VANGUARD MUN BD FDS (VTEB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,358
Reporting holders
$32.3B
Reported value
0.0%
Held as options
+49
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $2.8B | 54,850,518 | 0.15% | 31q | +22.7%+$513.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.9B | 38,222,195 | 1.03% | 31q | -0.9%-$17.7M |
| MORGAN STANLEY | $1.4B | 27,969,204 | 0.07% | 35q | HELD |
| Creative Planning | $1.4B | 27,320,238 | 0.81% | 31q | -0.8%-$10.7M |
| RAYMOND JAMES FINANCIAL INC | $1.4B | 26,966,940 | 0.37% | 7q | +10.4%+$128.1M |
| Wealthfront Advisers LLC | $1.3B | 26,083,419 | 2.54% | 31q | +4.7%+$59.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2B | 23,006,893 | 0.15% | 9q | -7.3%-$91.9M |
| Sixth Street Partners Management Company, L.P. | $1.2B | 23,006,893 | 0.15% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2B | 22,943,421 | 0.72% | 30q | +111.8%+$612.6M |
| FMR LLC | $1.1B | 21,371,891 | 0.05% | 31q | +5.2%+$53.2M |
| SEI INVESTMENTS CO | $801.3M | 15,843,041 | 0.71% | 31q | +11.8%+$84.9M |
| WELLS FARGO & COMPANY/MN | $750.5M | 14,838,724 | 0.12% | 31q | -48.4%-$703.5M |
| NORTHERN TRUST CORP | $749.2M | 14,811,340 | 0.09% | 27q | +1.4%+$10.7M |
| BANK OF AMERICA CORP /DE/ | $706.3M | 13,964,302 | 0.05% | 31q | +10.4%+$66.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $667.2M | 13,190,508 | 2.30% | 2q | +3.8%+$24.5M |
| JONES FINANCIAL COMPANIES LLLP | $539.8M | 10,675,389 | 0.22% | 31q | +20.2%+$90.8M |
| LPL Financial LLC | $528.3M | 10,444,670 | 0.12% | 31q | +8.4%+$40.8M |
| Corient Private Wealth LP | $462.6M | 9,146,119 | 0.30% | 15q | +104.0%+$235.9M |
| FRANKLIN RESOURCES INC | $362.9M | 7,174,048 | 0.08% | 15q | -0.7%-$2.5M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $323.4M | 6,394,230 | 4.25% | 15q | +1.2%+$3.9M |
| ENVESTNET ASSET MANAGEMENT INC | $296.0M | 5,852,832 | 0.07% | 31q | +8.3%+$22.8M |
| Mariner, LLC | $241.8M | 4,779,573 | 0.25% | 23q | +12.0%+$25.9M |
| UBS Group AG | $228.7M | 4,522,126 | 0.03% | 31q | +4.1%+$8.9M |
| RWA WEALTH PARTNERS, LLC | $226.4M | 4,476,441 | 2.17% | 31q | +5.3%+$11.4M |
| Cerity Partners LLC | $223.3M | 4,415,366 | 0.27% | 23q | HELD |
| VANGUARD ADVISERS INC | $220.7M | 4,362,459 | 0.75% | 2q | +13.2%+$25.8M |
| ASPIRIANT, LLC | $216.1M | 4,272,813 | 5.34% | 26q | +0.9%+$2.0M |
| ROYAL BANK OF CANADA | $190.0M | 3,756,633 | 0.03% | 31q | +13.5%+$22.5M |
| US BANCORP \DE\ | $181.7M | 3,591,532 | 0.20% | 31q | +2.8%+$5.0M |
| Orgel Wealth Management, LLC | $180.6M | 3,570,951 | 3.43% | 17q | +3.1%+$5.4M |
| AMERIPRISE FINANCIAL INC | $173.5M | 3,427,973 | 0.04% | 31q | -46.4%-$150.2M |
| Savant Capital, LLC | $165.3M | 3,290,574 | 0.49% | 26q | +103.7%+$84.1M |
| JANE STREET GROUP, LLC | $139.3M | 2,754,583 | 0.01% | 5q | +7548.0%+$137.5M |
| HighTower Advisors, LLC | $137.0M | 2,708,884 | 0.13% | 22q | +3.3%+$4.4M |
| Facet Wealth, Inc. | $131.0M | 2,590,804 | 1.88% | 17q | -1.8%-$2.4M |
| Integrated Wealth Concepts LLC | $130.1M | 2,571,318 | 0.63% | 24q | +101.9%+$65.6M |
| Pathstone Holdings, LLC | $125.2M | 2,474,937 | 0.36% | 11q | +4.5%+$5.4M |
| Members Trust Co | $124.2M | 2,454,801 | 3.87% | 12q | HELD |
| PNC Financial Services Group, Inc. | $121.6M | 2,403,494 | 0.06% | 31q | -2.4%-$3.0M |
| OneDigital Investment Advisors LLC | $115.8M | 2,289,562 | 0.98% | 20q | +6.3%+$6.9M |
| OSAIC HOLDINGS, INC. | $113.3M | 2,240,261 | 0.13% | 26q | +39.3%+$32.0M |
| Wedmont Private Capital | $109.1M | 2,167,958 | 2.99% | 19q | +36.5%+$29.2M |
| Bank of New York Mellon Corp | $106.5M | 2,105,092 | 0.02% | 31q | +16.6%+$15.2M |
| Sequoia Financial Advisors, LLC | $104.9M | 2,073,127 | 0.52% | 23q | +12.3%+$11.5M |
| Prime Capital Investment Advisors, LLC | $98.7M | 1,951,599 | 0.96% | 27q | +2.9%+$2.8M |
| GeoWealth Management, LLC | $95.7M | 1,891,755 | 3.01% | 11q | +22.3%+$17.4M |
| SCS Capital Management LLC | $92.5M | 1,829,597 | 0.87% | 26q | -5.2%-$5.1M |
| EP Wealth Advisors, LLC | $92.4M | 1,826,588 | 0.35% | 27q | +40.5%+$26.6M |
| RENAISSANCE TECHNOLOGIES LLC | $89.8M | 1,776,200 | 0.12% | 15q | +301.5%+$67.5M |
| Baird Financial Group, Inc. | $87.6M | 1,732,100 | 0.12% | 31q | +1.4%+$1.2M |
| Sunflower Bank, N.A. | $85.0M | 1,680,944 | 10.16% | 25q | +87.6%+$39.7M |
| Lutz Financial Services LLC | $84.2M | 1,663,916 | 5.13% | 17q | +6.0%+$4.8M |
| STIFEL FINANCIAL CORP | $83.6M | 1,653,614 | 0.07% | 31q | +6.3%+$5.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $82.3M | 1,664,709 | 0.14% | 22q | +28.9%+$18.4M |
| MBB PUBLIC MARKETS I LLC | $81.7M | 1,614,405 | 8.82% | 3q | +124.7%+$45.3M |
| Composition Wealth, LLC | $80.7M | 1,594,643 | 0.95% | 26q | +16.8%+$11.6M |
| TIAA Wealth Investment Management LLC | $78.9M | 1,560,240 | 0.53% | 2q | +22.2%+$14.3M |
| Sanctuary Advisors, LLC | $71.5M | 1,414,356 | 0.33% | 9q | +3.9%+$2.7M |
| Merit Financial Group, LLC | $70.2M | 1,388,740 | 0.21% | 18q | +150.3%+$42.2M |
| Bleakley Financial Group, LLC | $69.4M | 1,372,365 | 0.88% | 15q | +4.4%+$2.9M |
| Alvarez & Marsal Private Wealth Partners, LLC | $69.4M | 1,371,433 | 9.14% | 2q | -4.0%-$2.9M |
| Forum Financial Management, LP | $66.1M | 1,306,794 | 0.85% | 12q | -1.0%-$660.7K |
| Cetera Investment Advisers | $64.4M | 1,273,913 | 0.06% | 23q | +10.6%+$6.2M |
| Logan Stone Capital, LLC | $64.1M | 1,267,176 | 13.55% | 2q | +259.6%+$46.3M |
| BAKER BOYER NATIONAL BANK | $60.4M | 1,194,965 | 16.60% | 20q | +1.9%+$1.2M |
| GenTrust, LLC | $58.3M | 1,153,407 | 2.24% | 20q | +10.3%+$5.5M |
| Kestra Investment Management, LLC | $57.9M | 1,144,888 | 1.12% | 9q | +4.2%+$2.3M |
| West Financial Advisors, LLC | $56.2M | 1,110,601 | 8.53% | 15q | +1.4%+$796.9K |
| Focus Partners Wealth | $55.4M | 1,095,147 | 0.06% | 11q | HELD |
| Beacon Pointe Advisors, LLC | $53.5M | 1,057,630 | 0.25% | 20q | +6.9%+$3.4M |
| MATHER GROUP, LLC. | $52.7M | 1,042,071 | 0.46% | 31q | +5.0%+$2.5M |
| MML INVESTORS SERVICES, LLC | $51.0M | 1,007,730 | 0.10% | 31q | +22.3%+$9.3M |
| NewEdge Advisors, LLC | $48.9M | 966,651 | 0.15% | 23q | +115.6%+$26.2M |
| Ackerman Capital Advisors, LLC | $48.1M | 950,473 | 9.68% | 27q | -0.7%-$330.7K |
| Topsail Wealth Management, LLC | $47.6M | 942,001 | 6.08% | 7q | -14.4%-$8.0M |
| Texas Capital Bank Wealth Management Services Inc | $47.1M | 931,751 | 2.52% | 27q | +2.0%+$936.3K |
| M&T Bank Corp | $46.9M | 926,398 | 0.14% | 31q | +16.3%+$6.6M |
| Garde Capital, Inc. | $45.8M | 905,827 | 2.05% | new | NEW |
| Fort Point Capital Partners LLC | $44.5M | 878,929 | 3.08% | 31q | +17.0%+$6.5M |
| Beaird Harris Wealth Management, LLC | $44.3M | 875,617 | 2.77% | 19q | -2.1%-$939.9K |
| Foster Group, Inc. | $44.2M | 873,883 | 1.17% | 17q | -1.3%-$597.0K |
| Heritage Investment Group, Inc. | $43.9M | 867,367 | 5.89% | 17q | HELD |
| Allworth Financial LP | $43.9M | 867,210 | 0.19% | 31q | HELD |
| Financial Engines Advisors L.L.C. | $43.5M | 859,684 | 0.08% | 17q | +2.0%+$865.5K |
| New York Life Investment Management LLC | $43.4M | 858,958 | 0.30% | 11q | +68.8%+$17.7M |
| Global Strategic Investment Solutions, LLC | $43.2M | 854,509 | 3.83% | 12q | +10.8%+$4.2M |
| OLD NATIONAL BANCORP /IN/ | $42.4M | 837,585 | 0.84% | 12q | +14.1%+$5.2M |
| One Capital Management, LLC | $42.2M | 845,847 | 1.17% | 15q | HELD |
| TRUIST FINANCIAL CORP | $42.0M | 831,195 | 0.05% | 27q | -4.0%-$1.8M |
| JFS WEALTH ADVISORS, LLC | $41.7M | 823,707 | 2.08% | 21q | +1.5%+$632.4K |
| Avidian Wealth Enterprises, LLC | $40.5M | 800,354 | 1.12% | 31q | +13.4%+$4.8M |
| NICOLET BANKSHARES INC | $39.9M | 789,092 | 1.27% | 2q | -1.6%-$634.6K |
| GOLDMAN SACHS GROUP INC | $39.2M | 775,081 | 0.00% | 26q | +22.5%+$7.2M |
| Lexington Hill Partners, LLC | $39.0M | 770,612 | 18.90% | 3q | +6.9%+$2.5M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $37.7M | 745,522 | 0.66% | 5q | HELD |
| BSW Wealth Partners | $37.3M | 737,502 | 4.15% | 17q | +17.1%+$5.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $37.1M | 732,688 | 0.05% | 31q | -5.8%-$2.3M |
| BIP Wealth, LLC | $35.6M | 704,661 | 1.01% | new | NEW |
| Bragg Financial Advisors, Inc | $35.6M | 704,588 | 0.95% | 31q | +8.0%+$2.6M |
| Bedel Financial Consulting, Inc. | $35.6M | 703,574 | 3.34% | 17q | HELD |
Showing the largest 100 of 1,403 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,358 | $32.3B | 638,936,593 | 108 | 631 | 343 | 0.0% |
| Q1 2026 | 1,309 | $28.5B | 570,488,499 | 94 | 583 | 350 | 0.1% |
| Q4 2025 | 1,277 | $29.8B | 591,855,101 | 83 | 553 | 333 | 0.2% |
| Q3 2025 | 1,186 | $33.5B | 669,342,294 | 84 | 485 | 412 | 0.1% |
| Q2 2025 | 1,159 | $27.8B | 567,325,311 | 88 | 456 | 426 | 0.0% |
| Q1 2025 | 1,160 | $26.2B | 527,610,332 | 85 | 438 | 395 | 0.1% |
| Q4 2024 | 1,163 | $26.0B | 518,815,344 | 74 | 499 | 308 | 0.0% |
| Q3 2024 | 1,045 | $29.1B | 569,635,612 | 71 | 468 | 276 | 0.0% |
| Q2 2024 | 1,025 | $28.0B | 559,243,251 | 76 | 437 | 303 | 0.0% |
| Q1 2024 | 987 | $29.2B | 576,339,876 | 63 | 449 | 291 | 0.0% |
| Q4 2023 | 997 | $28.9B | 566,503,039 | 115 | 387 | 303 | 0.0% |
| Q3 2023 | 861 | $20.3B | 421,049,113 | 88 | 358 | 255 | 0.0% |
| Q2 2023 | 820 | $20.4B | 406,365,290 | 52 | 330 | 257 | 0.0% |
| Q1 2023 | 795 | $19.7B | 388,238,609 | 77 | 321 | 225 | 0.0% |
| Q4 2022 | 743 | $14.1B | 283,377,612 | 116 | 275 | 219 | 0.0% |
| Q3 2022 | 760 | $12.6B | 261,041,188 | 72 | 303 | 257 | 0.0% |
| Q2 2022 | 770 | $12.9B | 257,438,933 | 123 | 253 | 283 | 0.0% |
| Q1 2022 | 731 | $10.4B | 201,203,107 | 86 | 285 | 224 | 0.0% |
| Q4 2021 | 726 | $10.1B | 183,496,042 | 70 | 287 | 138 | 0.0% |
| Q3 2021 | 638 | $9.4B | 171,689,044 | 60 | 295 | 113 | 0.0% |
| Q2 2021 | 618 | $9.2B | 165,693,934 | 59 | 289 | 103 | 0.0% |
| Q1 2021 | 578 | $7.8B | 142,059,177 | 58 | 273 | 117 | 0.0% |
| Q4 2020 | 542 | $7.3B | 132,972,884 | 57 | 244 | 91 | 0.0% |
| Q3 2020 | 458 | $5.8B | 107,334,256 | 57 | 201 | 91 | 0.0% |
| Q2 2020 | 429 | $5.2B | 96,659,117 | 58 | 178 | 98 | 0.0% |
| Q1 2020 | 409 | $4.3B | 82,759,191 | 59 | 144 | 120 | 0.0% |
| Q4 2019 | 387 | $4.5B | 84,476,613 | 52 | 171 | 52 | 0.0% |
| Q3 2019 | 316 | $3.9B | 73,341,767 | 37 | 135 | 51 | 0.0% |
| Q2 2019 | 292 | $3.5B | 65,567,837 | 37 | 115 | 59 | 0.0% |
| Q1 2019 | 274 | $3.1B | 59,838,037 | 42 | 105 | 62 | 0.0% |
| Q4 2018 | 252 | $2.8B | 55,543,917 | 4 | 6 | 7 | 0.0% |