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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
329+ 0.89% |
$16.2K - $16.7K
|
37.4K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
318+ 2.3% |
$15.7K - $16.1K
|
14.1K
$689K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
308+ 5.16% |
$15.2K - $15.6K
|
6.28K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
306+ 0.36% |
$15.1K - $15.5K
|
85.6K
$4.18M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
301+ 0.47% |
$14.8K - $15.2K
|
63.8K
$3.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
296New |
$14.6K - $15K
|
296
$14.4K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
295+ 1.48% |
$14.5K - $14.9K
|
20.2K
$985K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
278+ 1.9% |
$13.7K - $14.1K
|
14.9K
$727K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
276New |
$13.6K - $14K
|
276
$13.5K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
268+ 2.74% |
$13.2K - $13.6K
|
10K
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
267+ 5.0% |
$13.1K - $13.5K
|
5.61K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
256+ 0.84% |
$12.6K - $13K
|
30.8K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
255+ 1.15% |
$12.6K - $12.9K
|
22.4K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
251+ 0.25% |
$12.4K - $12.7K
|
102K
$4.99M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
245+ 4.51% |
$12.1K - $12.4K
|
5.68K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
238+ 0.41% |
$11.7K - $12.1K
|
58.7K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
233+ 5.53% |
$11.5K - $11.8K
|
4.45K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
225+ 3.01% |
$11.1K - $11.4K
|
7.7K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
225+ 1.73% |
$11.1K - $11.4K
|
13.2K
$645K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200New |
$9.85K - $10.1K
|
200
$9.76K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$9.85K - $10.1K
|
200
$9.76K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
198+ 0.75% |
$9.75K - $10K
|
26.6K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
173+ 0.58% |
$8.52K - $8.76K
|
30.2K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
169+ 0.47% |
$8.32K - $8.56K
|
36.3K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
165+ 1.63% |
$8.13K - $8.36K
|
10.3K
$503K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
164+ 1.51% |
$8.08K - $8.31K
|
11.1K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
162+ 0.61% |
$7.98K - $8.21K
|
26.6K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
160+ 0.93% |
$7.88K - $8.11K
|
17.4K
$851K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
159+ 98.15% |
$7.83K - $8.05K
|
321
$15.7K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
135+ 0.15% |
$6.65K - $6.84K
|
90.5K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
130+ 0.49% |
$6.4K - $6.59K
|
26.8K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
122+ 2.87% |
$6.01K - $6.18K
|
4.37K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
122+ 0.94% |
$6.01K - $6.18K
|
13.1K
$638K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
118New |
$5.81K - $5.98K
|
118
$5.76K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
111New |
$5.47K - $5.62K
|
111
$5.42K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
109+ 0.48% |
$5.37K - $5.52K
|
22.8K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
108New |
$5.32K - $5.47K
|
108
$5.27K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
104+ 0.75% |
$5.12K - $5.27K
|
14K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
101+ 1.38% |
$4.97K - $5.12K
|
7.4K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
96+ 0.54% |
$4.73K - $4.86K
|
18K
$880K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
88+ 15.22% |
$4.33K - $4.46K
|
666
$32.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
87+ 0.7% |
$4.28K - $4.41K
|
12.4K
$607K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
83+ 40.69% |
$4.09K - $4.2K
|
287
$14K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
79+ 0.54% |
$3.89K - $4K
|
14.7K
$717K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
77+ 0.21% |
$3.79K - $3.9K
|
37K
$1.8M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
75+ 5.0% |
$3.69K - $3.8K
|
1.58K
$76.9K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
75+ 0.28% |
$3.69K - $3.8K
|
27K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
74+ 0.27% |
$3.64K - $3.75K
|
27.9K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
74+ 0.52% |
$3.64K - $3.75K
|
14.2K
$694K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
67+ 0.54% |
$3.3K - $3.39K
|
12.5K
$610K
|