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 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.6K+ 10.56% |
$867K - $892K
|
184K
$9M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
17.5K+ 5.99% |
$860K - $885K
|
309K
$15.1M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
17.1K+ 193.04% |
$841K - $865K
|
25.9K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
17.1K+ 12.31% |
$840K - $864K
|
156K
$7.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
16.9KNew |
$833K - $857K
|
16.9K
$826K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15.4K+ 381.04% |
$758K - $780K
|
19.4K
$948K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 8.88% |
$755K - $776K
|
188K
$9.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15K+ 17.17% |
$738K - $759K
|
102K
$4.99M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
14.9K+ 9.39% |
$735K - $756K
|
174K
$8.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 44.11% |
$735K - $756K
|
48.8K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
14.7K+ 2.61% |
$726K - $747K
|
580K
$28.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.6K+ 55.99% |
$718K - $739K
|
40.6K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 1.82% |
$703K - $723K
|
798K
$38.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
14.2KNew |
$698K - $718K
|
14.2K
$692K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13.9K+ 16.27% |
$687K - $707K
|
99.7K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13.8K+ 1.6% |
$680K - $699K
|
876K
$42.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
13.7K+ 4.56% |
$675K - $695K
|
315K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
13.6K+ 81.72% |
$671K - $690K
|
30.3K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13.6K+ 14.82% |
$670K - $689K
|
105K
$5.14M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
12.8K+ 143.65% |
$632K - $650K
|
21.8K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
12.7KNew |
$624K - $642K
|
12.7K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.6K+ 17.21% |
$623K - $640K
|
86.1K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.6K+ 48.53% |
$622K - $640K
|
38.7K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
12.6K+ 6.7% |
$621K - $639K
|
201K
$9.8M
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
12.5K+ 10.03% |
$616K - $634K
|
137K
$6.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.4K+ 1.28% |
$609K - $626K
|
975K
$47.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
12.2K+ 49.35% |
$600K - $617K
|
36.9K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 2.32% |
$597K - $614K
|
533K
$26M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12.1K+ 558.96% |
$596K - $613K
|
14.3K
$696K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12K+ 0.98% |
$593K - $610K
|
1.24M
$60.5M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
11.7K+ 55.91% |
$577K - $594K
|
32.7K
$1.6M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
11.7K+ 9.72% |
$577K - $593K
|
132K
$6.45M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$546K - $562K
|
11.1K
$541K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
11KNew |
$542K - $558K
|
11K
$537K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11K+ 24.23% |
$542K - $557K
|
56.4K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.9KNew |
$539K - $554K
|
10.9K
$534K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
10.9K+ 2.04% |
$537K - $553K
|
547K
$26.7M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
10.9K+ 36.09% |
$536K - $551K
|
41K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
10.8KNew |
$534K - $549K
|
10.8K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 5.44% |
$527K - $542K
|
207K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
10.7K+ 22.2% |
$525K - $540K
|
58.7K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
10.6K+ 5.78% |
$523K - $538K
|
194K
$9.48M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10.6K+ 21.06% |
$521K - $536K
|
60.8K
$2.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
10.6KNew |
$520K - $535K
|
10.6K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.5K+ 6.88% |
$517K - $532K
|
163K
$7.97M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.4KNew |
$512K - $527K
|
10.4K
$507K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
10.3K+ 3.9% |
$509K - $524K
|
275K
$13.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10.3K+ 188.06% |
$508K - $522K
|
15.8K
$771K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$507K - $522K
|
10.3K
$503K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.3K+ 52.43% |
$507K - $521K
|
29.9K
$1.46M
|