VANGUARD MUN BD FDS (VTEL)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
36
Reporting holders
$73.5M
Reported value
0.0%
Held as options
+10
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $23.6M | 224,805 | 0.02% | 4q | +2.7%+$613.8K |
| BANK OF AMERICA CORP /DE/ | $16.2M | 154,409 | 0.00% | 3q | +27.9%+$3.5M |
| RAYMOND JAMES FINANCIAL INC | $6.1M | 58,070 | 0.00% | 3q | -1.1%-$69.4K |
| ABLE Financial Group, LLC | $4.0M | 37,917 | 0.67% | 2q | +245.7%+$2.8M |
| Ashton Thomas Private Wealth, LLC | $3.0M | 28,740 | 0.06% | 4q | -1.1%-$32.6K |
| CITADEL ADVISORS LLC | $2.0M | 18,909 | 0.00% | 3q | +49.2%+$653.0K |
| JANE STREET GROUP, LLC | $1.9M | 17,738 | 0.00% | 5q | -61.7%-$3.0M |
| Bank of New York Mellon Corp | $1.4M | 13,779 | 0.00% | 2q | +0.9%+$12.8K |
| ASPIRIANT, LLC | $1.4M | 13,675 | 0.04% | new | NEW |
| MMA ASSET MANAGEMENT LLC | $1.3M | 12,759 | 0.43% | 2q | +6.6%+$83.2K |
| Diversified Portfolios, Inc. | $1.1M | 10,275 | 0.08% | new | NEW |
| Savvy Advisors, Inc. | $1.0M | 9,901 | 0.02% | 2q | +104.4%+$529.9K |
| OSAIC HOLDINGS, INC. | $945.5K | 9,025 | 0.00% | 3q | -8.2%-$84.0K |
| Blume Capital Management, Inc. | $942.9K | 9,000 | 0.14% | new | NEW |
| STONE LOFT WEALTH MANAGEMENT LLC | $845.6K | 8,148 | 0.48% | 3q | -3.3%-$28.6K |
| LPL Financial LLC | $720.8K | 6,880 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $667.0K | 6,363 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $647.3K | 6,178 | 0.00% | 2q | +51.6%+$220.2K |
| ENVESTNET ASSET MANAGEMENT INC | $636.2K | 6,072 | 0.00% | 2q | +5.5%+$32.9K |
| Old Mission Investment Co LLC | $504.5K | 4,815 | 0.10% | new | FIRST |
| Sowell Financial Services LLC | $492.4K | 4,700 | 0.02% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $463.4K | 4,423 | 0.01% | new | NEW |
| Gateway Wealth Partners, LLC | $451.6K | 4,310 | 0.03% | 2q | -35.0%-$242.6K |
| TRUIST FINANCIAL CORP | $450.5K | 4,300 | 0.00% | 2q | -10.4%-$52.4K |
| Hirtle & Co., LLC | $440.3K | 4,203 | 0.01% | 2q | HELD |
| Global Retirement Partners, LLC | $393.0K | 3,751 | 0.01% | 2q | +164.3%+$244.3K |
| Sage Investment Counsel LLC | $330.0K | 3,150 | 0.33% | 4q | +5.0%+$15.7K |
| Essex Financial Services, Inc. | $282.9K | 2,700 | 0.01% | 2q | +8.0%+$21.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $222.9K | 2,127 | 0.00% | 3q | HELD |
| Advisory Services Network, LLC | $220.0K | 2,100 | 0.00% | 2q | +223.1%+$151.9K |
| Cetera Investment Advisers | $218.8K | 2,088 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $210.7K | 2,011 | 0.00% | 4q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $204.8K | 1,955 | 0.00% | new | NEW |
| Colonial Trust Co / SC | $121.7K | 1,161 | 0.02% | 4q | HELD |
| Burk Holdings LLC | $110.7K | 1,057 | 0.04% | 2q | +115.7%+$59.4K |
| FIDUCIARY FINANCIAL ADVISORS | $41.3K | 394 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $11.5K | 109,788 | 0.02% | 4q | +4.8% |
| PEAPACK GLADSTONE FINANCIAL CORP | $752 | 7,181 | 0.01% | 2q | +17.4% |
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 | 36 | $73.5M | 701,888 | 9 | 14 | 7 | 0.0% |
| Q1 2026 | 26 | $60.4M | 588,789 | 12 | 9 | 3 | 0.0% |
| Q4 2025 | 17 | $38.1M | 368,049 | 9 | 4 | 0 | 0.0% |
| Q3 2025 | 10 | $13.8M | 134,160 | 9 | 0 | 1 | 0.0% |
| Q2 2025 | 1 | $8.4M | 83,717 | 1 | 0 | 0 | 0.0% |