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Get Institutions for : 
Vanguard Tax Exempt Bond Etf (VTEB)  
$50.10 0.16 (0.32%) as of 4:30 Fri 5/17


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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 : 
 $47.71  
Last Quarter's Ending Price : 
 $51.05  
Last Quarter's Average Price : 
 $49.03  
Change from last quarter's     
avg. price to the last closing  : 
1.07 (2.18%)  




 
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: 3-31-2022 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 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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11 - 2023-12-31 32,791,913 $1,674,029,000 2,346,081
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 13 - 2024-03-31 29,485,963 $1,491,990,000 1,333,540
   Wealthfront Advisers LLC 6 - 2024-03-31 28,367,266 $1,435,384,000 3,543,291
   CREATIVE PLANNING 11 - 2023-12-31 24,754,352 $1,263,710,000 3,258,212
   FMR LLC 237 - 2023-12-31 19,168,471 $978,550,000 3,660,355
   RAYMOND JAMES & ASSOCIATES 23 - 2024-03-31 17,637,463 $892,456,000 403,508
   MORGAN STANLEY 310 - 2023-12-31 12,458,551 $636,009,000 738,933
   NORTHERN TRUST CORP 172 - 2023-12-31 11,720,572 $598,335,000 672,087
   TIAA TRUST NATIONAL ASSOCIATION 12 - 2024-03-31 11,389,248 $576,296,000 455,925
   SEI INVESTMENTS CO 13 - 2024-03-31 10,619,456 $537,346,000 -427,127
   ENVESTNET ASSET MANAGEMENT INC 111 - 2023-12-31 8,355,301 $426,538,000 636,006
   BANK OF AMERICA CORP /DE/ 361 - 2023-12-31 7,974,786 $407,113,000 1,938,622
   WELLS FARGO & CO/MN 201 - 2024-03-31 7,055,907 $357,029,000 -316,736
   UBS Group AG 158 - 2023-12-31 6,350,760 $324,206,000 -856,441
   TIAA FSB 24 - 2023-06-30 6,047,111 $303,686,000 408,323
   KOCHIS FITZ/QUINTILE LLC 2 - 2024-03-31 5,021,908 $254,109,000 -483,147
   MERCER GLOBAL ADVISORS INC /ADV 32 - 2023-12-31 4,636,091 $236,672,000 380,665
   CI Private Wealth LLC 52 - 2024-03-31 4,522,294 $228,828,000 -5,761
   LPL FINANCIAL CORP 166 - 2024-03-31 4,121,881 $208,567,000 1,482,759
   FRANKLIN RESOURCES INC 238 - 2023-12-31 3,786,403 $193,296,000 -24,609
   US BANCORP 74 - 2024-03-31 3,693,174 $186,875,000 -159,723
   Adviser Investments LLC 8 - 2024-03-31 3,163,683 $160,082,000 109,692
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 6 - 2024-03-31 3,124,553 $158,102,000 453,145
   AMERIPRISE FINANCIAL INC 390 - 2023-12-31 2,994,669 $152,848,000 513,928
   HPM Partners LLC - 2023-12-31 2,882,536 $147,154,000 1,305,680
   SCS CAPITAL MANAGEMENT LLC 10 - 2023-12-31 2,814,204 $143,665,000 -689,578
   MEMBERS Trust Co 10 - 2024-03-31 2,680,184 $135,617,000 42,057
   MORNINGSTAR INVESTMENT SERVICES, INC. 38 - 2023-12-31 2,587,370 $132,111,000 1,279,016
   MARINER WEALTH ADVISORS, LLC 73 - 2023-12-31 2,404,982 $122,774,000 -192,691
   PNC FINANCIAL SERVICES GROUP INC 161 - 2024-03-31 2,378,081 $120,331,000 -53,540
   JONES FINANCIAL COMPANIES LLLP 40 - 2023-12-31 2,205,606 $112,596,000 -74,334
   Orgel Wealth Management LLC 14 - 2024-03-31 1,956,969 $99,023,000 120,817
   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
   Baird Financial Group Inc. 106 - 2023-12-31 1,865,930 $95,256,000 1,822,942
   Prime Capital Investment Advisors LLC - 2023-12-31 1,781,909 $90,966,000 -464,097
   HIGHTOWER ADVISORS, LLC 156 - 2024-03-31 1,796,904 $90,939,000 169,390
   VANGUARD GROUP INC 1961 - 2024-03-31 1,608,324 $81,381,000 -96,975
   First Ascent Asset Management LLC 3 - 2023-12-31 1,576,165 $80,463,000 151,911
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 108 - 2024-03-31 1,510,266 $76,419,000 87,962
   Sequoia Financial Advisors LLC 20 - 2024-03-31 1,499,475 $75,873,000 27,798
   RENAISSANCE TECHNOLOGIES LLC 208 - 2023-12-31 1,448,095 $73,925,000 1,441,022
   Bleakley Financial Group LLC 8 - 2024-03-31 1,442,694 $73,000,000 53,732
   Simplicity WealthLLC 8 *New 2024-03-31 1,434,143 $72,568,000 1,434,143
   Sawtooth Asset Management Inc. 9 - 2023-12-31 1,392,376 $71,081,000 35,314
   Resources Investment Advisors Inc. 21 - 2024-03-31 1,326,681 $67,130,000 204,613
   CRESTWOOD ADVISORS LLC 23 - 2024-03-31 1,240,450 $62,767,000 17,045
   STIFEL FINANCIAL CORP 245 - 2023-12-31 1,194,556 $60,982,000 126,620
   BAKER BOYER NATIONAL BANK 1 - 2024-03-31 1,193,206 $60,364,000 -111
   Lutz Financial Services LLC 5 - 2024-03-31 1,189,003 $60,164,000 137,794
   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
   Meeder Advisory Services Inc. 2 - 2024-03-31 1,100,409 $55,681,000 59,810
   MML INVESTORS SERVICES LLC 81 - 2023-12-31 1,089,386 $55,613,000 459,617
   ROYAL BANK OF CANADA 672 - 2023-12-31 1,059,385 $54,082,000 -815,238
   REGIONS FINANCIAL CORP 64 - 2024-03-31 1,032,918 $52,266,000 24,770
   GOLDMAN SACHS GROUP INC/ 970 - 2023-12-31 1,020,303 $52,086,000 540,233
   Streettalk Advisors LLC 9 - 2024-03-31 992,552 $50,223,000 375,809
   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
   THOMPSON SIEGEL & WALMSLEY LLC 50 - 2024-03-31 915,636 $46,331,000 52,262
   Full Sail Capital LLC 7 - 2023-12-31 900,636 $45,977,000 518,472
   West Financial Advisors LLC 4 - 2024-03-31 903,705 $45,727,000 19,833
   BANK OF NEW YORK MELLON CORP 1092 - 2024-03-31 896,565 $45,366,000 208,558
   Foster Group Inc. 11 - 2024-03-31 895,779 $45,326,000 767,979
   CALLAN CAPITAL, LLC 5 - 2024-03-31 857,329 $43,381,000 77,028
   MATHER GROUP, INC. 22 - 2024-03-31 848,235 $43,302,000 -1,768
   Beaird Harris Wealth Management LLC 6 - 2023-12-31 823,350 $42,032,000 -129,164
   MERRIMAN WEALTH MANAGEMENT, LLC 11 - 2023-12-31 802,224 $40,954,000 -1,012,310
   COLONY GROUP, LLC 43 *New 2023-12-31 786,006 $40,126,000 786,006
   Wedmont Private Capital 8 - 2024-03-31 767,452 $38,480,000 101,667
   Sunflower Bank N.A. 4 - 2024-03-31 759,746 $38,443,000 70,634
   Heritage Investment Group Inc. 5 - 2024-03-31 754,260 $38,166,000 5,149
   FINANCIAL ENGINES ADVISORS L.L.C. 50 - 2023-12-31 736,048 $37,575,000 -6,868
   CWM LLC 111 - 2024-03-31 741,774 $37,534,000 1,850
   M&T BANK CORP 141 - 2024-03-31 721,101 $36,488,000 -119,440
   BSW WEALTH PARTNERS 2 - 2024-03-31 710,667 $35,960,000 7,529
   EP WEALTH ADVISORS, INC. 60 - 2023-12-31 693,460 $35,401,000 200,908
   MODERA WEALTH MANAGEMENT, LLC 50 - 2023-12-31 675,509 $34,485,000 51,094
   ALLEN INVESTMENT MANAGEMENT LLC 34 - 2024-03-31 675,526 $34,182,000 -92,487
   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
   JFS WEALTH ADVISORS, LLC 11 - 2024-03-31 583,336 $29,517,000 55,009
   Rockwood Wealth Management LLC 6 - 2024-03-31 580,068 $29,351,000 85,971
   Sontag Advisory LLC 37 - 2024-03-31 577,967 $29,245,000 -27,850
   BEDEL FINANCIAL CONSULTING INC 2 - 2023-09-30 594,192 $28,581,000 0
   Lido Advisors LLC 54 - 2023-12-31 526,976 $26,902,000 -114,858
   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
   Integrated Wealth Concepts LLC 39 - 2023-12-31 507,141 $25,890,000 99,366
   Beacon Pointe Advisors LLC 70 - 2023-12-31 502,956 $25,676,000 -64,750
   Cetera Investment Advisers 89 - 2023-12-31 497,146 $25,379,000 14,649
   Passive Capital Management LLC. 2 - 2023-03-31 500,786 $25,370,000 2,850
   BB&T CORP 351 - 2023-12-31 484,653 $24,742,000 -36,794
   BARCLAYS PLC 697 - 2023-12-31 463,236 $23,648,000 463,236
   One Capital Management LLC 36 - 2024-03-31 465,234 $23,541,000 -17,108
   BRAGG FINANCIAL ADVISORS INC 14 - 2023-12-31 460,141 $23,490,000 24,725
  100 Records found
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