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 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
940+ 5.33% |
$46.3K - $47.6K
|
18.6K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
930+ 8.58% |
$45.8K - $47.1K
|
11.8K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
926+ 18.55% |
$45.6K - $46.9K
|
5.92K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
918+ 3.16% |
$45.2K - $46.5K
|
29.9K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
897+ 8.75% |
$44.2K - $45.4K
|
11.1K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
861+ 1.6% |
$42.4K - $43.6K
|
54.7K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
841New |
$41.4K - $42.6K
|
841
$41K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
809+ 5.31% |
$39.8K - $41K
|
16K
$783K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
800+ 2.12% |
$39.4K - $40.5K
|
38.6K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
794+ 201.01% |
$39.1K - $40.2K
|
1.19K
$58K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
781+ 4.17% |
$38.5K - $39.6K
|
19.5K
$951K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
771+ 4.26% |
$38K - $39.1K
|
18.9K
$921K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
757+ 1.95% |
$37.3K - $38.3K
|
39.7K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
753+ 8.22% |
$37.1K - $38.1K
|
9.91K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
734+ 6.14% |
$36.1K - $37.2K
|
12.7K
$619K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
721New |
$35.5K - $36.5K
|
721
$35.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
670+ 0.7% |
$33K - $33.9K
|
95.8K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
668+ 7.03% |
$32.9K - $33.8K
|
10.2K
$496K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
659+ 12.73% |
$32.5K - $33.4K
|
5.84K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
652+ 0.21% |
$32.1K - $33K
|
316K
$15.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
650+ 4.82% |
$32K - $32.9K
|
14.1K
$690K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
622+ 14.21% |
$30.6K - $31.5K
|
5K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
620+ 2.74% |
$30.5K - $31.4K
|
23.2K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
619+ 3.6% |
$30.5K - $31.4K
|
17.8K
$869K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
611+ 11.82% |
$30.1K - $31K
|
5.78K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
606+ 3.21% |
$29.8K - $30.7K
|
19.5K
$952K
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
BUY
|
- |
569+ 10.83% |
$28K - $28.8K
|
5.82K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
552New |
$27.2K - $28K
|
552
$26.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
549New |
$27K - $27.8K
|
549
$26.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
539+ 29.94% |
$26.5K - $27.3K
|
2.34K
$114K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
534+ 9.83% |
$26.3K - $27.1K
|
5.97K
$291K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
522+ 6.89% |
$25.7K - $26.4K
|
8.1K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
516+ 11.31% |
$25.4K - $26.1K
|
5.08K
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
511New |
$25.2K - $25.9K
|
511
$24.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
505+ 0.34% |
$24.9K - $25.6K
|
149K
$7.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
477+ 0.17% |
$23.5K - $24.2K
|
278K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
466+ 2.34% |
$23K - $23.6K
|
20.3K
$993K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
465+ 2.22% |
$22.9K - $23.6K
|
21.4K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
459+ 6.71% |
$22.6K - $23.3K
|
7.3K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
451+ 9.12% |
$22.2K - $22.8K
|
5.4K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
440+ 0.19% |
$21.7K - $22.3K
|
228K
$11.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
425New |
$20.9K - $21.5K
|
425
$20.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
412+ 1.98% |
$20.3K - $20.9K
|
21.2K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
411+ 26.3% |
$20.2K - $20.8K
|
1.97K
$96.3K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
404+ 2.71% |
$19.9K - $20.5K
|
15.3K
$748K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
393New |
$19.4K - $19.9K
|
393
$19.2K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
381+ 5.46% |
$18.8K - $19.3K
|
7.36K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
372+ 173.83% |
$18.3K - $18.8K
|
586
$28.6K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
338+ 8.54% |
$16.6K - $17.1K
|
4.3K
$210K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
337+ 14.75% |
$16.6K - $17.1K
|
2.62K
$128K
|