Who Owns VANGUARD MUN BD FDS (VTEB)? -- Institutional Holders (2026-06-30)
853 institutions reported holding $5.27B of VANGUARD MUN BD FDS (VTEB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ($323.4M), ENVESTNET ASSET MANAGEMENT INC ($296.0M), ASPIRIANT, LLC ($216.1M), Orgel Wealth Management, LLC ($180.6M), Facet Wealth, Inc. ($131.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $323.4M | 6.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $296.0M | 5.9M | Added |
| 3 | ASPIRIANT, LLC | $216.1M | 4.3M | Added |
| 4 | Orgel Wealth Management, LLC | $180.6M | 3.6M | Added |
| 5 | Facet Wealth, Inc. | $131.0M | 2.6M | Trimmed |
| 6 | Members Trust Co | $124.2M | 2.5M | Added |
| 7 | Wedmont Private Capital | $109.1M | 2.2M | Added |
| 8 | Sequoia Financial Advisors, LLC | $104.9M | 2.1M | Added |
| 9 | GeoWealth Management, LLC | $95.7M | 1.9M | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $82.3M | 1.7M | Added |
| 11 | Miracle Mile Advisors, LLC | $80.7M | 1.6M | Added |
| 12 | Forum Financial Management, LP | $66.1M | 1.3M | Trimmed |
| 13 | BAKER BOYER NATIONAL BANK | $60.4M | 1.2M | Added |
| 14 | West Financial Advisors, LLC | $56.2M | 1.1M | Added |
| 15 | MATHER GROUP, LLC. | $52.7M | 1.0M | Added |
| 16 | Ackerman Capital Advisors, LLC | $48.1M | 950,473 | Trimmed |
| 17 | M&T Bank Corp | $46.9M | 926,398 | Added |
| 18 | Garde Capital, Inc. | $45.8M | 905,827 | New |
| 19 | Beaird Harris Wealth Management, LLC | $44.3M | 875,617 | Trimmed |
| 20 | Foster Group, Inc. | $44.2M | 873,883 | Trimmed |
| 21 | Heritage Investment Group, Inc. | $43.9M | 867,367 | Trimmed |
| 22 | Sunflower Bank, N.A. | $42.5M | 840,472 | Trimmed |
| 23 | OLD NATIONAL BANCORP /IN/ | $42.4M | 837,585 | Added |
| 24 | TRUIST FINANCIAL CORP | $42.0M | 831,195 | Trimmed |
| 25 | JFS WEALTH ADVISORS, LLC | $41.7M | 823,707 | Added |
Source: SEC Form 13F filings · as of 2026-06-30