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Vanguard Tax-Exempt Bond ETF (VTEB) Institutional Ownership

Vanguard Tax-Exempt Bond ETF logo
$47.90 -0.31 (-0.63%)
As of 03:23 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Number of
Institutional Buyers
(last 12 months)
977
Total
Institutional Inflows
(last 12 months)
$4.34B
Number of
Institutional Sellers
(last 12 months)
601
Total
Institutional Outflows
(last 12 months)
$3.55B
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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
9/15/2026 Cherry Tree Wealth Management LLC153,195$7.75M1.4%+5.7%0.017%
9/9/2026 Bouchey Financial Group Ltd.24,709$1.25M0.1%+4.9%0.003%
9/9/2026 Capstone Financial Advisors Inc.129,470$6.55M0.3%-22.0%0.014%
9/9/2026 Tortoise Investment Management LLC65,548$3.32M0.2%-1.5%0.007%
9/9/2026 Sequoia Financial Advisors LLC2,073,127$104.86M0.5%+12.3%0.228%
9/9/2026 Tidal Investments LLC220,727$11.13M0.0%N/A0.024%
9/9/2026 Cahill Financial Advisors Inc.55,811$2.82M0.3%+19.3%0.006%
9/9/2026 MCF Advisors LLC17,423$881K0.0%+29.2%0.002%
9/9/2026 Bienville Capital Management LLC24,050$1.22M0.2%N/A0.003%
9/9/2026 Capital Analysts LLC108,758$5.50M0.1%-4.2%0.012%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC92,617$4.69M0.3%-6.9%0.010%
9/9/2026 Integrated Wealth Concepts LLC1,577,972$79.81M0.5%+23.9%0.173%
9/9/2026 RFG Advisory LLC76,360$3.86M0.1%-11.4%0.008%
9/9/2026 NewEdge Advisors LLC966,651$48.89M0.1%+7.9%0.106%
9/9/2026 Colony Family Offices LLC496,870$25.13M5.5%+15.7%0.055%
9/9/2026 IFP Advisors Inc124,042$6.27M0.1%+2.7%0.014%
9/9/2026 Baird Financial Group Inc.1,732,100$87.61M0.1%+1.4%0.190%
9/9/2026 Centerline Wealth Advisors LLC42,677$2.16M0.7%+8.1%0.005%
9/8/2026 Allworth Financial LP867,210$43.86M0.2%-0.3%0.095%
9/8/2026 Waverly Advisors LLC536,744$27.15M0.2%-17.9%0.059%
9/8/2026 Paragon Capital Management Ltd51,762$2.62M0.5%-3.3%0.006%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group171,573$8.68M0.9%+12.0%0.019%
9/2/2026 Range Advisory LLC18,478$935K0.1%+75.1%0.002%
8/27/2026 Corient Private Wealth LP4,537,521$229.51M0.3%+1.2%0.499%
8/25/2026 Advus Financial Partners LLC28,889$1.46M0.3%+71.1%0.003%
8/25/2026 Kirkwood Financial Services7,167$363K0.1%N/A0.001%
8/24/2026 Serenity Investment Advisors12,605$624K0.3%-25.9%0.001%
8/23/2026 Hyundai Investments Co. Ltd.12,923$654K0.7%+43.9%0.001%
8/23/2026 Mason & Associates LLC85,539$4.33M0.9%+13.1%0.009%
8/23/2026 Washington Trust Advisors Inc.180,974$9.15M0.7%+3.9%0.020%
8/23/2026 Ameritas Advisory Services LLC42,864$2.17M0.0%-5.7%0.005%
8/23/2026 Wedmont Private Capital2,167,958$109.14M3.0%+36.5%0.238%
8/23/2026 Kintra Wealth LLC10,681$533K0.0%N/A0.001%
8/23/2026 Operose Advisors LLC9,030$457K0.1%N/A0.001%
8/23/2026 HB Wealth Management LLC48,611$2.46M0.0%+40.4%0.005%
8/23/2026 Nilsine Partners LLC7,349$372K0.0%+3.0%0.001%
8/23/2026 Asset Allocation Strategies LLC38,251$1.94M0.3%+43.9%0.004%
8/23/2026 Fortitude Advisory Group L.L.C.4,314$218K0.1%N/A0.000%
8/23/2026 Unique Wealth LLC157,897$7.99M0.9%+15.8%0.017%
8/22/2026 Rose Capital Advisors LLC5,827$295K0.1%N/A0.001%
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8/22/2026 NI Acquisitions Company LLC4,877$247K0.1%N/A0.001%
8/22/2026 NBH Bank1,021$52K0.0%N/A0.000%
8/22/2026 Shah Wealth Advisors LLC6,151$311K0.1%N/A0.001%
8/22/2026 Tenet Wealth Partners LLC34,745$1.73M1.3%N/A0.004%
8/22/2026 SVRN Asset Management LLC15,569$787K0.4%-4.9%0.002%
8/22/2026 Cornerstone Advisors Asset Management LLC90,600$4.58M0.6%+39.5%0.010%
8/22/2026 Vested Financial Planning LLC168,500$8.52M5.7%+25.2%0.019%
8/22/2026 K2 Financial Inc.112,602$5.69M4.0%+6.5%0.012%
8/22/2026 Retirement Wealth Solutions LLC2,566$130K0.1%+24.1%0.000%
8/22/2026 Legacy Wealth Managment LLC ID5,423$274K0.1%+453.4%0.001%
8/22/2026 LifePlan Investment Advisors Inc.92,314$4.67M1.6%-12.3%0.010%
8/22/2026 Wheelhouse Advisory Group LLC48,395$2.45M0.7%+1.4%0.005%
8/22/2026 Premier Path Wealth Partners LLC42,389$2.14M0.2%-6.4%0.005%
8/22/2026 Concurrent Investment Advisors LLC474,158$23.98M0.2%+68.6%0.052%
8/21/2026 Mason & Associates Inc6,492$328K0.1%-16.9%0.001%
8/21/2026 High Net Worth Advisory Group LLC55,210$2.79M0.6%+19.3%0.006%
8/21/2026 Carter Financial Group INC.22,799$1.15M0.6%+12.2%0.003%
8/21/2026 Greenspring Advisors LLC31,971$1.62M0.1%+9.7%0.004%
8/21/2026 Continuum Advisory LLC34,116$1.73M0.1%+3.8%0.004%
8/21/2026 Round Rock Advisors LLC4,416$223K0.0%-31.3%0.000%
8/21/2026 Coppell Advisory Solutions LLC4,406$223K0.0%N/A0.000%
8/21/2026 Firestone Capital Management197,616$10.00M1.9%-0.4%0.022%
8/21/2026 XML Financial LLC22,380$1.13M0.1%+99.1%0.002%
8/21/2026 Tsfg LLC4,587$232K0.0%+18.5%0.001%
8/21/2026 First Citizens Financial Corp11,152$564K0.2%+33.2%0.001%
8/21/2026 Bedel Financial Consulting Inc.703,574$35.59M3.3%0.0%0.077%
8/21/2026 Acorn Wealth Advisors LLC14,745$746K0.2%+23.5%0.002%
8/21/2026 Triumph Capital Management2,000$101K0.0%+43.2%0.000%
8/21/2026 Legacy Financial Advisors Inc.20,312$1.03M0.1%-3.0%0.002%
8/21/2026 Financial Life Advisors78,989$4.00M1.1%-3.7%0.009%
8/20/2026 Cooper Haims Advisors LLC147,219$7.45M3.0%-9.1%0.016%
8/20/2026 Nwam LLC92,056$4.66M0.2%-12.2%0.010%
8/20/2026 Orgel Wealth Management LLC3,570,951$180.62M3.4%+3.1%0.393%
8/12/2026 C M Bidwell & Associates Ltd.62,530$3.16M1.3%N/A0.007%
8/7/2026 Trust Co. of Vermont990$50K0.0%N/A0.000%
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%
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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%


VTEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,556 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 1,436 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 ($16.44M), Corient Private Wealth LLC ($8.05M), Wellington Management Group LLP ($6.94M), Betterment LLC ($6.67M), and Sei Investments Co. ($4.41M).

Institutional investors have bought a total of 86,558,301 shares in the last 24 months. This purchase volume represents approximately $4.34B in transactions.

Of the 601 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), Envestnet Asset Management Inc. ($4.30M), Laurel Wealth Advisors LLC ($1.95M), Charles Schwab Investment Management Inc. ($1.00M), Franklin Resources Inc. ($787.49K), and Avidian Wealth Enterprises LLC ($752.63K).

Institutional investors have sold a total of 70,618,644 shares in the last 24 months. This volume of shares sold represents approximately $3.55B in transactions.



Institutional ownership data for NYSEARCA:VTEB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/15/2026. New 13F filings are added each quarter as they're published.
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