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 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
90.6K+ 6.59% |
$4.46M - $4.59M
|
1.47M
$71.5M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
90.5K+ 255.58% |
$4.46M - $4.59M
|
126K
$6.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
84.6KNew |
$4.16M - $4.28M
|
84.6K
$4.13M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
83.6K+ 8.34% |
$4.12M - $4.23M
|
1.09M
$53M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
82.7KNew |
$4.07M - $4.19M
|
82.7K
$4.04M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
79.7K+ 164.86% |
$3.93M - $4.04M
|
128K
$6.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
78.7K+ 58.08% |
$3.88M - $3.99M
|
214K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75.6K+ 4.92% |
$3.72M - $3.83M
|
1.61M
$78.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
75.2K+ 6.03% |
$3.7M - $3.81M
|
1.32M
$64.5M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
74.5K+ 87.81% |
$3.67M - $3.78M
|
159K
$7.78M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
72.5K+ 5.18% |
$3.57M - $3.67M
|
1.47M
$71.9M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
71.6K+ 772.69% |
$3.52M - $3.63M
|
80.8K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
69.7K+ 31.27% |
$3.43M - $3.53M
|
293K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
68.1K+ 5.02% |
$3.36M - $3.45M
|
1.42M
$69.5M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
68.1K+ 44.19% |
$3.35M - $3.45M
|
222K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
68K+ 197.47% |
$3.35M - $3.45M
|
102K
$5M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
67.4K+ 15.08% |
$3.32M - $3.41M
|
514K
$25.1M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
67.1K+ 5.4% |
$3.3M - $3.4M
|
1.31M
$63.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
65.5K+ 25.57% |
$3.22M - $3.32M
|
321K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
65.2K+ 1.26% |
$3.21M - $3.3M
|
5.24M
$255M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
65.1K+ 50.17% |
$3.21M - $3.3M
|
195K
$9.51M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
64.8K+ 6.03% |
$3.19M - $3.28M
|
1.14M
$55.6M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
63.5K+ 27.82% |
$3.13M - $3.22M
|
292K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
61.9K+ 333.76% |
$3.05M - $3.14M
|
80.5K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
59.1K+ 609.27% |
$2.91M - $2.99M
|
68.8K
$3.36M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
57.9KNew |
$2.85M - $2.93M
|
57.9K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
56.8K+ 14.03% |
$2.8M - $2.88M
|
462K
$22.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
54.5KNew |
$2.68M - $2.76M
|
54.5K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
54.3K+ 5.57% |
$2.68M - $2.75M
|
1.03M
$50.3M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
52.2K+ 91.51% |
$2.57M - $2.65M
|
109K
$5.34M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49.6K+ 206.06% |
$2.44M - $2.51M
|
73.7K
$3.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
47.2K+ 488.4% |
$2.32M - $2.39M
|
56.9K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
46.2KNew |
$2.28M - $2.34M
|
46.2K
$2.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
46.2KNew |
$2.27M - $2.34M
|
46.2K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
45.9K+ 6.77% |
$2.26M - $2.32M
|
724K
$35.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
43.4K+ 14.78% |
$2.14M - $2.2M
|
337K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
43.2K+ 21.15% |
$2.13M - $2.19M
|
247K
$12.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
41.7K+ 3.94% |
$2.05M - $2.11M
|
1.1M
$53.6M
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
BUY
|
- |
41.2K+ 19.54% |
$2.03M - $2.09M
|
252K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
39.6KNew |
$1.95M - $2.01M
|
39.6K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
39.5KNew |
$1.95M - $2M
|
39.5K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
38.7K+ 7.2% |
$1.91M - $1.96M
|
576K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
38.7K+ 30.58% |
$1.9M - $1.96M
|
165K
$8.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
38.3K+ 31.56% |
$1.89M - $1.94M
|
160K
$7.8M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38.1K+ 1.93% |
$1.88M - $1.93M
|
2.01M
$98.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
37.8K+ 12.59% |
$1.86M - $1.91M
|
338K
$16.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
37.7K+ 12.01% |
$1.86M - $1.91M
|
351K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
36.8K+ 53.29% |
$1.81M - $1.86M
|
106K
$5.17M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
36.5K+ 88.45% |
$1.8M - $1.85M
|
77.7K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
35.7K+ 60.96% |
$1.76M - $1.81M
|
94.2K
$4.6M
|