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Vanguard Tax-Exempt Bond ETF (VTEB) Institutional Ownership

Vanguard Tax-Exempt Bond ETF logo
$49.61 +0.10 (+0.20%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1035
Total
Institutional Inflows
(last 12 months)
$6.70B
Number of
Institutional Sellers
(last 12 months)
674
Total
Institutional Outflows
(last 12 months)
$4.24B
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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
7/10/2026 Envision Financial LLC104,618$5.29M2.4%-2.7%0.011%
7/10/2026 Annex Advisory Services LLC4,014$203K0.0%-13.2%0.000%
7/10/2026 Insight Wealth Strategies LLC84,138$4.25M0.4%+7.3%0.009%
7/10/2026 JFS Wealth Advisors LLC823,707$41.66M2.1%+1.5%0.091%
7/10/2026 Sunesis Advisors LLC47,568$2.41M1.0%-2.1%0.005%
7/10/2026 William Mack & Associates Inc.70,242$3.55M1.2%+3.6%0.008%
7/10/2026 Fiduciary Financial Group LLC20,371$1.03M0.1%+57.7%0.002%
7/10/2026 Prosperity Planning Inc.26,799$1.36M0.3%-1.1%0.003%
7/10/2026 Scott Capital Advisors LLC25,459$1.29M0.2%+14.1%0.003%
7/10/2026 FC Advisory LLC31,345$1.59M0.4%-1.5%0.003%
7/10/2026 Wealthcare Advisory Partners LLC78,356$3.96M0.1%+4.3%0.009%
7/9/2026 Revolve Wealth Partners LLC18,980$960K0.1%-5.5%0.002%
7/9/2026 Centurion Wealth Management LLC28,172$1.43M0.3%+0.8%0.003%
7/9/2026 Tenzing Financial LLC25,763$1.30M0.9%-6.7%0.003%
7/9/2026 Kastel Capital Advisors LLC19,097$953K0.6%N/A0.002%
7/9/2026 Great Waters Wealth Management56,704$2.87M0.3%-0.7%0.006%
7/9/2026 Exchange Bank4,295$217K0.1%N/A0.000%
7/9/2026 Roan Capital Partners7,585$384K0.3%-3.3%0.001%
7/9/2026 Everhart Financial Group Inc.32,128$1.63M0.1%+1.1%0.004%
7/9/2026 Sax Wealth Advisors LLC55,808$2.78M0.1%+231.0%0.006%
7/9/2026 West Financial Advisors LLC1,110,601$56.17M8.5%+1.4%0.122%
7/9/2026 Lexington Hill Partners LLC770,612$38.98M18.9%+6.9%0.085%
7/9/2026 Breakwater Capital Group22,806$1.15M0.1%-2.7%0.003%
7/9/2026 Affinity Capital Advisors LLC4,084$206K0.0%N/A0.000%
7/9/2026 Agate Pass Investment Management LLC33,989$1.72M0.6%+31.8%0.004%
7/9/2026 Valeo Financial Advisors LLC71,798$3.63M0.1%-6.1%0.008%
7/9/2026 Worth Asset Management LLC10,454$529K0.2%-12.5%0.001%
7/8/2026 Beaird Harris Wealth Management LLC875,617$44.29M2.8%-2.1%0.096%
7/8/2026 Chesley Taft & Associates LLC152,550$7.72M0.3%+0.4%0.017%
7/8/2026 Strategic Investment Solutions Inc. IL2,648$134K0.0%-27.8%0.000%
7/8/2026 First Heartland Consultants Inc.77,904$3.94M0.3%+103.0%0.009%
7/8/2026 Community Trust & Investment Co.19,982$1.01M0.1%N/A0.002%
7/8/2026 LifeGoal Investments LLC20,248$1.02M0.5%-6.7%0.002%
7/8/2026 Ryan Investment Management Inc.14,501$733K0.3%N/A0.002%
7/8/2026 ACT Wealth Management LLC50,090$2.53M0.7%+2.7%0.006%
7/8/2026 Elmwood Wealth Management Inc.68,832$3.48M0.9%+2.6%0.008%
7/8/2026 Mallini Complete Financial Planning LLC47,117$2.38M1.7%-81.7%0.005%
7/8/2026 Apella Capital LLC504,194$25.42M0.4%+5.5%0.055%
7/8/2026 Clark Asset Management LLC316,350$16.00M1.3%+1.4%0.036%
7/8/2026 Evanson Financial LLC329,034$16.64M0.8%N/A0.037%
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7/8/2026 Eclectic Associates Inc. ADV50,139$2.54M0.3%-7.1%0.006%
7/8/2026 Archer Investment Management LLC43,486$2.20M0.8%-19.9%0.005%
7/7/2026 First Citizens Financial Corp11,152$564K0.2%+33.2%0.001%
7/7/2026 Foster Group Inc.873,883$44.20M1.2%-1.3%0.098%
7/7/2026 Dynamic Advisor Solutions LLC52,025$2.63M0.1%+4.9%0.006%
7/7/2026 McNaughton Wealth Management LLC67,836$3.43M1.2%+13.7%0.008%
7/7/2026 Graves Light Lenhart Wealth Inc.227,560$11.51M1.1%+34.3%0.026%
7/7/2026 GAMMA Investing LLC23,599$1.19M0.0%+28.3%0.003%
7/7/2026 Central Pacific Bank Trust Division26,930$1.36M0.1%N/A0.003%
7/7/2026 Epiq Partners LLC31,412$1.59M0.7%-0.9%0.004%
7/7/2026 Arlington Trust Co LLC750$38K0.0%N/A0.000%
7/7/2026 Moody National Bank Trust Division151,469$7.66M0.6%+4.2%0.017%
7/7/2026 Grove Bank & Trust290,478$14.69M1.5%+0.3%0.033%
7/7/2026 Trinity Financial Advisors LLC134,744$6.82M1.8%+1.5%0.015%
7/7/2026 CGN Advisors LLC46,300$2.34M0.2%-11.2%0.005%
7/7/2026 CoreCap Advisors LLC290,045$14.67M0.4%+12.2%0.033%
7/7/2026 Pacific Excel Wealth Advisors Inc.30,427$1.54M0.6%N/A0.003%
7/7/2026 Anderson Hoagland & Co.173,207$8.76M0.7%-44.4%0.019%
7/6/2026 Sincerus Advisory LLC63,210$3.20M2.2%-0.6%0.007%
7/6/2026 Stonebridge Financial Group LLC292,859$14.81M1.1%-2.4%0.033%
7/6/2026 Private Client Services LLC47,755$2.42M0.6%+7.7%0.005%
7/6/2026 Trilogy Capital Inc.24,312$1.23M0.0%+1.3%0.003%
7/6/2026 Acima Private Wealth LLC54,499$2.76M0.8%+3.9%0.006%
7/2/2026 Frisco Financial Planning LLC305,744$15.47M11.7%+10.5%0.034%
7/2/2026 Atmos Advisory LLC447,264$22.62M11.8%+2.1%0.050%
7/2/2026 Collective Family Office LLC53,297$2.70M0.6%+26.1%0.006%
7/2/2026 CX Institutional428,558$21.68M0.6%-27.3%0.048%
7/2/2026 Stairway Partners LLC402,523$20.36M1.0%+10.4%0.045%
7/1/2026 Beacon Wealthcare LLC180,362$9.12M2.9%+10.5%0.022%
6/18/2026Western Wealth Management LLC19,108$953K0.0%+42.4%0.002%
6/16/2026Steelhead Wealth Management LLC51,540$2.57M1.3%N/A0.006%
6/4/2026Evansbrook LLC34,960$1.74M1.2%-1.1%0.004%
6/3/2026Parallel Advisors LLC7,411$370K0.0%+7.3%0.001%
6/3/2026NewEdge Advisors LLC895,626$44.68M0.2%+2.4%0.107%
6/1/2026Concorde Asset Management LLC5,562$277K0.1%-23.0%0.001%
5/29/2026Asset Dedication LLC1,014$51K0.0%N/A0.000%
5/27/2026Tenret Co LLC244,958$12.22M5.9%+39.2%0.029%
5/27/2026Allen Capital Group LLC36,556$1.82M0.2%+18.8%0.004%
5/26/2026Serenity Investment Advisors17,010$848K0.3%N/A0.002%
5/22/2026Verus Capital Partners LLC6,670$333K0.0%-38.6%0.001%
5/20/2026Hobbs Group Advisors LLC10,289$513K0.2%-2.6%0.001%
5/20/2026 SOA Wealth Advisors LLC.867$43K0.0%-38.5%0.000%
5/19/2026Western Wealth Management LLC19,108$953K0.0%+42.4%0.002%
5/19/2026McIlrath & Eck LLC37,098$1.85M0.1%+5.2%0.004%
5/19/2026NewEdge Advisors LLC448,328$22.76M0.4%-48.7%0.054%
5/19/2026Bank of America Corp DE12,650,375$631.13M0.0%+4.9%1.514%
5/19/2026Edgestream Partners L.P.106,921$5.33M0.2%+11.8%0.013%
5/19/2026Centaurus Financial Inc.31,554$1.57M0.1%N/A0.004%
5/19/2026Ashton Thomas Securities LLC194,204$9.69M1.2%+19.2%0.023%
5/19/2026Arkadios Wealth Advisors41,998$2.10M0.0%+89.1%0.005%
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5/19/2026 IFS Group LLC8,072$403K0.4%N/A0.001%
5/18/2026EverSource Wealth Advisors LLC97,016$4.84M0.1%-4.6%0.012%
5/18/2026Core Wealth Advisors Inc.12,601$629K0.2%-6.8%0.002%
5/18/2026Royal Bank of Canada3,311,160$165.19M0.0%-2.7%0.396%
5/16/2026IMG Wealth Management Inc.1,078$54K0.0%+95.3%0.000%
5/16/2026Excelsior Advisor Network LLC38,374$1.91M0.7%+8.9%0.005%
5/16/2026Quantinno Capital Management LP62,204$3.10M0.0%+60.9%0.007%
5/16/2026Lazard Asset Management LLC453,445$22.62M0.0%-0.1%0.054%
5/16/2026Family Manage LLC31,640$1.58M0.2%+112.9%0.004%
5/15/2026Cardiff Park Advisors LLC211,848$10.57M0.8%-16.1%0.025%


VTEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,557 institutional investors and hedge funds held shares of Vanguard Tax-Exempt Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($5.26B), Northwestern Mutual Wealth Management Co. ($1.84B), Creative Planning ($1.31B), Morgan Stanley ($1.27B), Wealthfront Advisers LLC ($1.24B), Raymond James Financial Inc. ($1.24B), and Charles Schwab Investment Management Inc. ($1.16B).Learn more on Vanguard Tax-Exempt Bond ETF's institutional investors.

Of the 1,444 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: JPMorgan Chase & Co. ($40.26M), Raymond James Financial Inc. ($24.61M), Brooklyn FI LLC ($16.46M), Corient Private Wealth LLC ($8.05M), Wellington Management Group LLP ($6.94M), TIAA Trust National Association ($6.76M), and Betterment LLC ($6.67M).

Institutional investors have bought a total of 134,718,153 shares in the last 24 months. This purchase volume represents approximately $6.70B in transactions.

Of the 670 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: Northwestern Mutual Wealth Management Co. ($35.69M), JPMorgan Chase & Co. ($8.96M), Charles Schwab Investment Management Inc. ($7.23M), Envestnet Asset Management Inc. ($4.30M), Wealthfront Advisers LLC ($2.00M), Laurel Wealth Advisors LLC ($1.95M), and Aspiriant LLC ($1.11M).

Institutional investors have sold a total of 84,807,568 shares in the last 24 months. This volume of shares sold represents approximately $4.24B in transactions.


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This page (NYSEARCA:VTEB) was last updated on 7/25/2026 by MarketBeat.com Staff.
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