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Disclosery

VTEB VANGUARD MUN BD FDS

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ETF (fund)

1,218 managers (1,226 13F filers) reported a position in VTEB shares at 2024-12-31, 528,645,243 shares in all. 84 filers opened a position and 59 filers sold out during the quarter.

Managers
1,218
13F filers
1,226
New
84
Added
549
Reduced
340
Sold out
59
Shares held by filers
528,645,243

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Texas Capital Bank Wealth Management Se…195,848$9.82M1%-24,91513F-HRTimeline
Aptus Capital Advisors, LLC193,746$9.71M0.12%+63,86813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers192,123$9.63M0.02%+4,55513F-HRTimelineGroup
Atria Investments, Inc191,648$9.61M0.12%-47,99113F-HRTimeline
Level Wealth Management LLC191,520$9.6M6.78%13F-HR/ATimeline
Firestone Capital Management190,264$9.54M2.37%-11,25513F-HRTimeline
1900 WEALTH MANAGEMENT LLC188,280$9.44M0.79%+3,04413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.184,516$9.25M0.06%+28,64213F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC184,147$9.23M1.78%+22,36313F-HRTimeline
25 LLC183,607$9.2M3.9%-2,73813F-HRTimeline
Blume Capital Management, Inc.182,145$9.13M2.05%-22,90013F-HRTimeline
Rockwood Wealth Management, LLC181,849$9.12M0.98%-535,76413F-HRTimeline
Avantax Planning Partners, Inc.178,929$8.97M0.32%-3,35513F-HRTimeline
Corrigan Financial, Inc.178,718$8.96M2.05%+55513F-HRTimeline
L2 Asset Management, LLC178,364$8.94M1.95%new13F-HRTimeline
RTD Financial Advisors, Inc.176,087$8.83M1.13%-3,10913F-HRTimeline
Valeo Financial Advisors, LLC174,282$8.74M0.24%+21,57213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…173,024$8.67M0.03%+120,08513F-HRTimelineGroup
RFG Advisory, LLC172,742$8.66M0.24%+7,93913F-HRTimeline
Steward Partners Investment Advisory, L…172,622$8.65M0.08%+25,53113F-HRTimeline
Mallini Complete Financial Planning LLC171,017$8.57M8.14%13F-HRTimeline
CAPSTONE CAPITAL LLC170,991$8.57M7.01%+5,65813F-HRTimeline
Valmark Advisers, Inc.168,999$8.47M0.13%+10,99813F-HRTimeline
AMI INVESTMENT MANAGEMENT INC168,031$8.42M2.74%+2,51313F-HRTimeline
XML Financial, LLC167,775$8.41M0.77%+11,11813F-HRTimeline
Strategic Blueprint, LLC166,745$8.36M0.5%-9,04613F-HRTimeline
Soltis Investment Advisors LLC164,010$8.22M0.76%-1,02013F-HRTimeline
Glassman Wealth Services161,653$8.1M1.36%+11,24913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC160,061$8.02M0.18%-15,80313F-HRTimeline
Altiora Financial Group, LLC158,943$7.97M1.73%+36013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…154,715$7.76M0.17%+10,42513F-HRTimelineGroup
Summit Wealth Group, LLC154,084$7.72M2.24%+73,25413F-HRTimeline
Newman Dignan & Sheerar, Inc.152,718$7.66M1.96%+6,60613F-HRTimeline
CoreCap Advisors, LLC152,479$7.64M0.35%+21,97613F-HRTimeline
ONE Advisory Partners, LLC151,725$7.61M3.38%+3,97313F-HRTimeline
Dorsey & Whitney Trust CO LLC150,251$7.53M0.42%+31,27613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC149,600$7.5M0.21%-80313F-HRTimeline
ForthRight Wealth Management, LLC148,655$7.45M2.48%+4,78013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…147,012$7.38M0.02%-17,01713F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC146,599$7.35M1.66%-1,57313F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…145,666$7.3M0.66%-1,186,80413F-HRTimelineGroup
Balanced Rock Investment Advisors LLC145,613$7.3M5.78%+16,65913F-HRTimeline
Hurlow Wealth Management Group, Inc.141,605$7.1M2.22%+7,04113F-HRTimeline
Cascade Financial Partners, LLC140,129$7.02M0.92%-64013F-HRTimeline
NWAM LLC139,995$7.02M0.43%+22,93113F-HRTimeline
Executive Wealth Management, LLC138,713$6.95M0.54%+6,67213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC138,597$6.95M2.41%+18,34113F-HRTimeline
Beacon Wealthcare LLC137,957$6.92M2.81%+9,94313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC137,514$6.89M0.01%+46,39213F-HRTimelineGroup
SigFig Wealth Management, LLC136,967$6.87M0.25%+6,84513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…136,600$6.85M0.36%+93,80013F-HRTimeline
Mason & Associates, LLC136,085$6.82M2.04%-43,16513F-HRTimeline
Merit Financial Group, LLC135,552$6.8M0.12%+10,18113F-HRTimeline
Integrated Advisors Network LLC135,536$6.79M0.33%-4,65913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP132,575$6.65M0.11%+121,89313F-HR/ATimelineGroup
PFG Advisors129,827$6.51M0.4%+1,43713F-HRTimeline
Stokes Family Office, LLC128,743$6.45M0.69%+51,56013F-HRTimeline
Ocean Park Asset Management, LLC126,600$6.35M0.22%-39,50013F-HRTimeline
Aprio Wealth Management, LLC126,446$6.34M0.92%+16,56913F-HRTimeline
Robertson Stephens Wealth Management, L…125,174$6.27M0.22%+20,32313F-HRTimeline
Schiavi & Co LLC124,669$6.25M2.44%+41313F-HRTimeline
Vishria Bird Financial Group, LLC123,634$6.2M2.17%-68413F-HRTimeline
JNBA Financial Advisors123,196$6.18M0.63%-11,58613F-HRTimeline
Bristlecone Advisors, LLC122,110$6.12M0.48%-1,84413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…121,432$6.09M0.93%+11,99313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC121,303$6.08M3.45%-70913F-HRTimeline
Alaethes Wealth, LLC120,482$6.04M2.16%-6,87213F-HRTimeline
McAdam, LLC120,471$6.04M0.33%-1,21713F-HRTimeline
Capital Investment Services of America,…119,380$5.98M0.57%-4,30013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC119,105$5.97M0.13%+3,25313F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC118,869$5.96M0.07%+21,75013F-HRTimeline
Values Added Financial LLC118,716$5.95M3.44%-9,85613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC117,969$5.91M3.26%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC117,930$5.91M0.15%+1,26113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …117,689$5.9M0.16%+10,40313F-HRTimelineGroup
Farther Finance Advisors, LLC114,967$5.76M0.21%+42,27413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC112,660$5.65M0.55%-5,48213F-HRTimeline
STAGE HARBOR FINANCIAL, LLC112,333$5.63M4.9%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC112,115$5.62M0.02%new13F-HRTimeline
Paragon Capital Management Ltd112,083$5.62M1.12%+1,61813F-HRTimeline
Schneider Downs Wealth Management Advis…110,781$5.55M1.04%+71,05313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp110,602$5.54M0.35%+50,85113F-HRTimelineGroup
Liberty Capital Management, Inc.110,515$5.54M1.23%+2,62813F-HRTimeline
McNamara Financial Services, Inc.109,259$5.48M1.29%-2,25513F-HRTimeline
Dynasty Wealth Management, LLC109,139$5.47M0.09%+8,11813F-HRTimeline
Trinity Financial Advisors LLC108,424$5.44M2.07%+21,58313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC108,193$5.42M0.54%+69,09613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC107,663$5.4M2.8%+2,91413F-HRTimeline
Kingsview Wealth Management, LLC106,028$5.32M0.1%+32,66013F-HRTimeline
Vise Technologies, Inc.105,835$5.31M0.44%+14,78113F-HRTimeline
Strive Asset Management, LLC105,779$5.3M3.97%13F-HRTimeline
Invst, LLC105,728$5.3M0.64%-1,61513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.104,553$5.24M0.05%-19,88813F-HRTimelineGroup
Stonebridge Capital Advisors LLC103,920$5.21M0.42%-83313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …102,800$5.15M0.42%-9,02813F-HR/ATimeline
Equita Financial Network, Inc.102,754$5.15M1.86%+4,94713F-HRTimeline
Independent Advisor Alliance102,562$5.14M0.07%new13F-HRTimeline
DRAVO BAY LLC102,350$5.13M2.49%-87413F-HRTimeline
Chesley Taft & Associates LLC102,155$5.12M0.24%+22,27513F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC102,071$5.12M5.53%+4,48913F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC101,724$5.1M2.48%+1013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC100,996$5.06M0.05%+8,18913F-HRTimelineGroup
Mayflower Financial Advisors, LLC100,678$5.05M0.75%+4,88113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC100,240$5.03M0.12%-2,42913F-HRTimelineGroup
CW Advisors, LLC100,211$5.02M0.07%+55013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC99,952$5.01M1.86%+23,39013F-HRTimeline
Capstone Financial Advisors, Inc.99,785$5M0.31%+1,68613F-HRTimeline
ELEMENT POINTE ADVISORS, LLC99,395$4.98M1.17%-3,89913F-HRTimeline
Manuka Financial, LLC98,999$4.96M3.35%13F-HRTimeline
Traction Financial Partners, LLC98,939$4.96M3.85%-34613F-HRTimeline
Benchmark Wealth Management, LLC98,152$4.92M2.42%-97113F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC96,815$4.85M0.81%+2,95713F-HRTimeline
ALLIANCEBERNSTEIN L.P.96,744$4.85M<0.01%new13F-HRTimeline
IFP Advisors, Inc96,183$4.82M0.16%+2,52213F-HRTimeline
Yeomans Consulting Group, Inc.95,824$4.8M1.8%+5,49313F-HRTimeline
BAILARD, INC.95,764$4.8M0.12%-74,23013F-HRTimeline
Bowman & Co S.C.95,461$4.79M2.47%-36,37013F-HRTimeline
Retirement Investment Advisors, Inc.95,421$4.78M0.5%+2,71613F-HRTimeline
Burt Wealth Advisors95,168$4.77M1.21%+3,46013F-HRTimeline
High Falls Advisors, Inc94,891$4.76M1.1%+26,26213F-HRTimeline
Meridian Wealth Partners, LLC94,648$4.74M0.72%-5,27913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…94,398$4.73M0.35%-12,96513F-HRTimeline
MAI Capital Management94,202$4.72M0.04%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC94,118$4.72M0.82%+26313F-HRTimeline
SIMON QUICK ADVISORS, LLC93,989$4.71M0.28%-2,02813F-HRTimeline
Aveo Capital Partners, LLC93,613$4.69M0.51%-10,76413F-HRTimeline
Vermillion Wealth Management, Inc.92,853$4.65M2.38%13F-HRTimeline
Compass Advisory Group LLC92,630$4.64M1.66%+32,60413F-HRTimeline
Graves Light Lenhart Wealth, Inc.91,700$4.6M0.57%+2,00813F-HRTimeline
WealthCollab, LLC91,463$4.59M2.94%+10,73913F-HRTimeline
Opal Wealth Advisors, LLC90,359$4.53M1.36%-38013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC90,316$4.53M0.06%+11,78013F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC89,289$4.48M1.59%+14,56113F-HRTimeline
Westover Capital Advisors, LLC87,729$4.4M0.97%-80,75113F-HRTimeline
SageView Advisory Group, LLC87,493$4.39M0.19%+10,15813F-HRTimeline
Hanson & Doremus Investment Management87,298$4.38M0.68%-18,39313F-HRTimeline
Proquility Private Wealth Partners, LLC86,432$4.33M1.4%+67,30813F-HRTimeline
Kelman-Lazarov, Inc.85,711$4.3M0.77%-8,29713F-HRTimeline
Vested Financial Planning, LLC85,262$4.27M4.05%13F-HRTimeline
FINANCIAL LIFE ADVISORS85,201$4.27M1.6%+92913F-HRTimeline
MONEYWISE, INC.84,961$4.26M2.14%-29,29613F-HRTimeline
TAGStone Capital, Inc.84,861$4.25M2.09%-3,56513F-HRTimeline
Per Stirling Capital Management, LLC.83,888$4.21M0.6%-30,38913F-HRTimeline
VSM Wealth Advisory, LLC83,828$4.2M1.5%13F-HRTimeline
TD Capital Management LLC83,694$4.2M0.43%-15,15113F-HRTimeline
Sepio Capital, LP83,246$4.17M0.33%-7,01313F-HRTimeline
LifePlan Investment Advisors, Inc.83,230$4.17M2.58%+18,05813F-HRTimeline
Financial Guidance Group, Inc.81,358$4.08M2.23%-6,54313F-HRTimeline
Cherry Tree Wealth Management, LLC80,052$4.01M0.99%+4,31113F-HRTimeline
DAVENPORT & Co LLC79,123$3.97M0.02%+2,22313F-HRTimeline
IHT Wealth Management, LLC79,003$3.96M0.13%-23,76313F-HRTimeline
McNaughton Wealth Management, LLC78,352$3.93M1.89%-1,70313F-HRTimeline
Advyzon Investment Management, LLC78,003$3.91M1.51%13F-HRTimeline
Gutierrez Wealth Advisory, LLC78,000$3.91M3.23%13F-HR/ATimeline
Advisory Services Network, LLC77,584$3.89M0.07%-3,02013F-HRTimeline
Capital Advisors Wealth Management, LLC77,374$3.88M0.69%+16,34913F-HRTimeline
BLAIR WILLIAM & CO/IL76,670$3.84M0.01%+72613F-HRTimeline
WBH ADVISORY INC75,910$3.81M0.35%+19,08213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…75,261$3.8M0.01%-10,36713F-HRTimelineGroup
Baker Avenue Asset Management, LP75,798$3.8M0.12%+2,20513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…75,582$3.79M0.1%-6,32913F-HRTimelineGroup
Steele Capital Management, Inc.75,305$3.78M0.2%+50,20013F-HRTimeline
PINNACLE ASSOCIATES LTD74,946$3.76M0.05%+18,58913F-HRTimeline
Global Strategic Investment Solutions, …74,097$3.71M0.43%+32,39413F-HRTimeline
Florida Trust Wealth Management Co74,061$3.71M0.12%+19,88113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…74,032$3.71M0.35%+3,27813F-HRTimeline
Fisher Asset Management, LLC73,446$3.68M<0.01%+26,53113F-HRTimeline
Timonier Family Office, LTD.72,716$3.65M1.87%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RiverGlades Family Offices LLC72,697$3.64M2.6%+25,95013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…72,482$3.63M0.03%+55,75813F-HRTimelineGroup
Shade Tree Advisors LLC72,151$3.62M3.65%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC72,035$3.61M0.01%+66,59213F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO71,854$3.6M0.07%-84713F-HRTimeline
Insight Wealth Strategies, LLC71,703$3.59M0.48%-4,82013F-HRTimeline
K2 Financial Inc.72,302$3.59M3.57%13F-HRTimeline
Vannoy Advisory Group, Inc.71,536$3.59M2.67%+3,88113F-HRTimeline
WEALTH ALLIANCE, LLC71,407$3.58M0.43%+1,48413F-HRTimeline
Sand Hill Global Advisors, LLC71,318$3.58M0.15%+2,48213F-HRTimeline
Tortoise Investment Management, LLC71,027$3.56M0.38%+1,65213F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV70,201$3.52M0.29%+1,56613F-HRTimeline
Geneos Wealth Management Inc.69,968$3.51M0.12%-29,86413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC69,602$3.49M0.74%-13,11813F-HRTimeline
Leverty Financial Group, LLC69,245$3.47M1.77%+9,34313F-HRTimeline
VICUS CAPITAL69,207$3.47M0.31%+65113F-HRTimeline
Betterment LLC69,080$3.46M0.01%+29,36613F-HRTimeline
STEPH & CO69,048$3.46M1.17%-5,77413F-HRTimeline
OLIO Financial Planning68,918$3.45M1.21%-5,77713F-HRTimeline
Hassell Wealth Management, LLC68,343$3.43M1.38%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB68,395$3.43M0.34%+5,57313F-HRTimeline
Prestige Wealth Management Group LLC68,263$3.42M0.71%+1,02313F-HR/ATimeline
Great Waters Wealth Management67,911$3.4M0.44%-2,61413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management67,845$3.4M0.11%+1,26613F-HRTimelineGroup
Legacy PCG, LLC67,635$3.39M2.41%+1,23413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD67,555$3.39M2.06%+3,79413F-HRTimeline
Elmwood Wealth Management, Inc.67,491$3.38M1.37%+5,52513F-HRTimeline
TPG Financial Advisors, LLC67,477$3.38M1.47%013F-HRTimeline
FourThought Financial Partners, LLC67,422$3.38M0.35%new13F-HRTimeline
RCS Financial Planning, LLC67,385$3.38M1.8%+31,24313F-HRTimeline
Financial Freedom, LLC67,311$3.37M1.78%-2,23713F-HRTimeline
Galvin, Gaustad & Stein, LLC67,311$3.37M0.3%+1,89113F-HRTimeline