Skip to content
Disclosery

VTEB VANGUARD MUN BD FDS

Follow

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
Mosaic Advisors LLC67,056$3.36M3.95%+38713F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC66,896$3.35M1.87%+15,01613F-HRTimeline
SP Asset Management LLC66,408$3.33M0.28%-22,53713F-HRTimeline
Capital Asset Advisory Services LLC66,141$3.32M0.16%+41613F-HRTimeline
Chicago Partners Investment Group LLC66,459$3.32M0.11%+32,09713F-HRTimeline
Cornerstone Wealth Management, LLC66,042$3.31M0.22%+5,96913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC65,950$3.31M0.12%-2,69813F-HRTimeline
PrairieView Partners, LLC65,296$3.27M0.34%-10,94913F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC64,703$3.24M3.64%13F-HR/ATimeline
GEN Financial Management, INC.64,518$3.23M2.1%13F-HRTimeline
May Hill Capital, LLC64,498$3.23M1.25%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …64,404$3.23M0.7%+14,95113F-HRTimeline
Cresset Asset Management, LLC64,286$3.22M0.02%+27,31113F-HRTimeline
American Investment Services, Inc.63,875$3.2M0.57%-7,92713F-HR/ATimeline
Shared Vision Wealth Group LLC63,510$3.18M1.68%+1,77413F-HRTimeline
Apex Wealth Management, LLC63,427$3.18M2.74%13F-HRTimeline
HILL ISLAND FINANCIAL LLC63,418$3.18M0.93%+57,95913F-HRTimeline
My Legacy Advisors, LLC63,791$3.18M1.23%+6,15613F-HRTimeline
Meridian Wealth Management, LLC63,249$3.17M0.15%+98913F-HRTimeline
SONATA CAPITAL GROUP INC62,830$3.15M1.3%+5013F-HRTimeline
Sterling Financial Planning, Inc.62,472$3.13M1.15%+11,50913F-HRTimeline
Alesco Advisors, LLC, An ESL Co61,943$3.11M0.1%-2,92513F-HRTimeline
Marcum Wealth, LLC61,553$3.09M0.27%+3,68613F-HRTimeline
SIGNATUREFD, LLC61,313$3.07M0.06%-27413F-HRTimeline
Hobbs Group Advisors, LLC61,282$3.07M1.15%-2,48313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC61,237$3.07M1.2%-9,57913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC60,876$3.05M0.24%-1,58713F-HRTimeline
HANCOCK WHITNEY CORP60,273$3.02M0.1%+79013F-HRTimeline
SteelPeak Wealth, LLC59,862$3M0.12%-44913F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV59,172$2.97M0.09%new13F-HRTimeline
Mustard Seed Financial, LLC58,794$2.95M2.39%+9,55713F-HRTimeline
Edgestream Partners, L.P.58,706$2.94M0.13%-20,46013F-HRTimeline
MOTIVE WEALTH ADVISORS58,534$2.93M1.58%-1,13513F-HRTimeline
Detalus Advisors, LLC58,477$2.93M0.97%+4,40113F-HRTimeline
Schonfeld Strategic Advisors LLC58,441$2.93M0.02%-178,19013F-HRTimeline
Fulton Bank, N.A.58,418$2.93M0.11%+21,70213F-HRTimeline
HUB Investment Partners, LLC58,412$2.93M0.12%+17,20413F-HRTimeline
Visionary Wealth Advisors58,269$2.92M0.17%+29313F-HRTimeline
Integrity Wealth Solutions LLC57,277$2.87M1.61%+9,62613F-HRTimeline
Rockbridge Investment Management, LCC57,272$2.87M0.37%-3513F-HRTimeline
Composition Wealth, LLC57,229$2.87M0.06%+5,10913F-HRTimeline
One Degree Advisors Inc57,094$2.86M1.16%-44,73513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC56,683$2.84M0.6%+4,85613F-HRTimeline
Canopy Partners, LLC56,431$2.83M1.08%-20313F-HRTimeline
HRT FINANCIAL LP56,364$2.83M0.01%-11,79613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC55,000$2.76M0.76%+14,06013F-HRTimeline
Pacific Point Advisors, LLC54,898$2.75M1.67%13F-HRTimeline
Cannon Financial Strategists, Inc.54,655$2.74M0.47%+6,97813F-HRTimeline
TPG Advisors LLC54,634$2.74M2.14%+12,08213F-HRTimeline
Avid Wealth Partners LLC54,363$2.73M1.94%-1,23713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding54,342$2.72M-1,972Timeline
TRANSCEND CAPITAL ADVISORS, LLC53,848$2.7M0.19%-96513F-HRTimeline
Neumann Capital Management, LLC53,800$2.7M0.9%+25013F-HRTimeline
Savvy Advisors, Inc.53,644$2.69M0.32%+42,48813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC53,568$2.69M<0.01%013F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC53,135$2.66M0.9%+7,37413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC52,755$2.64M0.73%+7,57613F-HRTimeline
O'ROURKE & COMPANY, Inc52,412$2.63M1.29%-2,93513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.52,315$2.62M0.43%013F-HRTimeline
Sunesis Advisors, LLC51,928$2.6M1.58%-7013F-HRTimeline
FDx Advisors, Inc.51,862$2.6M0.76%+1,81513F-HRTimeline
Allodium Investment Consultants, LLC51,746$2.59M2.17%13F-HRTimeline
Financial Connections Group, Inc.51,686$2.59M1.25%013F-HRTimeline
NorthCrest Asset Manangement, LLC51,679$2.59M0.08%+1,50213F-HR/ATimeline
FIRST MERCHANTS CORP51,500$2.58M0.1%-64213F-HRTimeline
Wealthspire Retirement, LLC50,675$2.54M0.2%+31613F-HRTimeline
William Mack & Associates, Inc.50,391$2.53M2.64%13F-HRTimeline
Linscomb Wealth, Inc.50,261$2.52M0.13%+6,33613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC50,097$2.51M0.04%+76013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.49,418$2.48M0.16%+2,80913F-HRTimelineGroup
Rede Wealth, LLC48,853$2.45M0.94%+1,44413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC48,608$2.44M0.06%-39013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…48,371$2.42M0.25%+30,71013F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…48,204$2.42M0.33%-65,85413F-HRTimelineGroup
Sellwood Investment Partners LLC48,064$2.41M1.3%13F-HRTimeline
Brio Consultants, LLC47,704$2.39M0.37%+8,60013F-HRTimeline
Watchman Group, Inc.47,459$2.38M0.62%-82813F-HRTimeline
Wrenne Financial Planning LLC47,295$2.37M1.35%+2,37413F-HRTimeline
AdvisorNet Financial, Inc46,888$2.35M0.2%-3,21213F-HRTimeline
Keudell/Morrison Wealth Management46,838$2.35M0.61%-16,16413F-HRTimeline
Breakwater Capital Group46,182$2.32M0.46%+16613F-HRTimeline
COUNTRY CLUB BANK46,121$2.31M0.15%-5,27513F-HRTimeline
Parallel Advisors, LLC45,766$2.29M0.05%+21,62513F-HRTimeline
Arax Advisory Partners45,616$2.29M0.14%+28,08513F-HRTimeline
FFT WEALTH MANAGEMENT LLC45,589$2.29M0.17%+5,45813F-HRTimeline
Glen Eagle Advisors, LLC45,589$2.29M0.38%-1,26813F-HRTimeline
Opes Wealth Management LLC45,519$2.28M0.47%+8,03413F-HRTimeline
Washington Trust Advisors, Inc.45,418$2.28M0.19%-7,97413F-HRTimeline
Financial Strategies Group, Inc.45,344$2.25M0.54%+1,88213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding44,825$2.25M-2,203Timeline
HARBOUR INVESTMENTS, INC.44,403$2.23M0.06%-20,97113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.44,151$2.21M0.21%new13F-HRTimelineGroup
VestGen Investment Management43,990$2.21M0.6%-54513F-HRTimeline
Plum Street Advisors, LLC43,875$2.2M1.09%+99213F-HRTimeline
Main Street Financial Solutions, LLC43,718$2.19M0.22%+5,86113F-HRTimeline
Busey Bank43,713$2.19M0.07%-7,52313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC43,240$2.17M0.09%+5,01013F-HRTimeline
Beaumont Financial Advisors, LLC41,877$2.1M0.16%-48013F-HRTimeline
First Pacific Financial41,574$2.08M0.48%+4,46713F-HRTimeline
High Probability Advisors, LLC41,245$2.07M0.37%-33,01813F-HRTimeline
Evolution Wealth Advisors, LLC40,792$2.04M0.34%013F-HRTimeline
Pinnacle Bancorp, Inc.40,704$2.04M0.66%+7,80813F-HRTimeline
L.K. Benson & Company, P.C.40,383$2.02M1.43%13F-HRTimeline
Glassy Mountain Advisors, Inc.39,942$2M0.69%+1,09113F-HRTimeline
Sincerus Advisory, LLC39,888$2M2.14%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK39,789$1.99M0.01%+1,59613F-HRTimelineGroup
Beta Wealth Group, Inc.39,388$1.97M0.87%+15113F-HRTimeline
BCGM Wealth Management, LLC39,269$1.97M0.62%+10,47713F-HRTimeline
Laurel Wealth Advisors LLC38,916$1.95M0.3%+1,22813F-HRTimeline
Transce3nd, LLC38,867$1.95M0.66%13F-HRTimeline
GTS SECURITIES LLC38,861$1.95M0.09%+29,04113F-HRTimeline
FINANCIAL COUNSELORS INC38,856$1.95M0.03%+613F-HRTimeline
SJS Investment Consulting Inc.38,706$1.94M0.34%-93213F-HRTimeline
Kuhn & Co Investment Counsel38,439$1.93M1.64%+1,99913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC38,078$1.91M0.25%+1,57113F-HRTimeline
Meredith Wealth Planning37,933$1.9M0.85%-1,98713F-HRTimeline
McIlrath & Eck, LLC37,914$1.9M0.24%+7,85913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC37,758$1.89M0.18%+66513F-HRTimeline
SwitchPoint Financial Planning, LLC37,758$1.89M1.81%13F-HRTimeline
SAGE RHINO CAPITAL LLC37,602$1.88M0.41%+12,85713F-HRTimeline
Lazard Freres Gestion S.A.S.37,500$1.88M0.04%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,074$1.86M0.06%-24613F-HRTimelineGroup
Golden Bell Financial Planning LLC36,988$1.85M1.86%13F-HRTimeline
Black Diamond Financial, LLC36,967$1.85M0.28%013F-HRTimeline
Hilltop Partners LLC36,874$1.85M0.63%+3,50313F-HRTimeline
Note Advisors, LLC36,750$1.84M1.63%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…36,651$1.84M0.1%+14,80713F-HRTimelineGroup
Wheelhouse Advisory Group LLC36,601$1.83M1.09%-3,33713F-HRTimeline
Rialto Wealth Management, LLC36,370$1.82M0.6%13F-HRTimeline
MIDDLETON & CO INC/MA36,300$1.82M0.2%013F-HRTimeline
Emprise Bank36,215$1.82M1.03%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…36,127$1.81M0.03%-10513F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.36,119$1.81M0.3%+6,49813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC36,118$1.81M0.59%+12613F-HRTimeline
White Lighthouse Investment Management …35,801$1.79M0.32%+50013F-HRTimeline
Twele Capital Management, Inc.35,715$1.79M0.38%+1,02113F-HRTimeline
Global Retirement Partners, LLC35,699$1.79M0.05%-16,71713F-HRTimeline
Bryn Mawr Trust Advisors, LLC35,581$1.78M0.1%+413F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC35,417$1.78M<0.01%+13,06013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…35,414$1.78M0.06%+2,34713F-HRTimelineGroup
Davis Wealth Advisors, LLC35,384$1.77M1.95%13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…35,237$1.77M0.61%+1,83913F-HRTimeline
HHM Wealth Advisors, LLC35,077$1.76M0.24%+4,86213F-HRTimeline
REGIMEN WEALTH, LLC34,991$1.75M0.57%+36513F-HRTimeline
Aletheian Wealth Advisors LLC34,976$1.75M1.04%-1,91913F-HRTimeline
Journey Beyond Wealth, LLC34,881$1.75M1.64%13F-HRTimeline
Relyea Zuckerberg Hanson LLC34,746$1.74M0.23%+6,68413F-HRTimeline
Stone Summit Wealth LLC34,650$1.74M0.58%-3,10013F-HRTimeline
Modern Wealth Management, LLC34,515$1.73M0.06%+16,95413F-HR/ATimeline
Ashton Thomas Private Wealth, LLC34,450$1.73M0.07%+26,41313F-HRTimeline
Everhart Financial Group, Inc.34,206$1.71M0.35%-2,21413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.34,083$1.7M<0.01%+8,14013F-HRTimelineGroup
Pure Financial Advisors, LLC33,828$1.7M0.04%-7,30613F-HRTimeline
THEORY FINANCIAL LLC33,710$1.69M0.71%-51013F-HRTimeline
Stark Wealth Management LLC33,527$1.68M1.24%13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC33,402$1.67M0.41%+43213F-HRTimeline
Snider Financial Group33,255$1.67M0.52%-7,78313F-HRTimeline
Kings Path Partners LLC32,947$1.65M0.71%-57213F-HRTimeline
KEYVANTAGE WEALTH, LLC32,929$1.65M1.18%13F-HRTimeline
Mason & Associates Inc32,880$1.65M0.39%+1,01813F-HRTimeline
Wealth Alliance Advisory Group, LLC32,782$1.64M0.35%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC32,650$1.64M0.47%13F-HRTimeline
GSG Advisors LLC32,646$1.64M0.52%+26113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC32,316$1.62M1.3%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL31,003$1.62M0.54%+5,54213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC32,251$1.62M0.07%-2,82713F-HRTimelineGroup
OAK HILL WEALTH ADVISORS, LLC32,094$1.61M0.38%new13F-HRTimeline
Almanack Investment Partners, LLC.31,861$1.6M0.25%-13313F-HRTimeline
Ethos Financial Group, LLC31,861$1.6M0.21%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC31,824$1.6M0.68%+35613F-HRTimeline
Regal Investment Advisors LLC31,711$1.59M0.12%-2,24813F-HRTimeline
Cypress Wealth Services, LLC31,684$1.59M0.32%+22313F-HRTimeline
Whitegate Investment Counselors, Inc.31,640$1.59M0.54%-2,65013F-HRTimeline
RFP Financial Group LLC31,563$1.58M0.62%+19,72213F-HRTimeline
Mutual Advisors, LLC31,127$1.55M0.04%-3,04813F-HRTimeline
Maia Wealth LLC30,758$1.54M0.33%-21,83213F-HRTimeline
CULBERTSON A N & CO INC30,800$1.54M0.25%+2,00013F-HRTimeline
LifeGoal Investments, LLC30,714$1.54M1.67%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC30,638$1.54M0.01%new13F-HRTimeline
NorthCoast Asset Management LLC30,609$1.53M0.01%-5,93713F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO30,577$1.53M0.03%+8,40413F-HRTimeline
Boyd Wealth Management, LLC30,407$1.52M0.75%+2,44013F-HRTimeline
PETRA FINANCIAL ADVISORS INC30,105$1.51M1.03%013F-HRTimeline
Johnson Bixby & Associates, LLC29,983$1.5M0.23%+32313F-HRTimeline
Souders Financial Advisors29,980$1.5M0.21%+2,31413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC29,939$1.5M0.08%-91713F-HRTimeline
Sargent Investment Group, LLC30,162$1.5M0.24%+13,02513F-HRTimeline
Glenview Trust Co29,714$1.49M0.03%+13,62813F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…29,642$1.49M0.3%+17,38713F-HRTimeline
Continuum Advisory, LLC29,607$1.48M0.19%-22613F-HRTimeline
Core Wealth Advisors, Inc.29,435$1.48M0.49%-2,61813F-HRTimeline
Financial Architects, LLC29,355$1.47M0.94%+1,77513F-HRTimeline
Leeward Financial Partners, LLC29,012$1.45M0.52%+1,30313F-HRTimeline
Legacy Financial Advisors, Inc.28,831$1.45M0.24%-7,06513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…28,614$1.43M0.01%-3,51813F-HRTimeline
FF Advisors,LLC28,077$1.42M0.97%+1,48013F-HRTimeline
Bouchey Financial Group, Ltd.28,284$1.42M0.12%013F-HRTimeline
Oak Wealth Advisors LLC28,219$1.41M1.09%13F-HRTimeline
Alliance Wealth Advisors, LLC28,000$1.4M0.8%013F-HRTimeline
Penney Financial, LLC27,998$1.4M0.94%+1,46813F-HRTimeline