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Vanguard Tax-Exempt Bond ETF (VTEB) Institutional Ownership

Vanguard Tax-Exempt Bond ETF logo
$48.95 -0.02 (-0.04%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1021
Total
Institutional Inflows
(last 12 months)
$5.82B
Number of
Institutional Sellers
(last 12 months)
626
Total
Institutional Outflows
(last 12 months)
$3.45B
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VTEB Institutional Buying and Selling by Quarter

Vanguard Tax-Exempt Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 Trinity Financial Advisors LLC195,385$9.58M2.9%+29.5%0.025%
7/3/2025 Garde Capital Inc.891,404$43.71M2.3%-6.2%0.116%
7/3/2025 Collective Family Office LLC46,240$2.27M0.6%-18.3%0.006%
7/3/2025 Stairway Partners LLC333,868$16.37M0.9%+4.9%0.044%
7/1/2025 Private Client Services LLC17,903$878K0.3%+37.0%0.002%
6/24/2025Rainier Family Wealth Inc.17,151$851K1.0%N/A0.002%
6/16/2025Lynx Investment Advisory9,740$483K0.3%+72.7%0.001%
6/10/2025Birchbrook Inc.5,785$287K0.2%+22.6%0.001%
6/3/2025Invst LLC83,032$4.12M0.6%-21.5%0.011%
6/2/2025Modern Wealth Management LLC31,565$1.57M0.1%-8.5%0.004%
5/29/2025Plum Street Advisors LLC42,843$2.13M1.0%-2.4%0.006%
5/29/2025Apeiron RIA LLC20,245$1.01M0.3%-18.9%0.003%
5/28/2025Jones Financial Companies Lllp3,529,097$174.95M0.2%+2.5%0.483%
5/28/2025Intrua Financial LLC5,633$280K0.0%-5.1%0.001%
5/23/2025Strategic Financial Services Inc.26,162$1.30M0.1%+31.4%0.004%
5/21/2025McAdam LLC85,660$4.25M0.3%-28.9%0.012%
5/21/2025Geneos Wealth Management Inc.122,326$6.07M0.2%+74.8%0.017%
5/20/2025Tenret Co LLC252,224$12.52M7.6%+19.5%0.034%
5/20/2025Fortis Capital Advisors LLC8,732$433K0.1%N/A0.001%
5/20/2025Belpointe Asset Management LLC24,635$1.22M0.1%+12.7%0.003%
5/20/2025Focus Partners Wealth909,113$45.11M0.1%+293.6%0.124%
5/20/2025Strive Asset Management LLC5,345$265K0.2%-94.9%0.001%
5/20/2025Glenview Trust co65,035$3.23M0.1%+118.9%0.009%
5/19/2025Jane Street Group LLC187,400$9.30M0.0%+1,498.4%0.026%
5/19/2025SageView Advisory Group LLC86,729$4.30M0.2%-0.9%0.012%
5/19/2025Advisory Alpha LLC9,610$477K0.0%-5.1%0.001%
5/19/2025 Trinity Financial Advisors LLC150,865$7.51M2.7%+39.1%0.021%
5/19/2025Alaethes Wealth LLC132,194$6.56M2.4%+9.7%0.018%
5/19/2025SCS Capital Management LLC2,342,086$116.21M1.5%-0.9%0.320%
5/16/2025McIlrath & Eck LLC35,525$1.76M0.2%-6.3%0.005%
5/16/2025Ascent Group LLC109,486$5.43M0.2%+1,394.3%0.015%
5/16/2025Arete Wealth Advisors LLC6,382$317K0.0%+51.6%0.001%
5/16/2025Bell Investment Advisors Inc4,274$212K0.0%-42.1%0.001%
5/16/2025Signature Estate & Investment Advisors LLC9,028$448K0.0%-39.4%0.001%
5/16/2025Ashton Thomas Private Wealth LLC102,477$5.09M0.2%+197.5%0.014%
5/16/2025Goldman Sachs Group Inc.977,027$48.48M0.0%-1.6%0.127%
5/16/2025Kestra Investment Management LLC788,564$39.13M1.2%+2.8%0.108%
5/16/2025Jones Financial Companies Lllp3,928,838$194.95M0.2%+14.1%0.537%
5/16/2025Financial Strategies Group Inc.48,510$2.36M0.6%+7.0%0.007%
5/16/2025Sepio Capital LP74,996$3.72M0.3%-9.9%0.010%
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5/16/2025Sheridan Capital Management LLC5,050$251K0.2%N/A0.001%
5/16/2025Ruggaard & Associates LLC5,440$270K0.1%N/A0.001%
5/16/2025NewEdge Advisors LLC408,480$20.27M0.1%-6.2%0.056%
5/16/2025Integrated Wealth Concepts LLC1,106,794$54.92M0.6%+17.0%0.151%
5/16/2025Hancock Whitney Corp59,773$2.97M0.1%-0.8%0.008%
5/16/2025Beaird Harris Wealth Management LLC876,063$43.47M3.7%+1.6%0.120%
5/16/2025AQR Capital Management LLC125,935$6.25M0.0%+255.6%0.017%
5/16/2025Ancora Advisors LLC5,917$294K0.0%+18.6%0.001%
5/16/2025Aprio Wealth Management LLC165,111$8.19M1.0%+30.6%0.023%
5/15/2025EP Wealth Advisors LLC778,873$38.65M0.3%-3.4%0.107%
5/15/2025Ashton Thomas Securities LLC54,441$2.70M0.7%+3.2%0.007%
5/15/2025Core Wealth Advisors Inc.27,573$1.37M0.4%-6.3%0.004%
5/15/2025Focus Partners Advisor Solutions LLC43,836$2.18M0.0%-14.9%0.006%
5/15/2025Flputnam Investment Management Co.58,357$2.90M0.1%-18.8%0.008%
5/15/2025Royal Bank of Canada1,710,860$84.89M0.0%+15.9%0.234%
5/15/2025Betterment LLC105,892$5.25M0.0%+53.3%0.014%
5/15/2025MAI Capital Management101,836$5.05M0.0%+8.1%0.014%
5/15/2025Calton & Associates Inc.7,630$379K0.1%+28.4%0.001%
5/15/2025Certior Financial Group LLC38,674$1.92M1.6%+48.5%0.005%
5/15/2025Baird Financial Group Inc.1,679,830$83.35M0.2%+0.1%0.230%
5/15/2025Vermillion & White Wealth Management Group LLC3,111$154K0.1%+250.7%0.000%
5/15/2025WPG Advisers LLC17,871$887K0.8%N/A0.002%
5/15/2025TD Capital Management LLC86,633$4.30M0.4%+3.5%0.012%
5/15/2025Tortoise Investment Management LLC70,240$3.49M0.4%-1.1%0.010%
5/15/2025Hanover Advisors Inc.21,791$1.08M0.5%+9.3%0.003%
5/14/2025Note Advisors LLC33,694$1.67M1.4%-8.3%0.005%
5/14/2025Valley Financial Group Inc.4,449$221K0.1%+5.5%0.001%
5/14/2025Ieq Capital LLC18,560$921K0.0%+5.3%0.003%
5/14/2025CreativeOne Wealth LLC37,403$1.86M0.1%+0.9%0.005%
5/14/2025Per Stirling Capital Management LLC.78,471$3.89M0.6%-6.5%0.011%
5/14/2025PKS Advisory Services LLC15,361$762K0.2%+42.3%0.002%
5/14/2025Jane Street Group LLC187,400$9.30M0.0%+1,498.4%0.026%
5/14/2025Bank of Hawaii474,746$23.56M1.4%-7.2%0.065%
5/14/2025Full Sail Capital LLC1,424,953$70.71M4.6%+5.0%0.195%
5/14/2025Comerica Bank291,836$14.48M0.1%+27.8%0.040%
5/14/2025Synovus Financial Corp10,169$505K0.0%+7.0%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.34,497,385$1.71B1.4%+2.5%4.718%
5/14/2025Ariston Services Group10,751$533K0.4%+58.2%0.001%
5/14/2025Sax Wealth Advisors LLC19,499$968K0.1%+3.2%0.003%
5/14/2025Titan Global Capital Management USA LLC24,076$1.20M0.2%+12.4%0.003%
5/14/2025Kestra Advisory Services LLC355,240$17.63M0.1%+2.2%0.049%
5/14/2025Rede Wealth LLC58,775$2.92M1.0%+20.3%0.008%
5/14/20251832 Asset Management L.P.5,536$275K0.0%N/A0.001%
5/14/2025Compound Planning Inc.247,309$12.27M0.6%+21.1%0.034%
5/14/2025Barnes Wealth Management Group Inc14,287$709K0.5%-9.5%0.002%
5/14/2025Ameriprise Financial Inc.3,532,252$175.27M0.0%-2.2%0.483%
5/14/2025Bragg Financial Advisors Inc549,317$27.26M1.1%+1.6%0.075%
5/14/2025CW Advisors LLC108,499$5.38M0.1%+8.3%0.015%
5/14/2025Summit Financial LLC152,736$7.58M0.2%-44.6%0.021%
5/14/2025Flow Traders U.S. LLC112,944$5.60M0.2%N/A0.015%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/14/2025Partners Capital Investment Group LLP9,157$454K0.0%N/A0.001%
5/14/2025Accredited Wealth Management LLC10,290$511K0.4%+27.2%0.001%
5/14/2025Elevate Wealth Advisory Inc.16,828$835K0.6%+6.5%0.002%
5/14/2025Dorsey & Whitney Trust CO LLC152,213$7.55M0.4%+1.3%0.021%
5/14/2025Capital Analysts LLC7,325$363K0.0%+20,828.6%0.001%
5/14/2025Crabel Capital Management LLC8,566$425K0.5%-53.0%0.001%
5/14/2025Legacy Financial Advisors Inc.27,940$1.39M0.2%-3.1%0.004%
5/14/2025Texas Capital Bank Wealth Management Services Inc183,889$9.13M0.9%-6.1%0.026%
5/14/2025GSG Advisors LLC34,408$1.67M0.5%+5.4%0.005%
5/14/2025RWA Wealth Partners LLC3,432,972$170.34M2.1%+2.9%0.476%
(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, 1,430 institutional investors and hedge funds held shares of Vanguard Tax-Exempt Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.83B), Northwestern Mutual Wealth Management Co. ($1.71B), Charles Schwab Investment Management Inc. ($1.53B), Charles Schwab Investment Advisory Inc. ($1.49B), Creative Planning ($1.28B), Wealthfront Advisers LLC ($1.14B), and Raymond James Financial Inc. ($1.08B).Learn more on Vanguard Tax-Exempt Bond ETF's institutional investors.

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

Of the 1,289 institutional investors that purchased Vanguard Tax-Exempt Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($21.69M), JPMorgan Chase & Co. ($17.04M), Brooklyn FI LLC ($16.47M), TIAA Trust National Association ($16.14M), Creative Planning ($5.80M), Sei Investments Co. ($3.41M), and Envestnet Asset Management Inc. ($3.05M).

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

Institutional investors have bought a total of 116,090,700 shares in the last 24 months. This purchase volume represents approximately $5.82B in transactions.

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

Of the 626 institutional investors that sold Vanguard Tax-Exempt Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthfront Advisers LLC ($32.93M), FMR LLC ($3.85M), TIAA Trust National Association ($3.29M), Northwestern Mutual Wealth Management Co. ($2.89M), Charles Schwab Investment Management Inc. ($1.79M), Envestnet Asset Management Inc. ($1.61M), and Meeder Advisory Services Inc. ($1.61M).

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

Institutional investors have sold a total of 68,833,551 shares in the last 24 months. This volume of shares sold represents approximately $3.45B in transactions.


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This page (NYSEARCA:VTEB) was last updated on 7/6/2025 by MarketBeat.com Staff
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