VTEI — Vanguard Mun Bd Fds Institutional Holders · Q3 2026
Who owns Vanguard Mun Bd Fds (VTEI)? 19 institutions reported holding $107.62M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($55.1M), First Financial Bank - Trust Division ($10.6M), Wedmont Private Capital ($9.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $55.1M | 578,161 | Added |
| 2 | FIRST FINANCIAL BANK - TRUST DIVISION | $10.6M | 110,872 | Added |
| 3 | Wedmont Private Capital | $9.7M | 102,209 | New |
| 4 | Heartwood Wealth Advisors LLC | $7.8M | 82,138 | Added |
| 5 | Paragon Capital Management Ltd | $5.9M | 61,371 | Added |
| 6 | Apella Capital, LLC | $5.3M | 55,528 | Trimmed |
| 7 | Valeo Financial Advisors, LLC | $2.3M | 24,459 | Added |
| 8 | Cassilly Financial Group LLC | $2.1M | 21,927 | New |
| 9 | SigFig Wealth Management, LLC | $1.7M | 17,695 | Added |
| 10 | First Heartland Consultants, Inc. | $1.6M | 17,191 | Added |
| 11 | FINANCIAL MANAGEMENT NETWORK INC | $1.5M | 15,931 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $1.4M | 14,521 | Added |
| 13 | Sprinkle Financial Consultants LLC | $970,873 | 10,183 | Added |
| 14 | CoreCap Advisors, LLC | $464,521 | 4,872 | Hold |
| 15 | Avidian Wealth Enterprises, LLC | $395,300 | 4,146 | Trimmed |
| 16 | Worth Asset Management, LLC | $272,595 | 2,859 | Trimmed |
| 17 | WINEBRENNER CAPITAL MANAGEMENT LLC | $268,778 | 2,819 | Hold |
| 18 | AMERICAN NATIONAL BANK & TRUST | $141,873 | 1,488 | Added |
| 19 | Trust Co | $58,253 | 611 | Added |
Source: SEC Form 13F filings · as of 2026-09-30