Purchases and Sales Made in Q1 2025 in Vanguard Mun Bd Fds Tax Exempt (VTEB)
This table provides information about the institutional ownership of Vanguard Mun Bd Fds Tax Exempt (VTEB) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD MUN BD FDS TAX-EXEMPT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.73K+ 229.92% |
$233K - $240K
|
6.79K
$337K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.94K+ 2.71% |
$95.7K - $98.5K
|
73.6K
$3.65M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.63K+ 2.95% |
$80K - $82.3K
|
56.6K
$2.81M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
611+ 11.82% |
$30.1K - $31K
|
5.78K
$286K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 0.36% |
$591 - $608
|
3.33K
$165K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-3.57K- 2.59% |
$176K - $181K
|
134K
$6.66M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.07K- 11.49% |
$348K - $358K
|
54.5K
$2.7M
|