Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 1,104 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, up 18 from Q2 2024. 80 opened new positions and 56 sold out. The largest holders were JPMorgan Chase & Co. ($3.8B), Northwestern Mutual Wealth Management Co. ($1.7B) and Charles Schwab Investment Management Inc. ($1.6B). 7 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $156.5M |
| Exits | 56 | $220.6M |
All 13F filers, Q2 2024 → Q3 2024: 25,322,635 shares bought and 14,287,655 shares sold, net +11,034,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,104 holders
| JPMorgan Chase & Co. | 0.31% | Reduce -0.1% | 74,673,601 | $3.8B |
| Northwestern Mutual Wealth Management Co. | 1.48% | Add +3.0% | 32,666,395 | $1.7B |
| Charles Schwab Investment Management Inc. | 0.31% | Add +3.3% | 31,559,694 | $1.6B |
| Wealthfront Advisers LLC | 4.96% | Add +5.2% | 31,548,822 | $1.6B |
| Creative Planning | 1.26% | Reduce -2.5% | 24,963,386 | $1.3B |
| Raymond James & Associates | 0.56% | Add +0.4% | 17,969,381 | $918.6M |
| Northern Trust Corp. | 0.13% | Add +6.4% | 15,482,295 | $791.5M |
| FMR LLC | 0.04% | Reduce -19.8% | 13,765,113 | $703.7M |
| Tiaa Trust, National Association | 2.02% | Reduce -4.4% | 13,224,921 | $676.1M |
| Morgan Stanley | 0.05% | Add +6.2% | 13,007,577 | $664.9M |
| Wells Fargo & Company | 0.15% | Add +55.0% | 11,886,750 | $607.7M |
| Envestnet Asset Management Inc. | 0.16% | Add +5.7% | 9,904,093 | $506.3M |
| Sei Investments Co. | 0.65% | Reduce -4.4% | 9,789,934 | $500.5M |
| Bank of America Corp. | 0.04% | Reduce -2.9% | 9,104,421 | $465.4M |
| Mercer Global Advisors Inc. | 0.71% | Add +5.7% | 5,959,205 | $304.7M |
| UBS Group AG | 0.08% | Reduce -8.3% | 5,666,361 | $289.7M |
| Franklin Resources Inc. | 0.08% | Add +18.2% | 5,322,215 | $269.4M |
| Aspiriant, LLC | 10.08% | Reduce -0.5% | 5,193,824 | $265.5M |
| LPL Financial LLC | 0.11% | Add +9.5% | 4,990,070 | $255.1M |
| Corient Private Wealth LP | 0.33% | Add +3.2% | 4,133,811 | $211.3M |
| Ameriprise Financial Inc. | 0.05% | Add +3.9% | 3,830,590 | $195.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 4.26% | Add +7.9% | 3,618,618 | $185.0M |
| US Bancorp \de | 0.22% | Add +1.2% | 3,416,227 | $174.6M |
| Rwa Wealth Partners, LLC | 2.09% | Add +2.8% | 3,275,816 | $167.5M |
| Cerity Partners LLC | 0.37% | Add +2.3% | 3,235,937 | $165.4M |
| Jones Financial Companies LLLP | 0.15% | Add +13.4% | 2,872,287 | $146.9M |
| Mariner, LLC | 0.23% | Add +5.6% | 2,524,812 | $129.1M |
| Orgel Wealth Management, LLC | 3.18% | Add +18.9% | 2,488,119 | $127.2M |
| SCS Capital Management LLC | 2.56% | Reduce -3.0% | 2,486,868 | $127.1M |
| Vanguard Group Inc. | 0.00% | Add +22.1% | 2,455,570 | $125.5M |
| Members Trust Co | 4.04% | Reduce -2.8% | 2,436,773 | $124.6M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.9% | 2,382,965 | $121.8M |
| Osaic Holdings, Inc. | 0.26% | Add +4.7% | 2,234,640 | $114.2M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Add +7.3% | 2,160,385 | $110.4M |
| HighTower Advisors, LLC | 0.15% | Add +6.4% | 1,959,986 | $100.2M |
| Prime Capital Investment Advisors, LLC | 1.37% | Add +2.1% | 1,874,956 | $95.8M |
| GeoWealth Management, LLC | 3.17% | Add +7.3% | 1,754,947 | $89.7M |
| Baird Financial Group, Inc. | 0.17% | Add +10.8% | 1,681,351 | $86.0M |
| Royal Bank of Canada | 0.02% | Add +26.1% | 1,559,848 | $79.7M |
| Sequoia Financial Advisors, LLC | 0.84% | Add +0.0% | 1,524,543 | $77.9M |
| Meeder Advisory Services, Inc. | 5.01% | Add +5.8% | 1,514,512 | $77.4M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -0.6% | 1,506,086 | $77.0M |
| Bleakley Financial Group, LLC | 2.25% | Add +2.2% | 1,445,344 | $73.9M |
| OneDigital Investment Advisors LLC | 0.82% | Reduce -2.8% | 1,398,989 | $71.5M |
| Sanctuary Advisors, LLC | 0.44% | Reduce -4.4% | 1,364,476 | $69.1M |
| Lutz Financial Services LLC | 5.56% | Add +4.5% | 1,340,105 | $68.5M |
| Morningstar Investment Services LLC | 0.70% | Add +2.6% | 1,332,470 | $68.2M |
| Stifel Financial Corp. | 0.07% | Add +6.3% | 1,286,871 | $65.8M |
| Full Sail Capital, LLC | 4.07% | Add +7.8% | 1,243,149 | $63.5M |
| Baker Boyer National Bank | 21.15% | Reduce -1.6% | 1,232,654 | $63.0M |
| Ackerman Capital Advisors, LLC | 16.06% | Reduce -0.7% | 1,216,720 | $62.2M |
| Crestwood Advisors Group, LLC | 1.16% | Add +1.2% | 1,192,148 | $60.9M |
| Commonwealth Equity Services, LLC | 0.09% | Add +2.0% | 1,187,848 | $60.7M |
| Waldron Private Wealth LLC | 2.46% | Add +0.4% | 1,161,041 | $59.4M |
| Bank of New York Mellon Corp | 0.01% | Add +13.1% | 1,117,626 | $57.1M |
| Savant Capital, LLC | 0.47% | Add +4.3% | 1,108,684 | $56.7M |
| Wedmont Private Capital | 3.08% | Add +16.8% | 1,061,658 | $54.0M |
| Avidian Wealth Enterprises, LLC | 2.44% | Add +4.5% | 1,052,700 | $53.8M |
| MML Investors Services, LLC | 0.20% | Add +5.0% | 1,049,205 | $53.6M |
| Cetera Investment Advisers | 0.12% | Reduce -5.2% | 1,048,265 | $53.6M |
| Regions Financial Corp. | 0.38% | Reduce -0.0% | 1,025,467 | $52.4M |
| Thompson Siegel & Walmsley LLC | 0.77% | Add +4.0% | 999,371 | $51.1M |
| West Financial Advisors, LLC | 9.54% | Add +4.2% | 967,428 | $49.5M |
| Beaird Harris Wealth Management, LLC | 4.24% | Add +6.3% | 949,499 | $48.5M |
| Mather Group, Llc. | 0.62% | Add +2.8% | 939,326 | $48.0M |
| Renaissance Technologies | 0.07% | Add +45.5% | 869,300 | $44.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.1% | 869,207 | $44.4M |
| Sunflower Bank, N.A. | 11.58% | Add +7.3% | 826,578 | $42.3M |
| Foster Group, Inc. | 1.58% | Reduce -3.4% | 825,956 | $42.2M |
| Callan Capital, LLC | 2.93% | Add +0.2% | 820,309 | $41.9M |
| Financial Engines Advisors L.L.C. | 0.09% | Add +14.4% | 809,282 | $41.4M |
| Integrated Wealth Concepts LLC | 0.50% | Add +5.5% | 802,124 | $41.0M |
| JFS Wealth Advisors, LLC | 2.73% | Add +24.6% | 796,682 | $40.7M |
| BSW Wealth Partners | 5.99% | Add +3.7% | 781,161 | $39.9M |
| EP Wealth Advisors, LLC | 0.34% | Add +6.4% | 772,084 | $39.5M |
| Wealthspire Advisors, LLC | 0.39% | Add +17.2% | 747,600 | $38.2M |
| Heritage Investment Group, Inc. | 7.16% | Reduce -1.4% | 736,477 | $37.6M |
| Rockwood Wealth Management, LLC | 4.04% | Add +11.9% | 717,613 | $36.7M |
| Merriman Wealth Management, LLC | 1.47% | Reduce -4.8% | 707,814 | $36.2M |
| Kestra Investment Management, LLC | 1.55% | Add +43.8% | 704,788 | $36.0M |
| GenTrust, LLC | 1.76% | Add +17.2% | 703,646 | $36.0M |
| M&T Bank Corp | 0.12% | Add +0.8% | 702,823 | $35.9M |
| One Capital Management, LLC | 1.14% | Reduce -3.4% | 700,691 | $35.8M |
| Passive Capital Management, LLC. | 12.16% | Reduce -0.0% | 681,452 | $34.8M |
| Koss-Olinger Consulting, LLC | 2.98% | Reduce -0.9% | 671,536 | $34.3M |
| Willow Creek Wealth Management Inc. | 3.56% | Add +0.1% | 661,827 | $33.8M |
| Astoria Strategic Wealth, Inc. | 9.86% | New | 658,205 | $33.6M |
| Modera Wealth Management, LLC | 0.43% | Reduce -1.2% | 654,775 | $33.5M |
| Allen Investment Management, LLC | 0.39% | Reduce -5.4% | 639,311 | $32.7M |
| Bedel Financial Consulting, Inc. | 4.49% | Add +0.6% | 621,954 | $31.8M |
| Cwm, LLC | 0.13% | Reduce -14.0% | 598,378 | $30.6M |
| Truist Financial Corp. | 0.05% | Add +6.0% | 587,881 | $30.1M |
| Allworth Financial LP | 0.18% | Add +8.9% | 562,737 | $28.8M |
| Nicolet Advisory Services, LLC | 2.65% | Add +3.3% | 549,568 | $28.0M |
| Pinnacle Financial Partners Inc | 0.56% | Add +3.4% | 547,897 | $28.0M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -1.8% | 517,764 | $26.5M |
| Bragg Financial Advisors, Inc | 1.08% | Add +5.5% | 513,030 | $26.2M |
| Salomon & Ludwin, LLC | 2.60% | Add +11.8% | 500,350 | $25.6M |
| Bank of Hawaii | 1.06% | Add +3.8% | 496,230 | $25.4M |
| HBK Sorce Advisory LLC | 0.77% | Add +15.0% | 493,401 | $25.2M |
"% 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.