13FBOX
VANGUARD MUN BD FDS · 13F Institutional Holdings
Options Calculator Rankings
V

VANGUARD MUN BD FDS

VTEL
Institutions
38
Combined AUM (Q2 2026)
$85.8M
Combined Shares (Q2 2026)
818,857
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+153,146
26 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-37,090
10 · 2 Exit · ≈
⚖️ Net
+116,056
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$85.8M
Institutions
38
New Buys
11
Adds
15
Reduces
8
Exits
2
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HighTower Advisors, LLC
0.02%0.02%#12$23.6M224,805$22.4M218,946+5,859+2.68%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#29$16.2M154,409$12.4M120,771+33,638+27.85%Add
Janney Montgomery Scott LLC
0.02%0.03%#13$11.5M109,788$10.7M104,762+5,026+4.80%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#26$6.1M58,070$6.0M58,732-662-1.13%Reduce
ABLE Financial Group, LLC
0.67%0.22%#1$4.0M37,917$1.1M10,969+26,948+245.67%Add
Ashton Thomas Private Wealth, LLC
0.06%0.07%#8$3.0M28,740$3.0M29,051-311-1.07%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#33$2.0M18,909$1.3M12,676+6,233+49.17%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#36$1.9M17,738$4.7M46,309-28,571-61.70%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#32$1.4M13,779$1.4M13,657+122+0.89%Add
ASPIRIANT, LLC
0.04%#10$1.4M13,675$00+13,675New Buy
MMA ASSET MANAGEMENT LLC
0.43%0.43%#3$1.3M12,759$1.2M11,965+794+6.64%Add
Diversified Portfolios, Inc.
0.08%#7$1.1M10,275$00+10,275New Buy
Savvy Advisors, Inc.
0.02%0.01%#14$1.0M9,901$496,4564,843+5,058+104.44%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#28$945,5499,025$1.0M9,827-802-8.16%Reduce
Blume Capital Management, Inc.
0.14%#5$942,9309,000$00+9,000New Buy
STONE LOFT WEALTH MANAGEMENT LLC
0.48%0.62%#2$845,5858,148$863,5748,424-276-3.28%Reduce
PEAPACK GLADSTONE FINANCIAL CORP
0.01%0.01%#20$752,3537,181$627,0006,115+1,066+17.43%Add
LPL Financial LLC
<0.01%#35$720,8186,880$00+6,880New Buy
JPMORGAN CHASE & CO
<0.01%#38$666,9706,363$00+6,363New Buy
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#27$647,3096,178$417,8404,076+2,102+51.57%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#37$636,2046,072$590,2625,758+314+5.45%Add
Old Mission Investment Co LLC
0.1%#6$504,4684,815$00+4,815New Buy
Sowell Financial Services LLC
0.02%0.02%#15$492,4194,700$481,7974,70000.00%Unchanged
Tower Research Capital LLC (TRC)
0.01%#19$463,3984,423$00+4,423New Buy
Gateway Wealth Partners, LLC
0.03%0.03%#11$451,5564,310$679,2326,626-2,316-34.95%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#30$450,5114,300$492,0484,800-500-10.42%Reduce
Hirtle & Co., LLC
0.01%0.01%#17$440,3484,203$430,8504,20300.00%Unchanged
Global Retirement Partners, LLC
0.01%#21$392,9923,751$00+3,751New Buy
Sage Investment Counsel LLC
0.33%0.34%#4$330,0263,150$307,5303,000+150+5.00%Add
Essex Financial Services, Inc.
0.01%0.01%#18$282,8792,700$256,2752,500+200+8.00%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#31$222,8702,127$218,9302,136-9-0.42%Reduce
Advisory Services Network, LLC
<0.01%<0.01%#25$220,0172,100$66,632650+1,450+223.08%Add
Cetera Investment Advisers
<0.01%#34$218,7602,088$00+2,088New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#24$210,6922,011$206,1482,01100.00%Unchanged
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
<0.01%#23$204,8201,955$00+1,955New Buy
Colonial Trust Co / SC
0.02%0.02%#16$121,6961,161$118,5381,16100.00%Unchanged
Burk Holdings LLC
0.04%0.02%#9$110,7421,057$50,230490+567+115.71%Add
FIDUCIARY FINANCIAL ADVISORS
<0.01%#22$41,279394$00+394New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow