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 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
63+ 0.75% |
$3.1K - $3.19K
|
8.43K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
60+ 0.44% |
$2.96K - $3.04K
|
13.6K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
60+ 19.11% |
$2.96K - $3.04K
|
374
$18.3K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
60+ 0.06% |
$2.96K - $3.04K
|
94.2K
$4.6M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
58+ 0.68% |
$2.86K - $2.94K
|
8.54K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
56+ 0.53% |
$2.76K - $2.84K
|
10.5K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
52+ 0.28% |
$2.56K - $2.63K
|
18.9K
$920K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
48+ 0.32% |
$2.36K - $2.43K
|
15.2K
$740K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
44+ 0.53% |
$2.17K - $2.23K
|
8.34K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
41+ 0.88% |
$2.02K - $2.08K
|
4.73K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
40+ 0.2% |
$1.97K - $2.03K
|
19.7K
$960K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
38+ 0.53% |
$1.87K - $1.93K
|
7.18K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
35+ 0.47% |
$1.72K - $1.77K
|
7.45K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
34+ 0.37% |
$1.67K - $1.72K
|
9.33K
$455K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
34+ 0.15% |
$1.67K - $1.72K
|
22.5K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
33New |
$1.63K - $1.67K
|
33
$1.61K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
32+ 0.29% |
$1.58K - $1.62K
|
11.1K
$540K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
32+ 0.36% |
$1.58K - $1.62K
|
9K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
29New |
$1.43K - $1.47K
|
29
$1.42K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
28+ 0.54% |
$1.38K - $1.42K
|
5.2K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
26+ 0.13% |
$1.28K - $1.32K
|
19.4K
$944K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
26+ 0.51% |
$1.28K - $1.32K
|
5.11K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
25+ 0.43% |
$1.23K - $1.27K
|
5.85K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.01% |
$1.18K - $1.22K
|
304K
$14.8M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
24New |
$1.18K - $1.22K
|
24
$1.17K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
24+ 0.79% |
$1.18K - $1.22K
|
3.06K
$149K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
23+ 0.53% |
$1.13K - $1.17K
|
4.38K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
21+ 0.18% |
$1.03K - $1.06K
|
11.7K
$573K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
20+ 0.14% |
$985 - $1.01K
|
14.6K
$712K
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
16+ 0.2% |
$788 - $811
|
8.2K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
16New |
$788 - $811
|
16
$781
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
15+ 0.33% |
$739 - $760
|
4.6K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
15+ 1.56% |
$739 - $760
|
975
$47.6K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
14+ 0.21% |
$690 - $709
|
6.75K
$329K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 0.36% |
$591 - $608
|
3.33K
$162K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
11+ 0.55% |
$542 - $557
|
2K
$97.6K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$542 - $557
|
11
$537
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
9+ 0.02% |
$443 - $456
|
37.8K
$1.84M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 1.16% |
$443 - $456
|
787
$38.4K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 1.45% |
$345 - $355
|
489
$23.9K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.53% |
$296 - $304
|
1.14K
$55.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4+ 0.06% |
$197 - $203
|
7.07K
$345K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4+ 0.01% |
$197 - $203
|
29.3K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.6% |
$148 - $152
|
500
$24.4K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.04% |
$148 - $152
|
6.69K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.5% |
$98.5 - $101
|
403
$19.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 1.59% |
$49.3 - $50.7
|
64
$3.12K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.65% |
$49.3 - $50.7
|
156
$7.61K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1New |
$49.3 - $50.7
|
1
$48.8
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1- 0.01% |
$49.3 - $50.7
|
10.4K
$505K
|