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 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.87K+ 23.28% |
$141K - $145K
|
15.2K
$741K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2.83KNew |
$139K - $143K
|
2.83K
$138K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.78K+ 12.73% |
$137K - $141K
|
24.6K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.66K+ 12.43% |
$131K - $135K
|
24.1K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.53KNew |
$125K - $128K
|
2.53K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.49K+ 0.15% |
$123K - $126K
|
1.68M
$82M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.47K+ 20.05% |
$122K - $125K
|
14.8K
$722K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.45K+ 4.68% |
$121K - $124K
|
54.9K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.4K+ 7.56% |
$118K - $121K
|
34.1K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.4K+ 36.9% |
$118K - $121K
|
8.89K
$434K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.39K+ 14.32% |
$118K - $121K
|
19.1K
$932K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.36K+ 15.32% |
$116K - $120K
|
17.8K
$867K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.36K+ 1.4% |
$116K - $119K
|
170K
$8.31M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.34K+ 1.31% |
$115K - $119K
|
181K
$8.82M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
2.33KNew |
$115K - $118K
|
2.33K
$114K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.32K+ 0.37% |
$114K - $118K
|
624K
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.32K+ 2.79% |
$114K - $118K
|
85.6K
$4.17M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.32K+ 53.73% |
$114K - $117K
|
6.64K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.32K+ 22.89% |
$114K - $117K
|
12.4K
$607K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.28K+ 5.93% |
$112K - $116K
|
40.7K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.23K+ 7.29% |
$110K - $113K
|
32.9K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.22K+ 250.73% |
$110K - $113K
|
3.11K
$152K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.22K+ 48.33% |
$109K - $112K
|
6.8K
$332K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.21K+ 0.38% |
$109K - $112K
|
579K
$28.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 2.92% |
$109K - $112K
|
77.8K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.2K+ 27.21% |
$108K - $112K
|
10.3K
$502K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.19K+ 5.83% |
$108K - $111K
|
39.8K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 51.59% |
$107K - $110K
|
6.38K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.1K+ 14.68% |
$103K - $106K
|
16.4K
$800K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.1K+ 4.44% |
$103K - $106K
|
49.4K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
2.09K+ 11.31% |
$103K - $106K
|
20.6K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
2.08K+ 8.96% |
$103K - $106K
|
25.3K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 10.16% |
$102K - $105K
|
22.6K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.07K+ 2.79% |
$102K - $105K
|
76.1K
$3.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.06K+ 19.02% |
$102K - $104K
|
12.9K
$629K
|
|
|
May 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
2.06K+ 2.85% |
$101K - $104K
|
74.2K
$3.62M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.05K+ 1.01% |
$101K - $104K
|
206K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.04K+ 4.48% |
$100K - $103K
|
47.6K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.02K+ 12.47% |
$99.6K - $102K
|
18.2K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.02KNew |
$99.5K - $102K
|
2.02K
$98.6K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$98.5K - $101K
|
2K
$97.6K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.96K+ 1.31% |
$96.6K - $99.4K
|
152K
$7.43M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.96K+ 44.29% |
$96.4K - $99.2K
|
6.38K
$311K
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
1.95K+ 0.62% |
$96K - $98.8K
|
318K
$15.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.94K+ 2.71% |
$95.7K - $98.5K
|
73.6K
$3.59M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.94K+ 5.51% |
$95.6K - $98.4K
|
37.2K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.94K+ 34.57% |
$95.5K - $98.3K
|
7.55K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.94K+ 27.44% |
$95.4K - $98.2K
|
9K
$439K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.94K+ 2.58% |
$95.4K - $98.1K
|
76.9K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.9K+ 6.17% |
$93.6K - $96.3K
|
32.7K
$1.6M
|