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 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7K+ 10.38% |
$345K - $355K
|
74.4K
$3.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
7K+ 2.48% |
$345K - $355K
|
289K
$14.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.9K+ 75.73% |
$340K - $350K
|
16K
$781K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.81K+ 21.11% |
$335K - $345K
|
39.1K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
6.78K+ 3.97% |
$334K - $344K
|
178K
$8.68M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
6.71K+ 31.3% |
$331K - $340K
|
28.2K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.71K+ 22.28% |
$330K - $340K
|
36.8K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6.67K+ 77.04% |
$328K - $338K
|
15.3K
$747K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
6.61K+ 6.9% |
$326K - $335K
|
102K
$5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.6K+ 31.85% |
$325K - $334K
|
27.3K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.58K+ 28.9% |
$324K - $334K
|
29.4K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
6.28KNew |
$309K - $318K
|
6.28K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.27K+ 13.74% |
$309K - $318K
|
51.9K
$2.53M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.26K+ 31.44% |
$308K - $317K
|
26.2K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.25K+ 2.09% |
$308K - $317K
|
305K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
6.24KNew |
$307K - $316K
|
6.24K
$305K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
6.11KNew |
$301K - $310K
|
6.11K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.02K+ 77.94% |
$296K - $305K
|
13.7K
$671K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.99K+ 3.46% |
$295K - $304K
|
179K
$8.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.89KNew |
$290K - $299K
|
5.89K
$288K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.85K+ 5.73% |
$288K - $296K
|
108K
$5.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5.84K+ 7.89% |
$288K - $296K
|
79.9K
$3.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
5.79K+ 9.9% |
$285K - $293K
|
64.3K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.77KNew |
$284K - $292K
|
5.77K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.64KNew |
$278K - $286K
|
5.64K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.6KNew |
$276K - $283K
|
5.6K
$273K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.57K+ 5.9% |
$274K - $282K
|
100K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.54KNew |
$273K - $280K
|
5.54K
$270K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.54K+ 36.92% |
$273K - $280K
|
20.5K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
5.51K+ 7.7% |
$271K - $279K
|
77K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.44KNew |
$268K - $276K
|
5.44K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.34KNew |
$263K - $270K
|
5.34K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
5.24K+ 12.61% |
$258K - $266K
|
46.8K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.22K+ 8.88% |
$257K - $264K
|
63.9K
$3.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
5.2K+ 5.37% |
$256K - $263K
|
102K
$4.98M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.17K+ 38.04% |
$255K - $262K
|
18.8K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.13K+ 6.61% |
$253K - $260K
|
82.7K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
5.05KNew |
$249K - $256K
|
5.05K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4.98KNew |
$245K - $252K
|
4.98K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.97K+ 58.15% |
$245K - $252K
|
13.5K
$660K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4.97K+ 12.31% |
$245K - $252K
|
45.4K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.96K+ 31.53% |
$244K - $251K
|
20.7K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.92K+ 0.73% |
$242K - $249K
|
682K
$33.3M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.91K+ 7.45% |
$242K - $249K
|
70.9K
$3.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.89K+ 7.23% |
$241K - $248K
|
72.5K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.88KNew |
$241K - $247K
|
4.88K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4.83KNew |
$238K - $244K
|
4.83K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.76KNew |
$235K - $241K
|
4.76K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.74K+ 4.29% |
$234K - $240K
|
115K
$5.62M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.73K+ 229.92% |
$233K - $240K
|
6.79K
$331K
|