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Get Institutions for : 
Vanguard Tax Exempt Bond Etf (VTEB)  
$49.93 0.22 (0.44%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 993    39
Total shares held : 
 473,391,036  
% of shares held : 
 26.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   161  
Amount of shares held : 
 43,963,399  
% of shares held change : 
   2.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.89  
Last Quarter's Ending Price : 
 $50.60  
Last Quarter's Average Price : 
 $50.69  
Change from last quarter's     
avg. price to the last closing  : 
0.76 (1.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
100
 6,872,169
 1.45%
 
Increased Positions :
437
 67,009,010
 14.16%
 
Unchanged Positions :
141
 4,079,979
 0.86%
 
Decreased Positions :
315
-27,096,070
-5.72%
 
Closed Positions :
61
-2,821,710
-0.6%
 
Guru Positions :
1
44,020
 0.01%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   JANE STREET GROUP LLC 137 *New 2024-03-31 1,638,238 $82,895,000 1,638,238
   Simplicity WealthLLC 8 *New 2024-03-31 1,434,143 $72,568,000 1,434,143
   Laurel Wealth Advisors Inc. 18 *New 2022-12-31 192,017 $9,503,000 192,017
   Stewardship Advisors LLC 6 *New 2024-03-31 175,720 $8,891,000 175,720
   ZEKE CAPITAL ADVISORS, LLC 28 *New 2022-12-31 167,436 $8,286,000 167,436
   Aptus Capital Advisors LLC 171 *New 2024-03-31 97,015 $4,909,000 97,015
   FLOW TRADERS U.S. LLC 64 *New 2024-03-31 95,086 $4,811,000 95,086
   Dynasty Wealth Management LLC 49 *New 2024-03-31 84,402 $4,271,000 84,402
   Ratio Wealth Group 32 *New 2024-03-31 68,860 $3,484,000 68,860
   Equita Financial Network Inc. 20 *New 2024-03-31 64,468 $3,262,000 64,468
   Sanford Advisory Services LLC 35 *New 2022-12-31 43,598 $2,158,000 43,598
   STEWARD PARTNERS INVESTMENT SOLUTIONS LLC 66 *New 2024-03-31 40,499 $2,049,000 40,499
   MONEYWISE INC. 25 *New 2024-03-31 34,205 $1,731,000 34,205
   HARBOUR INVESTMENT MANAGEMENT LLC 50 *New 2024-03-31 24,945 $1,262,000 24,945
   BLB&B ADVISORS LLC 114 *New 2024-03-31 24,130 $1,221,000 24,130
   Catalina Capital Group LLC 46 *New 2024-03-31 22,164 $1,121,000 22,164
   RICHARDSON FINANCIAL SERVICES INC. 30 *New 2024-03-31 22,424 $1,116,000 22,424
   ST GERMAIN D J CO INC 158 *New 2024-03-31 21,537 $1,090,000 21,537
   Savvy Advisors Inc. 42 *New 2024-03-31 19,421 $983,000 19,421
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 267 *New 2024-03-31 17,412 $881,000 17,412
   WEALTH MANAGEMENT RESOURCES INC. 31 *New 2024-03-31 16,000 $810,000 16,000
   Main Street Financial Solutions LLC 223 *New 2024-03-31 15,952 $807,000 15,952
   Checchi Capital Advisers LLC 230 *New 2024-03-31 15,489 $784,000 15,489
   Bernardo Wealth Planning LLC 47 *New 2024-03-31 15,041 $761,000 15,041
   Axiom Investment Management LLC 11 *New 2022-12-31 14,026 $694,000 14,026
   Charles Schwab Trust Co 106 *New 2024-03-31 11,000 $557,000 11,000
   DAYMARK WEALTH PARTNERS LLC 260 *New 2024-03-31 10,531 $533,000 10,531
   Alpha Cubed Investments LLC 152 *New 2024-03-31 9,868 $499,000 9,868
   Zhang Financial LLC 190 *New 2024-03-31 9,800 $496,000 9,800
   HCR Wealth Advisors 134 *New 2024-03-31 9,300 $471,000 9,300
   CONTINUUM WEALTH ADVISORS LLC 33 *New 2024-03-31 9,044 $458,000 9,044
   LAKE STREET ADVISORS GROUP LLC 339 *New 2023-12-31 8,767 $448,000 8,767
   Avid Wealth Partners LLC 28 *New 2024-03-31 8,823 $446,000 8,823
   MY PURPOSEFUL WEALTH CORP. 44 *New 2024-03-31 8,143 $412,000 8,143
   Claro Advisors LLC 268 *New 2024-03-31 7,774 $393,000 7,774
   TCI Wealth Advisors Inc. 146 *New 2024-03-31 7,312 $370,000 7,312
   Grant Street Asset Management Inc. 46 *New 2024-03-31 6,529 $330,000 6,529
   FSC Wealth Advisors LLC 43 *New 2024-03-31 6,435 $326,000 6,435
   CUTLER INVESTMENT COUNSEL LLC 109 *New 2024-03-31 6,361 $322,000 6,361
   Wells Financial Advisors INC 37 *New 2024-03-31 6,000 $304,000 6,000
   Northern Capital Management Inc. 28 *New 2024-03-31 5,944 $301,000 5,944
   ACCREDITED INVESTORS INC. 174 *New 2024-03-31 5,379 $272,000 5,379
   Financial Futures Ltd Liability Co. 42 *New 2024-03-31 5,219 $264,000 5,219
   Modern Wealth Management LLC 277 *New 2024-03-31 5,247 $263,000 5,247
   Werba Rubin Papier Wealth Management 114 *New 2024-03-31 5,167 $261,000 5,167
   SATHER FINANCIAL GROUP INC 84 *New 2024-03-31 5,043 $255,000 5,043
   ROMAN BUTLER FULLERTON & CO 189 *New 2024-03-31 4,975 $249,000 4,975
   IRONWOOD INVESTMENT COUNSEL LLC 229 *New 2024-03-31 4,898 $248,000 4,898
   Braun-Bostich & Associates Inc. 110 *New 2024-03-31 4,751 $240,000 4,751
   Ronna Sue Cohen 91 *New 2024-03-31 4,605 $233,000 4,605
   Nelson Van Denburg & Campbell Wealth Management Gr 683 *New 2024-03-31 4,375 $221,000 4,375
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 271 *New 2024-03-31 4,200 $213,000 4,200
   SHEETS SMITH & ASSOCIATES INC 361 *New 2024-03-31 4,136 $209,000 4,136
   Blackston Financial Advisory Group LLC 109 *New 2024-03-31 1,745 $88,000 1,745
   Rosenberg Matthew Hamilton 473 *New 2024-03-31 694 $35,000 694
   Naples Money Management LLC 102 *New 2024-03-31 676 $34,000 676
   Trust Co 279 *New 2024-03-31 219 $11,000 219
   First Command Advisory Services Inc. 429 *New 2024-03-31 62 $3,000 62
   Nemes Rush Group LLC 576 *New 2024-03-31 47 $2,000 47
   Silicon Valley Capital Partners 288 *New 2024-03-31 23 $1,000 23
   Asset Dedication LLC 986 *New 2024-03-31 4 $0 4
   CENTRAL BANK & TRUST CO 365 *New 2024-03-31 3 $0 3
  62 Records found
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