VANGUARD MUN BD FDS (VTEI)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
171
Reporting holders
$811.8M
Reported value
0.0%
Held as options
+23
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 |
|---|---|---|---|---|---|
| Unison Advisors LLC | $240.9M | 2,386,124 | 16.80% | 5q | +0.8%+$1.8M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $56.7M | 561,581 | 0.69% | 2q | -3.2%-$1.9M |
| TIAA Wealth Investment Management LLC | $41.9M | 414,611 | 0.28% | 2q | -5.5%-$2.5M |
| ENVESTNET ASSET MANAGEMENT INC | $38.7M | 383,067 | 0.01% | 7q | +10.7%+$3.7M |
| BANK OF AMERICA CORP /DE/ | $33.8M | 334,859 | 0.00% | 7q | +62.8%+$13.0M |
| Merit Financial Group, LLC | $28.2M | 279,168 | 0.09% | 3q | +218.2%+$19.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $24.9M | 246,117 | 0.03% | 9q | +4.8%+$1.1M |
| Joel Isaacson & Co., LLC | $24.3M | 240,333 | 0.70% | 10q | +3.8%+$886.6K |
| HighTower Advisors, LLC | $23.9M | 236,290 | 0.02% | 5q | +8.2%+$1.8M |
| Cetera Investment Advisers | $20.5M | 203,435 | 0.02% | 8q | +2.7%+$539.7K |
| Avantax Planning Partners, Inc. | $18.9M | 187,307 | 0.47% | 7q | -1.6%-$302.9K |
| SEEDS INVESTOR LLC | $16.5M | 163,498 | 1.70% | 5q | HELD |
| HALL CAPITAL MANAGEMENT CO INC | $14.8M | 146,836 | 4.62% | new | NEW |
| Aspire Private Capital, LLC | $13.8M | 137,153 | 2.86% | 6q | +16.4%+$2.0M |
| Equitable Holdings, Inc. | $12.8M | 126,352 | 0.08% | 6q | -9.0%-$1.3M |
| KEYVANTAGE WEALTH, LLC | $9.5M | 94,424 | 3.61% | 3q | +568.6%+$8.1M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $8.8M | 87,055 | 0.63% | 6q | +15.6%+$1.2M |
| Heartwood Wealth Advisors LLC | $8.2M | 81,425 | 0.64% | 8q | +12.2%+$891.8K |
| Atria Investments, Inc | $6.8M | 67,449 | 0.07% | 8q | +6.6%+$420.2K |
| JONES FINANCIAL COMPANIES LLLP | $6.7M | 65,926 | 0.00% | 5q | +34.9%+$1.7M |
| Ashton Thomas Private Wealth, LLC | $6.5M | 64,478 | 0.14% | 6q | -1.8%-$118.5K |
| S.A. Mason LLC | $6.4M | 63,407 | 1.97% | 4q | +14.7%+$820.0K |
| LPL Financial LLC | $6.1M | 60,901 | 0.00% | 8q | +17.5%+$914.4K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.7M | 55,973 | 0.28% | 7q | +6.1%+$326.6K |
| Apella Capital, LLC | $5.6M | 55,564 | 0.08% | 3q | HELD |
| Hassell Wealth Management, LLC | $5.3M | 52,922 | 1.63% | 2q | +278.1%+$3.9M |
| Seed Wealth Management, Inc. | $5.0M | 49,335 | 3.15% | 5q | -1.1%-$55.5K |
| TRUIST FINANCIAL CORP | $4.8M | 48,007 | 0.01% | 6q | +4.0%+$187.2K |
| Cerity Partners LLC | $4.0M | 39,323 | 0.00% | 3q | +143.7%+$2.3M |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 38,313 | 0.00% | 5q | -14.8%-$670.9K |
| Verus Financial Partners, Inc. | $3.8M | 37,425 | 0.32% | 2q | +29.0%+$849.1K |
| OSAIC HOLDINGS, INC. | $3.2M | 32,041 | 0.00% | 9q | +66.3%+$1.3M |
| CAPTRUST FINANCIAL ADVISORS | $2.8M | 27,367 | 0.00% | 3q | +1.2%+$31.6K |
| Integrity Wealth Solutions LLC | $2.4M | 24,004 | 0.90% | 6q | +2.7%+$62.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.3M | 22,922 | 0.00% | 5q | +44.8%+$715.9K |
| Mariner, LLC | $2.3M | 22,470 | 0.00% | 7q | -3.4%-$79.2K |
| TCI Wealth Advisors, Inc. | $2.1M | 21,278 | 0.09% | 4q | HELD |
| Timonier Family Office, LTD. | $2.1M | 20,803 | 0.59% | 6q | +12.8%+$238.5K |
| Elser Financial Planning, Inc | $2.0M | 19,952 | 0.09% | 4q | +183.7%+$1.3M |
| CITADEL ADVISORS LLC | $2.0M | 19,682 | 0.00% | 7q | -42.6%-$1.5M |
| Frankly Finances, LLC | $2.0M | 38,590 | 1.53% | 3q | +160.4%+$1.2M |
| Elequin Capital, LP | $1.9M | 18,378 | 0.06% | 3q | +48.7%+$607.5K |
| Envestnet Portfolio Solutions, Inc. | $1.8M | 17,494 | 0.01% | 7q | +44.9%+$547.6K |
| HARBOUR INVESTMENTS, INC. | $1.7M | 17,257 | 0.02% | 8q | +25.1%+$349.1K |
| Oak Wealth Advisors LLC | $1.7M | 17,194 | 0.83% | 7q | -1.1%-$20.1K |
| First Heartland Consultants, Inc. | $1.7M | 17,170 | 0.11% | 5q | -10.1%-$194.7K |
| SigFig Wealth Management, LLC | $1.7M | 16,637 | 0.04% | 6q | +9.5%+$145.3K |
| FINANCIAL MANAGEMENT NETWORK INC | $1.7M | 16,641 | 0.24% | 8q | +2.2%+$36.3K |
| Paragon Capital Management Ltd | $1.7M | 16,371 | 0.31% | 10q | -5.7%-$100.1K |
| &PARTNERS | $1.6M | 16,295 | 0.01% | 4q | +68.0%+$665.9K |
| GENESIS PRIVATE WEALTH, LLC | $1.6M | 15,812 | 0.45% | 7q | +15.0%+$208.8K |
| Compound Planning, Inc. | $1.5M | 15,119 | 0.04% | 2q | +136.9%+$882.2K |
| Avidian Wealth Enterprises, LLC | $1.4M | 14,313 | 0.04% | new | NEW |
| Freedom Investment Management, Inc. | $1.4M | 14,309 | 0.40% | 10q | -1.7%-$25.1K |
| Valeo Financial Advisors, LLC | $1.4M | 14,064 | 0.03% | 7q | -4.6%-$69.1K |
| Farther Finance Advisors, LLC | $1.4M | 13,976 | 0.01% | 4q | +21.8%+$252.2K |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | $1.4M | 13,775 | 0.17% | 9q | HELD |
| OPPENHEIMER & CO INC | $1.4M | 13,682 | 0.01% | 4q | -34.8%-$738.0K |
| Vanguard National Trust Co | $1.4M | 13,606 | 0.07% | new | NEW |
| JANE STREET GROUP, LLC | $1.4M | 13,498 | 0.00% | 10q | -86.3%-$8.6M |
| Sheridan Capital Management, LLC | $1.2M | 12,025 | 0.58% | 5q | -17.1%-$249.9K |
| STONE LOFT WEALTH MANAGEMENT LLC | $1.2M | 11,599 | 0.66% | 3q | +1.4%+$15.8K |
| Clearstead Advisors, LLC | $1.1M | 11,084 | 0.01% | 5q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.1M | 10,995 | 0.04% | 5q | HELD |
| Bryn Mawr Trust Advisors, LLC | $1.1M | 10,872 | 0.05% | 6q | HELD |
| JFS WEALTH ADVISORS, LLC | $1.1M | 10,715 | 0.05% | 4q | HELD |
| Waverly Advisors, LLC | $1.1M | 10,481 | 0.01% | 4q | HELD |
| Alesco Advisors, LLC, An ESL Co | $1.1M | 10,440 | 0.02% | 3q | +43.9%+$321.6K |
| ROYAL BANK OF CANADA | $1.1M | 10,397 | 0.00% | 4q | +69.0%+$428.8K |
| IAM Advisory, LLC | $1.0M | 10,155 | 0.20% | 3q | +1.2%+$12.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.0M | 10,133 | 0.01% | 9q | +21.6%+$181.4K |
| Retirement Planning Group, LLC | $1.0M | 10,120 | 0.03% | 5q | HELD |
| Sprinkle Financial Consultants LLC | $1.0M | 10,103 | 0.40% | 3q | +0.8%+$7.8K |
| HBK Sorce Advisory LLC | $971.7K | 9,783 | 0.02% | 4q | HELD |
| VISTA CAPITAL PARTNERS, INC. | $966.1K | 9,568 | 0.08% | 4q | HELD |
| STEPHEN J. GARRY & ASSOCIATES, LLC | $941.5K | 9,325 | 0.69% | 7q | -4.6%-$45.4K |
| SIGNAL TREE FINANCIAL PARTNERS LLC | $927.8K | 9,189 | 0.61% | 5q | HELD |
| Corient Private Wealth LP | $927.6K | 9,186 | 0.00% | 7q | +109.6%+$485.1K |
| CORA CAPITAL ADVISORS LLC | $892.7K | 8,841 | 0.25% | 2q | HELD |
| FIRST MANHATTAN CO. LLC. | $858.2K | 8,500 | 0.00% | new | NEW |
| Sequent Planning LLC | $854.4K | 8,462 | 0.18% | 3q | +17.7%+$128.7K |
| CFS Investment Advisory Services, LLC | $845.2K | 8,377 | 0.06% | new | NEW |
| Tribridge Partners Financial LLC | $821.2K | 8,268 | 0.32% | 4q | +11.8%+$86.8K |
| Beacon Pointe Advisors, LLC | $779.3K | 7,718 | 0.00% | 4q | -46.1%-$665.3K |
| Rossmore Private Capital | $776.0K | 7,685 | 0.06% | 3q | HELD |
| NewEdge Advisors, LLC | $773.6K | 7,662 | 0.00% | 4q | -4.2%-$33.5K |
| Chicago Partners Investment Group LLC | $766.4K | 7,741 | 0.02% | 3q | +178.4%+$491.0K |
| BENJAMIN EDWARDS INC | $690.4K | 6,824 | 0.01% | 4q | +12.8%+$78.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $688.0K | 6,844 | 0.00% | 4q | +0.6%+$4.4K |
| 55 North Private Wealth, LLC | $643.8K | 6,377 | 0.13% | 3q | +76.7%+$279.6K |
| Kestra Advisory Services, LLC | $642.8K | 6,366 | 0.00% | 6q | +3.2%+$20.2K |
| HUNTINGTON NATIONAL BANK | $598.4K | 5,927 | 0.00% | 3q | -14.4%-$100.5K |
| PRINCIPAL SECURITIES, INC. | $591.3K | 5,856 | 0.01% | new | NEW |
| D.B. Root & Company, LLC | $582.0K | 5,765 | 0.12% | 2q | +14.7%+$74.7K |
| Midwest Financial Network, LLC | $565.2K | 5,598 | 0.39% | new | FIRST |
| Crews Bank & Trust | $556.9K | 5,515 | 0.07% | 7q | HELD |
| CHAPMAN FINANCIAL GROUP, LLC | $547.8K | 5,425 | 0.36% | 3q | +22.6%+$101.0K |
| Focus Partners Advisor Solutions, LLC | $545.6K | 5,403 | 0.00% | 2q | -36.1%-$308.8K |
| OneDigital Investment Advisors LLC | $535.2K | 5,301 | 0.00% | 5q | +0.8%+$4.1K |
| WealthSpring Partners, LLC | $533.3K | 5,282 | 0.46% | 2q | HELD |
Showing the largest 100 of 176 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 | 171 | $811.8M | 8,060,541 | 31 | 75 | 33 | 0.0% |
| Q1 2026 | 148 | $726.2M | 7,263,198 | 25 | 77 | 17 | 0.0% |
| Q4 2025 | 136 | $594.1M | 5,891,740 | 33 | 65 | 15 | 0.0% |
| Q3 2025 | 105 | $523.6M | 5,219,870 | 32 | 46 | 12 | 0.0% |
| Q2 2025 | 85 | $268.4M | 2,718,586 | 20 | 36 | 15 | 0.2% |
| Q1 2025 | 74 | $112.5M | 1,139,460 | 21 | 30 | 9 | 0.0% |
| Q4 2024 | 58 | $102.4M | 1,030,591 | 24 | 15 | 4 | 0.0% |
| Q3 2024 | 27 | $25.1M | 247,991 | 13 | 9 | 2 | 0.0% |
| Q2 2024 | 17 | $9.5M | 95,241 | 11 | 3 | 0 | 0.0% |
| Q1 2024 | 6 | $3.5M | 35,363 | 6 | 0 | 0 | 0.0% |