VANGUARD TAX-EXEMPT BOND ETF VTEB
$50.53
+0.1% 52w: $47.02 – $50.57
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data47.0248.7950.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.3K
+31 QoQ
13F value
$28.13B
-12.7% QoQ
Smart-money holders
29
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.7×
$11.8M calls / $15.8M puts
Institutional value by quarter
Number of holders
Who owns VTEB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 44.7M | $2.23B | 0.2% | -57.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 38.6M | $1.92B | 1.2% | +5.2% |
| MORGAN STANLEY | Bank broker | 27.9M | $1.39B | 0.1% | +10.9% |
| Creative Planning | Wealth advisor | 27.5M | $1.37B | 0.9% | +10.0% |
| Wealthfront Advisers LLC | Wealth advisor | 24.9M | $1.24B | 2.7% | +3.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 24.8M | $1.24B | 0.2% | +7.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 24.4M | $1.22B | 0.4% | -0.7% |
| FMR LLC | Long only active | 20.3M | $1.01B | 0.1% | -0.8% |
| NORTHERN TRUST CORP | Index provider | 14.6M | $728.4M | 0.1% | -4.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 14.4M | $717.1M | 0.1% | +6.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 14.2M | $706.7M | 0.7% | +4.9% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 12.7M | $633.9M | 2.4% | — |
| BANK OF AMERICA CORP /DE/ | Bank broker | 12.7M | $631.1M | 0.0% | +4.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 10.8M | $540.4M | 0.8% | +5.9% |
| LPL Financial LLC | Bank broker | 9.6M | $480.8M | 0.1% | +5.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 8.9M | $441.3M | 0.2% | +27.7% |
| FRANKLIN RESOURCES INC | Long only active | 7.2M | $360.4M | 0.1% | +15.2% |
| Betterment LLC | Wealth advisor | 6.9M | $345.7M | 0.7% | +3.3% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 6.3M | $315.1M | 4.6% | +12.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.4M | $269.5M | 0.1% | +16.0% |
| Corient Private Wealth LLC | Diversified mechanical | 4.5M | $220.1M | 0.3% | -45.0% |
| Cerity Partners LLC | Diversified mechanical | 4.4M | $219.6M | 0.3% | +9.0% |
| UBS Group AG | Bank broker | 4.3M | $216.8M | 0.0% | +16.0% |
| Mariner, LLC | Diversified mechanical | 4.3M | $212.9M | 0.2% | +7.8% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 4.3M | $212.1M | 2.3% | +5.9% |
| ASPIRIANT, LLC | Wealth advisor | 4.2M | $211.2M | 6.0% | -1.6% |
| VANGUARD ADVISERS INC | Wealth advisor | 3.9M | $192.2M | 0.8% | — |
| US BANCORP \DE\ | Wealth advisor | 3.5M | $174.2M | 0.2% | -0.5% |
| Orgel Wealth Management, LLC | Wealth advisor | 3.5M | $172.9M | 3.7% | -2.6% |
| ROYAL BANK OF CANADA | Bank broker | 3.3M | $165.2M | 0.0% | -2.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.2M | $159.5M | 0.0% | +5.3% |
| Facet Wealth, Inc. | Wealth advisor | 2.6M | $131.7M | 2.3% | +30.2% |
| HighTower Advisors, LLC | Diversified mechanical | 2.6M | $130.8M | 0.1% | +3.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.5M | $122.9M | 0.1% | -3.8% |
| Members Trust Co | Wealth advisor | 2.5M | $122.4M | 4.1% | +3.8% |
| Pathstone Holdings, LLC | Diversified mechanical | 2.4M | $118.1M | 0.5% | +0.9% |
| OneDigital Investment Advisors LLC | Wealth advisor | 2.2M | $107.4M | 1.1% | +11.6% |
| SCS Capital Management LLC | Wealth advisor | 1.9M | $96.3M | 1.0% | -0.8% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 1.9M | $94.6M | 1.1% | -0.8% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 1.8M | $92.1M | 0.5% | +8.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.8M | $90.0M | 0.0% | +21.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.7M | $85.2M | 0.1% | -3.0% |
| Savant Capital, LLC | Wealth advisor | 1.6M | $80.6M | 0.4% | +10.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.6M | $80.3M | 0.1% | -17.9% |
| Wedmont Private Capital | Wealth advisor | 1.6M | $79.6M | 2.6% | +20.1% |
| Lutz Financial Services LLC | Wealth advisor | 1.6M | $78.3M | 5.3% | +5.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.6M | $77.6M | 0.1% | +4.7% |
| GeoWealth Management, LLC | Wealth advisor | 1.5M | $77.2M | 2.8% | +2.0% |
| Alvarez & Marsal Private Wealth Partners, LLC | Wealth advisor | 1.4M | $71.3M | 10.0% | New |
| Composition Wealth, LLC | Wealth advisor | 1.4M | $68.1M | 0.9% | +796.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.