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Vanguard Tax-Exempt Bond ETF (VTEB) Institutional Ownership

$50.86
-0.03 (-0.06%)
(As of 10:29 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
806
Total
Institutional Inflows
(last 12 months)
$5.16B
Number of
Institutional Sellers
(last 12 months)
506
Total
Institutional Outflows
(last 12 months)
$3.26B
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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
9/5/2024 Sanctuary Advisors LLC1,427,332$71.07M0.5%N/A0.223%
8/30/2024 Strategic Investment Solutions Inc. IL26,212$1.33M0.4%N/A0.004%
8/28/2024Kestra Investment Management LLC490,150$24.56M1.7%N/A0.077%
8/28/2024 Souders Financial Advisors27,371$1.37M0.2%+8.3%0.004%
8/22/2024 Cetera Investment Advisers1,105,430$55.39M0.1%-0.2%0.173%
8/21/2024 Advisory Alpha LLC16,017$803K0.0%-37.8%0.003%
8/21/2024 Truist Financial Corp554,566$27.79M0.0%+7.5%0.087%
8/19/2024 EP Wealth Advisors LLC725,620$36.36M0.4%+4.4%0.114%
8/19/2024 B. Riley Wealth Advisors Inc.23,138$1.16M0.0%+39.8%0.004%
8/16/2024 Traction Financial Partners LLC112,829$5.71M4.2%-1.3%0.018%
8/16/2024 High Falls Advisors Inc68,785$3.45M0.8%-7.0%0.011%
8/16/2024 Regal Investment Advisors LLC34,455$1.73M0.1%+5.2%0.005%
8/16/2024 Invst LLC108,055$5.40M0.6%+10.7%0.017%
8/16/2024 NewEdge Advisors LLC304,540$15.26M0.1%+137.5%0.048%
8/16/2024 Northwestern Mutual Wealth Management Co.31,707,294$1.59B1.6%-8.4%4.962%
8/16/2024Creative Planning25,601,034$1.28B1.4%+3.2%4.006%
8/16/2024 Full Sail Capital LLC1,153,502$57.80M3.9%+8.6%0.181%
8/16/2024 Kitching Partners LLC49,508$2.48M4.5%+0.8%0.008%
8/16/2024 Ascent Group LLC7,786$390K0.0%-23.2%0.001%
8/16/2024 MidWestOne Financial Group Inc.4,310$216K0.0%-73.6%0.001%
8/16/2024Long Island Wealth Management Inc.19,773$991K0.7%-2.1%0.003%
8/16/2024 Texas Capital Bank Wealth Management Services Inc173,426$8.69M0.9%+3.3%0.027%
8/16/2024 Goodman Advisory Group LLC329,724$16.52M4.9%-10.6%0.052%
8/16/2024 Core Wealth Advisors Inc.50,773$2.54M0.9%+18.5%0.008%
8/15/2024 Beaird Harris Wealth Management LLC893,027$44.75M4.2%+0.7%0.140%
8/15/2024 Daymark Wealth Partners LLC20,088$1.01M0.0%+90.8%0.003%
8/15/2024 Element Pointe Advisors LLC97,253$4.87M1.2%-3.4%0.015%
8/15/2024 AQR Capital Management LLC10,296$516K0.0%N/A0.002%
8/15/2024 Abich Financial Wealth Management LLC816$41K0.0%N/A0.000%
8/15/2024 Wick Capital Partners LLC5,920$297K0.1%N/A0.001%
8/15/2024 Blankinship & Foster LLC13,158$659K0.2%+3.7%0.002%
8/14/2024 Insigneo Advisory Services LLC19,798$1.01M0.1%N/A0.003%
8/14/2024 Mill Creek Capital Advisors LLC4,744$238K0.0%-4.1%0.001%
8/14/2024 American Investment Services Inc.68,799$3.45M0.6%+1.1%0.011%
8/14/2024 Certified Advisory Corp9,188$460K0.1%+16.6%0.001%
8/14/2024 EverSource Wealth Advisors LLC22,345$1.13M0.1%+5.3%0.003%
8/14/2024 Fairscale Capital LLC7,563$382K0.3%N/A0.001%
8/14/2024 1832 Asset Management L.P.3,367$169K0.0%N/A0.001%
8/13/2024 Hancock Whitney Corp58,693$2.94M0.1%+5.5%0.009%
8/13/2024 Merriman Wealth Management LLC743,564$37.26M1.6%-0.3%0.116%
The solution to fast food’s wage hike crisis (Ad)

Shake Shack will be closing six California locations in response to the recent $20/hour minimum wage increase, according to the NY Post. With a sky-high 150% turnover rate, the fast food industry is already grappling with labor issues before taking into account these wage hikes. The industry will need a projected 1 million new workers every year through 2032.

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8/13/2024 Alaethes Wealth LLC117,772$5.90M2.4%+23.0%0.018%
8/13/2024 TPG Advisors LLC30,110$1.51M1.3%N/A0.005%
8/13/2024 Thrivent Financial for Lutherans71,757$3.60M0.0%+47.3%0.011%
8/13/2024 Sei Investments Co.10,241,392$513.20M0.7%-3.6%1.603%
8/13/2024 AE Wealth Management LLC20,594$1.03M0.0%-25.2%0.003%
8/13/2024 King Luther Capital Management Corp123,852$6.21M0.0%+1.0%0.019%
8/13/2024 Callan Capital LLC818,109$41.00M3.4%-4.6%0.128%
8/13/2024 Benjamin F. Edwards & Company Inc.56,190$2.82M0.0%+23.9%0.009%
8/13/2024 Retirement Investment Advisors Inc.83,878$4.20M0.5%N/A0.013%
8/12/2024 Independent Advisor Alliance1,081,781$54.21M1.9%+12.7%0.169%
8/12/2024 Concorde Asset Management LLC7,200$361K0.2%N/A0.001%
8/12/2024 LJI Wealth Management LLC22,772$1.14M0.3%+5.1%0.004%
8/12/2024 Glass Jacobson Investment Advisors llc26,936$1.35M0.5%+0.8%0.004%
8/12/2024 Carolinas Wealth Consulting LLC14,331$718K0.1%+1.8%0.002%
8/12/2024 Blair William & Co. IL117,249$5.88M0.0%-4.3%0.018%
8/12/2024 Argent Trust Co19,923$998K0.0%+2.5%0.003%
8/12/2024 Mercer Global Advisors Inc. ADV5,639,228$281.49M0.7%+12.8%0.883%
8/12/2024 True Vision MN LLC28,204$1.41M0.9%-6.8%0.004%
8/12/2024 Meridian Wealth Partners LLC97,714$4.90M0.9%+58.2%0.015%
8/12/2024 Disciplined Investments LLC7,173$359K0.2%+17.0%0.001%
8/10/2024 Wealth Alliance70,147$3.52M0.5%+6.8%0.011%
8/10/2024 Cranbrook Wealth Management LLC5,339$268K0.1%+34.2%0.001%
8/10/2024 Axxcess Wealth Management LLC109,289$5.48M0.1%-1.2%0.017%
8/10/2024 Firestone Capital Management199,587$10.00M2.7%+10.0%0.031%
8/10/2024 Hill Island Financial LLC5,959$299K0.1%-18.8%0.001%
8/10/2024 Madison Wealth Partners Inc13,244$664K0.2%-9.3%0.002%
8/10/2024 Sargent Investment Group LLC17,456$875K0.2%-3.1%0.003%
8/9/2024 Peregrine Asset Advisers Inc.30,953$1.55M0.6%-3.3%0.005%
8/9/2024 Conscious Wealth Investments LLC16,135$814K0.6%-23.7%0.003%
8/9/2024 Dravo Bay LLC108,906$5.46M3.0%-0.9%0.017%
8/9/2024 Edgestream Partners L.P.38,025$1.91M0.1%N/A0.006%
8/9/2024 SigFig Wealth Management LLC188,675$9.46M0.4%-40.3%0.030%
8/9/2024 Renaissance Technologies LLC597,654$29.95M0.1%-26.2%0.094%
8/9/2024 Citizens Financial Group Inc. RI4,563$229K0.0%N/A0.001%
8/9/2024 One Capital Management LLC725,587$36.36M1.2%+56.0%0.114%
8/9/2024 Financial Life Advisors85,150$4.27M1.7%+1.5%0.013%
8/9/2024 Wealth Dimensions Group Ltd.4,038$202K0.1%N/A0.001%
8/9/2024 Prime Capital Investment Advisors LLC1,835,995$92.00M1.4%-1.4%0.287%
8/9/2024 Thompson Siegel & Walmsley LLC961,235$48.17M0.8%+5.0%0.150%
8/9/2024 Mills Wealth Advisors LLC11,334$568K0.4%-13.0%0.002%
8/9/2024 Hanson & Doremus Investment Management94,891$4.76M0.8%-89.4%0.015%
8/9/2024 Breakwater Investment Management13,614$682K0.3%+5.5%0.002%
8/8/2024 Williams Financial LLC8,820$441K0.1%N/A0.001%
8/8/2024 J.W. Cole Advisors Inc.33,397$1.67M0.1%-2.9%0.005%
8/8/2024 American Financial & Tax Strategies Inc.101,470$5.09M2.7%+22.7%0.016%
8/8/2024 Envestnet Asset Management Inc.9,372,788$469.67M0.2%+5.7%1.467%
8/8/2024 Wealthspire Advisors LLC637,750$31.96M0.4%+10.3%0.100%
8/8/2024 Parallel Advisors LLC8,979$450K0.0%+175.7%0.001%
8/8/2024 Schiavi & Co LLC121,682$6.10M2.4%+8.1%0.019%
8/8/2024 Kuhn & Co Investment Counsel35,043$1.76M1.6%+14.1%0.005%
The solution to fast food’s wage hike crisis (Ad)

Shake Shack will be closing six California locations in response to the recent $20/hour minimum wage increase, according to the NY Post. With a sky-high 150% turnover rate, the fast food industry is already grappling with labor issues before taking into account these wage hikes. The industry will need a projected 1 million new workers every year through 2032.

Learn more about this much-needed advancement and investment opportunity here.
8/8/2024 Westover Capital Advisors LLC73,992$3.71M1.0%+11.7%0.012%
8/8/2024 Grand Wealth Management LLC45,693$2.29M1.4%-21.3%0.007%
8/8/2024HBK Sorce Advisory LLC428,988$21.50M0.8%+0.1%0.067%
8/8/2024 Meeder Advisory Services Inc.1,430,748$71.70M5.1%+30.0%0.224%
8/8/2024 Main Street Financial Solutions LLC36,155$1.81M0.2%+126.6%0.006%
8/8/2024 Lansing Street Advisors14,717$737K0.3%+174.6%0.002%
8/8/2024 Seaside Wealth Management Inc.9,026$452K0.2%N/A0.001%
8/8/2024 Wambolt & Associates LLC7,100$355K0.1%-22.8%0.001%
8/8/2024 Wealthgarden F.S. LLC18,813$943K1.0%N/A0.003%
8/8/2024 PFG Advisors114,090$5.72M0.4%+1.4%0.018%
(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, 1,219 institutional investors and hedge funds held shares of Vanguard Tax-Exempt Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.90B), Northwestern Mutual Wealth Management Co. ($1.59B), Charles Schwab Investment Advisory Inc. ($1.49B), Creative Planning ($1.28B), Wealthfront Advisers LLC ($940.15M), Raymond James & Associates ($896.64M), and FMR LLC ($745.94M).Learn more on VTEB's institutional investors.

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

Of the 1,102 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 ($7.80M), Raymond James & Associates ($6.75M), Sei Investments Co. ($6.57M), and Adviser Investments LLC ($5.25M).

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

Institutional investors have bought a total of 286,427,110 shares in the last 24 months. This purchase volume represents approximately $14.22B in transactions.

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

Of the 710 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. ($12.29M), Charles Schwab Investment Advisory Inc. ($8.01M), Orgel Wealth Management LLC ($7.56M), RWA Wealth Partners LLC ($4.40M), Northwestern Mutual Wealth Management Co. ($2.89M), and Aspiriant LLC ($2.78M).

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

Institutional investors have sold a total of 107,422,415 shares in the last 24 months. This volume of shares sold represents approximately $5.34B in transactions.


This page (NYSEARCA:VTEB) was last updated on 9/9/2024 by MarketBeat.com Staff

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