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 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-83.4K- 92.3% |
$4.11M - $4.23M
|
6.95K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-87.9K- 85.7% |
$4.33M - $4.45M
|
14.7K
$716K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-93.4K- 3.66% |
$4.6M - $4.73M
|
2.46M
$120M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-100K- 94.95% |
$4.95M - $5.09M
|
5.35K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-101K- 8.04% |
$4.99M - $5.14M
|
1.16M
$56.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-106K- 37.89% |
$5.22M - $5.37M
|
174K
$8.48M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-111K- 19.92% |
$5.49M - $5.65M
|
448K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-112K- 9.95% |
$5.49M - $5.65M
|
1.01M
$49.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-122K- 2.28% |
$6M - $6.17M
|
5.23M
$255M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-123K- 44.63% |
$6.06M - $6.24M
|
153K
$7.45M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-128K- 5.03% |
$6.29M - $6.47M
|
2.41M
$118M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-130K- 60.86% |
$6.41M - $6.59M
|
83.7K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-133K- 15.87% |
$6.55M - $6.74M
|
705K
$34.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-141K- 51.42% |
$6.93M - $7.12M
|
133K
$6.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-147K- 40.12% |
$7.25M - $7.46M
|
220K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-162K- 96.47% |
$7.97M - $8.2M
|
5.93K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-171K- 23.67% |
$8.4M - $8.64M
|
550K
$26.8M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-198K- 56.71% |
$9.73M - $10M
|
151K
$7.36M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-202K- 17.17% |
$9.93M - $10.2M
|
973K
$47.5M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-219K- 44.37% |
$10.8M - $11.1M
|
275K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-230K- 11.91% |
$11.3M - $11.7M
|
1.7M
$83.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-262K- 57.86% |
$12.9M - $13.3M
|
191K
$9.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-324K- 16.77% |
$15.9M - $16.4M
|
1.61M
$78.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-328K- 90.08% |
$16.2M - $16.6M
|
36.2K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-340K- 98.85% |
$16.8M - $17.2M
|
3.97K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-394K- 87.91% |
$19.4M - $20M
|
54.2K
$2.65M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-400K- 10.17% |
$19.7M - $20.3M
|
3.53M
$172M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-442K- 43.24% |
$21.8M - $22.4M
|
580K
$28.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-443K- 3.67% |
$21.8M - $22.5M
|
11.6M
$568M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-517K- 59.88% |
$25.5M - $26.2M
|
347K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-563K- 97.94% |
$27.7M - $28.5M
|
11.9K
$578K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-580K- 97.98% |
$28.6M - $29.4M
|
11.9K
$582K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.15M- 40.49% |
$56.5M - $58.2M
|
1.69M
$82.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.42M- 1.81% |
$70M - $72M
|
77.3M
$3.77B
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.57M- 6.4% |
$77.2M - $79.4M
|
22.9M
$1.12B
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.61M- 96.65% |
$79.3M - $81.6M
|
55.8K
$2.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.61M- 15.8% |
$79.4M - $81.7M
|
8.59M
$419M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.79M- 5.47% |
$88M - $90.5M
|
30.9M
$1.51B
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.29M- 21.15% |
$162M - $166M
|
12.2M
$598M
|