13F Insight
DOSSIER · 13F Holders · Q2 2026
VTEI

VANGUARD MUN BD FDS

164 institutions still hold VANGUARD MUN BD FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922907738·164 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$608M
visible holders
Holders
164
filers reporting
Concentration
39.61%
Unison Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

164 institutions reported VTEI in Q2 2026. Unison Advisors LLC leads at 39.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Unison Advisors LLC
CIK 0001695818
$241M2.4M16.80%Q2 202602
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
CIK 0000869353
$57M562K0.69%Q2 202603
TIAA Wealth Investment Management LLC
CIK 0002124867
$44M439K0.33%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$35M346K0.01%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$23M235K0.03%Q1 202606
Joel Isaacson & Co., LLC
CIK 0001599330
$23M232K0.77%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$22M218K0.02%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M206K0.00%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$20M198K0.02%Q1 202610
Avantax Planning Partners, Inc.
CIK 0001005441
$19M190K0.52%Q1 202611
SEEDS INVESTOR LLC
CIK 0002021047
$16M164K2.24%Q1 202612
Merit Financial Group, LLC
CIK 0001621225
$14M140K0.09%Q2 202613
Equitable Holdings, Inc.
CIK 0001333986
$14M139K0.09%Q1 202614
Aspire Private Capital, LLC
CIK 0001767340
$14M137K2.86%Q2 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$10M98K0.00%Q1 202616
First Financial Bank - Trust Division
CIK 0001315339
$9M87K0.63%Q2 202617
Heartwood Wealth Advisors LLC
CIK 0001794935
$8M81K0.64%Q2 202618
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$7M66K0.16%Q1 202619
Atria Investments, Inc
CIK 0001535865
$6M63K0.07%Q1 202620
Silver Oak Advisory Group, Inc.
CIK 0001906937
$6M62K2.66%Q1 2026
Page 1 of 9
144 more holders available. Log in →