Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q4 2024 (December 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $109.4M |
| Exits | 59 | $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.