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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.98K- 18.57% |
$191K - $198K
|
17.4K
$877K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-4K- 0.69% |
$192K - $199K
|
575K
$28.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.02K- 6.28% |
$193K - $200K
|
59.9K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4.12K- 13.0% |
$198K - $205K
|
27.6K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-4.19K- 7.63% |
$202K - $209K
|
50.7K
$2.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.21K- 21.58% |
$202K - $210K
|
15.3K
$769K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-4.25K- 47.33% |
$205K - $212K
|
4.73K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.29K- 43.23% |
$206K - $214K
|
5.63K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.29K- 23.9% |
$207K - $214K
|
13.7K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.32K- 30.07% |
$208K - $215K
|
10K
$505K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-4.33K- 49.21% |
$208K - $216K
|
4.47K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.42K- 10.09% |
$213K - $220K
|
39.4K
$1.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.45K- 1.12% |
$214K - $222K
|
393K
$19.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.52K- 1.55% |
$218K - $225K
|
288K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4.58K- 9.45% |
$221K - $229K
|
43.9K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.66K- 13.05% |
$224K - $232K
|
31K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-4.74K- 2.32% |
$228K - $236K
|
200K
$10M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.79K- 2.78% |
$231K - $239K
|
168K
$8.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-4.85K- 44.03% |
$233K - $242K
|
6.16K
$310K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-4.89K- 1.34% |
$235K - $244K
|
361K
$18.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-4.96K- 5.35% |
$239K - $247K
|
87.7K
$4.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.98K- 54.37% |
$240K - $248K
|
4.18K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-5K- 13.59% |
$241K - $249K
|
31.8K
$1.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5.11K- 33.37% |
$246K - $255K
|
10.2K
$514K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-5.15K- 8.77% |
$248K - $257K
|
53.6K
$2.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.16K- 7.35% |
$248K - $257K
|
65.1K
$3.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-5.18K- 26.22% |
$249K - $258K
|
14.6K
$733K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.25K- 5.73% |
$253K - $262K
|
86.4K
$4.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.32K- 2.57% |
$256K - $265K
|
202K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-5.38K- 28.16% |
$259K - $268K
|
13.7K
$691K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.48K- 19.7% |
$264K - $273K
|
22.3K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.49K- 17.51% |
$264K - $274K
|
25.9K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-5.5K- 24.94% |
$265K - $274K
|
16.6K
$833K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.54K- 18.52% |
$267K - $276K
|
24.4K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-5.66K- 85.24% |
$272K - $282K
|
979
$49.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.71K- 28.01% |
$275K - $285K
|
14.7K
$738K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-5.86K- 23.15% |
$282K - $292K
|
19.5K
$979K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.93K- 0.84% |
$286K - $296K
|
699K
$35.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-6K- 9.17% |
$289K - $299K
|
59.5K
$2.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-6.04K- 6.2% |
$291K - $301K
|
91.4K
$4.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.1K- 57.61% |
$294K - $304K
|
4.49K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.18K- 10.59% |
$297K - $308K
|
52.2K
$2.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.19K- 8.98% |
$298K - $309K
|
62.8K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.34K- 0.65% |
$305K - $316K
|
971K
$48.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-6.37K- 11.36% |
$307K - $318K
|
49.7K
$2.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.38K- 4.0% |
$307K - $318K
|
153K
$7.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.47K- 43.7% |
$311K - $322K
|
8.33K
$419K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-6.49K- 41.18% |
$312K - $324K
|
9.27K
$466K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.51K- 4.18% |
$314K - $325K
|
149K
$7.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.61K- 11.27% |
$318K - $330K
|
52.1K
$2.62M
|