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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.16M+ 66.13% |
$451M - $464M
|
23M
$1.12B
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.05M+ 91.8% |
$101M - $104M
|
4.27M
$209M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.74M+ 314.43% |
$85.8M - $88.2M
|
2.3M
$112M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02M+ 4.05% |
$50.1M - $51.6M
|
26.1M
$1.28B
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
950KNew |
$46.8M - $48.2M
|
950K
$46.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
913K+ 4.39% |
$45M - $46.3M
|
21.7M
$1.06B
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
857K+ 2.55% |
$42.2M - $43.4M
|
34.5M
$1.68B
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
793K+ 20.65% |
$39M - $40.2M
|
4.63M
$226M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
765KNew |
$37.7M - $38.8M
|
765K
$37.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
664K+ 94.13% |
$32.7M - $33.6M
|
1.37M
$66.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
600K+ 156.0% |
$29.5M - $30.4M
|
984K
$48M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
592KNew |
$29.1M - $30M
|
592K
$28.9M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
574K+ 6.02% |
$28.3M - $29.1M
|
10.1M
$493M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
545K+ 10.08% |
$26.9M - $27.6M
|
5.96M
$291M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
486K+ 14.11% |
$23.9M - $24.6M
|
3.93M
$192M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
437K+ 7.43% |
$21.5M - $22.1M
|
6.31M
$308M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
368K+ 3.71% |
$18.1M - $18.6M
|
10.3M
$502M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
342KNew |
$16.8M - $17.3M
|
342K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
326K+ 4.84% |
$16.1M - $16.5M
|
7.07M
$345M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
301K+ 7581.42% |
$14.8M - $15.3M
|
305K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
277KNew |
$13.6M - $14M
|
277K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
270K+ 7.72% |
$13.3M - $13.7M
|
3.77M
$184M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
240K+ 221.45% |
$11.8M - $12.2M
|
349K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
234K+ 15.86% |
$11.5M - $11.9M
|
1.71M
$83.5M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
214KNew |
$10.6M - $10.9M
|
214K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
204K+ 28.61% |
$10M - $10.3M
|
916K
$44.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
176K+ 1498.43% |
$8.65M - $8.9M
|
187K
$9.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
163K+ 816.98% |
$8.04M - $8.27M
|
183K
$8.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
163K+ 145.1% |
$8.01M - $8.24M
|
275K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
161K+ 17.03% |
$7.93M - $8.16M
|
1.11M
$54M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
150K+ 12.35% |
$7.39M - $7.6M
|
1.37M
$66.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150K+ 5.4% |
$7.39M - $7.6M
|
2.93M
$143M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
147KNew |
$7.24M - $7.45M
|
147K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
144K+ 4.8% |
$7.09M - $7.29M
|
3.14M
$153M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
139K+ 3.65% |
$6.85M - $7.05M
|
3.95M
$193M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
131KNew |
$6.47M - $6.65M
|
131K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
119KNew |
$5.87M - $6.04M
|
119K
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
114K+ 109.19% |
$5.62M - $5.78M
|
219K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
113K+ 24.47% |
$5.59M - $5.75M
|
577K
$28.2M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
113K+ 790.6% |
$5.57M - $5.72M
|
127K
$6.21M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
113KNew |
$5.56M - $5.72M
|
113K
$5.51M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
113K+ 76.99% |
$5.56M - $5.72M
|
259K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
111K+ 2.77% |
$5.46M - $5.62M
|
4.11M
$201M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
109K+ 6.72% |
$5.36M - $5.52M
|
1.73M
$84.3M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
102K+ 1394.28% |
$5.03M - $5.18M
|
109K
$5.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
102K+ 177.5% |
$5M - $5.15M
|
159K
$7.75M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
97.6K+ 139.49% |
$4.81M - $4.94M
|
168K
$8.18M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
97K+ 19.76% |
$4.78M - $4.91M
|
588K
$28.7M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
96.5K+ 2.89% |
$4.75M - $4.89M
|
3.43M
$168M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
91.6KNew |
$4.51M - $4.64M
|
91.6K
$4.47M
|