Stock ownership · SEC 13F · Q4 2025
VANGUARD MUNI BND TAX
Institutional ownership of VANGUARD MUNI BND TAX (CUSIP 922907746) - who holds it, how concentrated it is, and what moved last quarter.
- $19.7M
- Reported value
- 11
- Institutions
- 90%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, VANGUARD MUNI BND TAX ranks #337 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 11 institutions report $19.7M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 11
- institutions hold it
- $19.7M
- reported 13F value
- 90%
- held by top 5
- #337
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, VANGUARD MUNI BND TAX ranks #337 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 922907746 · Q4 2025 $20M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #337/775
- HOLDERS-NARROW 11 filers
- CONC-DOM 90% top-5
- PHOTO-FINISH ELEVANCE HEALTH FORM…
- ACTIVITY-MID 9 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ELEVANCE HEALTH INC FORMERLY
Read with: Ownership concentration guide - VANGUARD MUNI BND TAX's top-five holders account for 90% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · VANGUARD MUNI BND TAX
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
VANGUARD MUNI BND TAX vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
11 Top 67% higher than 33% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a VANGUARD MUNI BND TAX position has risen from 7 to 11 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | MidFirst Bank | 200,548 | $10.1M | 51.1% |
| 2 | TD Capital Management LLC | 89,946 | $4.5M | 22.9% |
| 3 | SSA SWISS ADVISORS AG | 33,898 | $1.7M | 8.6% |
| 4 | Westshore Wealth, LLC | 15,851 | $797K | 4.0% |
| 5 | Astoria Portfolio Advisors LLC. | 11,771 | $600K | 3.0% |
| 6 | Barnes Wealth Management Group, Inc | 10,925 | $549K | 2.8% |
| 7 | BDFS Capital LLC | 10,581 | $532K | 2.7% |
| 8 | Nolet Wealth Management, LLC | 6,676 | $336K | 1.7% |
| 9 | Bell Investment Advisors, Inc | 6,003 | $302K | 1.5% |
| 10 | Macco Financial Group, Inc. | 5,199 | $261K | 1.3% |
| 11 | Strategic Investment Solutions, Inc. /IL | 732 | $37K | 0.2% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD MUNI BND TAX's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (9)
Complete exits (7)
Frequently Asked Questions
How many institutions hold VANGUARD MUNI BND TAX?▼
Where does VANGUARD MUNI BND TAX sit among tracked securities?▼
What is the total institutional value of VANGUARD MUNI BND TAX?▼
How concentrated is ownership of VANGUARD MUNI BND TAX?▼
Who is the largest institutional holder of VANGUARD MUNI BND TAX?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for VANGUARD MUNI BND TAX: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($19.7M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (11 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.