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Institutional Holders of VTEB

There is a long list of 1031 institutional holders of VTEB within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of VTEB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VTEB table below, the initial column indicates the name of each top institutional holder of VTEB, with a link to that fund's top holdings. The next columns indicate the amount of VTEB stock held by each of the institutional holders of VTEB, followed by the VTEB position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.86,382,971$4,409,851 12/31/2023
     VTEB86,382,971$4,409,851 12/31/2023
Northwestern Mutual Wealth Management Co.32,791,913$1,674,029 12/31/2023
     VTEB32,791,913$1,674,029 12/31/2023
Charles Schwab Investment Advisory Inc.28,152,423$1,437,181 12/31/2023
     VTEB28,152,423$1,437,181 12/31/2023
Wealthfront Advisers LLC28,367,266$1,435,384 03/31/2024
     VTEB28,367,266$1,435,384 03/31/2024
Creative Planning24,754,352$1,263,710 12/31/2023
     VTEB24,754,352$1,263,710 12/31/2023
FMR LLC19,168,471$978,550 12/31/2023
     VTEB19,168,471$978,550 12/31/2023
Raymond James & Associates17,637,463$892,456 03/31/2024
     VTEB17,637,463$892,456 03/31/2024
Morgan Stanley12,458,551$636,009 12/31/2023
     VTEB12,458,551$636,009 12/31/2023
Northern Trust Corp11,720,572$598,335 12/31/2023
     VTEB11,720,572$598,335 12/31/2023
Sei Investments Co.11,046,583$563,929 12/31/2023
     VTEB11,046,583$563,929 12/31/2023
TIAA Trust National Association10,933,323$558,146 12/31/2023
     VTEB10,933,323$558,146 12/31/2023
Envestnet Asset Management Inc.8,355,301$426,538 12/31/2023
     VTEB8,355,301$426,538 12/31/2023
Bank of America Corp DE7,974,786$407,113 12/31/2023
     VTEB7,974,786$407,113 12/31/2023
Wells Fargo & Company MN7,372,643$376,373 12/31/2023
     VTEB7,372,643$376,373 12/31/2023
UBS Group AG6,350,760$324,206 12/31/2023
     VTEB6,350,760$324,206 12/31/2023
Aspiriant LLC5,021,908$254,109 03/31/2024
     VTEB5,021,908$254,109 03/31/2024
Mercer Global Advisors Inc. ADV4,636,091$236,672 12/31/2023
     VTEB4,636,091$236,672 12/31/2023
CI Private Wealth LLC4,528,055$231,157 12/31/2023
     VTEB4,528,055$231,157 12/31/2023
US Bancorp DE3,852,897$196,690 12/31/2023
     VTEB3,852,897$196,690 12/31/2023
Franklin Resources Inc.3,786,403$193,296 12/31/2023
     VTEB3,786,403$193,296 12/31/2023
Adviser Investments LLC3,053,991$155,906 12/31/2023
     VTEB3,053,991$155,906 12/31/2023
Ameriprise Financial Inc.2,994,669$152,848 12/31/2023
     VTEB2,994,669$152,848 12/31/2023
Cerity Partners LLC2,882,536$147,154 12/31/2023
     VTEB2,882,536$147,154 12/31/2023
SCS Capital Management LLC2,814,204$143,665 12/31/2023
     VTEB2,814,204$143,665 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC2,671,408$136,375 12/31/2023
     VTEB2,671,408$136,375 12/31/2023
LPL Financial LLC2,639,122$134,727 12/31/2023
     VTEB2,639,122$134,727 12/31/2023
MEMBERS Trust Co2,638,127$134,703 12/31/2023
     VTEB2,638,127$134,703 12/31/2023
Morningstar Investment Services LLC2,587,370$132,111 12/31/2023
     VTEB2,587,370$132,111 12/31/2023
The PNC Financial Services Group Inc.2,431,621$124,134 12/31/2023
     VTEB2,431,621$124,134 12/31/2023
Mariner LLC2,404,982$122,774 12/31/2023
     VTEB2,404,982$122,774 12/31/2023
Advisor Group Holdings Inc.2,258,370$115,294 12/31/2023
     VTEB2,258,370$115,294 12/31/2023
Jones Financial Companies Lllp2,205,606$112,596 12/31/2023
     VTEB2,205,606$112,596 12/31/2023
Orgel Wealth Management LLC1,956,969$99,023 03/31/2024
     VTEB1,956,969$99,023 03/31/2024
Raymond James Financial Services Advisors Inc.1,955,957$98,971 03/31/2024
     VTEB1,955,957$98,971 03/31/2024
Baird Financial Group Inc.1,865,930$95,256 12/31/2023
     VTEB1,865,930$95,256 12/31/2023
Prime Capital Investment Advisors LLC1,781,909$90,966 12/31/2023
     VTEB1,781,909$90,966 12/31/2023
Vanguard Group Inc.1,705,299$87,056 12/31/2023
     VTEB1,705,299$87,056 12/31/2023
HighTower Advisors LLC1,627,514$83,086 12/31/2023
     VTEB1,627,514$83,086 12/31/2023
Independent Advisor Alliance1,630,944$81,142 12/31/2023
     VTEB1,630,944$81,142 12/31/2023
First Ascent Asset Management LLC1,576,165$80,463 12/31/2023
     VTEB1,576,165$80,463 12/31/2023
Wealth Enhancement Advisory Services LLC1,510,266$76,419 03/31/2024
     VTEB1,510,266$76,419 03/31/2024
Sequoia Financial Advisors LLC1,471,677$75,129 12/31/2023
     VTEB1,471,677$75,129 12/31/2023
Renaissance Technologies LLC1,448,095$73,925 12/31/2023
     VTEB1,448,095$73,925 12/31/2023
Simplicity Wealth LLC1,434,143$72,568 03/31/2024
     VTEB1,434,143$72,568 03/31/2024
Sawtooth Solutions LLC1,392,376$71,081 12/31/2023
     VTEB1,392,376$71,081 12/31/2023
Bleakley Financial Group LLC1,388,962$70,907 12/31/2023
     VTEB1,388,962$70,907 12/31/2023
Commonwealth Equity Services LLC1,242,727$63,441 12/31/2023
     VTEB1,242,727$63,441 12/31/2023
Crestwood Advisors Group LLC1,223,405$62,455 12/31/2023
     VTEB1,223,405$62,455 12/31/2023
Waldron Private Wealth LLC1,220,037$62,282 12/31/2023
     VTEB1,220,037$62,282 12/31/2023
Stifel Financial Corp1,194,556$60,982 12/31/2023
     VTEB1,194,556$60,982 12/31/2023

See All: Funds Holding VTEB
See Details: Top 10 Hedge Funds Holding VTEB
Also See: VTEB Holdings Changes

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