DOSSIER · 13F Holders · Q2 2026
VTEI

VANGUARD MUN BD FDS

184 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 922907738·184 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$675M
visible holders
Holders
184
filers reporting
Concentration
35.71%
Unison Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

184 institutions reported VTEI in Q2 2026. Unison Advisors LLC leads at 35.7% 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 2026
02
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
CIK 0000869353
$55M578K0.66%Q3 2026
03
TIAA Wealth Investment Management LLC
CIK 0002124867
$42M415K0.28%Q2 2026
04
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$40M422K0.06%Q3 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$39M383K0.01%Q2 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$34M335K0.00%Q2 2026
07
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$25M246K0.03%Q2 2026
08
Joel Isaacson & Co., LLC
CIK 0001599330
$24M240K0.70%Q2 2026
09
HighTower Advisors, LLC
CIK 0001462245
$24M236K0.02%Q2 2026
10
Cetera Investment Advisers
CIK 0001666741
$21M203K0.02%Q2 2026
11
Avantax Planning Partners, Inc.
CIK 0001005441
$19M187K0.47%Q2 2026
12
SEEDS INVESTOR LLC
CIK 0002021047
$17M163K1.70%Q2 2026
13
HALL CAPITAL MANAGEMENT CO INC
CIK 0001122490
$15M147K4.62%Q2 2026
14
Merit Financial Group, LLC
CIK 0001621225
$14M140K0.09%Q2 2026
15
Aspire Private Capital, LLC
CIK 0001767340
$14M137K2.86%Q2 2026
16
Equitable Holdings, Inc.
CIK 0001333986
$13M126K0.08%Q2 2026
17
First Financial Bank - Trust Division
CIK 0001315339
$11M111K0.76%Q3 2026
18
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$10M98K0.00%Q1 2026
19
Wedmont Private Capital
CIK 0001904274
$10M102K0.23%Q3 2026
20
KEYVANTAGE WEALTH, LLC
CIK 0002050555
$10M94K3.61%Q2 2026
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