Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q1 2024 (March 31)1,053holders
4famous investors
$50.52avg. 13F price*
At the end of Q1 2024, 1,053 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($3.9B), Northwestern Mutual Wealth Management Co. ($1.8B) and Charles Schwab Investment Advisory, Inc. ($1.5B). 4 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio).
- Company
- Vanguard Tax-Exempt Bond ETF
- CUSIP
- 922907746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $218.3M |
| Exits | 73 | $153.9M |
Ownership 1,053 holders
| JPMorgan Chase & Co. | 0.35% | Reduce -10.8% | 77,011,697 | $3.9B |
| Northwestern Mutual Wealth Management Co. | 1.80% | Add +5.5% | 34,598,700 | $1.8B |
| Charles Schwab Investment Advisory, Inc. | 2.05% | Add +4.7% | 29,485,963 | $1.5B |
| Wealthfront Advisers LLC | 5.02% | Add +14.3% | 28,367,266 | $1.4B |
| Creative Planning | 1.39% | Add +0.2% | 24,804,375 | $1.3B |
| FMR LLC | 0.06% | Reduce -3.6% | 18,483,470 | $935.3M |
| Raymond James & Associates | 0.61% | Add +2.3% | 17,637,463 | $892.5M |
| Northern Trust Corp. | 0.12% | Add +12.2% | 13,146,923 | $665.2M |
| Morgan Stanley | 0.05% | Reduce -1.3% | 12,302,343 | $622.5M |
| Tiaa Trust, National Association | 1.76% | Add +4.2% | 11,389,248 | $576.3M |
| Sei Investments Co. | 0.79% | Reduce -3.9% | 10,619,456 | $537.3M |
| Envestnet Asset Management Inc. | 0.17% | Add +6.2% | 8,869,930 | $448.8M |
| Bank of America Corp. | 0.04% | Add +8.4% | 8,644,408 | $437.4M |
| Wells Fargo & Company | 0.09% | Reduce -4.3% | 7,055,907 | $357.0M |
| UBS Group AG | 0.10% | Reduce -3.9% | 6,102,134 | $308.8M |
| Aspiriant, LLC | 10.52% | Reduce -8.8% | 5,021,908 | $254.1M |
| Mercer Global Advisors Inc. | 0.72% | Add +7.8% | 4,998,676 | $253.2M |
| Corient Private Wealth LP | 0.41% | Reduce -0.1% | 4,522,294 | $228.8M |
| Franklin Resources Inc. | 0.07% | Add +19.2% | 4,514,452 | $228.4M |
| LPL Financial LLC | 0.11% | Add +56.2% | 4,121,881 | $208.6M |
| D. E. Shaw & Co. | 0.26% | Add +925.9% | 3,737,300 | $189.1M |
| US Bancorp \de | 0.26% | Reduce -4.2% | 3,693,174 | $186.9M |
| Ameriprise Financial Inc. | 0.05% | Add +16.3% | 3,481,202 | $176.2M |
| Rwa Wealth Partners, LLC | 2.15% | Add +3.6% | 3,163,683 | $160.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.60% | Add +17.0% | 3,124,553 | $158.1M |
| Cerity Partners LLC | 0.42% | Add +8.6% | 3,130,598 | $157.8M |
| SCS Capital Management LLC | 2.96% | Reduce -2.3% | 2,748,544 | $139.1M |
| Members Trust Co | 4.04% | Add +1.6% | 2,680,184 | $135.6M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -2.2% | 2,378,081 | $120.3M |
| Jones Financial Companies LLLP | 0.16% | Add +4.7% | 2,308,254 | $116.8M |
| Mariner, LLC | 0.23% | Reduce -7.4% | 2,226,384 | $112.7M |
| Orgel Wealth Management, LLC | 2.72% | Add +6.6% | 1,956,969 | $99.0M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Reduce -1.4% | 1,955,957 | $99.0M |
| Osaic Holdings, Inc. | 0.22% | Reduce -14.1% | 1,939,607 | $98.1M |
| Prime Capital Investment Advisors, LLC | 1.32% | Add +4.5% | 1,862,160 | $94.2M |
| HighTower Advisors, LLC | 0.15% | Add +10.4% | 1,796,904 | $90.9M |
| Jane Street Group, LLC | 0.11% | New | 1,638,238 | $82.9M |
| Vanguard Group Inc. | 0.00% | Reduce -5.7% | 1,608,324 | $81.4M |
| GeoWealth Management, LLC | 3.05% | Add +20240.0% | 1,558,450 | $78.9M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +6.2% | 1,510,266 | $76.4M |
| Sequoia Financial Advisors, LLC | 0.94% | Add +1.9% | 1,499,475 | $75.9M |
| Baird Financial Group, Inc. | 0.16% | Reduce -20.7% | 1,480,381 | $74.9M |
| Bleakley Financial Group, LLC | 2.11% | Add +3.9% | 1,442,694 | $73.0M |
| Simplicity Wealth,LLC | 1.73% | New | 1,434,143 | $72.6M |
| OneDigital Investment Advisors LLC | 1.05% | Add +18.2% | 1,326,681 | $67.1M |
| Morningstar Investment Services LLC | 0.71% | Reduce -50.4% | 1,282,743 | $64.9M |
| Crestwood Advisors Group, LLC | 1.37% | Add +1.4% | 1,240,450 | $62.8M |
| Stifel Financial Corp. | 0.07% | Add +2.5% | 1,224,120 | $61.9M |
| Baker Boyer National Bank | 20.79% | Reduce -0.0% | 1,193,206 | $60.4M |
| Lutz Financial Services LLC | 5.25% | Add +13.1% | 1,189,003 | $60.2M |
| Waldron Private Wealth LLC | 2.70% | Reduce -3.1% | 1,182,441 | $59.8M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -5.4% | 1,175,506 | $59.5M |
| Ackerman Capital Advisors, LLC | 16.20% | Reduce -0.1% | 1,158,947 | $58.6M |
| Cetera Investment Advisers | 0.13% | Add +122.7% | 1,107,122 | $56.0M |
| Meeder Advisory Services, Inc. | 5.66% | Add +5.8% | 1,100,409 | $55.7M |
| Full Sail Capital, LLC | 3.75% | Add +17.9% | 1,062,049 | $53.7M |
| Regions Financial Corp. | 0.40% | Add +2.5% | 1,032,918 | $52.3M |
| MML Investors Services, LLC | 0.21% | Reduce -7.4% | 1,009,122 | $51.1M |
| Avidian Wealth Enterprises, LLC | 2.69% | Add +60.9% | 992,552 | $50.2M |
| Savant Capital, LLC | 0.57% | Reduce -3.4% | 980,998 | $49.6M |
| Independent Advisor Alliance | 1.75% | Reduce -41.2% | 959,460 | $48.5M |
| Royal Bank of Canada | 0.01% | Reduce -12.2% | 929,772 | $47.0M |
| Thompson Siegel & Walmsley LLC | 0.71% | Add +6.0% | 915,636 | $46.3M |
| West Financial Advisors, LLC | 9.81% | Add +2.2% | 903,705 | $45.7M |
| Bank of New York Mellon Corp | 0.01% | Add +30.3% | 896,565 | $45.4M |
| Foster Group, Inc. | 2.25% | Add +600.9% | 895,779 | $45.3M |
| Beaird Harris Wealth Management, LLC | 4.37% | Add +7.7% | 886,412 | $44.9M |
| Callan Capital, LLC | 3.81% | Add +9.9% | 857,775 | $43.4M |
| Mather Group, Llc. | 0.68% | Reduce -0.2% | 848,235 | $43.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -18.2% | 834,945 | $42.2M |
| Renaissance Technologies | 0.06% | Reduce -44.1% | 809,800 | $41.0M |
| Wedmont Private Capital | 2.81% | Add +15.3% | 767,452 | $38.5M |
| Sunflower Bank, N.A. | 8.65% | Add +10.3% | 759,746 | $38.4M |
| Heritage Investment Group, Inc. | 5.18% | Add +0.7% | 754,260 | $38.2M |
| Merriman Wealth Management, LLC | 1.68% | Reduce -7.0% | 745,798 | $37.7M |
| Cwm, LLC | 0.18% | Add +0.3% | 741,774 | $37.5M |
| M&T Bank Corp | 0.13% | Reduce -14.2% | 721,101 | $36.5M |
| BSW Wealth Partners | 6.09% | Add +1.1% | 710,667 | $36.0M |
| EP Wealth Advisors, LLC | 0.41% | Add +0.3% | 695,292 | $35.2M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -5.8% | 693,283 | $35.1M |
| Passive Capital Management, LLC. | 13.46% | Add +6.3% | 679,649 | $34.4M |
| Allen Investment Management, LLC | 0.43% | Reduce -12.0% | 675,526 | $34.2M |
| Modera Wealth Management, LLC | 0.51% | Reduce -2.1% | 661,605 | $33.5M |
| Willow Creek Wealth Management Inc. | 3.83% | Add +1.1% | 647,010 | $32.7M |
| Bedel Financial Consulting, Inc. | 4.96% | Reduce -0.2% | 625,163 | $31.6M |
| JFS Wealth Advisors, LLC | 2.34% | Add +10.4% | 583,336 | $29.5M |
| Rockwood Wealth Management, LLC | 3.79% | Add +17.4% | 580,068 | $29.4M |
| Wealthspire Advisors, LLC | 0.39% | Reduce -4.6% | 577,967 | $29.2M |
| Pinnacle Financial Partners Inc | 0.58% | Reduce -4.7% | 527,520 | $26.7M |
| Nicolet Advisory Services, LLC | 2.68% | Reduce -1.4% | 525,296 | $26.3M |
| Truist Financial Corp. | 0.04% | Add +6.5% | 516,017 | $26.1M |
| Bragg Financial Advisors, Inc | 1.10% | Add +4.9% | 482,873 | $24.4M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -6.0% | 472,677 | $23.9M |
| One Capital Management, LLC | 0.85% | Reduce -3.5% | 465,234 | $23.5M |
| Bank of Hawaii | 1.12% | Add +8.6% | 454,835 | $23.0M |
| Lido Advisors, LLC | 0.21% | Reduce -14.5% | 450,655 | $22.8M |
| a16z Perennial Management, L.P. | 2.06% | No change | 435,683 | $22.0M |
| Allworth Financial LP | 0.15% | Add +8.9% | 430,551 | $21.8M |
| HBK Sorce Advisory LLC | 0.77% | Reduce -30.4% | 428,461 | $21.7M |
| Fort Point Capital Partners LLC | 2.93% | Add +11.2% | 427,006 | $21.6M |
"% of holder's portfolio" is VTEB's weight in each manager's 13F, not the share of Vanguard Tax-Exempt Bond ETF the manager owns.