VANGUARD MUN BD FDS VTEB
TAX EXEMPT BD · ETP · CUSIP 922907746
764
institutional holders
266.7m
shares reported held*
$12.8bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.08. Options: 2 managers hold calls ($875.0k notional), 2 hold puts ($828.0k).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $563.0k11.7k shares |
| Paladin Advisory Group, LLC | — | $312.0k6.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $424.0k8.8k shares |
| CITADEL ADVISORS LLC | — | $404.0k8.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Wealthfront Advisers LLC 9.08% of their portfolio | 35.5m $1.7bn | — |
| Creative Planning 1.54% of their portfolio | 18.5m $890.7m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.44% of their portfolio | 17.2m $827.2m | — |
| Charles Schwab Investment Advisory, Inc. 1.47% of their portfolio | 16.7m $801.7m | — |
| RAYMOND JAMES & ASSOCIATES 0.68% of their portfolio | 13.9m $668.9m | — |
| MORGAN STANLEY 0.07% of their portfolio | 10.2m $488.7m | — |
| JPMORGAN CHASE & CO 0.07% of their portfolio | 9.0m $435.6m | — |
| UBS Group AG 0.20% of their portfolio | 7.2m $348.5m | — |
| FMR LLC 0.03% of their portfolio | 6.5m $313.1m | — |
| NORTHERN TRUST CORP 0.06% of their portfolio | 6.3m $258.6m | — |
| SEI INVESTMENTS CO 0.55% of their portfolio | 5.2m $248.4m | — |
| Orgel Wealth Management, LLC 11.99% of their portfolio | 5.0m $242.9m | — |
| WELLS FARGO & COMPANY/MN 0.08% of their portfolio | 4.7m $227.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.13% of their portfolio | 4.7m $225.4m | — |
| ASPIRIANT, LLC 10.97% of their portfolio | 4.7m $224.2m | — |
| SCS Capital Management LLC 6.19% of their portfolio | 4.4m $209.5m | — |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 4.2m $202.6m | — |
| TIAA, FSB 0.56% of their portfolio | 2.7m $129.5m | — |
| Mariner, LLC 0.47% of their portfolio | 2.4m $117.8m | — |
| RWA WEALTH PARTNERS, LLC 7.65% of their portfolio | 2.3m $108.6m | — |
| Portfolio Solutions, LLC 13.44% of their portfolio | 2.2m $106.5m | — |
| JONES FINANCIAL COMPANIES LLLP 0.18% of their portfolio | 2.0m $97.6m | — |
| OSAIC HOLDINGS, INC. 0.20% of their portfolio | 1.8m $87.6m | — |
| DOWLING & YAHNKE LLC 3.87% of their portfolio | 1.7m $83.0m | — |
| Baird Financial Group, Inc. 0.24% of their portfolio | 1.7m $82.7m | — |
| Ackerman Capital Advisors, LLC 22.74% of their portfolio | 1.7m $80.0m | — |
| LPL Financial LLC 0.08% of their portfolio | 1.6m $79.1m | — |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.6m $79.2m | — |
| US BANCORP \DE\ 0.16% of their portfolio | 1.6m $78.1m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.43% of their portfolio | 1.5m $72.6m | — |
| PNC Financial Services Group, Inc. 0.08% of their portfolio | 1.5m $71.8m | — |
| Raymond James Financial Services Advisors, Inc. 0.16% of their portfolio | 1.5m $70.7m | — |
| Brightworth 7.03% of their portfolio | 1.4m $65.6m | — |
| First Ascent Asset Management, LLC 12.49% of their portfolio | 1.3m $64.7m | — |
| Winthrop Advisory Group LLC 11.50% of their portfolio | 1.1m $53.7m | — |
| REGIONS FINANCIAL CORP 0.52% of their portfolio | 1.1m $51.8m | — |
| Savant Capital, LLC 1.58% of their portfolio | 1.1m $50.8m | — |
| Mosaic Advisors LLC 38.65% of their portfolio | 1.0m $48.3m | — |
| Morningstar Investment Services LLC 0.67% of their portfolio | 999.9k $47.6m | — |
| BSW Wealth Partners 11.49% of their portfolio | 971.9k $46.8m | — |
| BAKER BOYER NATIONAL BANK 19.17% of their portfolio | 897.4k $43.2m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 874.2k $42.1m | — |
| Cerity Partners LLC 0.49% of their portfolio | 843.1k $40.6m | — |
| Merriman Wealth Management, LLC 2.61% of their portfolio | 827.1k $39.8m | — |
| Karpus Management, Inc. 1.40% of their portfolio | 826.5k $39.8m | — |
| Sequoia Financial Advisors, LLC 1.25% of their portfolio | 822.5k $39.6m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio | 790.2k $38.0m | — |
| CWM, LLC 0.30% of their portfolio | 771.6k $37.1m | — |
| HT Partners LLC 15.86% of their portfolio | 771.3k $37.1m | — |
| Financial Engines Advisors L.L.C. 0.12% of their portfolio | 764.0k $36.8m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 746.6k $35.9m | — |
| Waldron Private Wealth LLC 2.14% of their portfolio | 715.7k $34.5m | — |
| HENGEHOLD CAPITAL MANAGEMENT LLC 5.26% of their portfolio | 710.9k $34.2m | — |
| Passive Capital Management, LLC. 17.69% of their portfolio | 695.3k $33.5m | — |
| STIFEL FINANCIAL CORP 0.05% of their portfolio | 684.2k $32.9m | — |
| Sargent Bickham Lagudis LLC 2.93% of their portfolio | 681.0k $32.8m | — |
| Pinnacle Financial Partners Inc 1.18% of their portfolio | 677.6k $32.6m | — |
| Independent Advisor Alliance 1.73% of their portfolio | 617.7k $29.7m | — |
| Private Ocean, LLC 4.66% of their portfolio | 614.2k $29.6m | — |
| Full Sail Capital, LLC 3.03% of their portfolio | 608.0k $29.3m | — |
| Avidian Wealth Enterprises, LLC 2.10% of their portfolio | 604.0k $29.1m | — |
| Bedel Financial Consulting, Inc. 7.59% of their portfolio | 601.7k $28.6m | — |
| BlackRock Inc. 0.00% of their portfolio | 582.9k $28.1m | — |
| JFS WEALTH ADVISORS, LLC 2.84% of their portfolio | 538.3k $25.9m | — |
| Wealthspire Advisors, LLC 0.54% of their portfolio | 538.1k $25.9m | — |
| Leonard Rickey Investment Advisors P.L.L.C. 11.51% of their portfolio | 510.1k $24.6m | — |
| TRUIST FINANCIAL CORP 0.05% of their portfolio | 493.9k $23.8m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 478.1k $23.0m | — |
| LWS Wealth Advisors, Inc. 8.78% of their portfolio | 476.1k $22.9m | — |
| Windsor Wealth Management, Inc. 5.72% of their portfolio | 471.5k $23.0m | — |
| Willow Creek Wealth Management Inc. 4.09% of their portfolio | 438.2k $21.1m | — |
| MATHER GROUP, LLC. 0.44% of their portfolio | 426.8k $20.5m | — |
| THOMPSON SIEGEL & WALMSLEY LLC 0.35% of their portfolio | 423.4k $20.4m | — |
| EP Wealth Advisors, LLC 0.46% of their portfolio | 423.4k $20.4m | — |
| Composition Wealth, LLC 0.92% of their portfolio | 408.7k $19.7m | — |
| Manning & Napier Group, LLC 0.26% of their portfolio | 407.3k $19.6m | — |
| MOLLER WEALTH PARTNERS 6.88% of their portfolio | 396.8k $19.1m | — |
| Trellis Advisors, LLC 10.75% of their portfolio | 392.9k $18.9m | — |
| CX Institutional 1.27% of their portfolio | 380.1k $18.3m | — |
| M&T Bank Corp 0.08% of their portfolio | 377.9k $18.2m | — |
| ATMOS ADVISORY, LLC 17.01% of their portfolio | 372.2k $17.9m | — |
| BANK OF HAWAII 1.27% of their portfolio | 371.3k $18.6m | — |
| Wedmont Private Capital 3.58% of their portfolio | 370.5k $17.8m | — |
| Bragg Financial Advisors, Inc 1.22% of their portfolio | 367.0k $17.7m | — |
| MML INVESTORS SERVICES, LLC 0.13% of their portfolio | 362.0k $17.4m | — |
| Crestwood Advisors Group, LLC 0.58% of their portfolio | 340.5k $16.4m | — |
| Modera Wealth Management, LLC 0.80% of their portfolio | 326.2k $15.7m | — |
| Aveo Capital Partners, LLC 2.65% of their portfolio | 319.3k $15.4m | — |
| Simplicity Solutions, LLC 2.22% of their portfolio | 317.8k $15.3m | — |
| CAPTRUST FINANCIAL ADVISORS 0.09% of their portfolio | 317.0k $15.3m | — |
| Rockwood Wealth Management, LLC 4.46% of their portfolio | 289.8k $14.0m | — |
| Quaker Wealth Management, LLC 7.24% of their portfolio | 287.6k $13.8m | — |
| ROBERTS GLORE & CO INC /IL/ 4.87% of their portfolio | 283.1k $13.6m | — |
| Heartwood Wealth Advisors LLC 2.35% of their portfolio | 281.8k $13.6m | — |
| Washington Trust Advisors, Inc. 1.27% of their portfolio | 280.7k $13.5m | — |
| MUFG Americas Holdings Corp 0.32% of their portfolio | 270.8k $13.0m | — |
| Fort Point Capital Partners LLC 2.30% of their portfolio | 256.4k $12.3m | — |
| CARDIFF PARK ADVISORS, LLC 1.87% of their portfolio | 247.7k $11.9m | — |
| Single Point Partners, LLC 3.25% of their portfolio | 246.1k $11.8m | — |
| Beaumont Financial Partners, LLC 1.12% of their portfolio | 242.5k $11.7m | — |