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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+450,334+8.3%5,852,832$296.04MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+35,280+103.0%69,537$3.52MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+8,281+5.7%153,195$7.75MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+320—320$16.19KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+304,308+23.9%1,577,972$79.81MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+92+0.6%15,035$760.47KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-219,465-45.7%260,766$13.19MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-136-0.5%29,248$1.48MQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+54,932+1.2%4,537,521$229.51MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+70+0.4%17,288$874.42KQ2 2026Aug 26, 2026
Serenity Investment AdvisorsBuy+12,605—12,605$624.45KQ2 2026Aug 24, 2026
West Michigan Advisors, LlcBuy+2,352+22.2%12,946$654.80KQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+647,491+6.0%11,479,867$580.65MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+11,657+17.2%79,291$4.01MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+68,128+6.9%1,057,630$53.49MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+42,178+32.3%172,773$8.74MQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+109,000—109,000$5.51MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+78,667+249.3%110,221$5.58MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+11,677+43.9%38,251$1.93MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+11,473—11,473$579.19KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+8,832+13.3%75,071$3.80MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+8,083+2.6%315,384$15.95MQ2 2026Aug 17, 2026
Sanchez Levi GarrettBuy+7,955+7.8%110,359$5.58MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+5,440—5,440$275.15KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+4,610+4.1%115,981$5.87MQ2 2026Aug 17, 2026
Hamilton Capital, LlcBuy+4,142—4,142$209.50KQ2 2026Aug 17, 2026
Switchpoint Financial Planning, LlcBuy+1,741+4.7%38,641$1.95MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1,434—1,434$72.54KQ2 2026Aug 17, 2026
Hayek Kallen Investment ManagementBuy+400+6.7%6,407$324.00KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcSell-200-89.7%23$1.16KQ2 2026Aug 17, 2026
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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.