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 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-275- 0.04% |
$13.5K - $13.9K
|
761K
$37.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-279- 3.8% |
$13.7K - $14.1K
|
7.06K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-279- 99.64% |
$13.7K - $14.1K
|
1
$48.8
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-285- 0.25% |
$14K - $14.4K
|
112K
$5.46M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-287- 1.61% |
$14.1K - $14.5K
|
17.5K
$853K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-295- 8.8% |
$14.5K - $14.9K
|
3.06K
$149K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-302- 1.01% |
$14.9K - $15.3K
|
29.6K
$1.45M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-302- 5.09% |
$14.9K - $15.3K
|
5.63K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-320- 3.38% |
$15.8K - $16.2K
|
9.15K
$447K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-338- 1.7% |
$16.6K - $17.1K
|
19.5K
$951K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-346- 2.12% |
$17K - $17.5K
|
16K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-376- 1.65% |
$18.5K - $19K
|
22.4K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-394- 7.97% |
$19.4K - $20K
|
4.55K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-397- 0.21% |
$19.6K - $20.1K
|
190K
$9.27M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-405- 0.79% |
$19.9K - $20.5K
|
51.1K
$2.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-417- 3.61% |
$20.5K - $21.1K
|
11.2K
$544K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-418- 4.05% |
$20.6K - $21.2K
|
9.89K
$483K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-420- 7.89% |
$20.7K - $21.3K
|
4.9K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-464- 0.23% |
$22.9K - $23.5K
|
205K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-471- 6.82% |
$23.2K - $23.9K
|
6.44K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-500- 0.83% |
$24.6K - $25.3K
|
59.8K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-523- 5.91% |
$25.8K - $26.5K
|
8.33K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-537- 9.63% |
$26.4K - $27.2K
|
5.04K
$246K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-562- 2.44% |
$27.7K - $28.5K
|
22.5K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-573- 5.57% |
$28.2K - $29K
|
9.71K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-580- 0.36% |
$28.6K - $29.4K
|
159K
$7.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-585- 1.85% |
$28.8K - $29.6K
|
31.1K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-600- 5.24% |
$29.6K - $30.4K
|
10.9K
$530K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-607- 0.49% |
$29.9K - $30.8K
|
123K
$6M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-625- 12.91% |
$30.8K - $31.7K
|
4.22K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-656- 1.31% |
$32.3K - $33.2K
|
49.4K
$2.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-662- 0.96% |
$32.6K - $33.5K
|
68.3K
$3.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-685- 3.89% |
$33.7K - $34.7K
|
16.9K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-698- 12.66% |
$34.4K - $35.4K
|
4.82K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-732- 5.89% |
$36.1K - $37.1K
|
11.7K
$571K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-741- 1.24% |
$36.5K - $37.5K
|
59.1K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-749- 3.82% |
$36.9K - $37.9K
|
18.9K
$922K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-762- 0.78% |
$37.5K - $38.6K
|
97.4K
$4.75M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-764- 0.87% |
$37.6K - $38.7K
|
86.7K
$4.23M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-786- 1.39% |
$38.7K - $39.8K
|
55.9K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-787- 1.11% |
$38.8K - $39.9K
|
70.2K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-798- 14.75% |
$39.3K - $40.4K
|
4.61K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-800- 7.66% |
$39.4K - $40.5K
|
9.65K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-800- 8.55% |
$39.4K - $40.5K
|
8.55K
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-809- 1.33% |
$39.8K - $41K
|
60.1K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-826- 4.87% |
$40.7K - $41.8K
|
16.1K
$788K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-829- 11.29% |
$40.8K - $42K
|
6.51K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-855- 8.09% |
$42.1K - $43.3K
|
9.72K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-878- 4.99% |
$43.2K - $44.5K
|
16.7K
$815K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-891- 3.09% |
$43.9K - $45.1K
|
27.9K
$1.36M
|