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 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.89K+ 5.53% |
$93.1K - $95.7K
|
36.1K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.85K+ 9.26% |
$90.9K - $93.5K
|
21.8K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.83K+ 13.67% |
$90.2K - $92.8K
|
15.2K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.82K+ 3.12% |
$89.6K - $92.2K
|
60.1K
$2.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.81K+ 0.77% |
$89K - $91.5K
|
235K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.78K+ 6.48% |
$87.6K - $90.1K
|
29.2K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.76K+ 5.4% |
$86.8K - $89.3K
|
34.4K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.75K+ 26.73% |
$86.2K - $88.7K
|
8.3K
$405K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 10.74% |
$85.3K - $87.7K
|
17.9K
$871K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.69K+ 2.67% |
$83K - $85.4K
|
64.9K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.69K+ 3.2% |
$83K - $85.4K
|
54.4K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.67K+ 3.06% |
$82.3K - $84.7K
|
56.3K
$2.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.65K+ 1.51% |
$81.3K - $83.6K
|
111K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
1.64K+ 7.4% |
$80.9K - $83.2K
|
23.8K
$1.16M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.63K+ 20.44% |
$80.3K - $82.6K
|
9.61K
$469K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.63K+ 2.95% |
$80K - $82.3K
|
56.6K
$2.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.62K+ 16.6% |
$79.5K - $81.8K
|
11.3K
$554K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.62K+ 12.68% |
$79.5K - $81.8K
|
14.3K
$700K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
1.54K+ 0.33% |
$75.7K - $77.9K
|
466K
$22.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.52K+ 27.01% |
$74.7K - $76.9K
|
7.13K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.51K+ 7.5% |
$74.2K - $76.3K
|
21.6K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.48K+ 2.71% |
$73K - $75.1K
|
56.1K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.39K+ 13.21% |
$68.3K - $70.2K
|
11.9K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.33K+ 30.29% |
$65.6K - $67.5K
|
5.73K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.32K+ 66.48% |
$64.9K - $66.7K
|
3.3K
$161K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.31K+ 4.76% |
$64.5K - $66.4K
|
28.8K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.3K+ 3.6% |
$64.1K - $66K
|
37.4K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.3K+ 4.93% |
$64.1K - $65.9K
|
27.7K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.28K+ 3.65% |
$63.1K - $64.9K
|
36.4K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
1.26K+ 0.37% |
$62.2K - $63.9K
|
347K
$16.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 8.66% |
$62.1K - $63.8K
|
15.8K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 1.57% |
$61.1K - $62.9K
|
80.2K
$3.92M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 3.49% |
$60.9K - $62.7K
|
36.7K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.23K+ 6.39% |
$60.3K - $62.1K
|
20.4K
$995K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 1.31% |
$59.1K - $60.7K
|
92.7K
$4.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.2K+ 2.31% |
$58.9K - $60.6K
|
52.9K
$2.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.19K+ 1.8% |
$58.6K - $60.2K
|
67.2K
$3.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.16K+ 5.1% |
$57.1K - $58.7K
|
23.9K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.14K+ 9.82% |
$56K - $57.6K
|
12.7K
$621K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.13K+ 4.02% |
$55.5K - $57K
|
29.1K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
1.12K+ 3.03% |
$55.2K - $56.8K
|
38.1K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
1.09K+ 3409.38% |
$53.7K - $55.3K
|
1.12K
$54.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.08K+ 4.38% |
$52.9K - $54.5K
|
25.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.03K+ 6.5% |
$50.6K - $52K
|
16.8K
$821K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.03K+ 0.13% |
$50.5K - $52K
|
813K
$39.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.02K+ 4.77% |
$50K - $51.4K
|
22.3K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.01K+ 1.09% |
$49.7K - $51.2K
|
93.9K
$4.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1K+ 3.61% |
$49.3K - $50.7K
|
28.7K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
995+ 1.24% |
$49K - $50.4K
|
81K
$3.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
945+ 9.66% |
$46.5K - $47.9K
|
10.7K
$523K
|