Skip to content
Disclosery

VTEB VANGUARD MUN BD FDS

Follow

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
CORNERSTONE ADVISORS ASSET MANAGEMENT, …64,200$3.19M0.65%-20413F-HRTimeline
Edgestream Partners, L.P.63,922$3.17M0.11%+5,21613F-HRTimeline
Shared Vision Wealth Group LLC63,811$3.17M1.73%+30113F-HRTimeline
Chicago Partners Investment Group LLC64,370$3.16M0.1%-2,08913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management63,634$3.16M0.1%-4,21113F-HRTimelineGroup
William Mack & Associates, Inc.63,341$3.14M2.69%+12,95013F-HRTimeline
Savvy Advisors, Inc.63,323$3.14M0.32%+9,67913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp63,291$3.14M0.21%-47,31113F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC62,717$3.11M0.28%-4,59413F-HRTimeline
Elmwood Wealth Management, Inc.62,690$3.11M1.28%-4,80113F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC62,645$3.11M3.41%-2,05813F-HRTimeline
Sterling Financial Planning, Inc.62,394$3.1M1.12%-7813F-HRTimeline
American Investment Services, Inc.62,391$3.1M0.54%-1,48413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.61,915$3.07M0.51%+9,60013F-HRTimeline
Compass Advisory Group LLC61,525$3.05M1.06%-31,10513F-HRTimeline
Linscomb Wealth, Inc.60,847$3.02M0.15%+10,58613F-HRTimeline
BAILARD, INC.60,737$3.01M0.08%-35,02713F-HRTimeline
Great Waters Wealth Management60,475$3M0.42%-7,43613F-HRTimeline
Visionary Wealth Advisors60,089$2.98M0.18%+1,82013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC60,067$2.98M0.23%-80913F-HRTimeline
HANCOCK WHITNEY CORP59,773$2.97M0.1%-50013F-HRTimeline
BCGM Wealth Management, LLC59,556$2.96M0.91%+20,28713F-HRTimeline
SONATA CAPITAL GROUP INC59,180$2.94M1.28%-3,65013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV59,172$2.94M0.08%013F-HR/ATimeline
SteelPeak Wealth, LLC59,121$2.93M0.12%-74113F-HRTimeline
Rede Wealth, LLC58,775$2.92M1.03%+9,92213F-HRTimeline
Sellwood Investment Partners LLC58,733$2.91M1.52%+10,66913F-HRTimeline
RCS Financial Planning, LLC58,701$2.91M1.54%-8,68413F-HRTimeline
Alesco Advisors, LLC, An ESL Co58,673$2.91M0.09%-3,27013F-HRTimeline
HUB Investment Partners, LLC58,650$2.91M0.12%+23813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO58,357$2.9M0.05%-13,49713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP57,602$2.86M0.05%-74,97313F-HRTimelineGroup
SP Asset Management LLC57,598$2.86M0.25%-8,81013F-HRTimeline
SIGNATUREFD, LLC57,262$2.84M0.05%-4,05113F-HRTimeline
PLANWISER FINANCIAL, LLC57,874$2.84M2.57%13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC56,857$2.82M1.37%+47,19413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC56,625$2.81M0.76%+1,62513F-HRTimeline
Washington Trust Advisors, Inc.56,422$2.8M0.25%+11,00413F-HRTimeline
Cannon Financial Strategists, Inc.56,327$2.79M0.48%+1,67213F-HRTimeline
THEORY FINANCIAL LLC56,138$2.79M1.18%+22,42813F-HRTimeline
TPG Advisors LLC56,116$2.78M2.19%+1,48213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC55,897$2.77M0.57%-78613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.55,820$2.77M0.17%-1,610,54413F-HRTimelineGroup
GEN Financial Management, INC.55,702$2.76M1.87%-8,81613F-HRTimeline
Integrity Wealth Solutions LLC55,694$2.76M1.5%-1,58313F-HRTimeline
Pacific Point Advisors, LLC54,898$2.72M1.51%013F-HRTimeline
O'ROURKE & COMPANY, Inc54,866$2.72M1.35%+2,45413F-HRTimeline
Fulton Bank, N.A.54,830$2.72M0.11%-3,58813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC54,709$2.71M0.2%+86113F-HRTimeline
Dynamic Advisor Solutions LLC54,490$2.7M0.09%new13F-HRTimeline
Marcum Wealth, LLC54,483$2.7M0.23%-7,07013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC54,441$2.7M0.75%+1,68613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding54,278$2.69M-64Timeline
Orion Porfolio Solutions, LLC54,224$2.69M0.03%-394,23513F-HRTimeline
Orion Portfolio Solutions, LLC54,224$2.69M0.03%-394,23513F-HR/ATimeline
Neumann Capital Management, LLC53,800$2.67M0.92%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …53,771$2.67M0.35%+35,07013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC53,720$2.67M0.01%-18,31513F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC53,664$2.66M2.22%+21,34813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC53,568$2.66M<0.01%013F-HRTimelineGroup
Allodium Investment Consultants, LLC52,942$2.63M1.94%+1,19613F-HRTimeline
Arax Advisory Partners51,885$2.57M0.17%+6,26913F-HRTimeline
Sunesis Advisors, LLC51,727$2.57M1.39%-20113F-HRTimeline
Canopy Partners, LLC51,660$2.56M1%-4,77113F-HRTimeline
Simplicity Wealth,LLC51,187$2.54M0.2%+30,18613F-HRTimeline
FIRST MERCHANTS CORP51,095$2.54M0.1%-40513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …50,829$2.53M0.2%-51,97113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD50,859$2.52M1.52%-16,69613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC49,917$2.48M0.89%-3,21813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC49,490$2.46M1.35%-17,40613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC49,441$2.45M0.04%-65613F-HRTimeline
Wrenne Financial Planning LLC49,393$2.45M1.3%+2,09813F-HRTimeline
Pure Financial Advisors, LLC48,750$2.42M0.05%+14,92213F-HRTimeline
FDx Advisors, Inc.48,682$2.42M0.79%-3,18013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…48,204$2.39M0.38%013F-HRTimelineGroup
Opes Wealth Management LLC47,559$2.36M0.48%+2,04013F-HRTimeline
Financial Strategies Group, Inc.48,510$2.36M0.56%+3,16613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…46,851$2.32M0.13%+10,20013F-HRTimelineGroup
First Pacific Financial46,817$2.32M0.47%+5,24313F-HRTimeline
Main Street Financial Solutions, LLC46,593$2.31M0.2%+2,87513F-HRTimeline
VestGen Advisors, LLC46,226$2.29M0.1%13F-HRTimeline
Retirement Planning Group, LLC46,177$2.29M0.11%new13F-HRTimeline
L.K. Benson & Company, P.C.45,356$2.25M1.56%+4,97313F-HRTimeline
COUNTRY CLUB BANK44,426$2.2M0.15%-1,69513F-HRTimeline
Avid Wealth Partners LLC43,931$2.18M1.48%-10,43213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK43,819$2.17M0.01%+4,03013F-HRTimelineGroup
GW&K Investment Management, LLC43,680$2.17M0.02%+31,93513F-HRTimeline
HRT FINANCIAL LP43,551$2.16M0.01%-12,81313F-HRTimeline
Snider Financial Group43,420$2.15M0.7%+10,16513F-HRTimeline
Glassy Mountain Advisors, Inc.43,061$2.14M0.76%+3,11913F-HRTimeline
Plum Street Advisors, LLC42,843$2.13M1.02%-1,03213F-HRTimeline
Sand Hill Global Advisors, LLC42,186$2.09M0.09%-29,13213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC42,168$2.09M0.05%-6,44013F-HRTimeline
Meredith Wealth Planning41,829$2.08M0.92%+3,89613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding41,583$2.07M-3,242Timeline
Sargent Investment Group, LLC41,047$2.04M0.33%+10,88513F-HRTimeline
Glen Eagle Advisors, LLC40,942$2.03M0.34%-4,64713F-HRTimeline
Evolution Wealth Advisors, LLC40,792$2.02M0.34%013F-HRTimeline
Kuhn & Co Investment Counsel40,720$2.02M1.7%+2,28113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC40,635$2.02M0.56%+14,58513F-HRTimeline
HARBOUR INVESTMENTS, INC.40,233$2M0.06%-4,17013F-HRTimeline
Watchman Group, Inc.40,154$1.99M0.56%-7,30513F-HRTimeline
Wheelhouse Advisory Group LLC40,081$1.99M1.14%+3,48013F-HRTimeline
NorthCrest Asset Manangement, LLC39,959$1.98M0.06%-11,72013F-HRTimeline
Boyd Wealth Management, LLC39,802$1.97M0.98%+9,39513F-HRTimeline
SAGE RHINO CAPITAL LLC39,794$1.97M0.46%+2,19213F-HRTimeline
Laurel Wealth Advisors LLC39,673$1.97M0.31%+75713F-HRTimeline
Sincerus Advisory, LLC39,653$1.97M2.08%-23513F-HRTimeline
CPR Investments Inc.39,600$1.96M1.74%new13F-HRTimeline
Financial Freedom, LLC39,537$1.96M1.13%-27,77413F-HRTimeline
Mullooly Asset Management, Inc.39,521$1.96M0.89%13F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC39,336$1.95M0.12%+3,75513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC39,059$1.94M0.09%+6,80813F-HRTimelineGroup
Breakwater Capital Group39,042$1.94M0.35%-7,14013F-HRTimeline
FINANCIAL COUNSELORS INC38,850$1.93M0.03%-613F-HRTimeline
Beaumont Financial Advisors, LLC38,843$1.93M0.15%-3,03413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC38,674$1.92M1.59%+12,63713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC38,558$1.91M0.18%+80013F-HRTimeline
Golden Bell Financial Planning LLC38,109$1.89M1.84%+1,12113F-HRTimeline
SwitchPoint Financial Planning, LLC37,767$1.87M1.78%+913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC37,640$1.87M0.08%-5,60013F-HRTimeline
Financial Architects, LLC37,615$1.87M1.19%+8,26013F-HRTimeline
Pinnacle Bancorp, Inc.37,557$1.86M0.61%-3,14713F-HRTimeline
Lazard Freres Gestion S.A.S.37,500$1.86M0.05%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…37,429$1.86M0.03%+1,30213F-HRTimelineGroup
Oak Wealth Advisors LLC37,424$1.86M1.37%+9,20513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,403$1.86M0.06%+32913F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…37,179$1.84M0.66%+1,94213F-HRTimeline
Black Diamond Financial, LLC36,967$1.83M0.28%013F-HRTimeline
Hilltop Partners LLC36,951$1.83M0.62%+7713F-HRTimeline
PROFFITT & GOODSON INC36,883$1.83M0.3%+12,18813F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC36,881$1.83M0.23%-1,19713F-HRTimeline
PETRA FINANCIAL ADVISORS INC36,813$1.83M1.5%+6,70813F-HRTimeline
Wealth Alliance Advisory Group, LLC36,782$1.83M0.38%+4,00013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…36,651$1.82M0.07%+1,23713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.37,463$1.81M<0.01%+3,38013F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC36,396$1.81M0.5%+3,74613F-HRTimeline
HHM Wealth Advisors, LLC36,358$1.8M0.24%+1,28113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC36,287$1.8M0.61%+16913F-HRTimeline
McKinley Carter Wealth Services, Inc.36,189$1.8M0.11%-328,48613F-HRTimeline
Everhart Financial Group, Inc.36,096$1.79M0.24%+1,89013F-HRTimeline
Busey Bank35,922$1.78M0.06%-7,79113F-HRTimeline
Twele Capital Management, Inc.35,693$1.77M0.38%-2213F-HRTimeline
McIlrath & Eck, LLC35,525$1.76M0.22%-2,38913F-HRTimeline
Rialto Wealth Management, LLC35,391$1.76M0.55%-97913F-HRTimeline
SSA SWISS ADVISORS AG35,252$1.75M0.9%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC34,585$1.72M<0.01%+25,01313F-HRTimelineGroup
Financial Connections Group, Inc.34,362$1.71M0.77%-17,32413F-HRTimeline
Regal Investment Advisors LLC34,108$1.69M0.14%+2,39713F-HRTimeline
Aletheian Wealth Advisors LLC34,071$1.69M0.95%-90513F-HRTimeline
Note Advisors, LLC33,694$1.67M1.38%-3,05613F-HRTimeline
GSG Advisors LLC34,408$1.67M0.55%+1,76213F-HRTimeline
REGIMEN WEALTH, LLC33,560$1.67M0.54%-1,43113F-HRTimeline
Wealthspire Retirement, LLC33,346$1.65M0.13%-17,32913F-HRTimeline
Stone Summit Wealth LLC33,140$1.64M0.56%-1,51013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32,871$1.63M0.01%+2,23313F-HRTimeline
CULBERTSON A N & CO INC32,700$1.62M0.26%+1,90013F-HRTimeline
Parallel Advisors, LLC32,692$1.62M0.04%-13,07413F-HRTimeline
Brewster Financial Planning LLC32,660$1.62M1.2%+8,59013F-HRTimeline
Relyea Zuckerberg Hanson LLC32,583$1.62M0.22%-2,16313F-HRTimeline
Davis Wealth Advisors, LLC32,247$1.6M1.81%-3,13713F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC32,094$1.59M0.37%013F-HRTimeline
Csenge Advisory Group32,688$1.59M0.09%+11,72213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,026$1.59M<0.01%new13F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC31,824$1.58M0.67%013F-HRTimeline
Transce3nd, LLC31,695$1.57M0.7%-7,17213F-HRTimeline
Revolve Wealth Partners, LLC31,669$1.57M0.23%+18,04813F-HRTimeline
Modern Wealth Management, LLC31,565$1.57M0.05%-2,95013F-HR/ATimeline
Brio Consultants, LLC31,365$1.56M0.24%-16,33913F-HR/ATimeline
McGlone Suttner Wealth Management, Inc.31,358$1.56M0.26%-4,76113F-HRTimeline
MIDDLETON & CO INC/MA31,100$1.54M0.18%-5,20013F-HRTimeline
Cypress Wealth Services, LLC31,099$1.54M0.31%-58513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO30,833$1.53M0.04%+25613F-HRTimeline
Engineers Gate Manager LP30,327$1.5M0.03%new13F-HRTimeline
Optas, LLC30,288$1.5M0.26%+13,62113F-HRTimeline
Souders Financial Advisors30,153$1.5M0.21%+17313F-HRTimeline
Leeward Financial Partners, LLC29,930$1.49M0.55%+91813F-HRTimeline
CHOREO, LLC29,928$1.48M0.02%+10,29413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC29,637$1.47M0.08%-30213F-HRTimeline
Journey Beyond Wealth, LLC29,592$1.47M1.37%-5,28913F-HRTimeline
ACT WEALTH MANAGEMENT, LLC29,500$1.46M0.66%+20,00013F-HRTimeline
Whitegate Investment Counselors, Inc.29,405$1.46M0.52%-2,23513F-HRTimeline
World Investment Advisors29,365$1.46M0.04%+6,58413F-HRTimeline
Verdence Capital Advisors LLC29,202$1.45M0.11%+1,77813F-HRTimeline
Penney Financial, LLC29,124$1.45M0.95%+1,12613F-HRTimeline
W ADVISORS, LLC28,813$1.43M0.89%+1,31013F-HRTimeline
Life Planning Partners, Inc28,687$1.42M1.29%+1,00013F-HRTimeline
Aveo Capital Partners, LLC28,993$1.42M0.24%-64,62013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…28,614$1.42M0.01%013F-HRTimeline
NorthCoast Asset Management LLC28,481$1.41M0.01%-2,12813F-HR/ATimeline
RFP Financial Group LLC28,427$1.41M0.57%-3,13613F-HRTimeline
Bouchey Financial Group, Ltd.28,284$1.4M0.13%013F-HRTimeline
Maia Wealth LLC28,915$1.4M0.32%-1,84313F-HRTimeline
BURNEY CO/28,162$1.4M0.05%+6,71313F-HRTimeline
Continuum Advisory, LLC28,097$1.39M0.18%-1,51013F-HRTimeline
Alliance Wealth Advisors, LLC28,000$1.39M0.82%013F-HRTimeline
Legacy Financial Advisors, Inc.27,940$1.39M0.23%-89113F-HRTimeline
Glass Jacobson Investment Advisors llc27,648$1.39M0.46%013F-HRTimeline
Columbus Macro, LLC27,708$1.37M0.18%+1,30113F-HRTimeline
Core Wealth Advisors, Inc.27,573$1.37M0.44%-1,86213F-HRTimeline