Skip to main content
Equibles
VTEB logo

VTEB · VANGUARD TAX-EXEMPT BOND INDEX FUND ETF

Alerts for VTEB

Use VTEB with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$48.88 +0.02 (+0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 10
Total Value: $262,779,029
Total Shares: 5,195,315

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 10 13F filers · Δ vs Mar 31, 2026
Top Holder
87.3%
Sep 2023 → Jun 2026 · range 11.0% – 87.3%
+13.8 pts
Top 5
98.3%
Sep 2023 → Jun 2026 · range 39.3% – 100.0%
−0.1 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 54.3% – 100.0%
0.0 pts
HHI
7,683
Sep 2023 → Jun 2026 · range 461 – 7,683
Highly concentrated+2,022

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
3
Decreased
1
Sold Out
3
Unchanged
0
Holder count: +3
Institutional value: +386.0%
Shares held: +379.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group +18,429 171,573
Advus Financial Partners, LLC +12,006 28,889
Range Advisory, LLC +7,926 18,478

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Cornerstone Financial Management LLC −136 29,248

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 4,537,521 $229,507,812
CITADEL ADVISORS LLC 340,466 $17,220,770
Strategic Financial Services, Inc. 29,650 $1,499,697
HORAN Wealth, LLC 17,288 $874,427
Parkside Financial Bank & Trust 15,035 $760,470

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 797,132 $39,768,913
Dakota Wealth Management 69,999 $3,492,250
Pandowealth. LLC 6,796 $339,052
Filter: New 6 Increased 3 Reduced 1 Sold out 3 Unchanged 0
Showing 12 of 12
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC VTEB $229,507,812 87.34% 4,537,521
CITADEL ADVISORS LLC VTEB $13,189,544 5.02% 260,766
MLG Wealth Management DBA Pine Grove Financial Group VTEB $8,678,162 3.30% 171,573
CITADEL ADVISORS LLC VTEB $2,827,422 1.08% 55,900
Strategic Financial Services, Inc. VTEB $1,499,697 0.57% 29,650
Cornerstone Financial Management LLC VTEB $1,479,363 0.56% 29,248
Advus Financial Partners, LLC VTEB $1,461,205 0.56% 28,889
CITADEL ADVISORS LLC VTEB $1,203,804 0.46% 23,800
Range Advisory, LLC VTEB $934,617 0.36% 18,478
HORAN Wealth, LLC VTEB $874,427 0.33% 17,288
Parkside Financial Bank & Trust VTEB $760,470 0.29% 15,035
Kirkwood Financial Services VTEB $362,506 0.14% 7,167