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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
   J P MORGAN CHASE & CO 60 - 2024-03-31 77,011,697 $3,896,792,000 -9,371,274
   FMR LLC 279 - 2024-03-31 18,483,470 $935,264,000 -685,001
   MORGAN STANLEY 355 - 2024-03-31 12,302,343 $622,499,000 -156,208
   SEI INVESTMENTS CO 13 - 2024-03-31 10,619,456 $537,346,000 -427,127
   WELLS FARGO & CO/MN 201 - 2024-03-31 7,055,907 $357,029,000 -316,736
   UBS Group AG 195 - 2024-03-31 6,102,134 $308,768,000 -248,626
   KOCHIS FITZ/QUINTILE LLC 2 - 2024-03-31 5,021,908 $254,109,000 -483,147
   CI Private Wealth LLC 52 - 2024-03-31 4,522,294 $228,828,000 -5,761
   US BANCORP 74 - 2024-03-31 3,693,174 $186,875,000 -159,723
   SCS CAPITAL MANAGEMENT LLC 10 - 2024-03-31 2,748,544 $139,076,000 -65,660
   PNC FINANCIAL SERVICES GROUP INC 161 - 2024-03-31 2,378,081 $120,331,000 -53,540
   MARINER WEALTH ADVISORS, LLC 90 - 2024-03-31 2,226,384 $112,655,000 -178,598
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 144 - 2024-03-31 1,955,957 $98,971,000 -27,175
   Advisor Group Holdings Inc. 94 - 2024-03-31 1,939,607 $98,149,000 -318,763
   VANGUARD GROUP INC 1961 - 2024-03-31 1,608,324 $81,381,000 -96,975
   Baird Financial Group Inc. 143 - 2024-03-31 1,480,381 $74,907,000 -385,549
   MORNINGSTAR INVESTMENT SERVICES, INC. 39 - 2024-03-31 1,282,743 $64,894,000 -1,304,627
   BAKER BOYER NATIONAL BANK 1 - 2024-03-31 1,193,206 $60,364,000 -111
   Waldron LP 6 - 2024-03-31 1,182,441 $59,832,000 -37,596
   COMMONWEALTH EQUITY SERVICES LLC. 197 - 2024-03-31 1,175,506 $59,481,000 -67,221
   Ackerman Capital Advisors LLC 1 - 2024-03-31 1,158,947 $58,643,000 -1,336
   MML INVESTORS SERVICES LLC 104 - 2024-03-31 1,009,122 $51,062,000 -80,264
   SAVANT CAPITAL MANAGEMENT INC 32 - 2024-03-31 980,998 $49,639,000 -34,698
   Independent Advisor Alliance 8 - 2024-03-31 959,460 $48,549,000 -671,484
   ROYAL BANK OF CANADA 729 - 2024-03-31 929,772 $47,047,000 -129,613
   MATHER GROUP, INC. 22 - 2024-03-31 848,235 $43,302,000 -1,768
   GOLDMAN SACHS GROUP INC/ 1076 - 2024-03-31 834,945 $42,248,000 -185,358
   RENAISSANCE TECHNOLOGIES LLC 364 - 2024-03-31 809,800 $40,976,000 -638,295
   MERRIMAN WEALTH MANAGEMENT, LLC 11 - 2024-03-31 745,798 $37,737,000 -56,426
   M&T BANK CORP 141 - 2024-03-31 721,101 $36,488,000 -119,440
   FINANCIAL ENGINES ADVISORS L.L.C. 53 - 2024-03-31 693,283 $35,080,000 -42,765
   ALLEN INVESTMENT MANAGEMENT LLC 34 - 2024-03-31 675,526 $34,182,000 -92,487
   MODERA WEALTH MANAGEMENT, LLC 52 - 2024-03-31 661,605 $33,477,000 -13,904
   Sargent Bickham Lagudis LLC 7 - 2022-12-31 675,456 $33,428,000 -5,565
   Willow Creek Wealth Management Inc. 6 - 2023-12-31 640,159 $32,680,000 -191,832
   Bedel Financial Consulting Inc. 3 - 2024-03-31 625,163 $31,633,000 -1,040
   Sontag Advisory LLC 37 - 2024-03-31 577,967 $29,245,000 -27,850
   PINNACLE FINANCIAL PARTNERS INC 40 - 2024-03-31 527,520 $26,692,000 -26,209
   NICOLET ADVISORY SERVICES LLC 6 - 2024-03-31 525,296 $26,338,000 -7,688
   Beacon Pointe Advisors LLC 85 - 2024-03-31 472,677 $23,917,000 -30,279
   One Capital Management LLC 36 - 2024-03-31 465,234 $23,541,000 -17,108
   Lido Advisors LLC 71 - 2024-03-31 450,655 $22,803,000 -76,321
   HBK SORCE ADVISORY LLC 13 - 2024-03-31 428,461 $21,680,000 -186,731
   Windsor Group LTD 7 - 2023-09-30 411,599 $19,798,000 -7,509
   One Wealth Advisors LLC 5 - 2024-03-31 391,026 $19,786,000 -4,158
   Integrated Wealth Concepts LLC 82 - 2024-03-31 378,794 $19,167,000 -128,347
   BAILARD BIEHL & KAISER INC 48 - 2024-03-31 370,392 $18,742,000 -82,298
   Leonard Rickey Investment Advisors P.L.L.C. 8 - 2024-03-31 341,231 $17,266,000 -2,658
   CULLEN FROST BANKERS INC 97 - 2024-03-31 335,492 $16,976,000 -172,029
   HENGEHOLD CAPITAL MANAGEMENT LLC 13 - 2024-03-31 321,778 $16,282,000 -4,355
   SigFig Wealth Management LLC 27 - 2024-03-31 315,807 $15,980,000 -72,093
   STAIRWAY PARTNERS, LLC 15 - 2024-03-31 309,495 $15,660,000 -33,020
   Envestnet Portfolio Solutions Inc. 176 - 2024-03-31 298,041 $15,081,000 -192,160
   Apella Capital LLC 31 - 2024-03-31 299,802 $15,032,000 -4,073
   Empower Advisory Group LLC 140 - 2024-03-31 280,800 $14,208,000 -27,211
   Perigon Wealth Management LLC 51 - 2024-03-31 261,876 $13,251,000 -7,544
   Quaker Wealth Management LLC 7 - 2024-03-31 258,204 $13,065,000 -159,485
   CARDIFF PARK ADVISORS LLC 15 - 2024-03-31 252,885 $12,796,000 -12,301
   CAPTRUST FINANCIAL ADVISORS 307 - 2024-03-31 243,854 $12,339,000 -51,960
   Blume Capital Management Inc. 8 - 2024-03-31 240,792 $12,184,000 -1,400
   BARCLAYS PLC 967 - 2024-03-31 221,700 $11,218,000 -241,536
   Private Advisor Group LLC 244 - 2024-03-31 210,782 $10,666,000 -11,993
   ANDERSON HOAGLAND & CO 23 - 2024-03-31 213,372 $10,632,000 -5,778
   Keebeck Wealth Management LLC 9 - 2024-03-31 208,855 $10,568,000 -1,421
   FIDUCIARY TRUST CO 97 - 2024-03-31 205,833 $10,415,000 -4,172
   JANNEY MONTGOMERY SCOTT LLC 538 - 2024-03-31 192,034 $9,717,000 -7,561
   RTD Financial Advisors Inc. 24 - 2024-03-31 185,168 $9,369,000 -5,851
   JNBA FINANCIAL ADVISORS 27 - 2024-03-31 178,486 $9,031,000 -12,776
   Elm Partners Management LLC 24 - 2024-03-31 177,434 $8,978,000 -89,487
   RIVERSEDGE ADVISORS LLC 14 - 2024-03-31 165,973 $8,398,000 -11,533
   Winthrop Advisory Group LLC 17 - 2024-03-31 156,605 $7,924,000 -5,527
   Private Ocean LLC 22 - 2024-03-31 150,838 $7,632,000 -24,031
   Stratos Wealth Partners LTD. 169 - 2024-03-31 144,810 $7,327,000 -1,763
   COLONY GROUP LLC 178 - 2023-09-30 148,149 $7,126,000 -10,967
   Bridgeworth LLC - 2023-12-31 138,637 $7,077,000 -127,562
   UMB BANK N A/MO 138 - 2024-03-31 137,224 $6,944,000 -98,396
   Balanced Rock Investment Advisor 3 - 2024-03-31 137,219 $6,943,000 -23,317
   COLONY GROUP, LLC 263 - 2024-03-31 136,962 $6,930,000 -649,044
   Glassman Wealth Services 9 - 2024-03-31 132,183 $6,688,000 -9,475
   McAdam LLC 39 - 2024-03-31 126,438 $6,398,000 -2,307
   LAIRD NORTON TYEE TRUST CO 18 - 2024-03-31 126,183 $6,385,000 -22,146
   Vishria Bird Financial Group LLC 14 - 2024-03-31 124,625 $6,306,000 -3,169
   GREAT VALLEY ADVISOR GROUP INC. 127 - 2024-03-31 123,054 $6,227,000 -9,618
   Keudell/Morrison Wealth Management 11 - 2024-03-31 118,741 $6,008,000 -2,739
   COOPER/HAIMS ADVISORS LLC 9 - 2024-03-31 118,092 $5,975,000 -80,612
   STAGE HARBOR FINANCIAL LLC 5 - 2024-03-31 116,283 $5,884,000 -10,084
   Schiavi & Co LLC 7 - 2024-03-31 112,583 $5,697,000 -10,369
   PFG Advisors 56 - 2024-03-31 112,521 $5,694,000 -3,199
   Apollon Wealth Management LLC 106 - 2024-03-31 110,789 $5,606,000 -57,922
   AXXCESS WEALTH MANAGEMENT LLC 118 - 2024-03-31 110,593 $5,596,000 -12,989
   DRAVO BAY LLC 8 - 2024-03-31 109,858 $5,559,000 -1,297
   HART & PATTERSON FINANCIAL GROUP LLC 14 - 2024-03-31 107,343 $5,432,000 -705
   CITIGROUP INC 1183 - 2024-03-31 106,864 $5,407,000 -60,750
   SP Asset Management LLC 43 - 2024-03-31 106,635 $5,396,000 -9,394
   Opal Wealth Advisors LLC 12 - 2024-03-31 106,473 $5,388,000 -761
   Executive Wealth Management LLC 72 - 2024-03-31 104,003 $5,236,000 -22,089
   Towneley Capital Management Inc / DE 17 - 2024-03-31 99,255 $5,022,000 -1,110
   TD CAPITAL MANAGEMENT LLC 36 - 2024-03-31 97,831 $4,950,000 -12,455
   SAND HILL ADVISORS INC/CA 63 - 2024-03-31 96,638 $4,890,000 -19,691
   DORSEY & WHITNEY TRUST CO LLC 73 - 2024-03-31 94,659 $4,790,000 -60,286
  100 Records found
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