VTEB Institutional Ownership & Shareholders
VANGUARD TAX-EXEMPT BOND ETF (VTEB) is currently held by 1,382 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.97B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of VTEB tracked by InsiderSet, reporting ownership valued at approximately $2.78B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.68B, representing an estimated loss of -3.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed VTEB value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in VANGUARD TAX-EXEMPT BOND ETF (VTEB).
This page ranks the largest institutional VTEB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,382
Total Reported Value
$27.97B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$2.78B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.16% | 54,850,518 | $2,777,630,381 | $2,681,093,320 | -$96,537,061 | -3.48% | |
| Morgan Stanley | 0.07% | 27,969,204 | $1,414,682,436 | $1,367,134,692 | -$47,547,744 | -3.36% | |
| Raymond James Financial Inc | 0.37% | 26,966,940 | $1,363,987,886 | $1,318,144,027 | -$45,843,859 | -3.36% | |
| Wealthfront Advisers Llc | 2.54% | 26,083,419 | $1,319,299,332 | $1,274,957,521 | -$44,341,811 | -3.36% | |
| Creative Planning | 0.73% | 27,392,987 | $1,297,331,845 | $1,338,969,205 | +$41,637,360 | +3.21% | |
| Charles Schwab Investment Management Inc | 0.15% | 23,006,893 | $1,163,688,648 | $1,124,576,930 | -$39,111,718 | -3.36% | |
| Fmr Llc | 0.05% | 21,371,891 | $1,080,990,244 | $1,044,658,032 | -$36,332,212 | -3.36% | |
| Sei Investments Co | 0.71% | 15,843,041 | $801,340,880 | $774,407,844 | -$26,933,036 | -3.36% | |
| Wells Fargo & Company/Mn | 0.13% | 14,838,724 | $750,542,688 | $725,316,829 | -$25,225,859 | -3.36% | |
| Northern Trust Corp | 0.09% | 14,811,340 | $749,157,578 | $723,978,299 | -$25,179,279 | -3.36% | |
| Bank Of America Corp | 0.05% | 13,964,302 | $706,314,399 | $682,575,082 | -$23,739,317 | -3.36% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 2.30% | 13,190,508 | $667,175,894 | $644,752,031 | -$22,423,863 | -3.36% | |
| Mercer Global Advisors Inc | 0.72% | 11,479,867 | $580,651,659 | $561,135,899 | -$19,515,760 | -3.36% | |
| Jones Financial Companies Lllp | 0.22% | 10,675,389 | $539,785,192 | $521,813,014 | -$17,972,178 | -3.33% | |
| Lpl Financial Llc | 0.12% | 10,444,670 | $528,291,409 | $510,535,470 | -$17,755,939 | -3.36% | |
| Betterment Llc | 0.60% | 7,061,952 | $357,194,000 | $345,188,214 | -$12,005,786 | -3.36% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 4.25% | 6,867,973 | $325,267,200 | $335,706,520 | +$10,439,320 | +3.21% | |
| Envestnet Asset Management Inc | 0.07% | 5,852,832 | $296,036,248 | $286,086,428 | -$9,949,820 | -3.36% | |
| Mariner, Llc | 0.25% | 4,779,573 | $241,752,542 | $233,625,528 | -$8,127,014 | -3.36% | |
| Corient Private Wealth Llc | 0.32% | 4,537,521 | $229,507,881 | $221,794,026 | -$7,713,855 | -3.36% | |
| Ubs Group Ag | 0.04% | 4,522,126 | $228,729,134 | $221,041,519 | -$7,687,615 | -3.36% | |
| Rwa Wealth Partners, Llc | 2.17% | 4,476,441 | $226,418,388 | $218,808,436 | -$7,609,952 | -3.36% | |
| Cerity Partners Llc | 0.27% | 4,415,366 | $223,328,178 | $215,823,090 | -$7,505,088 | -3.36% | |
| Vanguard Advisers Inc | 0.75% | 4,362,459 | $220,653,123 | $213,236,996 | -$7,416,127 | -3.36% | |
| Aspiriant, Llc | 5.11% | 4,402,750 | $208,514,250 | $215,206,420 | +$6,692,170 | +3.21% | |
| Orgel Wealth Management, Llc | 3.88% | 4,334,288 | $205,271,869 | $211,859,997 | +$6,588,128 | +3.21% | |
| Royal Bank Of Canada | 0.03% | 3,756,633 | $190,012,000 | $183,624,221 | -$6,387,779 | -3.36% | |
| Us Bancorp \De\ | 0.20% | 3,591,532 | $181,659,690 | $175,554,084 | -$6,105,606 | -3.36% | |
| Ameriprise Financial Inc | 0.04% | 3,427,973 | $173,456,149 | $167,559,320 | -$5,896,829 | -3.40% | |
| Savant Capital, Llc | 0.49% | 3,290,574 | $165,250,564 | $160,843,257 | -$4,407,307 | -2.67% | |
| Jane Street Group, Llc | 0.09% | 2,754,583 | $139,326,809 | $134,644,017 | -$4,682,792 | -3.36% | |
| Facet Wealth, Inc. | 1.88% | 2,590,804 | $131,042,871 | $126,638,500 | -$4,404,371 | -3.36% | |
| Members Trust Co | 3.87% | 2,454,801 | $124,163,834 | $119,990,673 | -$4,173,161 | -3.36% | |
| Pathstone Holdings, Llc | 0.47% | 2,367,474 | $118,113,254 | $115,722,129 | -$2,391,125 | -2.02% | |
| Onedigital Investment Advisors Llc | 0.98% | 2,289,562 | $115,806,071 | $111,913,791 | -$3,892,280 | -3.36% | |
| Osaic Holdings, Inc. | 0.13% | 2,240,261 | $113,320,537 | $109,503,958 | -$3,816,579 | -3.37% | |
| Pnc Financial Services Group, Inc. | 0.06% | 2,175,717 | $110,047,791 | $106,349,047 | -$3,698,744 | -3.36% | |
| Bank Of New York Mellon Corp | 0.02% | 2,105,092 | $106,475,492 | $102,896,897 | -$3,578,595 | -3.36% | |
| Sequoia Financial Advisors | 0.52% | 2,073,127 | $104,858,782 | $101,334,448 | -$3,524,334 | -3.36% | |
| Geowealth Management, Llc | 3.01% | 1,891,755 | $95,684,952 | $92,468,984 | -$3,215,968 | -3.36% | |
| Scs Capital Management Llc | 0.87% | 1,829,597 | $92,541,016 | $89,430,701 | -$3,110,315 | -3.36% | |
| Ep Wealth Advisors, Llc | 0.35% | 1,826,588 | $92,388,810 | $89,283,621 | -$3,105,189 | -3.36% | |
| Renaissance Technologies LLC | Jim Simons | 0.12% | 1,776,200 | $89,840,196 | $86,820,656 | -$3,019,540 | -3.36% |
| Prime Capital Investment Advisors, Llc | 0.86% | 1,858,720 | $88,028,972 | $90,854,234 | +$2,825,262 | +3.21% | |
| Baird Financial Group, Inc. | 0.12% | 1,732,100 | $87,609,618 | $84,665,048 | -$2,944,570 | -3.36% | |
| Lutz Financial Services Llc | 5.13% | 1,663,916 | $84,160,890 | $81,332,214 | -$2,828,676 | -3.36% | |
| Stifel Financial Corp | 0.07% | 1,653,614 | $83,639,905 | $80,828,652 | -$2,811,253 | -3.36% | |
| Mbb Public Markets I Llc | 8.82% | 1,614,405 | $81,656,605 | $78,912,116 | -$2,744,489 | -3.36% | |
| Composition Wealth, Llc | 0.95% | 1,594,643 | $80,657,042 | $77,946,150 | -$2,710,892 | -3.36% | |
| Integrated Wealth Concepts Llc | 0.52% | 1,577,972 | $79,813,815 | $77,131,271 | -$2,682,544 | -3.36% |
Frequently asked questions about VTEB
Who are the largest institutional holders of VTEB?
The largest institutional holders of VTEB reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Morgan Stanley, Raymond James Financial Inc, Wealthfront Advisers Llc, and Creative Planning. InsiderSet ranks institutional holders by their latest reported VTEB position.
What is VTEB institutional ownership?
This page tracks VTEB positions reported by institutional investment managers through SEC Form 13F. VANGUARD TAX-EXEMPT BOND ETF (VTEB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VTEB?
InsiderSet currently tracks 1,382 institutional managers reporting VTEB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VTEB shareholders.
How much VTEB stock do institutions own?
Institutional investment managers disclosed approximately $27.97B in VTEB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VTEB institutional ownership last updated?
The latest VTEB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VTEB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VTEB position after the reporting date.
Are institutions buying or selling VTEB?
Institutional buying and selling can be analyzed by comparing VTEB positions across consecutive 13F reporting periods. InsiderSet's VTEB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VTEB ownership changes.
How has VTEB institutional ownership changed over time?
InsiderSet tracks VTEB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.