VANGUARD TAX-EXEMPT BOND ETF (VTEB) Institutional Shareholders

VANGUARD TAX-EXEMPT BOND ETF (VTEB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $26.85B in VTEB holdings during the latest filing period.

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 $2.65B, representing an estimated loss of -4.44% 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

1,376

Total Reported Value

$26.85B

Largest Holder

Jpmorgan Chase & Co

Largest Position

$2.78B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

59

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Jpmorgan Chase & Co0.16%54,850,518$2,777,630,381$2,654,216,566-$123,413,815-4.44%
Morgan Stanley0.07%27,969,204$1,414,682,436$1,353,429,782-$61,252,654-4.33%
Raymond James Financial Inc0.37%26,966,940$1,363,987,886$1,304,930,227-$59,057,659-4.33%
Wealthfront Advisers Llc2.54%26,083,419$1,319,299,332$1,262,176,645-$57,122,687-4.33%
Charles Schwab Investment Management Inc0.15%23,006,893$1,163,688,648$1,113,303,552-$50,385,096-4.33%
Fmr Llc0.05%21,371,891$1,080,990,244$1,034,185,805-$46,804,439-4.33%
Sei Investments Co0.71%15,843,041$801,340,880$766,644,754-$34,696,126-4.33%
Wells Fargo & Company/Mn0.13%14,838,724$750,542,688$718,045,854-$32,496,834-4.33%
Northern Trust Corp0.09%14,811,340$749,157,578$716,720,743-$32,436,835-4.33%
Bank Of America Corp0.05%13,964,302$706,314,399$675,732,574-$30,581,825-4.33%
Tiaa-Cref Individual & Institutional Services, Llc2.30%13,190,508$667,175,894$638,288,682-$28,887,212-4.33%
Mercer Global Advisors Inc0.72%11,479,867$580,651,659$555,510,764-$25,140,895-4.33%
Jones Financial Companies Lllp0.22%10,675,389$539,785,192$516,582,074-$23,203,118-4.30%
Lpl Financial Llc0.12%10,444,670$528,291,409$505,417,581-$22,873,828-4.33%
Betterment Llc0.60%7,061,952$357,194,000$341,727,857-$15,466,143-4.33%
Cliftonlarsonallen Wealth Advisors, Llc4.25%6,394,230$323,420,130$309,416,790-$14,003,340-4.33%
Envestnet Asset Management Inc0.07%5,852,832$296,036,248$283,218,540-$12,817,708-4.33%
Mariner, Llc0.25%4,779,573$241,752,542$231,283,537-$10,469,005-4.33%
Corient Private Wealth Llc0.32%4,537,521$229,507,881$219,570,641-$9,937,240-4.33%
Ubs Group Ag0.04%4,522,126$228,729,134$218,825,677-$9,903,457-4.33%
Rwa Wealth Partners, Llc2.17%4,476,441$226,418,388$216,614,980-$9,803,408-4.33%
Cerity Partners Llc0.27%4,415,366$223,328,178$213,659,561-$9,668,617-4.33%
Vanguard Advisers Inc0.75%4,362,459$220,653,123$211,099,391-$9,553,732-4.33%
Aspiriant, Llc5.34%4,272,813$216,119,045$206,761,421-$9,357,624-4.33%
Royal Bank Of Canada0.03%3,756,633$190,012,000$181,783,471-$8,228,529-4.33%
Us Bancorp \De\0.20%3,591,532$181,659,690$173,794,233-$7,865,457-4.33%
Orgel Wealth Management, Llc3.43%3,570,951$180,618,690$172,798,319-$7,820,371-4.33%
Ameriprise Financial Inc0.04%3,427,973$173,456,149$165,879,613-$7,576,536-4.37%
Savant Capital, Llc0.49%3,290,574$165,250,564$159,230,876-$6,019,688-3.64%
Jane Street Group, Llc0.09%2,754,583$139,326,809$133,294,271-$6,032,538-4.33%
Facet Wealth, Inc.1.88%2,590,804$131,042,871$125,369,006-$5,673,865-4.33%
Members Trust Co3.87%2,454,801$124,163,834$118,787,820-$5,376,014-4.33%
Pathstone Holdings, Llc0.47%2,367,474$118,113,254$114,562,067-$3,551,187-3.01%
Onedigital Investment Advisors Llc0.98%2,289,562$115,806,071$110,791,905-$5,014,166-4.33%
Osaic Holdings, Inc.0.13%2,240,261$113,320,537$108,406,230-$4,914,307-4.34%
Pnc Financial Services Group, Inc.0.06%2,175,717$110,047,791$105,282,946-$4,764,845-4.33%
Wedmont Private Capital2.99%2,167,958$109,134,998$104,907,488-$4,227,510-3.87%
Bank Of New York Mellon Corp0.02%2,105,092$106,475,492$101,865,402-$4,610,090-4.33%
Sequoia Financial Advisors0.52%2,073,127$104,858,782$100,318,616-$4,540,166-4.33%
Prime Capital Investment Advisors, Llc0.96%1,951,599$98,711,883$94,437,876-$4,274,007-4.33%
Geowealth Management, Llc3.01%1,891,755$95,684,952$91,542,024-$4,142,928-4.33%
Scs Capital Management Llc0.87%1,829,597$92,541,016$88,534,199-$4,006,817-4.33%
Ep Wealth Advisors, Llc0.35%1,826,588$92,388,810$88,388,593-$4,000,217-4.33%
Renaissance Technologies LLCJim Simons0.12%1,776,200$89,840,196$85,950,318-$3,889,878-4.33%
Baird Financial Group, Inc.0.12%1,732,100$87,609,618$83,816,319-$3,793,299-4.33%
Lutz Financial Services Llc5.13%1,663,916$84,160,890$80,516,895-$3,643,995-4.33%
Stifel Financial Corp0.07%1,653,614$83,639,905$80,018,381-$3,621,524-4.33%
Wealth Enhancement Advisory Services, Llc0.14%1,664,709$82,307,982$80,555,269-$1,752,713-2.13%
Mbb Public Markets I Llc8.82%1,614,405$81,656,605$78,121,058-$3,535,547-4.33%
Composition Wealth, Llc0.95%1,594,643$80,657,042$77,164,775-$3,492,267-4.33%
Showing 50 of 1,376

Frequently asked questions about VTEB

  • Who owns the most VTEB stock?

    The largest holders of VTEB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD TAX-EXEMPT BOND ETF (VTEB).

  • Is VTEB widely held by superinvestors?

    Many widely followed stocks like VTEB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VTEB is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.