Vanguard Tax-Exempt Bond ETFVTEBETF

13F holders, Q4 2024 (December 31)
1,225holders +121
83new positions
59sold out
7famous investors
$50.10avg. 13F price*

At the end of Q4 2024, 1,225 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, up 121 from Q3 2024. 83 opened new positions and 59 sold out. The largest holders were JPMorgan Chase & Co. ($3.9B), Northwestern Mutual Wealth Management Co. ($1.7B) and Charles Schwab Investment Management Inc. ($1.6B). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions83$109.4M
Exits59$45.4M

All 13F filers, Q3 2024 → Q4 2024: 32,968,564 shares bought and 15,748,143 shares sold, net +17,220,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,225 holders

JPMorgan Chase & Co. 0.31% Add +5.4% 78,695,639 $3.9B
Northwestern Mutual Wealth Management Co. 1.42% Add +3.0% 33,640,287 $1.7B
Charles Schwab Investment Management Inc. 0.30% Add +3.5% 32,676,296 $1.6B
Creative Planning 1.23% Add +0.7% 25,130,883 $1.3B
Wealthfront Advisers LLC 3.59% Reduce -22.4% 24,488,697 $1.2B
Raymond James Financial Inc. 0.38% — 20,777,029 $1.0B
Northern Trust Corp. 0.11% Add +4.0% 16,099,227 $807.1M
Tiaa Trust, National Association 2.36% Add +17.4% 15,533,140 $778.7M
Morgan Stanley 0.05% Add +6.5% 13,845,989 $694.1M
FMR LLC 0.04% Reduce -3.2% 13,322,143 $667.8M
Wells Fargo & Company 0.15% Add +1.7% 12,088,367 $606.0M
Envestnet Asset Management Inc. 0.16% Add +3.1% 10,207,533 $511.7M
Bank of America Corp. 0.05% Add +8.9% 9,912,634 $496.9M
Sei Investments Co. 0.61% Reduce -2.6% 9,536,709 $478.1M
Franklin Resources Inc. 0.10% Add +26.7% 6,742,321 $338.0M
Mercer Global Advisors Inc. 0.72% Reduce -1.4% 5,874,264 $294.5M
LPL Financial LLC 0.11% Add +8.4% 5,411,784 $271.3M
UBS Group AG 0.06% Reduce -5.6% 5,349,149 $268.2M
Aspiriant, LLC 9.36% Reduce -0.5% 5,170,364 $259.2M
Cerity Partners LLC 0.43% Add +23.6% 3,998,830 $200.5M
Cliftonlarsonallen Wealth Advisors, LLC 3.73% Add +6.1% 3,837,927 $192.4M
Corient Private Wealth LP 0.32% Reduce -7.9% 3,806,985 $190.4M
Ameriprise Financial Inc. 0.05% Reduce -5.7% 3,612,941 $181.1M
US Bancorp \de 0.24% Add +4.9% 3,583,701 $179.7M
Vanguard Group Inc. 0.00% Add +42.5% 3,500,157 $175.5M
Jones Financial Companies LLLP 0.16% Add +19.9% 3,442,958 $172.6M
Rwa Wealth Partners, LLC 2.06% Add +1.9% 3,336,522 $167.3M
Mariner, LLC 0.25% Add +18.8% 2,998,344 $150.3M
HighTower Advisors, LLC 0.19% Add +41.7% 2,777,472 $139.2M
Osaic Holdings, Inc. 0.29% Add +40.1% 3,131,003 $131.3M
Orgel Wealth Management, LLC 3.34% Add +2.5% 2,550,303 $127.8M
PNC Financial Services Group, Inc. 0.09% Add +6.5% 2,536,729 $127.2M
Members Trust Co 4.23% Add +0.4% 2,446,995 $122.7M
SCS Capital Management LLC 2.44% Reduce -5.0% 2,362,293 $118.4M
D. E. Shaw & Co. 0.13% Add +8203.3% 2,228,600 $111.7M
Prime Capital Investment Advisors, LLC 1.44% Add +5.3% 1,975,205 $99.0M
GeoWealth Management, LLC 3.17% Add +10.3% 1,935,172 $97.0M
Wealth Enhancement Advisory Services, LLC 0.19% Add +28.2% 1,930,517 $96.8M
Baird Financial Group, Inc. 0.16% Reduce -0.2% 1,677,338 $84.1M
Meeder Advisory Services, Inc. 5.21% Add +10.0% 1,666,364 $83.5M
OneDigital Investment Advisors LLC 0.94% Add +15.7% 1,618,847 $81.2M
Sequoia Financial Advisors, LLC 0.74% Add +0.8% 1,535,947 $77.0M
Royal Bank of Canada 0.02% Reduce -5.3% 1,476,618 $74.0M
Sanctuary Advisors, LLC 0.46% Add +5.1% 1,434,168 $72.0M
Lutz Financial Services LLC 5.68% Add +4.5% 1,400,550 $70.2M
Bleakley Financial Group, LLC 2.08% Reduce -4.8% 1,375,500 $69.0M
Full Sail Capital, LLC 4.33% Add +9.1% 1,356,804 $68.0M
Topsail Wealth Management, LLC 13.83% — 1,290,927 $64.7M
Baker Boyer National Bank 21.86% Add +2.4% 1,262,039 $63.3M
Savant Capital, LLC 0.49% Add +12.4% 1,246,122 $62.5M
Crestwood Advisors Group, LLC 1.17% Add +4.2% 1,242,570 $62.3M
Commonwealth Equity Services, LLC 0.09% Add +4.2% 1,238,124 $62.1M
Stifel Financial Corp. 0.06% Reduce -4.5% 1,228,449 $61.6M
Ackerman Capital Advisors, LLC 16.02% Add +0.2% 1,218,742 $61.1M
Wedmont Private Capital 3.19% Add +14.5% 1,215,658 $60.4M
Bank of New York Mellon Corp 0.01% Add +7.3% 1,199,257 $60.1M
Waldron Private Wealth LLC 2.37% Add +1.2% 1,174,659 $58.9M
MML Investors Services, LLC 0.19% Add +6.8% 1,121,087 $56.2M
Thompson Siegel & Walmsley LLC 0.84% Add +7.5% 1,074,230 $53.9M
Avidian Wealth Enterprises, LLC 2.38% Add +0.4% 1,056,831 $53.0M
Cetera Investment Advisers 0.11% Reduce -2.6% 1,021,417 $51.2M
West Financial Advisors, LLC 9.69% Add +3.6% 1,002,462 $50.3M
Goldman Sachs Group Inc. 0.01% Add +14.3% 993,109 $49.8M
Regions Financial Corp. 0.36% Reduce -4.8% 976,082 $48.9M
Mather Group, Llc. 0.63% Add +2.5% 962,724 $48.3M
Integrated Wealth Concepts LLC 0.55% Add +17.9% 945,746 $47.4M
Sagespring Wealth Partners, LLC 1.14% — 863,953 $43.3M
Beaird Harris Wealth Management, LLC 3.73% Reduce -9.2% 862,263 $43.2M
Truist Financial Corp. 0.07% Add +42.5% 838,048 $42.0M
Sunflower Bank, N.A. 11.31% Reduce -1.8% 811,864 $40.7M
EP Wealth Advisors, LLC 0.33% Add +4.4% 806,374 $40.4M
Financial Engines Advisors L.L.C. 0.08% Reduce -1.4% 797,994 $40.0M
Foster Group, Inc. 1.50% Reduce -4.8% 786,209 $39.4M
JFS Wealth Advisors, LLC 2.68% Reduce -1.7% 783,483 $39.3M
Kestra Investment Management, LLC 1.51% Add +8.8% 767,016 $38.5M
M&T Bank Corp 0.13% Add +8.3% 761,525 $38.2M
BSW Wealth Partners 5.58% Reduce -2.9% 758,765 $38.0M
Willow Creek Wealth Management Inc. 3.85% Add +13.9% 753,987 $37.8M
Heritage Investment Group, Inc. 6.91% Add +0.2% 738,083 $37.0M
Callan Capital, LLC 2.64% Reduce -12.2% 720,590 $36.1M
GenTrust, LLC 1.55% Add +1.3% 712,413 $35.7M
Wealthspire Advisors, LLC 0.35% Reduce -5.7% 704,877 $35.3M
Merriman Wealth Management, LLC 1.47% Reduce -0.5% 704,250 $35.3M
HBK Sorce Advisory LLC 1.03% Add +37.4% 677,785 $34.0M
Modera Wealth Management, LLC 0.41% Add +3.5% 677,339 $34.0M
Waverly Advisors, LLC 0.52% Add +1078.3% 673,996 $33.8M
Passive Capital Management, LLC. 11.55% Reduce -3.9% 654,869 $32.8M
Allworth Financial LP 0.18% Add +15.4% 649,434 $32.5M
Bedel Financial Consulting, Inc. 4.48% Add +2.8% 639,565 $32.2M
Allen Investment Management, LLC 0.37% No change 639,311 $32.0M
One Capital Management, LLC 1.03% Reduce -11.3% 621,774 $31.2M
Astoria Strategic Wealth, Inc. 8.60% Reduce -12.4% 576,796 $28.9M
Koss-Olinger Consulting, LLC 2.53% Reduce -14.3% 575,241 $28.8M
Pinnacle Financial Partners Inc 0.58% Add +3.1% 564,824 $28.8M
Cwm, LLC 0.12% Reduce -6.5% 559,495 $28.0M
Facet Wealth, Inc. 0.74% Add +36.6% 553,994 $27.8M
One Wealth Advisors, LLC 4.03% Add +16.4% 541,897 $27.2M
Bragg Financial Advisors, Inc 1.10% Add +5.4% 540,612 $27.1M
Brown Advisory Inc. 0.03% Add +114.4% 537,745 $27.0M
Manning & Napier Advisors LLC 0.31% Add +9.7% 536,027 $26.9M

"% 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 1,225 holders