Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
536K+ 633.99% |
$25.8M - $26.7M
|
621K
$30.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
491K+ 614.62% |
$23.6M - $24.5M
|
571K
$27.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
470K+ 19.13% |
$22.6M - $23.4M
|
2.93M
$142M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
416K+ 8.98% |
$20M - $20.7M
|
5.05M
$245M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
377K+ 10.58% |
$18.2M - $18.8M
|
3.94M
$191M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
208KNew |
$10M - $10.4M
|
208K
$10.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
BUY
|
- |
201K+ 83.55% |
$9.69M - $10M
|
442K
$21.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
140K+ 65.39% |
$6.74M - $6.98M
|
354K
$17.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
136K+ 17.61% |
$6.57M - $6.8M
|
912K
$44.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
126KNew |
$6.08M - $6.3M
|
126K
$6.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
115K+ 7.18% |
$5.55M - $5.75M
|
1.72M
$83.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
95.4K+ 34.48% |
$4.59M - $4.75M
|
372K
$18.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
93.4K+ 591.21% |
$4.5M - $4.66M
|
109K
$5.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
85.6K+ 80.53% |
$4.12M - $4.27M
|
192K
$9.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
82.6K+ 11.28% |
$3.98M - $4.12M
|
815K
$39.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
80.2KNew |
$3.86M - $4M
|
80.2K
$3.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
75K+ 146.56% |
$3.61M - $3.74M
|
126K
$6.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
65KNew |
$3.13M - $3.24M
|
65K
$3.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
64K+ 85.69% |
$3.08M - $3.19M
|
139K
$6.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
52.7K+ 15.65% |
$2.54M - $2.63M
|
390K
$18.9M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
51.7K+ 4.76% |
$2.49M - $2.58M
|
1.14M
$55.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
50.8K+ 39.64% |
$2.44M - $2.53M
|
179K
$8.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
50.6K+ 16.22% |
$2.44M - $2.52M
|
363K
$17.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
48K+ 306.08% |
$2.31M - $2.39M
|
63.7K
$3.09M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
44.5K+ 29.51% |
$2.14M - $2.22M
|
195K
$9.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
44.5K+ 17.14% |
$2.14M - $2.22M
|
304K
$14.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
43.5K+ 11.57% |
$2.09M - $2.17M
|
419K
$20.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
43.2K+ 16.52% |
$2.08M - $2.16M
|
305K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
42.6K+ 5.24% |
$2.05M - $2.12M
|
855K
$41.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
38.6K+ 40.26% |
$1.86M - $1.92M
|
134K
$6.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
38K+ 14.67% |
$1.83M - $1.89M
|
297K
$14.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
35.8K+ 385.06% |
$1.72M - $1.78M
|
45.1K
$2.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
34.1KNew |
$1.64M - $1.7M
|
34.1K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
BUY
|
- |
30.5K+ 8.71% |
$1.47M - $1.52M
|
380K
$18.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
29.4KNew |
$1.41M - $1.47M
|
29.4K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
29.3K+ 9.13% |
$1.41M - $1.46M
|
351K
$17M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29.1KNew |
$1.4M - $1.45M
|
29.1K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
28K+ 8.3% |
$1.35M - $1.4M
|
366K
$17.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
27.2K+ 39.84% |
$1.31M - $1.36M
|
95.4K
$4.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
27.1K+ 228.01% |
$1.3M - $1.35M
|
38.9K
$1.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
27KNew |
$1.3M - $1.34M
|
27K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
26.8KNew |
$1.29M - $1.34M
|
26.8K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
26.4K+ 13.14% |
$1.27M - $1.32M
|
227K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
25.8K+ 27.89% |
$1.24M - $1.29M
|
118K
$5.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
25.4K+ 87.24% |
$1.22M - $1.27M
|
54.5K
$2.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
25.1K+ 22.67% |
$1.21M - $1.25M
|
136K
$6.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
25.1K+ 37.05% |
$1.21M - $1.25M
|
93K
$4.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
24.5KNew |
$1.18M - $1.22M
|
24.5K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
24KNew |
$1.16M - $1.2M
|
24K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.5K+ 35.68% |
$1.13M - $1.17M
|
89.6K
$4.35M
|