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
Von Berge Wealth Management Group, LLC27,929$1.36M0.88%+7413F-HRTimeline
Kings Path Partners LLC27,366$1.36M0.66%-5,58113F-HRTimeline
Mutual Advisors, LLC27,786$1.36M0.04%-3,34113F-HRTimeline
WealthShield Partners, LLC27,307$1.35M0.17%+6,59613F-HRTimeline
TSA Wealth Managment LLC27,179$1.35M0.54%new13F-HRTimeline
Windward Private Wealth Management Inc.27,014$1.34M0.52%+7513F-HRTimeline
Shakespeare Wealth Management, LLC26,929$1.34M0.36%+7,25513F-HRTimeline
HOWE & RUSLING INC26,891$1.33M0.11%+13213F-HRTimeline
Bernardo Wealth Planning LLC26,823$1.33M0.32%+13013F-HR/ATimeline
Johnson Bixby & Associates, LLC26,797$1.33M0.2%-3,18613F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC26,649$1.32M0.23%+16213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC26,618$1.32M0.18%-1,06313F-HRTimeline
Apexium Financial, LP26,555$1.32M0.08%+19813F-HRTimeline
Intergy Private Wealth, LLC26,372$1.31M0.5%-1,57513F-HRTimeline
Ethos Financial Group, LLC26,247$1.3M0.12%-5,61413F-HRTimeline
White Lighthouse Investment Management …26,201$1.3M0.23%-9,60013F-HRTimeline
Strategic Financial Services, Inc.26,162$1.3M0.08%+6,25813F-HRTimeline
Perennial Advisors, LLC26,050$1.29M0.26%-1,02013F-HRTimeline
MCF Advisors LLC26,048$1.29M0.09%+21,95913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST25,934$1.29M0.14%+17,08413F-HRTimeline
Magnolia Private Wealth, LLC25,635$1.27M1.08%+1,07513F-HRTimeline
Prospera Financial Services Inc25,570$1.27M0.03%-4513F-HRTimeline
Forum Private Client Group LLC25,333$1.26M0.55%+2,08413F-HRTimeline
Heritage Financial Services, LLC25,324$1.26M0.12%-3913F-HRTimeline
LJI Wealth Management, LLC25,319$1.26M0.25%-26113F-HRTimeline
Truepoint, Inc.25,181$1.25M0.03%+21,06713F-HRTimeline
WEDBUSH SECURITIES INC25,120$1.25M0.05%-22013F-HRTimeline
B. Riley Wealth Advisors, Inc.25,012$1.24M0.04%+4,51213F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC24,945$1.24M0.56%013F-HRTimeline
Centurion Wealth Management LLC24,687$1.24M0.39%013F-HRTimeline
Belpointe Asset Management LLC24,635$1.22M0.06%+2,78213F-HRTimeline
Verisail Partners, LLC24,544$1.22M0.56%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC24,226$1.21M0.1%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …24,723$1.21M0.08%-3,15413F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL24,296$1.21M0.35%-6,70713F-HRTimeline
Prestige Wealth Management Group LLC24,172$1.2M0.26%-44,09113F-HR/ATimeline
BLB&B Advisors, LLC24,130$1.2M0.06%013F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC24,076$1.19M0.25%+2,66213F-HRTimeline
Aviance Capital Partners, LLC23,870$1.18M0.17%+1,15913F-HRTimeline
Human Investing LLC23,842$1.18M0.21%+1,64213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV23,810$1.18M0.39%-3,90913F-HRTimeline
TriaGen Wealth Management LLC23,301$1.16M0.41%013F-HRTimeline
1834 INVESTMENT ADVISORS CO23,210$1.15M0.15%+62013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC23,007$1.14M0.02%+3,96313F-HRTimeline
Lakewood Asset Management LLC22,792$1.13M0.76%+10913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC22,550$1.12M0.05%+2,07913F-HR/ATimeline
Taylor Hoffman Capital Management LLC22,440$1.11M0.41%-37613F-HRTimeline
RiverFront Investment Group, LLC22,461$1.11M0.02%-56213F-HRTimeline
Kohmann Bosshard Financial Services, LLC22,401$1.11M0.13%+25513F-HRTimeline
Eldridge Investment Advisors, Inc.22,462$1.11M0.26%+3413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC22,279$1.11M0.11%+1,01513F-HRTimeline
Mason & Associates Inc22,064$1.09M0.27%-10,81613F-HRTimeline
HANOVER ADVISORS INC21,791$1.08M0.47%+1,84613F-HRTimeline
CONQUIS FINANCIAL LLC21,777$1.08M1.12%+12,83913F-HRTimeline
Tenon Financial LLC21,646$1.07M0.66%+4,00013F-HRTimeline
Beverly Hills Private Wealth, LLC21,611$1.07M0.21%-5613F-HRTimeline
Compass Financial Group, INC/SD21,598$1.07M0.2%+1,50713F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC21,493$1.07M0.45%new13F-HRTimeline
NewEdge Wealth, LLC21,413$1.06M0.02%+46513F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC21,186$1.05M0.24%+41213F-HRTimeline
FC Advisory LLC21,158$1.05M0.35%-1,50113F-HRTimeline
Northstar Group, Inc.20,967$1.04M0.17%-1,37513F-HRTimeline
LVW Advisors, LLC20,952$1.04M0.13%-4,49413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK20,173$1.03M0.09%013F-HRTimeline
PFW Advisors LLC20,717$1.03M0.32%013F-HRTimeline
IFG Advisory, LLC20,704$1.03M0.06%+4,96313F-HRTimeline
CROBAN20,585$1.02M0.94%+2,09213F-HRTimeline
NORDEN GROUP LLC20,553$1.02M0.12%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC20,540$1.02M0.21%-25,04913F-HRTimeline
Cranbrook Wealth Management, LLC20,526$1.02M0.24%+5,53513F-HRTimeline
Columbia Bank20,430$1.01M0.35%013F-HRTimeline
Eaton-Cambridge Inc.20,423$1.01M0.44%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC20,386$1.01M0.13%+1,22513F-HRTimeline
Boxwood Ventures, Inc.20,380$1.01M1.44%013F-HRTimeline
Long Island Wealth Management, Inc.20,346$1.01M0.61%+46613F-HRTimeline
Navalign, LLC20,339$1.01M0.29%+7,84813F-HRTimeline
Apeiron RIA LLC20,245$1M0.3%-4,70913F-HRTimeline
Lokken Investment Group LLC20,183$1M0.42%+29513F-HRTimeline
PRIVATE TRUST CO NA20,041$994K0.1%-2,59013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC19,813$983K0.47%-3,95413F-HRTimeline
KEYVANTAGE WEALTH, LLC19,752$980K0.48%-13,17713F-HRTimeline
Wolff Financial Management LLC19,669$976K0.27%+4013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC19,594$972K0.5%-2,70513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.19,570$971K0.12%-8,28413F-HRTimeline
SAX WEALTH ADVISORS, LLC19,499$968K0.07%+60613F-HRTimeline
Roof Eidam Maycock Peralta, LLC19,496$967K0.26%-1,12213F-HRTimeline
PFG Investments, LLC19,495$967K0.06%+78113F-HRTimeline
High Net Worth Advisory Group LLC19,493$967K0.27%-33813F-HRTimeline
Bear Mountain Capital, Inc.19,713$966K0.37%+18,21613F-HRTimeline
Parkside Financial Bank & Trust19,434$964K0.12%+15,39413F-HRTimeline
Farrell Financial LLC19,354$960K0.7%+2613F-HRTimeline
MIdWestOne Financial Group, Inc.19,310$958K0.14%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.19,263$956K0.48%-2713F-HRTimeline
Revisor Wealth Management LLC19,148$950K0.42%+9,96113F-HRTimeline
LANDAAS & CO /WI /ADV19,107$948K0.26%+2,39413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV19,063$946K0.25%-12413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp18,902$938K0.04%new13F-HRTimelineGroup
Peregrine Asset Advisers, Inc.18,884$937K0.35%-74913F-HRTimeline
Wells Financial Advisors INC18,880$937K1.29%013F-HRTimeline
Prospect Financial Services LLC18,876$937K0.52%+77113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC18,874$937K0.11%013F-HRTimeline
United Advisor Group, LLC18,859$936K0.19%+5213F-HRTimeline
Grey Fox Wealth Advisors, LLC18,765$931K0.25%+5,17113F-HRTimeline
CFO4Life Group, LLC18,755$931K0.16%-1,39513F-HRTimeline
Brucke Financial, Inc.18,827$926K0.8%-3,85013F-HRTimeline
IEQ CAPITAL, LLC18,560$921K0.01%+94013F-HRTimeline
Evernest Financial Advisors, LLC18,528$919K0.33%-23013F-HRTimeline
Frank, Rimerman Advisors LLC18,422$914K0.07%013F-HRTimeline
Sage Mountain Advisors LLC18,238$905K0.07%+2,02213F-HRTimeline
Americana Partners, LLC18,235$905K0.04%-2,09113F-HRTimeline
Claro Advisors Inc.18,187$902K0.12%-5,86013F-HRTimeline
Leverty Financial Group, LLC18,171$902K0.37%-51,07413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding18,143$900K-676Timeline
Arkadios Wealth Advisors18,144$900K0.03%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.18,113$899K1.36%-1,02813F-HRTimeline
PLANNING DIRECTIONS INC18,039$895K0.38%+9613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC18,000$893K<0.01%013F-HRTimelineGroup
Exchange Capital Management, Inc.17,961$891K0.14%-2,81513F-HRTimeline
Hexagon Capital Partners LLC17,906$888K0.17%-98813F-HRTimeline
WPG Advisers, LLC17,871$887K0.83%-4,42913F-HRTimeline
Sigma Planning Corp17,853$886K0.03%+1,73213F-HRTimeline
Argent Trust Co17,811$884K0.04%+61913F-HRTimeline
Root Financial Partners, LLC17,570$872K0.09%+4,29813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,560$871K0.01%-54,92213F-HRTimelineGroup
WEALTHGARDEN F.S. LLC17,485$868K0.83%-28713F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC17,446$866K0.79%+16013F-HRTimeline
Astoria Portfolio Advisors LLC.17,762$863K0.29%+2,36013F-HRTimeline
MMA ASSET MANAGEMENT LLC17,260$856K0.36%013F-HRTimeline
ShoreHaven Wealth Partners, LLC17,156$851K0.41%-2,38513F-HRTimeline
RAINIER FAMILY WEALTH INC17,151$851K1%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC17,020$845K0.34%013F-HRTimeline
LINCOLN CAPITAL CORP16,923$840K0.35%-68513F-HRTimeline
Legacy Advisors, LLC16,922$840K0.09%new13F-HRTimeline
Archford Capital Strategies, LLC16,844$836K0.12%-5,11613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC16,828$835K0.59%+1,02713F-HRTimeline
Southland Equity Partners LLC16,809$834K0.19%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,701$829K0.03%-87813F-HRTimeline
EPG Wealth Management LLC16,391$813K0.23%+2,09813F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.16,217$805K0.29%-1,00013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC16,150$801K0.8%-2,34413F-HRTimeline
Orcam Financial Group16,147$801K0.75%-82613F-HRTimeline
Bond & Devick Financial Network, Inc.16,039$796K0.29%+80913F-HRTimeline
Disciplined Investments, LLC16,011$794K0.36%+6,90013F-HRTimeline
RDA Financial Network15,982$793K0.24%-34613F-HRTimeline
Scott Capital Advisors, LLC15,809$784K0.23%+1,26013F-HRTimeline
TBH Global Asset Management, LLC15,797$784K0.15%+10,31313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC15,760$782K0.16%-53,84213F-HRTimeline
Evolution Advisers, Inc.15,757$781K0.41%-4,21213F-HRTimeline
ADE, LLC15,739$781K0.45%013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC15,724$780K0.67%013F-HRTimelineGroup
LPWM LLC15,681$778K0.25%-1,11113F-HRTimeline
Roundview Capital LLC15,670$778K0.06%+3,00713F-HRTimeline
Advus Financial Partners, LLC15,654$777K0.33%-12913F-HR/ATimeline
Beta Wealth Group, Inc.15,546$771K0.28%-23,84213F-HRTimeline
Oregon Pacific Wealth Management, LLC15,530$771K0.77%013F-HRTimeline
Riverview Trust Co15,525$770K0.76%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC15,519$770K0.05%013F-HRTimeline
Cedar Mountain Advisors, LLC15,516$770K0.17%013F-HRTimeline
FF Advisors,LLC15,683$769K0.44%-12,39413F-HRTimeline
AdvisorNet Financial, Inc15,488$769K0.06%-31,40013F-HRTimeline
PKS Advisory Services, LLC15,361$762K0.21%+4,56413F-HRTimeline
LifeGoal Investments, LLC15,327$761K0.82%-15,38713F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC15,323$760K0.14%-1,69513F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC15,318$760K0.03%+40413F-HRTimeline
CVA Family Office, LLC15,316$760K0.12%+6,66513F-HRTimeline
Financial Advocates Investment Manageme…15,286$758K0.05%-3,58513F-HRTimeline
Martin Worley Group15,234$756K0.43%+3,45313F-HRTimeline
Blankinship & Foster, LLC15,232$756K0.19%+1,83213F-HRTimeline
CWA Asset Management Group, LLC15,176$753K0.04%+2,86613F-HRTimeline
Red Tortoise LLC15,158$752K0.39%+4813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co14,889$739K0.05%+27813F-HRTimelineGroup
Janney Capital Management LLC14,814$735K0.05%-8813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,797$734K0.01%+2,47113F-HRTimelineGroup
Mosaic Advisors LLC14,776$733K1.1%-52,28013F-HRTimeline
Carrera Capital Advisors14,706$730K0.16%-8,82313F-HRTimeline
Compass Planning Associates Inc14,690$729K0.74%+7913F-HRTimeline
Independent Advisor Alliance14,668$728K0.02%-87,89413F-HRTimeline
HB Wealth Management, LLC14,583$724K0.01%+2013F-HRTimeline
LPF Advisors LLC14,531$721K0.59%013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…14,509$720K0.3%013F-HRTimeline
LaSalle St. Investment Advisors, LLC14,349$712K0.17%+1,61513F-HRTimeline
Olde Wealth Management, LLC14,294$709K0.25%-7,24413F-HRTimeline
Barnes Wealth Management Group, Inc14,287$709K0.45%-1,50613F-HRTimeline
S.A. Mason LLC14,270$708K0.37%013F-HRTimeline
Western Wealth Management, LLC14,266$708K0.05%-1,92213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.14,260$708K0.27%+12,09613F-HRTimeline
Legacy Capital Wealth Partners, LLC14,230$706K0.17%+7413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC14,207$705K0.15%-2,27913F-HRTimeline
Live Oak Private Wealth LLC14,177$703K0.11%new13F-HRTimeline
Moser Wealth Advisors, LLC14,118$701K0.37%+31813F-HRTimeline
Alhambra Investment Management LLC14,100$700K0.36%013F-HRTimeline
TRUST CO OF VERMONT14,080$699K0.03%013F-HRTimeline
OAKWORTH CAPITAL, INC.14,058$698K0.05%-2,83513F-HRTimeline
Callan Family Office, LLC14,056$697K0.05%013F-HRTimeline
Allegiance Financial Group Advisory Ser…13,988$694K0.21%+10413F-HRTimeline
BWM Planning, LLC13,767$683K0.29%013F-HRTimeline
PATRON PARTNERS, LLC13,669$678K0.37%-1,57313F-HRTimeline
Icon Wealth Advisors, LLC13,661$678K0.06%013F-HRTimeline
Zhang Financial LLC13,617$676K0.04%+6013F-HRTimeline
Breakwater Investment Management13,614$676K0.29%013F-HRTimeline