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Get Institutions for : 
Vanguard Tax Exempt Bond Etf (VTEB)  
$49.79 0.04 (0.08%) as of 4:30 Fri 4/26


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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  : 
0.76 (1.55%)  




 
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
39,996
 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 46 - 2023-12-31 86,382,971 $4,409,851,000 15,364,118
   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 - 2023-12-31 28,152,423 $1,437,181,000 821,527
   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 21 - 2023-12-31 17,233,955 $879,793,000 267,300
   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
   SEI INVESTMENTS CO 11 - 2023-12-31 11,046,583 $563,929,000 1,820,365
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 10,933,323 $558,146,000 3,246,104
   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 188 - 2023-12-31 7,372,643 $376,373,000 881,663
   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 46 - 2023-12-31 4,528,055 $231,157,000 -13,951
   US BANCORP 70 - 2023-12-31 3,852,897 $196,690,000 616,761
   FRANKLIN RESOURCES INC 238 - 2023-12-31 3,786,403 $193,296,000 -24,609
   Adviser Investments LLC 9 - 2023-12-31 3,053,991 $155,906,000 -4,398,013
   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
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 8 - 2023-12-31 2,671,408 $136,375,000 1,952
   LPL FINANCIAL CORP 216 - 2023-12-31 2,639,122 $134,727,000 69,489
   MEMBERS Trust Co 11 - 2023-12-31 2,638,127 $134,703,000 701,710
   MORNINGSTAR INVESTMENT SERVICES, INC. 38 - 2023-12-31 2,587,370 $132,111,000 1,279,016
   PNC FINANCIAL SERVICES GROUP INC 151 - 2023-12-31 2,431,621 $124,134,000 26,434
   MARINER WEALTH ADVISORS, LLC 73 - 2023-12-31 2,404,982 $122,774,000 -192,691
   Advisor Group Holdings Inc. 108 - 2023-12-31 2,258,370 $115,294,000 -19,090
   JONES FINANCIAL COMPANIES LLLP 40 - 2023-12-31 2,205,606 $112,596,000 -74,334
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 133 - 2023-12-31 1,983,132 $101,239,000 -94,082
   Orgel Wealth Management LLC 14 - 2024-03-31 1,956,969 $99,023,000 120,817
   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
   VANGUARD GROUP INC 1936 - 2023-12-31 1,705,299 $87,056,000 -29,253
   HIGHTOWER ADVISORS, LLC 154 - 2023-12-31 1,627,514 $83,086,000 455,047
   Independent Advisor Alliance 6 - 2023-12-31 1,630,944 $81,142,000 913,158
   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 - 2023-12-31 1,471,677 $75,129,000 243,088
   RENAISSANCE TECHNOLOGIES LLC 208 - 2023-12-31 1,448,095 $73,925,000 1,441,022
   Sawtooth Asset Management Inc. 9 - 2023-12-31 1,392,376 $71,081,000 35,314
   Bleakley Financial Group LLC - 2023-12-31 1,388,962 $70,907,000 31,900
   COMMONWEALTH EQUITY SERVICES LLC. 173 - 2023-12-31 1,242,727 $63,441,000 283,454
   CRESTWOOD ADVISORS LLC 20 - 2023-12-31 1,223,405 $62,455,000 -37,335
   Waldron LP 6 - 2023-12-31 1,220,037 $62,282,000 -139,164
   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
   Ackerman Capital Advisors LLC 1 - 2023-12-31 1,160,283 $59,232,000 961,006
   Resources Investment Advisors Inc. 21 - 2023-12-31 1,122,068 $57,282,000 141,077
   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
   Lutz Financial Services LLC 5 - 2023-12-31 1,051,209 $53,664,000 -213,458
   Meeder Advisory Services Inc. - 2023-12-31 1,040,599 $53,123,000 51,111
   GOLDMAN SACHS GROUP INC/ 970 - 2023-12-31 1,020,303 $52,086,000 540,233
   SAVANT CAPITAL MANAGEMENT INC 28 - 2023-12-31 1,015,696 $51,851,000 -43,759
   REGIONS FINANCIAL CORP 59 - 2023-12-31 1,008,148 $51,466,000 -46,764
   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
   Foster Group Inc. 11 - 2024-03-31 895,779 $45,326,000 767,979
   THOMPSON SIEGEL & WALMSLEY LLC 52 - 2023-12-31 863,374 $44,075,000 97,493
   MATHER GROUP, INC. 22 - 2024-03-31 848,235 $43,302,000 -1,768
   M&T BANK CORP 123 - 2023-12-31 840,541 $42,910,000 305,087
   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
   CALLAN CAPITAL, LLC 5 - 2023-12-31 780,301 $39,834,000 5,931
   ALLEN INVESTMENT MANAGEMENT LLC 30 *New 2023-12-31 768,013 $39,207,000 768,013
   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. 4 - 2023-12-31 749,111 $38,242,000 342,165
   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
   BSW WEALTH PARTNERS - 2023-12-31 703,138 $35,895,000 -24,841
   EP WEALTH ADVISORS, INC. 60 - 2023-12-31 693,460 $35,401,000 200,908
   BANK OF NEW YORK MELLON CORP 1278 - 2023-12-31 688,007 $35,123,000 276,890
   MODERA WEALTH MANAGEMENT, LLC 50 - 2023-12-31 675,509 $34,485,000 51,094
   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. 2 - 2023-12-31 626,203 $31,968,000 32,011
   Streettalk Advisors LLC 11 - 2023-12-31 616,743 $31,485,000 35,396
   HBK SORCE ADVISORY LLC - 2023-12-31 615,192 $31,406,000 190,892
   Sontag Advisory LLC 37 - 2023-12-31 605,817 $30,927,000 55,157
   BEDEL FINANCIAL CONSULTING INC 2 - 2023-09-30 594,192 $28,581,000 0
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 553,729 $28,268,000 -43,063
   NICOLET ADVISORY SERVICES LLC 6 - 2023-12-31 532,984 $27,097,000 39,436
   JFS WEALTH ADVISORS, LLC 12 - 2023-12-31 528,327 $26,971,000 -28,087
   Lido Advisors LLC 54 - 2023-12-31 526,976 $26,902,000 -114,858
   CULLEN FROST BANKERS INC 65 - 2023-12-31 507,521 $25,909,000 461,241
   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
   Rockwood Wealth Management LLC 6 - 2023-12-31 494,097 $25,224,000 -72,861
   Envestnet Portfolio Solutions Inc. 107 - 2023-12-31 490,201 $25,025,000 236,485
   BB&T CORP 351 - 2023-12-31 484,653 $24,742,000 -36,794
   One Capital Management LLC 30 - 2023-12-31 482,342 $24,624,000 410,854
  100 Records found
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