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Disclosery

VTEB VANGUARD MUN BD FDS

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ETF (fund)

1,213 managers (1,222 13F filers) reported a position in VTEB shares at 2025-03-31, 534,684,050 shares in all. 92 filers opened a position and 91 filers sold out during the quarter.

Managers
1,213
13F filers
1,222
New
92
Added
509
Reduced
446
Sold out
91
Shares held by filers
534,684,050

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Fiduciary Trust Coin group Fiduciary Trust Co191,329$9.49M0.12%-8,79113F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC190,551$9.46M5.34%-261,61913F-HRTimeline
Firestone Capital Management189,867$9.42M2.47%-39713F-HRTimeline
Steward Partners Investment Advisory, L…187,947$9.33M0.08%+15,32513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC187,790$9.32M1.22%-21,77913F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC187,525$9.3M1.9%+3,37813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding185,461$9.2M-64,696Timeline
Strategic Blueprint, LLC184,352$9.15M0.5%+17,60713F-HRTimeline
Texas Capital Bank Wealth Management Se…183,889$9.12M0.92%-11,95913F-HRTimeline
Winthrop Advisory Group LLC183,194$9.09M1.09%+163,21613F-HRTimeline
Corrigan Financial, Inc.182,398$9.05M1.86%+3,68013F-HRTimeline
L2 Asset Management, LLC180,706$8.97M1.84%+2,34213F-HRTimeline
Aptus Capital Advisors, LLC179,778$8.92M0.1%-13,96813F-HRTimeline
Mallini Complete Financial Planning LLC177,800$8.82M8.43%+6,78313F-HRTimeline
CoreCap Advisors, LLC176,472$8.76M0.39%+23,99313F-HRTimeline
Blume Capital Management, Inc.175,845$8.73M1.95%-6,30013F-HRTimeline
CAPSTONE CAPITAL LLC175,672$8.72M6.99%+4,68113F-HRTimeline
RTD Financial Advisors, Inc.174,013$8.63M1.16%-2,07413F-HRTimeline
Altiora Financial Group, LLC173,870$8.63M1.83%+14,92713F-HRTimeline
UMB Bank, n.a.173,706$8.62M0.14%-105,94713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avantax Planning Partners, Inc.172,652$8.57M0.3%-6,27713F-HRTimeline
AMI INVESTMENT MANAGEMENT INC170,387$8.45M2.73%+2,35613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.169,037$8.39M0.05%-15,47913F-HRTimeline
Valeo Financial Advisors, LLC166,236$8.25M0.23%-8,04613F-HRTimeline
Aprio Wealth Management, LLC165,111$8.19M1.03%+38,66513F-HRTimeline
Newman Dignan & Sheerar, Inc.163,222$8.1M2.21%+10,50413F-HR/ATimeline
Soltis Investment Advisors LLC160,704$7.97M0.71%-3,30613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…159,762$7.93M1.22%+38,33013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC159,481$7.91M0.19%-58013F-HRTimeline
TAGStone Capital, Inc.159,380$7.91M3.89%+74,51913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…159,046$7.89M0.03%-13,97813F-HRTimelineGroup
Composition Wealth, LLC158,813$7.88M0.16%+101,58413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC155,660$7.72M2.64%+17,06313F-HRTimeline
Summit Financial, LLC152,736$7.58M0.21%-123,09913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC152,555$7.57M0.21%+2,95513F-HRTimeline
Dorsey & Whitney Trust CO LLC152,213$7.55M0.44%+1,96213F-HRTimeline
Trinity Financial Advisors LLC150,865$7.51M2.71%+42,44113F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…149,378$7.41M0.16%-5,33713F-HRTimelineGroup
ForthRight Wealth Management, LLC149,160$7.4M2.48%+50513F-HRTimeline
ONE Advisory Partners, LLC147,369$7.31M3.12%-4,35613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…145,707$7.23M0.02%-1,30513F-HRTimelineGroup
Bridgewater Advisors Inc.146,969$7.2M0.62%new13F-HRTimeline
Glassman Wealth Services143,700$7.13M1.19%-17,95313F-HRTimeline
Valmark Advisers, Inc.142,099$7.05M0.11%-26,90013F-HRTimeline
Balanced Rock Investment Advisors LLC141,941$7.04M5.61%-3,67213F-HRTimeline
Cascade Financial Partners, LLC138,891$6.89M0.87%-1,23813F-HRTimeline
Schiavi & Co LLC137,176$6.81M2.5%+12,50713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC135,792$6.74M0.08%+34,79613F-HRTimelineGroup
Hurlow Wealth Management Group, Inc.135,383$6.72M2.1%-6,22213F-HRTimeline
Beacon Wealthcare LLC134,388$6.67M2.71%-3,56913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…133,800$6.64M0.35%-2,80013F-HRTimeline
Atria Wealth Solutions, Inc.132,878$6.59M0.08%-140,62113F-HRTimeline
Alaethes Wealth, LLC132,194$6.56M2.4%+11,71213F-HRTimeline
Caliber Wealth Management, LLC / KS131,283$6.51M0.89%13F-HRTimeline
SigFig Wealth Management, LLC130,996$6.49M0.23%-5,97113F-HRTimeline
Bristlecone Advisors, LLC129,476$6.42M0.52%+7,36613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…128,114$6.36M0.66%+79,74313F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC127,304$6.32M3.35%+9,33513F-HRTimeline
SEEDS INVESTOR LLC127,293$6.32M1.77%+113,00013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC125,935$6.25M0.01%+90,51813F-HRTimelineGroup
Vishria Bird Financial Group, LLC123,027$6.1M2.07%-60713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC121,165$6.01M3.26%-13813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC120,947$6M<0.01%-16,56713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC119,105$5.97M0.13%013F-HRTimelineGroup
JNBA Financial Advisors119,422$5.93M0.61%-3,77413F-HRTimeline
Capital Investment Services of America,…119,380$5.92M0.6%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP119,194$5.91M0.09%new13F-HRTimeline
Atria Investments, Inc117,314$5.82M0.07%-74,33413F-HRTimeline
TOWNSQUARE CAPITAL LLC116,728$5.79M0.06%-2,14113F-HRTimeline
Liberty Capital Management, Inc.115,257$5.72M1.27%+4,74213F-HRTimeline
Farther Finance Advisors, LLC113,968$5.66M0.14%-99913F-HRTimeline
FLOW TRADERS U.S. LLC112,944$5.6M0.24%new13F-HRTimeline
Robertson Stephens Wealth Management, L…112,839$5.6M0.21%-12,33513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC112,333$5.57M4.72%013F-HRTimeline
Dynasty Wealth Management, LLC112,095$5.56M0.09%+2,95613F-HRTimeline
Paragon Capital Management Ltd111,798$5.55M1.14%-28513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …110,981$5.51M0.15%-6,70813F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC110,917$5.5M2.96%+3,25413F-HRTimeline
McNamara Financial Services, Inc.110,909$5.5M1.18%+1,65013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC109,486$5.43M0.23%+102,15913F-HRTimelineGroup
One Degree Advisors Inc109,342$5.42M2.23%+52,24813F-HRTimeline
Mayflower Financial Advisors, LLC108,557$5.39M0.82%+7,87913F-HRTimeline
CW Advisors, LLC108,499$5.38M0.06%+8,28813F-HRTimeline
Mason & Associates, LLC108,353$5.38M1.55%-27,73213F-HRTimeline
Stonebridge Capital Advisors LLC108,138$5.37M0.44%+4,21813F-HRTimeline
Chesley Taft & Associates LLC108,005$5.36M0.26%+5,85013F-HRTimeline
Rockwood Wealth Management, LLC107,577$5.34M0.54%-74,27213F-HRTimeline
Values Added Financial LLC107,437$5.33M2.96%-11,27913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC106,284$5.27M0.52%-6,37613F-HRTimeline
Betterment LLC105,892$5.25M0.01%+36,81213F-HRTimeline
Graves Light Lenhart Wealth, Inc.105,294$5.22M0.64%+13,59413F-HRTimeline
NWAM LLC104,449$5.18M0.45%-35,54613F-HRTimeline
Kingsview Wealth Management, LLC104,151$5.17M0.1%-1,87713F-HRTimeline
Ashton Thomas Private Wealth, LLC102,477$5.08M0.19%+68,02713F-HRTimeline
Yeomans Consulting Group, Inc.102,436$5.08M1.96%+6,61213F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC102,322$5.08M6.21%+25113F-HRTimeline
Hanson & Doremus Investment Management102,285$5.08M0.74%+14,98713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC102,015$5.06M0.87%+5,20013F-HRTimeline
MAI Capital Management101,836$5.05M0.04%+7,63413F-HRTimeline
Schneider Downs Wealth Management Advis…100,108$4.97M0.9%-10,67313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…99,966$4.96M0.37%+5,56813F-HRTimeline
Kelman-Lazarov, Inc.99,659$4.95M0.9%+13,94813F-HRTimeline
ELEMENT POINTE ADVISORS, LLC98,220$4.87M1.19%-1,17513F-HRTimeline
RFG Advisory, LLC97,871$4.86M0.13%-74,87113F-HRTimeline
Benchmark Wealth Management, LLC97,390$4.83M2.34%-76213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC97,062$4.82M0.11%-3,17813F-HRTimelineGroup
Manuka Financial, LLC96,886$4.81M3.11%-2,11313F-HRTimeline
DRAVO BAY LLC96,367$4.78M2.53%-5,98313F-HRTimeline
Burt Wealth Advisors95,838$4.76M1.19%+67013F-HRTimeline
Retirement Investment Advisors, Inc.95,301$4.73M0.48%-12013F-HRTimeline
Florida Trust Wealth Management Co94,716$4.7M0.15%+20,65513F-HRTimeline
Meridian Wealth Partners, LLC94,648$4.7M0.75%013F-HRTimeline
MOTIVE WEALTH ADVISORS94,219$4.68M2.5%+35,68513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC94,178$4.67M0.86%+6013F-HRTimeline
WEALTH ALLIANCE, LLC93,927$4.66M0.56%+22,52013F-HRTimeline
Vermillion Wealth Management, Inc.93,863$4.66M1.37%+1,01013F-HRTimeline
Traction Financial Partners, LLC93,186$4.62M3.61%-5,75313F-HRTimeline
WealthCollab, LLC92,662$4.6M2.85%+1,19913F-HRTimeline
Bowman & Co S.C.92,648$4.6M2.26%-2,81313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC92,615$4.6M1.69%-7,33713F-HRTimeline
Stokes Family Office, LLC91,669$4.55M0.51%-37,07413F-HRTimeline
High Falls Advisors, Inc91,321$4.53M1.06%-3,57013F-HRTimeline
Advisor Resource Council91,570$4.52M0.37%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC90,451$4.49M0.06%+13513F-HRTimelineGroup
Equita Financial Network, Inc.90,321$4.48M1.57%-12,43313F-HRTimeline
Capstone Financial Advisors, Inc.90,066$4.47M0.28%-9,71913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC91,002$4.45M0.47%-17,19113F-HRTimeline
TPG Financial Advisors, LLC88,864$4.41M1.95%+21,38713F-HRTimeline
IFP Advisors, Inc87,434$4.34M0.13%-8,74913F-HRTimeline
DAVENPORT & Co LLC87,296$4.33M0.03%+8,17313F-HRTimeline
PrairieView Partners, LLC87,156$4.32M0.45%+21,86013F-HRTimeline
SageView Advisory Group, LLC86,729$4.3M0.18%-76413F-HRTimeline
TD Capital Management LLC86,633$4.3M0.44%+2,93913F-HRTimeline
Fisher Asset Management, LLC86,087$4.27M<0.01%+12,64113F-HRTimeline
Westover Capital Advisors, LLC85,994$4.27M0.95%-1,73513F-HRTimeline
SIMON QUICK ADVISORS, LLC85,731$4.25M0.24%-8,25813F-HRTimeline
McAdam, LLC85,660$4.25M0.26%-34,81113F-HRTimeline
Vested Financial Planning, LLC85,568$4.25M4.24%+30613F-HRTimeline
LifePlan Investment Advisors, Inc.85,551$4.25M2.44%+2,32113F-HRTimeline
Capital Advisors Wealth Management, LLC85,001$4.22M0.75%+7,62713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC84,820$4.21M1.68%+23,58313F-HRTimeline
Gleason Group, Inc.84,561$4.2M0.76%new13F-HRTimeline
Cresset Asset Management, LLC84,127$4.17M0.02%+19,84113F-HRTimeline
Baker Avenue Asset Management, LP84,111$4.17M0.13%+8,31313F-HRTimeline
Invst, LLC83,032$4.12M0.56%-22,69613F-HRTimeline
Eaton Financial Holdings Company, LLC82,717$4.1M1.7%new13F-HRTimeline
Advisory Services Network, LLC82,716$4.1M0.08%+5,13213F-HRTimeline
VSM Wealth Advisory, LLC82,599$4.1M1.47%-1,22913F-HRTimeline
McNaughton Wealth Management, LLC82,596$4.1M1.99%+4,24413F-HRTimeline
Cherry Tree Wealth Management, LLC81,047$4.02M0.97%+99513F-HRTimeline
Quantinno Capital Management LP80,820$4.01M0.03%+71,55913F-HRTimeline
Wilmington Savings Fund Society, FSB80,463$3.99M0.07%+61,91313F-HRTimeline
IHT Wealth Management, LLC80,244$3.98M0.12%+1,24113F-HRTimeline
Global Strategic Investment Solutions, …79,941$3.97M0.46%+5,84413F-HRTimeline
Financial Guidance Group, Inc.79,804$3.96M2.14%-1,55413F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…78,929$3.92M0.72%-66,73713F-HRTimelineGroup
Per Stirling Capital Management, LLC.78,471$3.89M0.56%-5,41713F-HRTimeline
K2 Financial Inc.80,229$3.88M3.81%+7,92713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…77,787$3.86M0.09%+2,20513F-HRTimelineGroup
High Probability Advisors, LLC77,727$3.86M0.64%+36,48213F-HRTimeline
FIRST AMERICAN TRUST, FSB77,409$3.84M0.35%+9,01413F-HRTimeline
Vannoy Advisory Group, Inc.77,045$3.82M2.83%+5,50913F-HRTimeline
PINNACLE ASSOCIATES LTD76,883$3.81M0.06%+1,93713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…75,261$3.8M0.01%013F-HR/ATimelineGroup
Pinnacle Wealth Management Advisory Gro…76,100$3.78M0.35%+2,06813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC75,759$3.76M0.1%-42,17113F-HRTimeline
Steele Capital Management, Inc.75,305$3.74M0.19%013F-HRTimeline
Sepio Capital, LP74,996$3.72M0.29%-8,25013F-HRTimeline
Gutierrez Wealth Advisory, LLC74,664$3.7M3.01%-3,33613F-HRTimeline
FourThought Financial Partners, LLC74,422$3.69M0.39%+7,00013F-HRTimeline
Shade Tree Advisors LLC74,206$3.68M3.65%+2,05513F-HRTimeline
FINANCIAL LIFE ADVISORS73,865$3.67M1.37%-11,33613F-HRTimeline
Hassell Wealth Management, LLC75,473$3.66M1.56%+7,13013F-HRTimeline
J.W. COLE ADVISORS, INC.73,717$3.66M0.11%+49,63113F-HRTimeline
Insight Wealth Strategies, LLC73,647$3.65M0.49%+1,94413F-HRTimeline
My Legacy Advisors, LLC72,917$3.62M1.4%+9,12613F-HRTimeline
Legacy PCG, LLC72,527$3.6M2.54%+4,89213F-HRTimeline
WBH ADVISORY INC71,876$3.57M0.33%-4,03413F-HRTimeline
RiverGlades Family Offices LLC71,453$3.55M2.55%-1,24413F-HRTimeline
Timonier Family Office, LTD.70,887$3.52M1.56%-1,82913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC70,860$3.52M0.13%+4,91013F-HRTimeline
Tortoise Investment Management, LLC70,240$3.49M0.36%-78713F-HR/ATimeline
Capital Asset Advisory Services LLC69,008$3.42M0.17%+2,86713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC68,794$3.41M1.17%-20,49513F-HRTimeline
Diversified Enterprises, LLC68,764$3.41M0.29%+59,06913F-HRTimeline
OLIO Financial Planning68,256$3.39M1.17%-66213F-HRTimeline
Mustard Seed Financial, LLC67,837$3.37M2.71%+9,04313F-HRTimeline
VICUS CAPITAL67,548$3.35M0.31%-1,65913F-HRTimeline
STEPH & CO67,489$3.35M1.2%-1,55913F-HRTimeline
Cornerstone Wealth Management, LLC67,231$3.34M0.23%+1,18913F-HRTimeline
MONEYWISE, INC.67,147$3.33M1.76%-17,81413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV66,835$3.32M0.26%-3,36613F-HRTimeline
BLAIR WILLIAM & CO/IL66,001$3.27M0.01%-10,66913F-HRTimeline
Advyzon Investment Management, LLC65,457$3.25M1.15%-12,54613F-HRTimeline
Integrated Advisors Network LLC65,069$3.23M0.16%-70,46713F-HRTimeline
Glenview Trust Co65,035$3.23M0.06%+35,32113F-HR/ATimeline
Meridian Wealth Management, LLC64,935$3.22M0.16%+1,68613F-HRTimeline
Rockbridge Investment Management, LCC64,838$3.22M0.38%+7,56613F-HRTimeline
May Hill Capital, LLC64,349$3.19M1.2%-14913F-HRTimeline
Detalus Advisors, LLC64,264$3.19M1%+5,78713F-HRTimeline