Vanguard Tax-Exempt Bond ETF (VTEB) Institutional Ownership

$49.77
-0.14 (-0.28%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
822
Total
Institutional Inflows
(last 12 months)
$6.30B
Number of
Institutional Sellers
(last 12 months)
517
Total
Institutional Outflows
(last 12 months)
$3.33B
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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
4/26/2024 Mesirow Financial Investment Management Inc.17,412$881K0.0%N/A0.003%
4/26/2024Sigma Investment Counselors Inc.15,639$791K0.0%-6.7%0.002%
4/26/2024Verdence Capital Advisors LLC30,934$1.57M0.1%-1.0%0.005%
4/26/2024Robinson Smith Wealth Advisors LLC10,843$549K0.5%+39.9%0.002%
4/26/2024Checchi Capital Advisers LLC15,489$784K0.1%N/A0.002%
4/25/2024Allworth Financial LP430,551$21.79M0.2%+8.9%0.067%
4/25/2024Bear Mountain Capital Inc.11,996$599K0.3%-3.5%0.002%
4/25/2024W Advisors LLC31,316$1.59M1.1%-13.7%0.005%
4/25/2024Values Added Financial LLC96,280$4.87M3.8%+36.5%0.015%
4/25/2024Human Investing LLC19,233$973K0.2%+9.5%0.003%
4/25/2024Financial Architects LLC24,485$1.24M0.9%-16.8%0.004%
4/25/2024Glassy Mountain Advisors Inc.36,324$1.84M0.7%+6.3%0.006%
4/25/202425 LLC162,399$8.22M4.0%+8.0%0.025%
4/25/2024 Valeo Financial Advisors LLC54,229$2.71M0.1%+24.7%0.008%
4/25/2024Tilson Financial Group Inc.107,586$5.44M2.9%+32.6%0.017%
4/25/2024 Summit Financial LLC28,545$1.44M0.1%-50.2%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.191,745$9.70M0.0%+3.4%0.030%
4/25/2024 Intergy Private Wealth LLC30,783$1.56M0.6%-1.0%0.005%
4/24/2024 Private Trust Co. NA19,607$992K0.1%+5.5%0.003%
4/24/2024 Zhang Financial LLC9,800$496K0.0%N/A0.002%
4/24/2024 1900 Wealth Management LLC174,759$8.84M0.8%+30.7%0.027%
4/24/2024 Conscious Wealth Investments LLC21,139$1.06M0.8%-14.7%0.003%
4/24/2024 Tenret Co LLC204,757$10.36M7.3%+30.1%0.032%
4/24/2024 Boyd Wealth Management LLC39,180$1.98M1.1%+15.1%0.006%
4/24/2024 Simplicity Wealth LLC1,434,143$72.57M1.7%N/A0.224%
4/24/2024 Archford Capital Strategies LLC17,744$898K0.2%-17.5%0.003%
4/24/2024 Ackerman Capital Advisors LLC1,158,947$58.64M16.2%-0.1%0.181%
4/24/2024 Spire Wealth Management108,385$5.48M0.2%+0.7%0.017%
4/24/2024 First Pacific Financial30,959$1.57M0.4%+20.3%0.005%
4/24/2024 Essex Financial Services Inc.6,465$327K0.0%+16.0%0.001%
4/24/2024 Capasso Planning Partners LLC16,764$848K0.4%-3.2%0.003%
4/23/2024 Meredith Wealth Planning33,880$1.71M1.0%+52.6%0.005%
4/23/2024Busey Bank53,419$2.70M0.1%-10.6%0.008%
4/23/2024 BSW Wealth Partners710,667$35.96M6.1%+1.1%0.111%
4/23/2024 Precedent Wealth Partners LLC16,066$813K0.3%+14.2%0.003%
4/23/2024 Global Retirement Partners LLC38,709$1.96M0.1%+2.3%0.006%
4/23/2024 TriaGen Wealth Management LLC21,506$1.09M0.5%+1.9%0.003%
4/23/2024 Silver Lake Advisory LLC4,605$233K0.1%N/A0.001%
4/23/2024 McAdam LLC126,438$6.40M0.4%-1.8%0.020%
4/23/2024 Leverty Financial Group LLC62,024$3.14M1.9%+0.4%0.010%
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4/23/2024 Strategic Blueprint LLC143,911$7.28M0.5%+62.1%0.023%
4/23/2024 Accurate Wealth Management LLC9,186$459K0.1%+4.3%0.001%
4/23/2024 Hanson & Doremus Investment Management893,667$45.22M7.3%+1,098.5%0.140%
4/23/2024 Raymond James Financial Services Advisors Inc.1,955,957$98.97M0.1%-1.4%0.306%
4/23/2024 Sutton Place Investors LLC10,937$553K0.3%+168.4%0.002%
4/23/2024 Prospect Financial Services LLC7,383$374K0.3%+19.4%0.001%
4/22/2024 Bristlecone Advisors LLC114,311$5.78M0.5%+12.2%0.018%
4/22/2024 Nicholas Hoffman & Company LLC.7,899$400K0.0%+18.2%0.001%
4/22/2024 Corrigan Financial Inc.173,683$8.79M2.2%+1.3%0.027%
4/22/2024 Johnson Bixby & Associates LLC29,462$1.49M0.3%+21.7%0.005%
4/22/2024 Towneley Capital Management Inc DE99,255$5.02M1.2%-1.1%0.016%
4/22/2024 Cahaba Wealth Management Inc.290,233$14.69M1.3%+4.2%0.045%
4/22/2024 Vishria Bird Financial Group LLC124,625$6.31M2.7%-2.5%0.020%
4/22/2024 Rockwood Wealth Management LLC580,068$29.35M3.8%+17.4%0.091%
4/22/2024 Drive Wealth Management LLC38,644$1.96M0.5%+3.4%0.006%
4/22/2024 Raymond James & Associates17,637,463$892.46M0.6%+2.3%2.760%
4/22/2024 Lakewood Asset Management LLC16,787$849K0.6%+94.1%0.003%
4/22/2024Ashton Thomas Private Wealth LLC17,325$877K0.1%-35.9%0.003%
4/22/2024 Physician Wealth Solutions Inc.180,141$9.12M7.7%+3.0%0.028%
4/19/2024 FORVIS Wealth Advisors LLC177,900$9.00M0.2%+2.8%0.028%
4/19/2024 GenTrust LLC355,639$18.00M1.1%+20.1%0.056%
4/19/2024 Level Financial Advisors7,839$397K0.2%+3.6%0.001%
4/19/2024 Financial Perspectives Inc4,661$236K0.1%-28.3%0.001%
4/19/2024 RTD Financial Advisors Inc.185,168$9.37M1.3%-3.1%0.029%
4/19/2024 Veery Capital LLC14,941$756K0.3%-62.6%0.002%
4/19/2024 Wealth Management Resources Inc.16,000$810K0.4%N/A0.003%
4/19/2024 Cornerstone Wealth Management LLC59,019$2.99M0.2%+5.8%0.009%
4/19/2024 Norden Group LLC51,356$2.60M0.0%+71.8%0.008%
4/19/2024 Wiser Wealth Management Inc4,112$208K0.1%-8.4%0.001%
4/19/2024 Red Tortoise LLC10,984$556K0.3%+3.7%0.002%
4/19/2024 Valley National Advisers Inc.36,913$1.87M0.3%+7.1%0.006%
4/19/2024 Leeward Financial Partners LLC25,733$1.30M0.6%+18.9%0.004%
4/19/2024 Albion Financial Group UT4,100$207K0.0%-48.8%0.001%
4/19/2024 Valeo Financial Advisors LLC53,558$2.71M0.0%+23.2%0.008%
4/19/2024 Mosaic Advisors LLC55,877$2.83M2.3%+0.5%0.009%
4/18/2024 Integrity Wealth Solutions LLC45,493$2.30M1.5%+7.4%0.007%
4/18/2024 Verum Partners LLC9,470$479K0.2%+59.9%0.001%
4/18/2024 Eagle Ridge Investment Management289,764$14.66M1.4%+5.2%0.045%
4/18/2024 Financial Strategies Group Inc.18,882$947K0.3%+16.3%0.003%
4/18/2024 Exchange Capital Management Inc.19,835$1.00M0.2%+125.5%0.003%
4/18/2024 Narus Financial Partners LLC10,250$519K0.2%+78.3%0.002%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.341,231$17.27M4.5%-0.8%0.053%
4/18/2024 Capstone Capital LLC146,755$7.43M6.4%+9.9%0.023%
4/18/2024 Steele Capital Management Inc.21,905$1.11M0.1%+13.5%0.003%
4/18/2024 Congress Wealth Management LLC DE 100,871$5.10M0.1%+1.4%0.016%
4/18/2024 Hexagon Capital Partners LLC18,425$932K0.2%+31.9%0.003%
4/18/2024 O ROURKE & COMPANY Inc45,208$2.29M1.3%+7.7%0.007%
4/18/2024 Claro Advisors LLC7,774$393K0.1%N/A0.001%
4/18/2024 Miracle Mile Advisors LLC52,100$2.64M0.1%-3.7%0.008%
4/18/2024 MGO Private Wealth LLC43,321$2.19M1.4%+25.6%0.007%
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4/18/2024 Financial Life Advisors83,912$4.25M1.8%-1.1%0.013%
4/18/2024 Fifth Third Securities Inc.46,699$2.36M0.2%+14.8%0.007%
4/18/2024 RHS Financial LLC4,712$238K0.1%-18.3%0.001%
4/18/2024 Aviance Capital Partners LLC21,306$1.08M0.2%-5.4%0.003%
4/18/2024 Scott Capital Advisors LLC10,177$510K0.2%+15.6%0.002%
4/18/2024 Compass Ion Advisors LLC5,904$299K0.0%-20.5%0.001%
4/18/2024 LVW Advisors LLC87,817$4.44M0.8%-6.8%0.014%
4/18/2024 SteelPeak Wealth LLC69,707$3.53M0.2%+63.4%0.011%
4/18/2024 ADE LLC15,739$796K0.5%-67.1%0.002%
4/18/2024 Breakwater Capital Group47,162$2.39M0.6%+1.2%0.007%
(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, 1,208 institutional investors and hedge funds held shares of Vanguard Tax-Exempt Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.42B), Charles Schwab Investment Advisory Inc. ($1.44B), Creative Planning ($1.26B), Northwestern Mutual Wealth Management Co. ($1.00B), Wealthfront Advisers LLC ($940.15M), Raymond James & Associates ($892.46M), 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 1,105 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. ($65.05M), Charles Schwab Investment Advisory Inc. ($19.51M), Sei Investments Co. ($12.01M), Creative Planning ($11.57M), TIAA Trust National Association ($10.93M), Orgel Wealth Management LLC ($9.51M), and Wealthfront Advisers LLC ($8.01M).

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

Institutional investors have bought a total of 343,641,981 shares in the last 24 months. This purchase volume represents approximately $17.10B in transactions.

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

Of the 723 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), SCS Capital Management LLC ($9.98M), Charles Schwab Investment Advisory Inc. ($8.01M), Orgel Wealth Management LLC ($7.56M), RWA Wealth Partners LLC ($4.40M), Sei Investments Co. ($3.76M), and JPMorgan Chase & Co. ($3.09M).

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

Institutional investors have sold a total of 113,564,417 shares in the last 24 months. This volume of shares sold represents approximately $5.64B in transactions.


This page (NYSEARCA:VTEB) was last updated on 4/26/2024 by MarketBeat.com Staff

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