Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 1,086 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, up 33 from Q1 2024. 83 opened new positions and 64 sold out. The largest holders were JPMorgan Chase & Co. ($3.7B), Northwestern Mutual Wealth Management Co. ($1.6B) and Charles Schwab Investment Management Inc. ($1.5B). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $1.7B |
| Exits | 64 | $304.1M |
All 13F filers, Q1 2024 → Q2 2024: 54,017,524 shares bought and 18,119,329 shares sold, net +35,898,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,086 holders
| JPMorgan Chase & Co. | 0.32% | Reduce -2.9% | 74,744,128 | $3.7B |
| Northwestern Mutual Wealth Management Co. | 1.57% | Reduce -8.4% | 31,707,294 | $1.6B |
| Charles Schwab Investment Management Inc. | 0.29% | New | 30,556,219 | $1.5B |
| Wealthfront Advisers LLC | 5.05% | Add +5.7% | 29,977,106 | $1.5B |
| Creative Planning | 1.37% | Add +3.2% | 25,601,034 | $1.3B |
| Raymond James & Associates | 0.59% | Add +1.4% | 17,893,412 | $896.6M |
| FMR LLC | 0.06% | Reduce -7.1% | 17,170,572 | $860.4M |
| Northern Trust Corp. | 0.12% | Add +10.7% | 14,556,534 | $729.4M |
| Tiaa Trust, National Association | 2.14% | Add +21.4% | 13,830,411 | $693.0M |
| Morgan Stanley | 0.05% | Reduce -0.4% | 12,251,847 | $613.9M |
| Sei Investments Co. | 0.73% | Reduce -3.6% | 10,241,392 | $513.2M |
| Bank of America Corp. | 0.05% | Add +8.5% | 9,375,840 | $469.8M |
| Envestnet Asset Management Inc. | 0.16% | Add +5.7% | 9,372,788 | $469.7M |
| Wells Fargo & Company | 0.10% | Add +8.7% | 7,668,699 | $384.3M |
| UBS Group AG | 0.10% | Add +1.3% | 6,180,093 | $309.7M |
| Mercer Global Advisors Inc. | 0.77% | Add +12.8% | 5,639,228 | $281.5M |
| Aspiriant, LLC | 10.67% | Add +4.0% | 5,221,081 | $261.6M |
| LPL Financial LLC | 0.11% | Add +10.5% | 4,556,394 | $228.3M |
| Franklin Resources Inc. | 0.07% | Reduce -0.2% | 4,503,729 | $225.7M |
| Corient Private Wealth LP | 0.35% | Reduce -11.4% | 4,005,890 | $200.8M |
| Ameriprise Financial Inc. | 0.05% | Add +5.9% | 3,685,384 | $184.7M |
| US Bancorp \de | 0.23% | Reduce -8.6% | 3,374,790 | $169.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.60% | Add +7.3% | 3,353,311 | $168.0M |
| Rwa Wealth Partners, LLC | 2.10% | Add +0.7% | 3,185,600 | $159.6M |
| Cerity Partners LLC | 0.43% | Add +1.0% | 3,161,992 | $158.4M |
| SCS Capital Management LLC | 2.69% | Reduce -6.8% | 2,562,540 | $128.4M |
| Jones Financial Companies LLLP | 0.15% | Add +9.7% | 2,532,071 | $126.9M |
| Members Trust Co | 3.81% | Reduce -6.5% | 2,506,528 | $125.6M |
| Mariner, LLC | 0.23% | Add +7.4% | 2,391,788 | $119.9M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.7% | 2,361,796 | $118.3M |
| Osaic Holdings, Inc. | 0.25% | Add +10.1% | 2,135,078 | $107.0M |
| Orgel Wealth Management, LLC | 2.83% | Add +7.0% | 2,093,212 | $104.9M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +3.0% | 2,014,324 | $100.9M |
| Vanguard Group Inc. | 0.00% | Add +25.0% | 2,010,700 | $100.8M |
| HighTower Advisors, LLC | 0.14% | Add +2.5% | 1,841,553 | $92.3M |
| Prime Capital Investment Advisors, LLC | 1.36% | Reduce -1.4% | 1,835,995 | $92.0M |
| GeoWealth Management, LLC | 3.57% | Add +5.0% | 1,635,632 | $82.0M |
| Sequoia Financial Advisors, LLC | 0.92% | Add +1.6% | 1,524,132 | $76.4M |
| Baird Financial Group, Inc. | 0.16% | Add +2.5% | 1,517,978 | $76.1M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +0.4% | 1,515,690 | $76.0M |
| OneDigital Investment Advisors LLC | 0.90% | Add +8.5% | 1,439,090 | $72.1M |
| Meeder Advisory Services, Inc. | 5.07% | Add +30.0% | 1,430,748 | $71.7M |
| Sanctuary Advisors, LLC | 0.52% | — | 1,427,332 | $71.1M |
| Bleakley Financial Group, LLC | 2.05% | Reduce -2.0% | 1,414,157 | $70.9M |
| Simplicity Wealth,LLC | 1.60% | Reduce -1.5% | 1,413,271 | $70.8M |
| Morningstar Investment Services LLC | 0.71% | Add +1.3% | 1,299,145 | $65.3M |
| Lutz Financial Services LLC | 5.60% | Add +7.9% | 1,282,559 | $64.3M |
| Baker Boyer National Bank | 21.93% | Add +5.0% | 1,252,588 | $62.8M |
| Royal Bank of Canada | 0.01% | Add +33.1% | 1,237,511 | $62.0M |
| Ackerman Capital Advisors, LLC | 16.28% | Add +5.7% | 1,225,263 | $61.4M |
| Stifel Financial Corp. | 0.07% | Reduce -1.1% | 1,210,322 | $60.6M |
| Crestwood Advisors Group, LLC | 1.22% | Reduce -5.0% | 1,177,825 | $59.0M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.9% | 1,164,362 | $58.3M |
| Waldron Private Wealth LLC | 2.59% | Reduce -2.2% | 1,156,120 | $57.9M |
| Full Sail Capital, LLC | 3.89% | Add +8.6% | 1,153,502 | $57.8M |
| Jane Street Group, LLC | 0.06% | Reduce -31.2% | 1,127,663 | $56.5M |
| Cetera Investment Advisers | 0.13% | Reduce -0.1% | 1,105,430 | $55.4M |
| Independent Advisor Alliance | 1.86% | Add +12.8% | 1,081,781 | $54.2M |
| Savant Capital, LLC | 0.53% | Add +8.3% | 1,062,617 | $53.2M |
| Regions Financial Corp. | 0.39% | Reduce -0.7% | 1,025,681 | $51.4M |
| Avidian Wealth Enterprises, LLC | 2.44% | Add +1.6% | 1,007,887 | $50.5M |
| MML Investors Services, LLC | 0.20% | Reduce -0.9% | 999,737 | $50.1M |
| Bank of New York Mellon Corp | 0.01% | Add +10.2% | 987,951 | $49.5M |
| Thompson Siegel & Walmsley LLC | 0.77% | Add +5.0% | 961,235 | $48.2M |
| West Financial Advisors, LLC | 9.66% | Add +2.8% | 928,729 | $46.5M |
| Mather Group, Llc. | 0.57% | Add +7.7% | 913,628 | $46.2M |
| Wedmont Private Capital | 2.89% | Add +18.4% | 908,607 | $45.9M |
| Beaird Harris Wealth Management, LLC | 4.21% | Add +0.8% | 893,027 | $44.7M |
| Foster Group, Inc. | 1.68% | Reduce -4.6% | 854,874 | $42.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.0% | 843,356 | $42.3M |
| Callan Capital, LLC | 3.38% | Reduce -4.6% | 818,555 | $41.0M |
| Sunflower Bank, N.A. | 9.11% | Add +1.4% | 770,413 | $38.6M |
| Integrated Wealth Concepts LLC | 0.52% | Add +100.8% | 760,539 | $38.1M |
| BSW Wealth Partners | 6.19% | Add +6.0% | 753,421 | $37.8M |
| Heritage Investment Group, Inc. | 5.13% | Reduce -1.0% | 746,537 | $37.4M |
| Merriman Wealth Management, LLC | 1.63% | Reduce -0.3% | 743,564 | $37.3M |
| EP Wealth Advisors, LLC | 0.39% | Add +4.4% | 725,620 | $36.4M |
| One Capital Management, LLC | 1.24% | Add +56.0% | 725,587 | $36.4M |
| Financial Engines Advisors L.L.C. | 0.08% | Add +2.0% | 707,335 | $35.4M |
| M&T Bank Corp | 0.12% | Reduce -3.3% | 697,083 | $34.9M |
| Cwm, LLC | 0.16% | Reduce -6.2% | 695,489 | $34.9M |
| Passive Capital Management, LLC. | 12.68% | Add +0.3% | 681,740 | $34.2M |
| Koss-Olinger Consulting, LLC | 3.14% | New | 677,414 | $33.9M |
| Allen Investment Management, LLC | 0.41% | No change | 675,526 | $33.9M |
| Modera Wealth Management, LLC | 0.49% | Add +0.1% | 662,512 | $33.2M |
| Willow Creek Wealth Management Inc. | 3.77% | Add +2.2% | 661,211 | $33.1M |
| Rockwood Wealth Management, LLC | 3.91% | Add +10.5% | 641,234 | $32.1M |
| JFS Wealth Advisors, LLC | 2.53% | Add +9.6% | 639,126 | $32.0M |
| Wealthspire Advisors, LLC | 0.41% | Add +10.3% | 637,750 | $32.0M |
| Flow Traders U.S. LLC | 1.55% | Add +556.1% | 623,878 | $31.3M |
| Bedel Financial Consulting, Inc. | 4.54% | Reduce -1.1% | 618,306 | $31.0M |
| GenTrust, LLC | 1.64% | Add +68.8% | 600,381 | $30.1M |
| Renaissance Technologies | 0.05% | Reduce -26.2% | 597,654 | $29.9M |
| Old Mission Capital LLC | 0.74% | New | 562,447 | $28.2M |
| Susquehanna International Group, LLP | 0.05% | New | 558,077 | $28.0M |
| Truist Financial Corp. | 0.04% | Add +7.5% | 554,566 | $27.8M |
| Pinnacle Financial Partners Inc | 0.57% | Add +0.4% | 529,803 | $26.8M |
| Nicolet Advisory Services, LLC | 2.56% | Add +1.3% | 531,872 | $26.7M |
| Beacon Pointe Advisors, LLC | 0.31% | Add +11.6% | 527,271 | $26.4M |
| Allworth Financial LP | 0.17% | Add +20.0% | 516,582 | $26.0M |
"% 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.