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Who Owns Vanguard Tax-Exempt Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Vanguard Tax-Exempt Bond ETF.
Who crossed 5% of VTEB →Managers holding
78
as of 2026-09-30
Reported value
$394.4M
summed across filings
Shares held
8.3M
Added vs trimmed
40 / 23
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Wedmont Private CapitalTAX EXEMPT BD914.6K shtrimmed | $43.1M |
| Boston Standard Wealth Management, LLCTAX EXEMPT BD645.4K sh— | $30.6M |
| Apella Capital, LLCTAX EXEMPT BD524.9K shadded | $24.7M |
| Heartwood Wealth Advisors LLCETF517.2K shadded | $24.5M |
| ATMOS ADVISORY, LLCTAX EXEMPT BD460.7K shadded | $21.8M |
| Avidian Wealth Enterprises, LLCTAX EXEMPT BD415.8K shtrimmed | $19.7M |
| Towneley Capital Management, Inc / DETAX EXEMPT BD367.7K shtrimmed | $17.4M |
| RIVERSEDGE ADVISORS, LLCTAX EXEMPT BD358K shadded | $17M |
| Farther Finance Advisors, LLCETF355.5K shadded | $16.8M |
| Frisco Financial Planning LLCExchange Traded Fund316.8K shadded | $15M |
| CoreCap Advisors, LLCETF308.5K shadded | $14.6M |
| Grove Bank & TrustTAX EXEMPT BD285.4K shtrimmed | $13.5M |
| Graves Light Lenhart Wealth, Inc.TAX EXEMPT BD278K shadded | $13.2M |
| Roth Financial Partners LLCTAX EXEMPT BD214.1K shtrimmed | $10.1M |
| COLLECTIVE FAMILY OFFICE LLCTAX EXEMPT BD178.4K shadded | $8.4M |
| Capital Advisors Wealth Management, LLCTAX EXEMPT BD163.7K shadded | $7.8M |
| MOODY NATIONAL BANK TRUST DIVISIONTAX EXEMPT BD158K shadded | $7.5M |
| RTD Financial Advisors, Inc.TAX EXEMPT BD155.9K shtrimmed | $7.4M |
| Trinity Financial Advisors LLCTAX EXEMPT BD143.5K shadded | $6.8M |
| Dickmeyer Boyce Financial Management, Inc.TAX EXEMPT BD104.2K shtrimmed | $4.9M |
| SigFig Wealth Management, LLCTAX EXEMPT BD90.4K shadded | $4.3M |
| First Heartland Consultants, Inc.TAX EXEMPT BD89.2K shadded | $4.2M |
| Insight Wealth Strategies, LLCTAX EXEMPT BD86.9K shadded | $4.1M |
| STEPH & COTAX EXEMPT BD81.7K shadded | $3.9M |
| Valeo Financial Advisors, LLCETF76.4K shadded | $3.6M |
| ECLECTIC ASSOCIATES INC /ADVTAX EXEMPT BD63.9K shadded | $3M |
| Paragon Capital Management LtdTAX EXEMPT BD63.7K shadded | $3M |
| McNaughton Wealth Management, LLCTAX EXEMPT BD61.7K shtrimmed | $2.9M |
| ACIMA PRIVATE WEALTH, LLCETF60.1K shadded | $2.8M |
| Galvin, Gaustad & Stein, LLCTAX EXEMPT BD56.3K shtrimmed | $2.7M |
| Great Waters Wealth ManagementTAX EXEMPT BD54.5K shtrimmed | $2.6M |
| ACT WEALTH MANAGEMENT, LLCTAX EXEMPT BD51.8K shadded | $2.5M |
| Sincerus Advisory, LLCTAX EXEMPT BD50.5K shtrimmed | $2.4M |
| ARMSTRONG ADVISORY GROUP, INCTAX EXEMPT BD43.4K shadded | $2.1M |
| Everhart Financial Group, Inc.TAX EXEMPT BD32.5K shadded | $1.5M |
| Apeiron RIA LLCTAX EXEMPT BD32.1K shadded | $1.5M |
| GAMMA Investing LLCETF30.3K shadded | $1.4M |
| Prosperity Planning, Inc.TAX EXEMPT BD28.4K shadded | $1.3M |
| FC Advisory LLCTAX EXEMPT BD27.4K shtrimmed | $1.3M |
| Central Pacific Bank - Trust DivisionTAX EXEMPT BD26.9K shheld | $1.3M |
| TITLEIST ASSET MANAGEMENT, LLCTAX EXEMPT BD26K shadded | $1.2M |
| EPIQ PARTNERS, LLCTAX EXEMPT BD25.7K shtrimmed | $1.2M |
| LifeGoal Investments, LLCTAX EXEMPT BD22.8K shadded | $1.1M |
| Aletheian Wealth Advisors LLCTAX EXEMPT BD22K shadded | $1M |
| BAKER TILLY WEALTH MANAGEMENT, LLCTAX EXEMPT BD17.4K shadded | $822.3K |
| Horizons Wealth ManagementETF17.1K shadded | $810K |
| INSPIRION WEALTH ADVISORS, LLCTAX EXEMPT BD16.4K shheld | $775.9K |
| Breakwater Capital GroupTAX EXEMPT BD16.3K shtrimmed | $770.6K |
| YHB Investment Advisors, Inc.TAX EXEMPT BD15.2K shadded | $718.6K |
| CYPRESS FINANCIAL PLANNING LLCTAX EXEMPT BD14.9K shadded | $708K |
| AMERICAN NATIONAL BANK & TRUSTTAX EXEMPT BD13.9K shadded | $660.2K |
| Midwest Financial Partners Investments, Inc.TAX EXEMPT BD13.8K shadded | $654.5K |
| Factor Wealth Management LTDTAX EXEMPT BD12.8K shtrimmed | $607.4K |
| Veery Capital, LLCTAX EXEMPT BD11.1K shtrimmed | $523.6K |
| Hummer Financial Advisory Services IncTAX EXEMPT BD9.6K shheld | $454.7K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund8.9K shtrimmed | $422K |
| Dominguez Wealth Management Solutions, Inc.TAX EXEMPT BD8.1K sh— | $383.6K |
| Roan Capital PartnersTAX EXEMPT BD7.6K shtrimmed | $358.9K |
| Whalen Wealth Management Inc.TAX EXEMPT BD7.5K shadded | $356.6K |
| Trust CoETF6.9K shtrimmed | $325.1K |
| BRIGHTON SECURITIES CORP.Fund6.6K shadded | $312.6K |
| Worth Asset Management, LLCETF6.4K shtrimmed | $303K |
| Bill Few Associates, Inc.TAX EXEMPT BD6.3K shheld | $300K |
| Weaver Consulting GroupTAX EXEMPT BD6.2K sh— | $294.4K |
| ROCKLAND TRUST COTAX EXEMPT BD5.6K shheld | $266K |
| Pioneer Wealth Management GroupTAX EXEMPT BD5.6K shheld | $265.9K |
| Successful Portfolios LLCTAX EXEMPT BD5.1K shtrimmed | $241K |
| General Partner, Inc.CL4.8K shheld | $227.7K |
| Cadent Capital Advisors, LLCTAX EXEMPT BD4.5K shheld | $212.4K |
| Leverty Financial Group, LLCTAX EXEMPT BD4.3K shtrimmed | $203.9K |
| Exchange BankMUTUAL FUNDS /4.3K shheld | $203.4K |
| FINANCIAL MANAGEMENT NETWORK INCTAX EXEMPT BD4.3K shadded | $202.9K |
| Retirement Wealth Solutions LLCTAX EXEMPT BD2.6K shadded | $122.6K |
| Wealth Enhancement Trust Services, Inc.TAX EXEMPT BD382 shadded | $18.1K |
| Investors Research CorpTAX EXEMPT BD320 shheld | $15.2K |
| VALLEY WEALTH MANAGERS, INC.ETF230 shheld | $10.9K |
| EASTERN BANKTAX EXEMPT BD75 shtrimmed | $3.6K |
| Pacifica Partners Inc.TAX EXEMPT BD63 sh— | $3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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