DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD MUN BD FDS (VTEL)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
38
Reporting holders
$85.8M
Reported value
0.0%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $23.6M | 224,805 | 0.02% | 4q | +2.7%+$613.8K |
| BANK OF AMERICA CORP /DE/ | $16.2M | 154,409 | 0.00% | 3q | +27.9%+$3.5M |
| Janney Montgomery Scott LLC | $11.5M | 109,788 | 0.02% | 4q | +4.8%+$526.6K |
| RAYMOND JAMES FINANCIAL INC | $6.1M | 58,070 | 0.00% | 3q | -1.1%-$69.4K |
| ABLE Financial Group, LLC | $4.0M | 37,917 | 0.67% | 2q | +245.7%+$2.8M |
| Ashton Thomas Private Wealth, LLC | $3.0M | 28,740 | 0.06% | 4q | -1.1%-$32.6K |
| CITADEL ADVISORS LLC | $2.0M | 18,909 | 0.00% | 3q | +49.2%+$653.0K |
| JANE STREET GROUP, LLC | $1.9M | 17,738 | 0.00% | 5q | -61.7%-$3.0M |
| Bank of New York Mellon Corp | $1.4M | 13,779 | 0.00% | 2q | +0.9%+$12.8K |
| ASPIRIANT, LLC | $1.4M | 13,675 | 0.04% | new | NEW |
| MMA ASSET MANAGEMENT LLC | $1.3M | 12,759 | 0.43% | 2q | +6.6%+$83.2K |
| Diversified Portfolios, Inc. | $1.1M | 10,275 | 0.08% | new | NEW |
| Savvy Advisors, Inc. | $1.0M | 9,901 | 0.02% | 2q | +104.4%+$529.9K |
| OSAIC HOLDINGS, INC. | $945.5K | 9,025 | 0.00% | 3q | -8.2%-$84.0K |
| Blume Capital Management, Inc. | $942.9K | 9,000 | 0.14% | new | NEW |
| STONE LOFT WEALTH MANAGEMENT LLC | $845.6K | 8,148 | 0.48% | 3q | -3.3%-$28.6K |
| PEAPACK GLADSTONE FINANCIAL CORP | $752.0K | 7,181 | 0.01% | 2q | +17.4%+$111.6K |
| LPL Financial LLC | $720.8K | 6,880 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $667.0K | 6,363 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $647.3K | 6,178 | 0.00% | 2q | +51.6%+$220.2K |
| ENVESTNET ASSET MANAGEMENT INC | $636.2K | 6,072 | 0.00% | 2q | +5.5%+$32.9K |
| Old Mission Investment Co LLC | $504.5K | 4,815 | 0.10% | 2q | HELD |
| Sowell Financial Services LLC | $492.4K | 4,700 | 0.02% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $463.4K | 4,423 | 0.01% | new | NEW |
| Gateway Wealth Partners, LLC | $451.6K | 4,310 | 0.03% | 2q | -35.0%-$242.6K |
| TRUIST FINANCIAL CORP | $450.5K | 4,300 | 0.00% | 2q | -10.4%-$52.4K |
| Hirtle & Co., LLC | $440.3K | 4,203 | 0.01% | 2q | HELD |
| Global Retirement Partners, LLC | $393.0K | 3,751 | 0.01% | 2q | +164.3%+$244.3K |
| Sage Investment Counsel LLC | $330.0K | 3,150 | 0.33% | 4q | +5.0%+$15.7K |
| Essex Financial Services, Inc. | $282.9K | 2,700 | 0.01% | 2q | +8.0%+$21.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $222.9K | 2,127 | 0.00% | 3q | HELD |
| Advisory Services Network, LLC | $220.0K | 2,100 | 0.00% | 2q | +223.1%+$151.9K |
| Cetera Investment Advisers | $218.8K | 2,088 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $210.7K | 2,011 | 0.00% | 4q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $204.8K | 1,955 | 0.00% | new | NEW |
| Colonial Trust Co / SC | $121.7K | 1,161 | 0.02% | 4q | HELD |
| Burk Holdings LLC | $110.7K | 1,057 | 0.04% | 2q | +115.7%+$59.4K |
| FIDUCIARY FINANCIAL ADVISORS | $41.3K | 394 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 17 | $36.7M | 382,564 | 11 | 2 | 1 | 0.0% |
| Q2 2026 | 38 | $85.8M | 818,857 | 9 | 16 | 7 | 0.0% |
| Q1 2026 | 30 | $72.5M | 707,616 | 15 | 9 | 4 | 0.0% |
| Q4 2025 | 18 | $49.6M | 478,232 | 9 | 5 | 0 | 0.0% |
| Q3 2025 | 11 | $24.9M | 242,525 | 10 | 0 | 1 | 0.0% |
| Q2 2025 | 1 | $8.4M | 83,717 | 1 | 0 | 0 | 0.0% |