13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
VTEI

VANGUARD MUN BD FDS

163 institutions still hold VANGUARD MUN BD FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922907738·163 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.6%
vs prior quarter
13F value held
$595M
64.0% inst. owned
of float
Holders
163
-106 QoQ
filers reporting
Activity
+87 / −116
+876 added · −823 reduced
this quarter
Concentration
39.77%
Unison Advisors LLC #1
top holder share
AI Holders Summary · Q1 2026

163 institutions reported VTEI in Q1 2026. Unison Advisors LLC leads at 39.8% of the visible book. -106 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Unison Advisors LLC
CIK 0001695818
$237M2.4M17.95%Q1 202602
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
CIK 0000869353
$58M580K0.79%Q1 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
Equitable Holdings, Inc.
CIK 0001333986
$14M139K0.09%Q1 202613
Aspire Private Capital, LLC
CIK 0001767340
$12M118K2.66%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$10M98K0.00%Q1 202615
Merit Financial Group, LLC
CIK 0001621225
$9M88K0.07%Q1 202616
First Financial Bank - Trust Division
CIK 0001315339
$8M75K0.61%Q1 202617
Heartwood Wealth Advisors LLC
CIK 0001794935
$7M73K0.63%Q1 202618
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$7M66K0.16%Q1 202619
Atria Investments, Inc
CIK 0001535865
$6M63K0.07%Q1 202620
Apella Capital, LLC
CIK 0001801507
$6M56K0.08%Q1 2026
Page 1 of 9
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