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Get Institutions for : 
Vanguard Tax Exempt Bond Etf (VTEB)  
$49.74 0.05 (0.1%) as of 4:30 Fri 5/24


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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  : 
0.71 (1.45%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   a16z Perennial Management L.P. 5 - 2024-03-31 435,683 $22,046,000 0
   EAGLE ROCK INVESTMENT COMPANY LLC 32 - 2024-03-31 101,058 $5,114,000 0
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 46 - 2024-03-31 67,955 $3,439,000 0
   Sunesis Advisors LLC 15 - 2024-03-31 51,998 $2,631,000 0
   EAGLE GLOBAL ADVISORS LLC 110 - 2024-03-31 41,730 $2,112,000 0
   Evolution Wealth Advisors LLC 45 - 2024-03-31 38,832 $1,965,000 0
   Lazard Freres Gestion S.A.S. 50 - 2024-03-31 37,500 $1,897,000 0
   Black Diamond Financial LLC 35 - 2024-03-31 36,967 $1,887,000 0
   MIDDLETON & CO INC/MA 75 - 2024-03-31 36,300 $1,837,000 0
   PETRA FINANCIAL ADVISORS INC 25 - 2024-03-31 31,728 $1,611,000 0
   Bouchey Financial Group Ltd 43 - 2024-03-31 28,284 $1,431,000 0
   VanderPol Investments L.L.C. 8 - 2024-03-31 25,514 $1,291,000 0
   Columbia Trust Co 01012016 50 - 2023-12-31 25,245 $1,289,000 0
   S.A. Mason LLC 45 - 2024-03-31 20,470 $1,036,000 0
   Boxwood Ventures Inc. 16 - 2024-03-31 20,380 $1,031,000 0
   ARS Wealth Advisors Group LLC 66 - 2024-03-31 20,250 $1,025,000 0
   STATE BANK & TRUST 98 - 2024-03-31 19,954 $1,010,000 0
   MAYPORT LLC 37 - 2024-03-31 19,523 $988,000 0
   AdvisorNet Financial Inc 210 - 2024-03-31 18,722 $947,000 0
   EverSource Wealth Advisors LLC 172 - 2024-03-31 17,911 $914,000 0
   Frank Rimerman Advisors LLC 54 - 2024-03-31 17,877 $905,000 0
   MOODY NATIONAL BANK TRUST DIVISION 217 - 2024-03-31 17,661 $894,000 0
   KRAFT ASSET MANAGEMENT LLC 15 - 2024-03-31 17,286 $875,000 0
   Orcam Financial Group 23 - 2024-03-31 16,985 $859,000 0
   Southland Equity Partners LLC 70 - 2024-03-31 16,809 $851,000 0
   Northwest Capital Management Inc 56 - 2024-03-31 15,980 $809,000 0
   Towerpoint Wealth LLC 41 - 2024-03-31 15,832 $801,000 0
   GRT CAPITAL PARTNERS LLC 39 - 2024-03-31 15,724 $796,000 0
   Bond & Devick Financial Network Inc. 47 - 2024-03-31 15,655 $792,000 0
   ROUNDVIEW CAPITAL LLC 227 - 2024-03-31 15,448 $782,000 0
   ARMSTRONG ADVISORY GROUP INC 66 - 2024-03-31 14,954 $763,000 0
   Kohmann Bosshard Financial Services LLC 88 - 2024-03-31 14,896 $754,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 274 - 2024-03-31 14,775 $748,000 0
   MCMILLION CAPITAL MANAGEMENT INC 49 - 2023-06-30 14,725 $739,000 0
   BCGM Wealth Management LLC 76 - 2024-03-31 13,153 $666,000 0
   COOPERMAN LEON G 42 - 2024-03-31 12,876 $652,000 0
   WASHINGTON TRUST CO 182 - 2024-03-31 12,300 $622,000 0
   Certus Wealth Management LLC 38 - 2024-03-31 11,919 $596,000 0
   Ariel Capital Advisors LLC 95 - 2024-03-31 11,679 $591,000 0
   LM Advisors LLC 122 - 2024-03-31 11,155 $564,000 0
   HENDERSHOT INVESTMENTS INC. 77 - 2024-03-31 10,939 $554,000 0
   Abbrea Capital LLC 157 - 2024-03-31 10,950 $554,000 0
   Regis Acquisition Inc. 25 - 2024-03-31 10,530 $533,000 0
   Altiora Financial Group LLC 53 - 2024-03-31 10,453 $529,000 0
   Hummer Financial Advisory Services Inc 49 - 2024-03-31 9,600 $486,000 0
   JAMES INVESTMENT RESEARCH INC 211 - 2024-03-31 9,593 $485,000 0
   FIERA SCEPTRE INC. 412 - 2024-03-31 9,500 $481,000 0
   HUDOCK MOYER WEALTH RESOURCES, LLC 80 - 2024-03-31 9,352 $473,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 46 - 2024-03-31 9,309 $471,000 0
   Carl P. Sherr & Co. LLC 80 - 2024-03-31 8,830 $447,000 0
   FIRST NATIONAL CORP /MA/ /ADV 112 - 2024-03-31 8,448 $431,000 0
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 45 - 2024-03-31 8,482 $429,000 0
   HBW Advisory Services LLC 187 - 2024-03-31 8,356 $427,000 0
   Ritter Daniher Financial Advisory LLC / DE 52 - 2024-03-31 8,400 $425,000 0
   Cedrus LLC 80 - 2024-03-31 8,297 $420,000 0
   HOLDERNESS INVESTMENTS CO 170 - 2024-03-31 8,233 $417,000 0
   LOWE BROCKENBROUGH & CO INC 230 - 2024-03-31 8,000 $405,000 0
   One + One Wealth Management LLC 72 - 2024-03-31 7,785 $394,000 0
   Horizons Wealth Management 44 - 2024-03-31 7,532 $385,000 0
   Moors & Cabot Inc. 591 - 2024-03-31 7,505 $380,000 0
   Sterling Wealth Management Inc. 64 - 2024-03-31 7,421 $376,000 0
   Valtinson Bruner Financial Planning LLC 87 - 2024-03-31 7,359 $372,000 0
   ADVISORS CAPITAL MANAGEMENT LLC 392 - 2024-03-31 7,122 $360,000 0
   Bremer Bank National Association 146 - 2024-03-31 7,062 $357,000 0
   Baron Wealth Management LLC 92 - 2024-03-31 7,022 $355,000 0
   Round Rock Advisors LLC 145 - 2024-03-31 6,907 $349,000 0
   ETF Portfolio Partners Inc. 42 - 2024-03-31 6,856 $347,000 0
   Financial Council Asset Management Inc 54 - 2024-03-31 6,818 $345,000 0
   Nilsine Partners LLC 262 - 2024-03-31 6,570 $332,000 0
   Vawter Financial Ltd. 57 - 2024-03-31 6,335 $321,000 0
   Mayfair Advisory Group LLC 95 - 2024-03-31 6,187 $313,000 0
   SABAL TRUST CO 181 - 2024-03-31 6,005 $304,000 0
   Key Financial Inc 190 - 2024-03-31 5,631 $285,000 0
   Westside Investment Management Inc. 183 - 2024-03-31 5,616 $284,000 0
   SUMMIT ASSET MANAGEMENT, LLC 134 - 2024-03-31 5,555 $281,000 0
   SAWGRASS ASSET MANAGEMENT LLC 168 - 2024-03-31 5,505 $279,000 0
   Bridgewealth Advisory Group LLC 58 - 2024-03-31 5,315 $269,000 0
   Long Run Wealth Advisors LLC 86 - 2024-03-31 5,150 $261,000 0
   SMITH MOORE & CO. 371 - 2024-03-31 5,126 $259,000 0
   Waypoint Capital Advisors LLC 107 - 2024-03-31 4,971 $252,000 0
   Northland Capital Management LLC 30 - 2024-03-31 4,960 $251,000 0
   Mill Creek Capital Advisors LLC 210 - 2024-03-31 4,945 $250,000 0
   Relative Value Partners Group LLC 246 - 2024-03-31 4,908 $250,000 0
   Cooksen Wealth LLC 44 - 2024-03-31 4,725 $239,000 0
   Syntegra Private Wealth Group LLC 129 - 2024-03-31 4,674 $237,000 0
   SEAWARD MANAGEMENT CORP 249 - 2024-03-31 4,647 $235,000 0
   WEATHERLY ASSET MANAGEMENT LP 162 - 2024-03-31 4,650 $235,000 0
   HERITAGE INVESTORS MANAGEMENT CORP 227 - 2024-03-31 4,500 $228,000 0
   Mattern Wealth Management LLC 164 - 2024-03-31 4,482 $227,000 0
   FINANCIAL ARCHITECTS INC 300 - 2023-06-30 4,475 $225,000 0
   Archvest Wealth Advisors Inc. 56 - 2024-03-31 4,450 $224,000 0
   Peak Financial Management Inc. 87 - 2024-03-31 4,380 $222,000 0
   Greenspring Advisors LLC 70 - 2024-03-31 4,359 $221,000 0
   Successful Portfolios LLC 145 - 2024-03-31 4,277 $216,000 0
   Legacy Bridge LLC 132 - 2024-03-31 4,235 $214,000 0
   YHB INVESTMENT ADVISORS, INC. 263 - 2024-03-31 4,215 $213,000 0
   Walker Asset Management LLC 133 - 2024-03-31 4,000 $202,000 0
   WEBSTER BANK 219 - 2024-03-31 3,558 $180,000 0
   Arlington Trust Co LLC 151 - 2024-03-31 3,351 $170,000 0
   NVWM LLC 192 - 2024-03-31 3,283 $166,000 0
  100 Records found
  1    
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