VANGUARD MUN BD FDS
CUSIP 922907696
Vanguard Mun Bd Fds has 11 institutional holders in Filings Flow’s 13F database, together reporting 2.33M shares worth $162M as of Q1 2026. The largest reported holders are Capital Investment Services Of America, Inc., Mills Wealth Advisors LLC, and Truist Financial Corp.
Institutional Holders
99
Q1 2026
Reported Value
$162M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Keystone Financial Group, Inc.$192M AUM | 4.45% | $9M | 112.1K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 3.98% | $13M | 164.9K | Q2 2026 |
| S.A. Mason LLC$266M AUM | 3.41% | $9M | 119.0K | Q1 2026OLDER |
| Capital Investment Services of America, Inc.$958M AUM | 2.04% | $20M | 256.1K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 1.98% | $9M | 116.5K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 1.51% | $3M | 45.3K | Q1 2026OLDER |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 1.36% | $4M | 52.7K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 1.21% | $3M | 45.5K | Q2 2026 |
| Lindenwold Advisors, INC$212M AUM | 0.84% | $2M | 23.1K | Q4 2025OLDER |
| MFA Wealth Services$151M AUM | 0.76% | $1M | 15.0K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.69% | $10M | 124.2K | Q2 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.63% | $3M | 36.6K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 0.56% | $586,136 | 7.7K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.51% | $3M | 38.3K | Q2 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.46% | $4M | 58.6K | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 0.37% | $4M | 50.0K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.36% | $2M | 32.3K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.36% | $6M | 74.7K | Q2 2026 |
| Prospera Capital Management, LLC$199M AUM | 0.36% | $712,701 | 9.3K | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 0.35% | $2M | 31.5K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.32% | $507,931 | 6.7K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.31% | $2M | 21.5K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 0.25% | $406,318 | 5.3K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.23% | $844,073 | 11.1K | Q1 2026OLDER |
| Quantum Financial Planning Services, Inc.$278M AUM | 0.21% | $576,108 | 7.6K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.20% | $345,965 | 4.5K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.18% | $1M | 18.3K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.16% | $1M | 15.5K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.14% | $1M | 15.4K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.14% | $2M | 23.7K | Q2 2026 |
| 1015 Capital Partners, LLC$103M AUM | 0.14% | $139,687 | 1.8K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.12% | $804,254 | 10.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.11% | $3M | 40.6K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.11% | $353,571 | 4.6K | Q2 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.11% | $2M | 26.9K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.11% | $200,133 | 2.6K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 0.10% | $235,126 | 3.1K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.08% | $1M | 14.4K | Q4 2025OLDER |
| Breakwater Capital Group$833M AUM | 0.08% | $679,248 | 8.9K | Q2 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.07% | $639,863 | 8.4K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.06% | $1M | 14.8K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $851,778 | 11.2K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.06% | $276,247 | 3.6K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.06% | $497,411 | 6.5K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.05% | $226,979 | 3.3K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.05% | $2M | 32.7K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.05% | $207,201 | 2.7K | Q2 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.05% | $244,281 | 3.2K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.04% | $209,200 | 2.7K | Q2 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.03% | $536,026 | 7.0K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.03% | $414,066 | 5.4K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $293,132 | 3.8K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.03% | $278,840 | 3.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.02% | $2M | 25.4K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.02% | $424,859 | 5.6K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.02% | $217,427 | 2.9K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $238,873 | 3.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $11M | 150.7K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $728,951 | 9.6K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $314,467 | 4.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $209,416 | 2.7K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $65,304 | 856 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $743,904 | 9.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $75,073 | 982 | Q4 2025OLDER |
| Trust Co$1.1B AUM | 0.01% | $57,902 | 759 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $664,904 | 8.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 11.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $227,569 | 3.0K | Q3 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $209,855 | 2.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 38.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $205,556 | 2.7K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $164,634 | 2.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $119,928 | 1.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $555,696 | 7.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $305,458 | 4.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $445,534 | 5.8K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $1M | 18.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $218,647 | 2.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $6,790 | 89 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $373,836 | 4.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $67,803 | 884 | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $259,619 | 3.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 25.7K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 15.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $33,720 | 442 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $552,822 | 7.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $117,334 | 1.5K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 42.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $58,530 | 768 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 20.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $78,884 | 1.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $753,873 | 9.9K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $579,194 | 7.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $359,555 | 4.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $304,042 | 4.0K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $23,003 | 301 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $108,000 | 1.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $42,035 | 551 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7,623 | 100 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $66 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.