VTEB — Vanguard Mun Bd Fds Institutional Holders · Q3 2026

Name: Who Owns VTEB? 94 Institutions Hold $463M (Q3 2026)
Creator: ko.io

Who owns Vanguard Mun Bd Fds (VTEB)? 94 institutions reported holding $462.50M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wedmont Private Capital ($43.1M), Boston Standard Wealth Management, LLC ($30.6M), Apella Capital, LLC ($24.7M).

Rank	Institution	Value	Shares	Change
1	Wedmont Private Capital	$43.1M	914,576	Trimmed
2	Boston Standard Wealth Management, LLC	$30.6M	645,412	New
3	Apella Capital, LLC	$24.7M	524,949	Added
4	Heartwood Wealth Advisors LLC	$24.5M	517,180	Added
5	CX Institutional	$23.3M	492,818	Added
6	ATMOS ADVISORY, LLC	$21.8M	460,733	Added
7	Avidian Wealth Enterprises, LLC	$19.7M	415,790	Trimmed
8	Stairway Partners, LLC	$19.0M	400,223	Trimmed
9	Towneley Capital Management, Inc / DE	$17.4M	367,749	Trimmed
10	RIVERSEDGE ADVISORS, LLC	$17.0M	357,963	Added
11	Farther Finance Advisors, LLC	$16.8M	355,489	Added
12	Frisco Financial Planning LLC	$15.0M	316,763	Added
13	CoreCap Advisors, LLC	$14.6M	308,484	Added
14	Grove Bank & Trust	$13.5M	285,370	Trimmed
15	Graves Light Lenhart Wealth, Inc.	$13.2M	277,993	Added
16	Stonebridge Financial Group, LLC	$11.7M	247,197	Trimmed
17	Roth Financial Partners LLC	$10.1M	214,080	Trimmed
18	Beacon Wealthcare LLC	$8.8M	186,761	Added
19	COLLECTIVE FAMILY OFFICE LLC	$8.4M	178,370	Added
20	Capital Advisors Wealth Management, LLC	$7.8M	163,721	Added
21	MOODY NATIONAL BANK TRUST DIVISION	$7.5M	157,974	Added
22	RTD Financial Advisors, Inc.	$7.4M	155,857	Trimmed
23	Trinity Financial Advisors LLC	$6.8M	143,456	Added
24	Dickmeyer Boyce Financial Management, Inc.	$4.9M	104,240	Trimmed
25	SigFig Wealth Management, LLC	$4.3M	90,356	Added

Source: SEC Form 13F filings · as of 2026-09-30