Vanguard Tax-Exempt Bond ETFVTEBETF

13F holders, Q2 2024 (June 30)
1,086holders +33
83new positions
64sold out
5famous investors
$50.11avg. 13F price*

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

InstitutionsTotal Value
New Positions83$1.7B
Exits64$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.

Show all 1,086 holders