VANGUARD TAX-EXEMPT BOND ETF (VTEB) Institutional Ownership Changes & 13F Activity
VANGUARD TAX-EXEMPT BOND ETF (VTEB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Envestnet Asset Management Inc, Integrated Wealth Concepts Llc, Citadel Advisors Llc, and Jefferies Financial Group Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +450,334 | +8.3% | 5,852,832 | $296.04M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +35,280 | +103.0% | 69,537 | $3.52M | Q2 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +8,281 | +5.7% | 153,195 | $7.75M | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Buy | +320 | — | 320 | $16.19K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +304,308 | +23.9% | 1,577,972 | $79.81M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +92 | +0.6% | 15,035 | $760.47K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -219,465 | -45.7% | 260,766 | $13.19M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -136 | -0.5% | 29,248 | $1.48M | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +54,932 | +1.2% | 4,537,521 | $229.51M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Buy | +70 | +0.4% | 17,288 | $874.42K | Q2 2026 | Aug 26, 2026 |
| Serenity Investment Advisors | Buy | +12,605 | — | 12,605 | $624.45K | Q2 2026 | Aug 24, 2026 |
| West Michigan Advisors, Llc | Buy | +2,352 | +22.2% | 12,946 | $654.80K | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +647,491 | +6.0% | 11,479,867 | $580.65M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +11,657 | +17.2% | 79,291 | $4.01M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +68,128 | +6.9% | 1,057,630 | $53.49M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Buy | +42,178 | +32.3% | 172,773 | $8.74M | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Buy | +109,000 | — | 109,000 | $5.51M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +78,667 | +249.3% | 110,221 | $5.58M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +11,677 | +43.9% | 38,251 | $1.93M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Buy | +11,473 | — | 11,473 | $579.19K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +8,832 | +13.3% | 75,071 | $3.80M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +8,083 | +2.6% | 315,384 | $15.95M | Q2 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Buy | +7,955 | +7.8% | 110,359 | $5.58M | Q2 2026 | Aug 17, 2026 |
| Ruggaard & Associates Llc | Buy | +5,440 | — | 5,440 | $275.15K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +4,610 | +4.1% | 115,981 | $5.87M | Q2 2026 | Aug 17, 2026 |
| Hamilton Capital, Llc | Buy | +4,142 | — | 4,142 | $209.50K | Q2 2026 | Aug 17, 2026 |
| Switchpoint Financial Planning, Llc | Buy | +1,741 | +4.7% | 38,641 | $1.95M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +1,434 | — | 1,434 | $72.54K | Q2 2026 | Aug 17, 2026 |
| Hayek Kallen Investment Management | Buy | +400 | +6.7% | 6,407 | $324.00K | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -200 | -89.7% | 23 | $1.16K | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about VTEB activity
Which institutional owners are buying VTEB?
Institutional owners buying VTEB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VTEB activity?
"Buy" means an investor increased their reported position in VTEB compared to the prior reporting period. This reflects growing exposure to VANGUARD TAX-EXEMPT BOND ETF (VTEB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VTEB increasing?
Institutional interest in VTEB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.