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 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.7KNew |
$232K - $238K
|
4.7K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
4.69K+ 106.52% |
$231K - $238K
|
9.09K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
4.68K+ 2.74% |
$231K - $237K
|
176K
$8.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.57KNew |
$225K - $231K
|
4.57K
$223K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.57KNew |
$225K - $231K
|
4.57K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.56K+ 42.27% |
$225K - $231K
|
15.4K
$750K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
4.48KNew |
$220K - $227K
|
4.48K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.47KNew |
$220K - $226K
|
4.47K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4.46KNew |
$219K - $226K
|
4.46K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.45KNew |
$219K - $225K
|
4.45K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.43K+ 60.6% |
$218K - $224K
|
11.7K
$572K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.42K+ 49.54% |
$218K - $224K
|
13.4K
$652K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.35KNew |
$214K - $220K
|
4.35K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
4.34K+ 1.56% |
$214K - $220K
|
283K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.3K+ 32.38% |
$212K - $218K
|
17.6K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.26K+ 126.07% |
$210K - $216K
|
7.63K
$372K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.24K+ 5.42% |
$209K - $215K
|
82.6K
$4.03M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.24KNew |
$209K - $215K
|
4.24K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.23K+ 105.89% |
$208K - $214K
|
8.22K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.22K+ 4.06% |
$208K - $214K
|
108K
$5.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.2KNew |
$207K - $213K
|
4.2K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.12K+ 2.9% |
$203K - $209K
|
146K
$7.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$199K - $204K
|
4.04K
$197K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.03K+ 10.13% |
$198K - $204K
|
43.8K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4K+ 12.2% |
$197K - $203K
|
36.8K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
4K+ 22.67% |
$197K - $203K
|
21.6K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.96K+ 20.81% |
$195K - $201K
|
23K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
3.96K+ 58.22% |
$195K - $200K
|
10.8K
$525K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
3.92K+ 2798.57% |
$193K - $198K
|
4.06K
$198K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.9K+ 10.27% |
$192K - $197K
|
41.8K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.76K+ 10.55% |
$185K - $190K
|
39.3K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.75K+ 11.47% |
$184K - $190K
|
36.4K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3.68K+ 2.06% |
$181K - $186K
|
182K
$8.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
3.48K+ 9.51% |
$171K - $176K
|
40.1K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
3.45K+ 29.31% |
$170K - $175K
|
15.2K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.38K+ 9.92% |
$166K - $171K
|
37.5K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.38K+ 1.83% |
$166K - $171K
|
188K
$9.15M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3.28KNew |
$162K - $166K
|
3.28K
$160K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.25K+ 3.02% |
$160K - $165K
|
111K
$5.41M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.17K+ 6.98% |
$156K - $160K
|
48.5K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.12K+ 7.81% |
$154K - $158K
|
43.1K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.02K+ 33.52% |
$149K - $153K
|
12K
$587K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.01K+ 23.75% |
$148K - $152K
|
15.7K
$765K
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
3K+ 30.0% |
$148K - $152K
|
13K
$634K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.99KNew |
$147K - $152K
|
2.99K
$146K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.96K+ 2.71% |
$146K - $150K
|
112K
$5.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.96K+ 1.98% |
$146K - $150K
|
153K
$7.44M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.94K+ 3.51% |
$145K - $149K
|
86.6K
$4.23M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.88K+ 6.58% |
$142K - $146K
|
46.6K
$2.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.87K+ 4.33% |
$141K - $145K
|
69K
$3.37M
|