.4%0.195%
1/29/2025 Luminvest Wealth Management LLC435,437$21.83M8.8%+16.8%0.068%
1/28/2025 Canvas Wealth Advisors LLC4,338$217K0.1%N/A0.001%
1/28/2025 Liberty Capital Management Inc.110,515$5.54M1.2%+2.4%0.017%
1/28/2025 Stone Summit Wealth LLC34,650$1.74M0.6%-8.2%0.005%
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1/28/2025 LJI Wealth Management LLC25,580$1.28M0.3%+5.0%0.004%
1/28/2025 Kestra Private Wealth Services LLC142,147$7.13M0.1%+10.5%0.022%
1/28/2025 Moser Wealth Advisors LLC13,800$692K0.4%-2.1%0.002%
1/28/2025 Financial Life Advisors85,201$4.27M1.6%+1.1%0.013%
1/28/2025 Rede Wealth LLC48,853$2.45M0.9%+3.0%0.008%
1/28/2025 Quotient Wealth Partners LLC405,061$20.31M0.7%+8.1%0.063%
1/28/2025 RFP Financial Group LLC31,563$1.58M0.6%+166.6%0.005%
1/28/2025 Hendershot Investments Inc.3,305$166K0.0%-69.8%0.001%
1/28/2025 Kingsview Wealth Management LLC106,028$5.32M0.1%+44.5%0.017%
1/28/2025 Apollon Wealth Management LLC100,240$5.03M0.1%-2.4%0.016%
(Data available from 1/1/2016 forward)

VTEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTEB shares?

During the previous two years, 1,277 institutional investors and hedge funds held shares of Vanguard Tax-Exempt Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.82B), Charles Schwab Investment Management Inc. ($1.61B), Northwestern Mutual Wealth Management Co. ($1.59B), Charles Schwab Investment Advisory Inc. ($1.49B), Creative Planning ($1.28B), Wealthfront Advisers LLC ($940.15M), 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 1,150 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: JPMorgan Chase & Co. ($64.89M), Charles Schwab Investment Advisory Inc. ($20.84M), TIAA Trust National Association ($13.83M), Creative Planning ($6.83M), Sei Investments Co. ($6.57M), Franklin Resources Inc. ($4.54M), and Envestnet Asset Management Inc. ($4.18M).

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

Institutional investors have bought a total of 268,606,458 shares in the last 24 months. This purchase volume represents approximately $13.39B in transactions.

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

Of the 741 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 ($14.46M), 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 ($3.41M), 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 98,473,801 shares in the last 24 months. This volume of shares sold represents approximately $4.92B in transactions.



This page (NYSEARCA:VTEB) was last updated on 2/1/2025 by MarketBeat.com Staff
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