Vanguard Tax-Exempt Bond ETFVTEBETF

13F holders, Q3 2024 (September 30)
1,104holders +18
80new positions
56sold out
7famous investors
$51.10avg. 13F price*

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

InstitutionsTotal Value
New Positions80$156.5M
Exits56$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.

Show all 1,104 holders