Vanguard Tax-Exempt Bond ETFVTEBETF

13F holders, Q1 2025 (March 31)
1,221holders −4
92new positions
91sold out
6famous investors
$49.59avg. 13F price*

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

InstitutionsTotal Value
New Positions92$178.9M
Exits91$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.

Show all 1,221 holders