16 institutions reported holding $16.4M of VANGUARD MUN BD FDS (VTEL) in SEC 13F filings for 2026-06-30. Largest institutional holders: ABLE Financial Group, LLC ($4.0M), Ashton Thomas Private Wealth, LLC ($3.0M), ASPIRIANT, LLC ($1.4M), MMA ASSET MANAGEMENT LLC ($1.3M), Diversified Portfolios, Inc. ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ABLE Financial Group, LLC | $4.0M | 37,917 | Added |
| 2 | Ashton Thomas Private Wealth, LLC | $3.0M | 28,740 | Trimmed |
| 3 | ASPIRIANT, LLC | $1.4M | 13,675 | New |
| 4 | MMA ASSET MANAGEMENT LLC | $1.3M | 12,759 | Added |
| 5 | Diversified Portfolios, Inc. | $1.1M | 10,275 | New |
| 6 | Savvy Advisors, Inc. | $1.0M | 9,901 | Added |
| 7 | Blume Capital Management, Inc. | $942,930 | 9,000 | New |
| 8 | STONE LOFT WEALTH MANAGEMENT LLC | $845,585 | 8,148 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $636,204 | 6,072 | Added |
| 10 | Sowell Financial Services LLC | $492,419 | 4,700 | Hold |
| 11 | Gateway Wealth Partners, LLC | $451,556 | 4,310 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $450,511 | 4,300 | Trimmed |
| 13 | Sage Investment Counsel LLC | $330,026 | 3,150 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $222,870 | 2,127 | Trimmed |
| 15 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $204,820 | 1,955 | New |
| 16 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30