Who Owns VTEI?
VANGUARD MUN BD FDS — Institutional Ownership & 13F Holdings
$100.94
-0.04 (-0.04%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
77
Total Inst. Value
$72.7M
% of Float Held
—
QoQ Holder Change
+72
Institutional data as of Q1 2025
New Positions
31
Closed Positions
5
Increased
32
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $8.7M | 88,202 |
| 2 | Equitable Holdings, Inc.New | $8.6M | 88,590 |
| 3 | Cetera Investment Advisers | $7.5M | 75,763 |
| 4 | Aspire Private Capital, LLCNew | $3.8M | 38,476 |
| 5 | BANK OF AMERICA CORP /DE/ | $3.7M | 37,204 |
| 6 | Ashton Thomas Private Wealth, LLCNew | $3.6M | 36,397 |
| 7 | Valeo Financial Advisors, LLC | $3.2M | 31,991 |
| 8 | Joel Isaacson & Co., LLC | $2.8M | 27,904 |
| 9 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew | $2.5M | 25,764 |
| 10 | Avantax Planning Partners, Inc. | $2.0M | 20,646 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Heartwood Wealth Advisors LLC | +8K | $8.7M |
| Equitable Holdings, Inc.New | +89K | $8.6M |
| Cetera Investment Advisers | +73K | $7.5M |
| Aspire Private Capital, LLCNew | +38K | $3.8M |
| BANK OF AMERICA CORP /DE/ | +27K | $3.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| EverSource Wealth Advisors, LLC | -5K | $370K |
| JANE STREET GROUP, LLC | -3K | $937K |
| HARBOUR INVESTMENTS, INC. | -2K | $500K |
| Elser Financial Planning, Inc | -365 | $933K |
| Mariner, LLC | -138 | $912K |
Frequently Asked Questions
How many institutional investors hold VTEI?
As of Q1 2025, 77 institutional investors report holding VTEI (VANGUARD MUN BD FDS) in their 13F filings.
Which hedge fund owns the most VTEI?
The largest institutional holder of VTEI is Heartwood Wealth Advisors LLC with $8.7M in shares.
Are institutions buying or selling VTEI?
This quarter, 31 institutions opened new positions in VTEI and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.