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 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-905- 2.59% |
$44.6K - $45.8K
|
34.1K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-932- 7.47% |
$45.9K - $47.2K
|
11.5K
$563K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-970- 7.92% |
$47.8K - $49.1K
|
11.3K
$550K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-979- 2.69% |
$48.2K - $49.6K
|
35.4K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-988- 5.23% |
$48.7K - $50.1K
|
17.9K
$874K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-999- 0.87% |
$49.2K - $50.6K
|
114K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1K- 5.81% |
$49.3K - $50.7K
|
16.2K
$791K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.02K- 3.77% |
$50.2K - $51.7K
|
26.1K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.03K- 5.37% |
$50.6K - $52.1K
|
18.1K
$884K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.03K- 19.13% |
$50.8K - $52.3K
|
4.36K
$213K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.03K- 2.35% |
$50.8K - $52.3K
|
42.8K
$2.09M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.03K- 10.34% |
$50.9K - $52.3K
|
8.96K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.06K- 3.84% |
$52.4K - $53.9K
|
26.6K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.09K- 7.91% |
$53.8K - $55.3K
|
12.7K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1K- 18.38% |
$54.2K - $55.7K
|
4.88K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.11K- 6.62% |
$54.7K - $56.3K
|
15.7K
$765K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-1.12K- 0.37% |
$55.2K - $56.8K
|
301K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.12K- 5.44% |
$55.3K - $56.8K
|
19.5K
$951K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.18K- 1.18% |
$57.9K - $59.5K
|
98.2K
$4.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.2K- 3.14% |
$59K - $60.6K
|
36.9K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.23K- 1.47% |
$60.5K - $62.3K
|
82.6K
$4.03M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.24K- 0.88% |
$61K - $62.7K
|
139K
$6.78M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.24K- 1.71% |
$61.3K - $63K
|
71.5K
$3.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.27K- 19.86% |
$62.5K - $64.3K
|
5.12K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-1.27K- 15.38% |
$62.5K - $64.3K
|
6.99K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-1.29K- 21.72% |
$63.5K - $65.3K
|
4.65K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.31K- 0.89% |
$64.3K - $66.1K
|
146K
$7.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.33K- 24.9% |
$65.3K - $67.2K
|
4K
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.36K- 13.5% |
$66.8K - $68.7K
|
8.69K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.38K- 6.15% |
$67.7K - $69.7K
|
21K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.4K- 6.92% |
$68.7K - $70.7K
|
18.8K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.43K- 4.09% |
$70.5K - $72.5K
|
33.6K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.48K- 2.32% |
$73.1K - $75.2K
|
62.4K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-1.49K- 11.62% |
$73.5K - $75.6K
|
11.3K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.5K- 22.99% |
$73.9K - $76K
|
5.03K
$245K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-1.5K- 6.62% |
$73.9K - $76K
|
21.2K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.51K- 9.54% |
$74.2K - $76.3K
|
14.3K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.51K- 5.1% |
$74.4K - $76.5K
|
28.1K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.51K- 4.36% |
$74.4K - $76.5K
|
33.1K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.52K- 35.99% |
$74.6K - $76.7K
|
2.69K
$131K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.55K- 1.91% |
$76.5K - $78.7K
|
79.8K
$3.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-1.56K- 2.26% |
$76.8K - $79K
|
67.5K
$3.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-1.57K- 10.32% |
$77.5K - $79.7K
|
13.7K
$667K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.58K- 5.64% |
$77.6K - $79.8K
|
26.4K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.58K- 23.91% |
$78K - $80.2K
|
5.04K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.58K- 2.76% |
$78K - $80.2K
|
55.7K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.65K- 15.07% |
$81.2K - $83.5K
|
9.29K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.66K- 2.4% |
$81.7K - $84K
|
67.5K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.68K- 13.14% |
$82.5K - $84.9K
|
11.1K
$540K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.69K- 11.44% |
$83.2K - $85.6K
|
13.1K
$638K
|