Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 1,221 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, down 4 from Q4 2024. 92 opened new positions and 91 sold out. The largest holders were JPMorgan Chase & Co. ($3.8B), Northwestern Mutual Wealth Management Co. ($1.7B) and Charles Schwab Investment Management Inc. ($1.5B). 6 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Tax-Exempt Bond ETF
- CUSIP
- 922907746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $178.9M |
| Exits | 91 | $78.9M |
All 13F filers, Q4 2024 → Q1 2025: 33,157,681 shares bought and 25,300,664 shares sold, net +7,857,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,221 holders
| JPMorgan Chase & Co. | 0.29% | Reduce -1.8% | 77,274,465 | $3.8B |
| Northwestern Mutual Wealth Management Co. | 1.40% | Add +2.5% | 34,497,385 | $1.7B |
| Charles Schwab Investment Management Inc. | 0.29% | Reduce -5.5% | 30,889,723 | $1.5B |
| Creative Planning | 1.22% | Add +4.0% | 26,149,018 | $1.3B |
| Morgan Stanley | 0.08% | Add +66.1% | 23,002,421 | $1.1B |
| Wealthfront Advisers LLC | 3.05% | Reduce -6.4% | 22,920,470 | $1.1B |
| Raymond James Financial Inc. | 0.41% | Add +4.4% | 21,689,998 | $1.1B |
| Northern Trust Corp. | 0.12% | Reduce 0.0% | 16,099,226 | $798.8M |
| FMR LLC | 0.04% | Reduce -5.6% | 12,580,231 | $624.2M |
| Tiaa Trust, National Association | 1.90% | Reduce -21.1% | 12,247,868 | $607.7M |
| Wells Fargo & Company | 0.14% | Reduce -3.7% | 11,645,028 | $577.8M |
| Bank of America Corp. | 0.05% | Add +3.7% | 10,280,709 | $510.1M |
| Sei Investments Co. | 0.65% | Add +6.0% | 10,110,371 | $501.7M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -15.8% | 8,594,409 | $426.5M |
| Franklin Resources Inc. | 0.10% | Add +4.8% | 7,068,693 | $350.7M |
| Mercer Global Advisors Inc. | 0.72% | Add +7.4% | 6,311,011 | $313.2M |
| LPL Financial LLC | 0.12% | Add +10.1% | 5,957,028 | $295.6M |
| Aspiriant, LLC | 9.02% | Add +1.3% | 5,235,595 | $259.8M |
| UBS Group AG | 0.06% | Reduce -2.3% | 5,227,304 | $259.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 4.29% | Add +20.6% | 4,630,555 | $229.8M |
| D. E. Shaw & Co. | 0.27% | Add +91.8% | 4,274,400 | $212.1M |
| Cerity Partners LLC | 0.42% | Add +2.8% | 4,109,767 | $203.9M |
| Corient Private Wealth LP | 0.32% | Add +3.6% | 3,946,116 | $195.8M |
| Vanguard Group Inc. | 0.00% | Add +7.7% | 3,770,215 | $187.1M |
| US Bancorp \de | 0.24% | Reduce -0.5% | 3,565,817 | $176.9M |
| Ameriprise Financial Inc. | 0.05% | Reduce -2.2% | 3,532,252 | $175.3M |
| Jones Financial Companies LLLP | 0.16% | Add +2.5% | 3,529,097 | $175.0M |
| Rwa Wealth Partners, LLC | 2.15% | Add +2.9% | 3,432,972 | $170.3M |
| Mariner, LLC | 0.26% | Add +4.8% | 3,142,242 | $155.9M |
| HighTower Advisors, LLC | 0.20% | Add +5.4% | 2,927,533 | $145.3M |
| Orgel Wealth Management, LLC | 3.17% | Reduce -3.7% | 2,456,907 | $121.9M |
| Members Trust Co | 4.19% | Reduce -1.0% | 2,423,576 | $120.3M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -5.0% | 2,409,046 | $119.5M |
| SCS Capital Management LLC | 1.48% | Reduce -0.9% | 2,342,086 | $116.2M |
| Facet Wealth, Inc. | 2.90% | Add +314.4% | 2,295,943 | $112.1M |
| Prime Capital Investment Advisors, LLC | 1.17% | Add +1.9% | 2,013,306 | $99.9M |
| OneDigital Investment Advisors LLC | 1.02% | Add +6.7% | 1,727,712 | $85.7M |
| Royal Bank of Canada | 0.02% | Add +15.9% | 1,710,860 | $84.9M |
| GeoWealth Management, LLC | 3.40% | Reduce -11.9% | 1,704,735 | $84.6M |
| Osaic Holdings, Inc. | 0.19% | Reduce -46.1% | 1,687,503 | $83.7M |
| Baird Financial Group, Inc. | 0.16% | Add +0.1% | 1,679,830 | $83.4M |
| Sequoia Financial Advisors, LLC | 0.62% | Add +4.9% | 1,611,562 | $80.0M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -16.8% | 1,606,782 | $79.7M |
| Lutz Financial Services LLC | 5.99% | Add +5.2% | 1,473,046 | $73.1M |
| Bleakley Financial Group, LLC | 2.34% | Add +6.6% | 1,466,100 | $72.7M |
| Kestra Investment Management, LLC | 1.39% | Add +105.6% | 1,577,128 | $72.0M |
| Full Sail Capital, LLC | 4.57% | Add +5.0% | 1,424,953 | $70.7M |
| Sanctuary Advisors, LLC | 0.49% | Reduce -3.0% | 1,390,423 | $69.0M |
| Wealthspire Advisors, LLC | 0.41% | Add +94.1% | 1,368,394 | $67.9M |
| Wedmont Private Capital | 3.37% | Add +12.3% | 1,365,745 | $65.7M |
| Savant Capital, LLC | 0.55% | Add +5.1% | 1,309,625 | $65.0M |
| Crestwood Advisors Group, LLC | 1.24% | Add +5.4% | 1,309,625 | $65.0M |
| Topsail Wealth Management, LLC | 12.93% | Reduce -0.8% | 1,280,464 | $63.5M |
| Bank of New York Mellon Corp | 0.01% | Add +4.9% | 1,258,445 | $62.4M |
| Stifel Financial Corp. | 0.07% | Add +1.0% | 1,240,481 | $61.6M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.6% | 1,230,605 | $61.1M |
| Ackerman Capital Advisors, LLC | 15.32% | Reduce -4.1% | 1,169,258 | $58.0M |
| Baker Boyer National Bank | 21.24% | Reduce -8.0% | 1,160,626 | $57.6M |
| Thompson Siegel & Walmsley LLC | 0.96% | Add +6.0% | 1,139,016 | $56.5M |
| Integrated Wealth Concepts LLC | 0.64% | Add +17.0% | 1,106,794 | $54.9M |
| Avidian Wealth Enterprises, LLC | 2.43% | Add +3.9% | 1,098,496 | $54.5M |
| West Financial Advisors, LLC | 10.24% | Add +8.3% | 1,086,022 | $53.9M |
| Regions Financial Corp. | 0.38% | Add +5.6% | 1,030,423 | $51.1M |
| MML Investors Services, LLC | 0.17% | Reduce -9.9% | 1,009,574 | $50.1M |
| Pathstone Holdings, LLC | 0.21% | Add +156.0% | 983,824 | $48.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.6% | 977,027 | $48.5M |
| Mather Group, Llc. | 0.56% | Add +1.3% | 975,080 | $48.4M |
| Waldron Private Wealth LLC | 2.28% | Reduce -17.2% | 972,983 | $48.3M |
| Garde Capital, Inc. | 2.70% | New | 950,489 | $47.2M |
| GenTrust, LLC | 2.18% | Add +28.6% | 916,268 | $45.5M |
| Focus Partners Wealth | 0.11% | Add +293.4% | 909,113 | $45.1M |
| Beaird Harris Wealth Management, LLC | 3.70% | Add +1.6% | 876,063 | $43.5M |
| Financial Engines Advisors L.L.C. | 0.09% | Add +4.0% | 830,246 | $41.2M |
| Sunflower Bank, N.A. | 11.31% | Add +0.1% | 812,890 | $40.3M |
| JFS Wealth Advisors, LLC | 2.68% | Add +1.8% | 797,763 | $39.6M |
| EP Wealth Advisors, LLC | 0.31% | Reduce -3.4% | 778,873 | $38.6M |
| Willow Creek Wealth Management Inc. | 3.75% | Add +2.8% | 775,141 | $38.5M |
| Foster Group, Inc. | 1.44% | Reduce -1.4% | 775,053 | $38.5M |
| Susquehanna International Group, LLP | 0.06% | New | 765,171 | $38.0M |
| M&T Bank Corp | 0.14% | Reduce -0.0% | 761,250 | $37.8M |
| BSW Wealth Partners | 5.66% | Reduce -0.9% | 751,673 | $37.3M |
| Heritage Investment Group, Inc. | 6.83% | Reduce -0.8% | 732,243 | $36.3M |
| HBK Sorce Advisory LLC | 1.05% | Add +6.8% | 723,668 | $35.9M |
| Truist Financial Corp. | 0.06% | Reduce -15.9% | 705,065 | $35.0M |
| Modera Wealth Management, LLC | 0.46% | Add +0.7% | 682,255 | $33.9M |
| Waverly Advisors, LLC | 0.41% | Reduce -0.4% | 671,465 | $33.3M |
| Passive Capital Management, LLC. | 10.23% | Reduce -0.6% | 650,855 | $32.3M |
| Bedel Financial Consulting, Inc. | 4.63% | Add +2.9% | 658,251 | $32.2M |
| Allworth Financial LP | 0.18% | Add +1.2% | 657,146 | $32.0M |
| Allen Investment Management, LLC | 0.37% | No change | 639,311 | $31.7M |
| One Capital Management, LLC | 1.05% | Add +0.4% | 624,098 | $31.0M |
| Fort Point Capital Partners LLC | 3.26% | Add +19.8% | 587,796 | $29.2M |
| Pinnacle Financial Partners Inc | 0.58% | Add +2.6% | 579,569 | $29.0M |
| Cetera Investment Advisers | 0.06% | Reduce -43.2% | 579,726 | $28.8M |
| Astoria Strategic Wealth, Inc. | 8.45% | Add +0.4% | 579,006 | $28.7M |
| CX Institutional | 1.08% | Add +24.5% | 577,148 | $28.6M |
| Brown Advisory Inc. | 0.04% | Add +7.2% | 576,478 | $28.6M |
| Callan Capital, LLC | 2.02% | Reduce -23.7% | 550,027 | $27.3M |
| One Wealth Advisors, LLC | 4.07% | Add +1.4% | 549,496 | $27.3M |
| Bragg Financial Advisors, Inc | 1.12% | Add +1.6% | 549,317 | $27.3M |
"% 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.