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

VANGUARD MUN BD FDS

185 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 922907738·185 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$640M
visible holders
Holders
185
filers reporting
Concentration
37.67%
Unison Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

185 institutions reported VTEI in Q2 2026. Unison Advisors LLC leads at 37.7% 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
$42M415K0.28%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$39M383K0.01%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$34M335K0.00%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$25M246K0.03%Q2 202607
Joel Isaacson & Co., LLC
CIK 0001599330
$24M240K0.70%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$24M236K0.02%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$21M203K0.02%Q2 202610
Avantax Planning Partners, Inc.
CIK 0001005441
$19M187K0.47%Q2 202611
SEEDS INVESTOR LLC
CIK 0002021047
$17M163K1.70%Q2 202612
HALL CAPITAL MANAGEMENT CO INC
CIK 0001122490
$15M147K4.62%Q2 202613
Merit Financial Group, LLC
CIK 0001621225
$14M140K0.09%Q2 202614
Aspire Private Capital, LLC
CIK 0001767340
$14M137K2.86%Q2 202615
Equitable Holdings, Inc.
CIK 0001333986
$13M126K0.08%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$10M98K0.00%Q1 202617
KEYVANTAGE WEALTH, LLC
CIK 0002050555
$10M94K3.61%Q2 202618
First Financial Bank - Trust Division
CIK 0001315339
$9M87K0.63%Q2 202619
Heartwood Wealth Advisors LLC
CIK 0001794935
$8M81K0.64%Q2 202620
Atria Investments, Inc
CIK 0001535865
$7M67K0.07%Q2 2026
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