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 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$49.3 - $50.7
|
16.1M
$786M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2- 0.04% |
$98.5 - $101
|
5.65K
$276K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.12% |
$98.5 - $101
|
1.64K
$80.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-6- 0.02% |
$296 - $304
|
38.9K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8- 0.18% |
$394 - $405
|
4.39K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-10- 0.18% |
$493 - $507
|
5.63K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-10- 0.1% |
$493 - $507
|
10K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-18- 0.17% |
$887 - $912
|
10.5K
$511K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-21- 0.25% |
$1.03K - $1.06K
|
8.45K
$412K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-22- 0.06% |
$1.08K - $1.11K
|
35.7K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-23- 35.94% |
$1.13K - $1.17K
|
41
$2K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-27- 0.14% |
$1.33K - $1.37K
|
19.3K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-31- 0.33% |
$1.53K - $1.57K
|
9.25K
$451K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-32- 3.33% |
$1.58K - $1.62K
|
929
$45.3K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-33- 0.66% |
$1.63K - $1.67K
|
4.93K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-35- 0.28% |
$1.72K - $1.77K
|
12.4K
$607K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-35- 0.71% |
$1.72K - $1.77K
|
4.88K
$238K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-36- 0.58% |
$1.77K - $1.82K
|
6.17K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-39- 0.15% |
$1.92K - $1.98K
|
25.3K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-45- 0.18% |
$2.22K - $2.28K
|
25.6K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-47- 11.01% |
$2.31K - $2.38K
|
380
$18.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-56- 0.26% |
$2.76K - $2.84K
|
21.6K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-58- 1.73% |
$2.86K - $2.94K
|
3.29K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-64- 7.83% |
$3.15K - $3.24K
|
753
$36.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-67- 0.9% |
$3.3K - $3.39K
|
7.41K
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-76- 0.73% |
$3.74K - $3.85K
|
10.3K
$505K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-78- 0.12% |
$3.84K - $3.95K
|
62.4K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-81- 1.86% |
$3.99K - $4.1K
|
4.27K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-81- 22.25% |
$3.99K - $4.1K
|
283
$13.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-88- 0.59% |
$4.33K - $4.46K
|
14.8K
$723K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-88- 0.85% |
$4.33K - $4.46K
|
10.3K
$501K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-99- 2.01% |
$4.88K - $5.02K
|
4.84K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-105- 1.07% |
$5.17K - $5.32K
|
9.73K
$475K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-109- 14.55% |
$5.37K - $5.52K
|
640
$31.2K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-109- 2.6% |
$5.37K - $5.52K
|
4.08K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-120- 0.13% |
$5.91K - $6.08K
|
95.3K
$4.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-124- 0.65% |
$6.11K - $6.28K
|
19.1K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-130- 0.05% |
$6.4K - $6.59K
|
258K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-133- 0.99% |
$6.55K - $6.74K
|
13.3K
$651K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-138- 0.11% |
$6.8K - $6.99K
|
121K
$5.91M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-149- 0.23% |
$7.34K - $7.55K
|
64.3K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-159- 8.01% |
$7.83K - $8.05K
|
1.83K
$89.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-187- 3.89% |
$9.21K - $9.47K
|
4.62K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-201- 0.39% |
$9.9K - $10.2K
|
51.7K
$2.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-204- 0.32% |
$10K - $10.3K
|
64.2K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-220- 0.87% |
$10.8K - $11.1K
|
25.1K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-230- 1.23% |
$11.3K - $11.7K
|
18.5K
$904K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-232- 1.34% |
$11.4K - $11.8K
|
17.1K
$835K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-235- 0.59% |
$11.6K - $11.9K
|
39.7K
$1.94M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-261- 1.02% |
$12.9K - $13.2K
|
25.3K
$1.24M
|