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 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 27.83% |
$502K - $517K
|
46.9K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
10.2K+ 5.32% |
$502K - $516K
|
202K
$9.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
10.2K+ 30.57% |
$501K - $515K
|
43.4K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
10.1KNew |
$499K - $514K
|
10.1K
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
9.96K+ 108.42% |
$491K - $505K
|
19.1K
$934K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
9.92K+ 20.31% |
$489K - $503K
|
58.8K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.68K+ 18.04% |
$477K - $490K
|
63.3K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9.67K+ 3.2% |
$476K - $490K
|
312K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
9.67K+ 6443.33% |
$476K - $490K
|
9.82K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
9.6K+ 18.35% |
$473K - $486K
|
61.9K
$3.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
9.4K+ 30.9% |
$463K - $476K
|
39.8K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.38KNew |
$462K - $475K
|
9.38K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.36KNew |
$461K - $474K
|
9.36K
$457K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.34K+ 7.91% |
$460K - $473K
|
127K
$6.21M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.23KNew |
$455K - $468K
|
9.23K
$451K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
9.21K+ 32.62% |
$453K - $466K
|
37.4K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
9.16KNew |
$451K - $464K
|
9.16K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.13K+ 14.31% |
$449K - $462K
|
72.9K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
9.04K+ 15.38% |
$445K - $458K
|
67.8K
$3.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
9.04KNew |
$445K - $458K
|
9.04K
$441K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
9.01K+ 13.18% |
$444K - $457K
|
77.4K
$3.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.76K+ 2.89% |
$431K - $444K
|
312K
$15.2M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.73KNew |
$430K - $442K
|
8.73K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.71K+ 1.61% |
$429K - $441K
|
549K
$26.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
8.59K+ 35.69% |
$423K - $435K
|
32.7K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
8.37KNew |
$412K - $424K
|
8.37K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.31K+ 10.97% |
$409K - $421K
|
84.1K
$4.1M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.29K+ 8.27% |
$408K - $420K
|
108K
$5.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
8.26K+ 28.14% |
$407K - $418K
|
37.6K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.17K+ 10.33% |
$403K - $414K
|
87.3K
$4.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
8.12K+ 3.88% |
$400K - $411K
|
217K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
8.01KNew |
$395K - $406K
|
8.01K
$391K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
7.93K+ 10.96% |
$390K - $402K
|
80.2K
$3.92M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.88K+ 7.83% |
$388K - $399K
|
109K
$5.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
7.85K+ 62.83% |
$387K - $398K
|
20.3K
$993K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7.71K+ 1.19% |
$380K - $391K
|
657K
$32.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
7.63K+ 8.1% |
$376K - $387K
|
102K
$4.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7.63K+ 9.86% |
$376K - $386K
|
85K
$4.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
7.63KNew |
$376K - $386K
|
7.63K
$372K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.6K+ 1.4% |
$374K - $385K
|
549K
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.57K+ 13.21% |
$373K - $383K
|
64.8K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
7.53KNew |
$371K - $381K
|
7.53K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.49K+ 2.15% |
$369K - $379K
|
355K
$17.3M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.37K+ 6.03% |
$363K - $373K
|
129K
$6.32M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
7.34K+ 2.28% |
$362K - $372K
|
330K
$16.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.32KNew |
$360K - $371K
|
7.32K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.29K+ 20828.57% |
$359K - $369K
|
7.33K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.26K+ 36.88% |
$357K - $368K
|
26.9K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
7.13K+ 10.43% |
$351K - $361K
|
75.5K
$3.68M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7.06KNew |
$348K - $358K
|
7.06K
$345K
|