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 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
35.3K+ 118.87% |
$1.74M - $1.79M
|
65K
$3.17M
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
35.3KNew |
$1.74M - $1.79M
|
35.3K
$1.72M
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
35.1K+ 187.53% |
$1.73M - $1.78M
|
53.8K
$2.62M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34.8K+ 34.45% |
$1.71M - $1.76M
|
136K
$6.63M
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
32.9K+ 10.38% |
$1.62M - $1.67M
|
350K
$17.1M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
32.3K+ 4.04% |
$1.59M - $1.63M
|
830K
$40.5M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31.9K+ 271.9% |
$1.57M - $1.62M
|
43.7K
$2.13M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31K+ 15.36% |
$1.53M - $1.57M
|
233K
$11.4M
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
30.3KNew |
$1.49M - $1.54M
|
30.3K
$1.48M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.2K+ 143.74% |
$1.49M - $1.53M
|
51.2K
$2.5M
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
30.2K+ 8.99% |
$1.49M - $1.53M
|
366K
$17.8M
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
28.2K+ 9.96% |
$1.39M - $1.43M
|
311K
$15.2M
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
27.9K+ 6.04% |
$1.38M - $1.42M
|
491K
$23.9M
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
27.6K+ 7.46% |
$1.36M - $1.4M
|
397K
$19.4M
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
27.2KNew |
$1.34M - $1.38M
|
27.2K
$1.33M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26.7K+ 10.05% |
$1.31M - $1.35M
|
292K
$14.3M
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
26.3K+ 11.17% |
$1.3M - $1.33M
|
262K
$12.8M
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
25.4K+ 11.64% |
$1.25M - $1.28M
|
243K
$11.9M
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
25.1K+ 10.56% |
$1.24M - $1.27M
|
263K
$12.8M
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
25K+ 261.31% |
$1.23M - $1.27M
|
34.6K
$1.69M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.1K+ 10.75% |
$1.19M - $1.22M
|
248K
$12.1M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24K+ 15.74% |
$1.18M - $1.22M
|
176K
$8.61M
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
23.6K+ 38.51% |
$1.16M - $1.19M
|
84.8K
$4.14M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
22.5K+ 31.54% |
$1.11M - $1.14M
|
93.9K
$4.58M
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
22.4K+ 66.53% |
$1.1M - $1.14M
|
56.1K
$2.74M
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
22.1K+ 7.46% |
$1.09M - $1.12M
|
318K
$15.5M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
22K+ 537.03% |
$1.08M - $1.11M
|
26K
$1.27M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
21.9K+ 33.48% |
$1.08M - $1.11M
|
87.2K
$4.25M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
21.5K+ 2.81% |
$1.06M - $1.09M
|
789K
$38.5M
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
21.5KNew |
$1.06M - $1.09M
|
21.5K
$1.05M
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
21.4K+ 31.7% |
$1.05M - $1.08M
|
88.9K
$4.34M
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
21.3K+ 66.06% |
$1.05M - $1.08M
|
53.7K
$2.62M
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
21.1K+ 512.08% |
$1.04M - $1.07M
|
25.2K
$1.23M
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
20.7K+ 9.39% |
$1.02M - $1.05M
|
241K
$11.8M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
20.7K+ 27.89% |
$1.02M - $1.05M
|
94.7K
$4.62M
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
20.4KNew |
$1.01M - $1.03M
|
20.4K
$997K
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
20.3K+ 51.66% |
$999K - $1.03M
|
59.6K
$2.91M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.2K+ 10.54% |
$997K - $1.03M
|
212K
$10.4M
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
20.2K+ 7.42% |
$993K - $1.02M
|
292K
$14.2M
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
20K+ 210.53% |
$985K - $1.01M
|
29.5K
$1.44M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.8K+ 30.86% |
$977K - $1.01M
|
84.1K
$4.11M
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
19.8K+ 9.39% |
$975K - $1M
|
231K
$11.3M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
19.5K+ 3.62% |
$961K - $988K
|
558K
$27.2M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
19.4K+ 3.76% |
$957K - $984K
|
536K
$26.2M
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
19.3KNew |
$951K - $978K
|
19.3K
$942K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
18.9KNew |
$931K - $958K
|
18.9K
$922K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18.7K+ 2.92% |
$920K - $947K
|
658K
$32.1M
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
18.2K+ 1216.83% |
$897K - $923K
|
19.7K
$962K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.1KNew |
$894K - $919K
|
18.1K
$885K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
18K+ 132.5% |
$889K - $914K
|
31.7K
$1.55M
|