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Vanguard Tax-Exempt Bond ETF (VTEB) Institutional Ownership

Vanguard Tax-Exempt Bond ETF logo
$50.53 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1074
Total
Institutional Inflows
(last 12 months)
$6.94B
Number of
Institutional Sellers
(last 12 months)
729
Total
Institutional Outflows
(last 12 months)
$4.43B
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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
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%
5/20/2026SOA 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%
5/19/2026IFS 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%
5/15/2026Waverly Advisors LLC653,649$32.61M0.2%+8.6%0.078%
5/15/2026Asset Management Group Inc.106,364$5.31M0.9%+689.8%0.013%
5/15/2026Wealth Alliance LLC74,919$3.74M0.4%+2.2%0.009%
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5/15/2026Bridgewater Advisors Inc.5,474$274K0.0%N/A0.001%
5/14/2026Renaissance Technologies LLC442,400$22.07M0.0%+109.4%0.053%
5/14/2026GC Wealth Management RIA LLC20,102$1.00M0.0%+87.9%0.002%
5/14/2026Compound Planning Inc.311,764$15.55M0.5%-15.1%0.037%
5/14/2026Modern Wealth Management LLC79,953$3.99M0.1%+11.8%0.010%
5/14/2026Keebeck Wealth Management189,547$9.46M1.1%-6.4%0.023%
5/14/2026Dickmeyer Boyce Financial Management Inc.106,969$5.34M3.1%N/A0.013%
5/14/2026Sei Investments Co.14,164,689$706.68M0.7%+4.9%1.696%
5/13/2026Cetera Investment Advisers1,151,605$57.45M0.1%+11.0%0.138%
5/13/2026Wealthspire Retirement LLC34,090$1.70M0.1%+39.9%0.004%
5/13/2026American Investment Services Inc.81,673$4.08M0.9%-1.3%0.010%
5/13/2026Prestige Wealth Management Group LLC44,216$2.21M0.4%-15.9%0.005%
5/13/2026Cambridge Associates LLC MA ADV80,730$4.03M0.1%+1.9%0.010%
5/13/2026Clearwater Capital Advisors LLC18,442$920K0.1%+1.4%0.002%
5/13/2026Signature Equity Partners LLC10,895$544K0.3%+63.8%0.001%
5/13/2026NewEdge Wealth LLC25,162$1.26M0.0%+4.0%0.003%
5/13/2026Petra Financial Advisors Inc.26,249$1.31M0.8%-29.4%0.003%
5/13/2026WealthCollab LLC96,160$4.80M2.0%+0.4%0.012%
5/13/2026First Citizens Bank & Trust Co.609,855$30.43M0.5%-0.2%0.073%
5/13/2026Alesco Advisors LLC An ESL Co45,530$2.27M0.1%-8.6%0.005%
5/13/2026Acumen Wealth Advisors LLC167,287$8.35M2.2%+14.5%0.020%
5/12/2026Cascade Wealth Advisors Inc22,866$1.15M0.5%+59.4%0.003%
5/8/2026PNC Financial Services Group Inc.2,462,866$122.87M0.1%-3.8%0.295%
5/8/2026HORAN Wealth LLC17,218$866K0.1%N/A0.002%
5/8/2026Burling Wealth Partners LLC28,394$1.42M0.2%+61.6%0.003%
5/8/2026Glenview Trust Co130,595$6.52M0.1%+60.1%0.016%
5/8/2026Cutler Investment Counsel LLC21,144$1.06M0.1%-7.8%0.003%
5/8/2026Element Pointe Advisors LLC91,627$4.57M0.9%-1.3%0.011%
5/7/2026Legacy Wealth Managment LLC ID980$49K0.0%N/A0.000%
5/7/2026Hanover Advisors Inc.28,186$1.41M0.6%-1.7%0.003%
5/7/2026Earned Wealth Advisors LLC239,612$11.95M0.8%+3.2%0.029%
5/7/2026Lowe Brockenbrough & Co. Inc.14,100$703K0.0%+39.6%0.002%
5/7/2026Human Investing LLC20,780$1.04M0.2%+4.5%0.002%
5/7/2026Parallel Advisors LLC7,411$370K0.0%+7.3%0.001%
5/7/2026Eaton Cambridge Inc.62,311$3.11M1.0%+25.5%0.007%
5/7/2026Regimen Wealth LLC505,550$25.21M7.4%+13.4%0.061%
5/7/2026Liberty Square Wealth Partners LLC6,819$340K0.1%+5.5%0.001%
5/7/2026True North Advisors LLC11,430$570K0.1%+53.8%0.001%
5/7/2026Windward Private Wealth Management Inc.12,184$608K0.2%+10.7%0.001%
5/7/2026Finhabits Advisors LLC91,233$4.55M4.2%+0.4%0.011%
5/7/2026Spartan Wealth Advisory Services LLC46,741$2.33M0.2%N/A0.006%
5/7/2026Ascent Wealth Partners LLC14,977$747K0.1%+3.0%0.002%
5/6/2026Sterling Financial Planning Inc.77,439$3.86M1.1%+4.5%0.009%
5/6/2026Aviance Capital Partners LLC25,371$1.27M0.1%+1.6%0.003%
5/6/2026Zhang Financial LLC38,373$1.91M0.1%+18.0%0.005%
5/6/2026Simon Quick Advisors LLC121,435$6.06M0.3%-42.2%0.015%
5/6/2026Cornerstone Planning Group LLC5,667$284K0.0%+185.6%0.001%
5/6/2026Modera Wealth Management LLC625,727$31.22M0.4%-2.4%0.075%
5/6/2026Assetmark Inc.336,750$16.80M0.0%-2.8%0.040%
5/6/2026Prospect Financial Group LLC29,667$1.48M1.4%+23.2%0.004%
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5/6/2026Bessemer Group Inc.77,113$3.85M0.0%-4.5%0.009%
5/6/2026Avalon Trust Co497$25K0.0%-50.0%0.000%
5/6/2026SteelPeak Wealth LLC47,246$2.36M0.1%-1.3%0.006%
5/6/2026Independent Financial Group LLC14,576$727K0.0%N/A0.002%
5/5/2026BCGM Wealth Management LLC91,489$4.56M1.1%+13.9%0.011%
5/5/2026Golden Bell Financial Planning LLC41,680$2.08M1.7%-1.7%0.005%
5/5/2026Evergreen Advisors LLC20,050$1M0.2%N/A0.002%
5/5/2026Wealthfront Advisers LLC24,913,759$1.24B2.7%+3.1%2.982%
5/5/2026D.A. Davidson & CO.16,410$819K0.0%+2.3%0.002%
5/5/2026Beaumont Financial Advisors LLC32,519$1.62M0.1%-10.3%0.004%


VTEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,563 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 1,461 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 139,667,692 shares in the last 24 months. This purchase volume represents approximately $6.94B in transactions.

Of the 729 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 88,591,726 shares in the last 24 months. This volume of shares sold represents approximately $4.43B in transactions.



This page (NYSEARCA:VTEB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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