VANGUARD MUN BD FDS
CUSIP 922907738
Vanguard Mun Bd Fds has 13 institutional holders in Filings Flow’s 13F database, together reporting 230.8K shares worth $23M as of Q2 2026. The largest reported holders are Unison Advisors LLC, Ferguson Wellman Capital Management, Inc, and Tiaa Wealth Investment Management LLC.
Institutional Holders
13
Q2 2026
Reported Value
$23M
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 |
|---|---|---|---|---|
| Unison Advisors LLC$1.3B AUM | 17.95% | $237M | 2.37M | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 3.43% | $5M | 49.9K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 2.66% | $12M | 117.8K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 2.24% | $16M | 163.6K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 2.07% | $6M | 55.3K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 1.34% | $1M | 14.8K | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 0.96% | $2M | 17.4K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.92% | $2M | 23.4K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.86% | $2M | 19.2K | Q3 2025OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.79% | $58M | 580.1K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.79% | $976,914 | 9.8K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.77% | $23M | 231.6K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 0.76% | $1M | 14.5K | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 0.69% | $918,349 | 9.2K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.63% | $7M | 72.6K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.63% | $9M | 87.1K | Q2 2026 |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.62% | $1M | 14.1K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 0.59% | $2M | 18.4K | Q4 2025OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.52% | $19M | 190.3K | Q1 2026OLDER |
| STONE LOFT WEALTH MANAGEMENT LLC$107M AUM | 0.50% | $536,683 | 5.3K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.48% | $527,299 | 5.3K | Q1 2026OLDER |
| Hassell Wealth Management, LLC$298M AUM | 0.47% | $1M | 14.0K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.45% | $837,531 | 8.4K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.43% | $1M | 13.7K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.43% | $1M | 14.6K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.40% | $1M | 10.1K | Q2 2026 |
| Midwest Financial Network, LLC$146M AUM | 0.39% | $565,219 | 5.6K | Q2 2026 |
| Paragon Capital Management Ltd$476M AUM | 0.36% | $2M | 17.4K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.33% | $44M | 438.9K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.33% | $383,208 | 3.8K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.32% | $442,235 | 4.4K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.32% | $2M | 16.8K | Q3 2025OLDER |
| Tribridge Partners Financial LLC$242M AUM | 0.31% | $740,287 | 7.4K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.30% | $5M | 52.7K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.29% | $883,570 | 8.8K | Q1 2026OLDER |
| Gordian Advisors LLC$150M AUM | 0.29% | $431,025 | 4.3K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 0.26% | $3M | 29.0K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.25% | $2M | 16.3K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.22% | $1M | 10.0K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.20% | $1M | 13.8K | Q1 2026OLDER |
| 25 LLC$324M AUM | 0.19% | $630,663 | 6.3K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.18% | $281,731 | 2.8K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.17% | $718,269 | 7.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.16% | $7M | 65.7K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$184M AUM | 0.15% | $279,639 | 2.8K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 0.15% | $236,894 | 2.4K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.14% | $200,510 | 2.0K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.13% | $643,836 | 6.4K | Q2 2026 |
| Luminvest Wealth Management LLC$382M AUM | 0.12% | $477,878 | 4.8K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.12% | $502,199 | 5.0K | Q1 2026OLDER |
| Financial Architects, LLC$190M AUM | 0.11% | $200,660 | 2.0K | Q3 2025OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.11% | $2M | 21.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.11% | $2M | 17.2K | Q2 2026 |
| Maia Wealth LLC$591M AUM | 0.11% | $657,720 | 6.5K | Q3 2025OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.11% | $205,131 | 2.1K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 0.10% | $201,055 | 2.0K | Q4 2025OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.10% | $223,630 | 2.2K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.10% | $956,226 | 9.6K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.09% | $295,943 | 2.9K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.09% | $14M | 138.9K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.09% | $1M | 12.4K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.08% | $551,169 | 5.5K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.08% | $6M | 55.6K | Q2 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.08% | $1M | 13.2K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.07% | $6M | 63.3K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.07% | $768,039 | 7.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.07% | $9M | 87.7K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.06% | $1M | 10.7K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.06% | $201,660 | 2.0K | Q4 2025OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.05% | $492,005 | 4.9K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.05% | $1M | 10.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.05% | $1M | 11.0K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 0.05% | $200,660 | 2.0K | Q3 2025OLDER |
| Red Tortoise LLC$240M AUM | 0.05% | $111,390 | 1.1K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.05% | $249,756 | 2.5K | Q4 2025OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.04% | $2M | 16.6K | Q2 2026 |
| Net Worth Advisory Group$482M AUM | 0.04% | $212,358 | 2.1K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.04% | $697,945 | 6.9K | Q4 2025OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.04% | $326,112 | 3.3K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 0.03% | $703,396 | 7.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $23M | 234.8K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.03% | $1M | 10.1K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.03% | $1M | 14.1K | Q2 2026 |
| Graney & King, LLC$186M AUM | 0.03% | $50,772 | 508 | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $245,095 | 2.4K | Q2 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.03% | $211,873 | 2.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 21.0K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $613,562 | 6.1K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.02% | $382,470 | 3.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $22M | 218.4K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $216,270 | 2.2K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $404,395 | 4.0K | Q4 2025OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.02% | $389,866 | 3.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 13.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $20M | 198.1K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.02% | $298,221 | 3.0K | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 0.02% | $248,151 | 2.5K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.02% | $935,968 | 9.3K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $637,817 | 6.4K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.02% | $984,219 | 9.8K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.02% | $725,065 | 7.3K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $412,256 | 4.1K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $491,926 | 4.9K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $439,285 | 4.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 11.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $833,139 | 8.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 11.1K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.01% | $87,722 | 878 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $124,925 | 1.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $35M | 346.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $100,404 | 1.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $378,889 | 3.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $845,627 | 8.5K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $86,739 | 868 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 10.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 14.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 12.1K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $280,798 | 2.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 46.2K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $605,750 | 6.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 9.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $525,703 | 5.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $211,138 | 2.1K | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $81,846 | 819 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $3M | 27.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $354,787 | 3.5K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $438,737 | 4.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $426,644 | 4.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $312,997 | 3.1K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $691,784 | 6.9K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $40,280 | 403 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $146,204 | 1.4K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $798,920 | 8.0K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 19.3K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $24,685 | 247 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 23.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $124,925 | 1.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 48.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $616,271 | 6.2K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $595,343 | 6.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 16.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $319,808 | 3.2K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $202,378 | 2.0K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $14,591 | 146 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $29,482 | 295 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $21M | 205.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $275,243 | 2.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $680,816 | 6.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 45.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 51.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $10M | 98.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 15.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $226,363 | 2.2K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $200,148 | 2.0K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $437,935 | 4.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 34.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $491,506 | 4.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $68,259 | 683 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 28.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $171,497 | 1.7K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $295,922 | 3.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 20.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $615,000 | 6.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $2,998 | 30 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $23 | 227 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $149,910 | 1.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $338,385 | 3.4K | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $6,465 | 65 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $41,038 | 407 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $40,507 | 405 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10,094 | 101 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1,979 | 19 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $84 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.