Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.63MNew |
$78.9M - $81.6M
|
1.63M
$81.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.32M+ 30.16% |
$64.1M - $66.3M
|
5.7M
$287M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.14M+ 615.43% |
$55.2M - $57.1M
|
1.32M
$66.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
567KNew |
$27.5M - $28.4M
|
567K
$28.5M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
561K+ 1681.12% |
$27.2M - $28.1M
|
594K
$29.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
545K+ 747.08% |
$26.4M - $27.4M
|
618K
$31.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
321K+ 6.35% |
$15.5M - $16.1M
|
5.37M
$270M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
273K+ 9.32% |
$13.2M - $13.7M
|
3.2M
$161M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
256K+ 89.8% |
$12.4M - $12.9M
|
542K
$27.3M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
253K+ 377.39% |
$12.3M - $12.7M
|
321K
$16.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
122K+ 183.79% |
$5.93M - $6.13M
|
189K
$9.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
108K+ 19.68% |
$5.25M - $5.43M
|
658K
$33.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
91.7K+ 30.59% |
$4.45M - $4.6M
|
391K
$19.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
91.7K+ 501.5% |
$4.45M - $4.6M
|
110K
$5.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
85.7K+ 12.26% |
$4.16M - $4.3M
|
785K
$39.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
83.7K+ 22.53% |
$4.06M - $4.2M
|
455K
$22.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66.4K+ 919.03% |
$3.22M - $3.33M
|
73.7K
$3.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
63.7K+ 41.63% |
$3.09M - $3.2M
|
217K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
62.3K+ 1.5% |
$3.02M - $3.13M
|
4.21M
$212M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
60.2K+ 14.36% |
$2.92M - $3.02M
|
479K
$24.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59.3K+ 68.6% |
$2.87M - $2.97M
|
146K
$7.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
53K+ 29.51% |
$2.57M - $2.66M
|
232K
$11.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
50.4K+ 15.39% |
$2.44M - $2.53M
|
378K
$19M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
49.8K+ 462.87% |
$2.41M - $2.5M
|
60.5K
$3.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
49.5K+ 109.92% |
$2.4M - $2.49M
|
94.6K
$4.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
48K+ 22.06% |
$2.33M - $2.41M
|
265K
$13.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
46.1K+ 97.51% |
$2.23M - $2.31M
|
93.3K
$4.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
44.7K+ 1450.96% |
$2.17M - $2.25M
|
47.8K
$2.41M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
42.7KNew |
$2.07M - $2.14M
|
42.7K
$2.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
41.9K+ 4.9% |
$2.03M - $2.1M
|
897K
$45.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.7K+ 106.16% |
$2.02M - $2.09M
|
81K
$4.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
39.6K+ 10.16% |
$1.92M - $1.99M
|
429K
$21.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
39.1K+ 48.17% |
$1.9M - $1.96M
|
120K
$6.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
37.5KNew |
$1.82M - $1.88M
|
37.5K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
37.5K+ 19.09% |
$1.82M - $1.88M
|
234K
$11.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.3K+ 2.05% |
$1.71M - $1.77M
|
1.76M
$88.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
34.7K+ 71.57% |
$1.68M - $1.74M
|
83.1K
$4.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
33.5K+ 18.53% |
$1.62M - $1.68M
|
214K
$10.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
33.2K+ 35.74% |
$1.61M - $1.67M
|
126K
$6.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
32.3K+ 18.04% |
$1.56M - $1.62M
|
211K
$10.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27.3K+ 3.16% |
$1.32M - $1.37M
|
893K
$44.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26.7K+ 4164.22% |
$1.29M - $1.34M
|
27.3K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
25.8K+ 306.71% |
$1.25M - $1.29M
|
34.2K
$1.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
24K+ 89.45% |
$1.16M - $1.21M
|
50.9K
$2.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
24K+ 19.07% |
$1.16M - $1.21M
|
150K
$7.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
23.7K+ 6.49% |
$1.15M - $1.19M
|
390K
$19.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
22.4K+ 37.42% |
$1.09M - $1.12M
|
82.3K
$4.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
21.6K+ 63.28% |
$1.05M - $1.08M
|
55.7K
$2.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
21.5KNew |
$1.04M - $1.08M
|
21.5K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.9K+ 21.58% |
$1.02M - $1.05M
|
118K
$5.94M
|