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 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-3.96K- 8.56% |
$192K - $199K
|
42.3K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.99K- 2.08% |
$194K - $200K
|
188K
$9.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-4.14K- 93.96% |
$201K - $208K
|
266
$13.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-4.23K- 6.34% |
$205K - $212K
|
62.5K
$3.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-4.42K- 20.9% |
$214K - $222K
|
16.7K
$842K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.49K- 6.48% |
$218K - $225K
|
64.8K
$3.26M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.54K- 20.5% |
$220K - $228K
|
17.6K
$886K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.64K- 8.92% |
$225K - $233K
|
47.4K
$2.38M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-4.76K- 3.98% |
$231K - $239K
|
115K
$5.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.77K- 8.55% |
$231K - $240K
|
51K
$2.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.81K- 24.95% |
$233K - $242K
|
14.5K
$729K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.81K- 4.93% |
$233K - $242K
|
92.9K
$4.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.84K- 17.96% |
$235K - $243K
|
22.1K
$1.11M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-5.01K- 2.52% |
$243K - $251K
|
194K
$9.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.16K- 3.67% |
$250K - $259K
|
135K
$6.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-5.19K- 30.31% |
$252K - $260K
|
11.9K
$600K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5.3K- 9.86% |
$257K - $266K
|
48.5K
$2.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-5.31K- 9.11% |
$258K - $267K
|
53K
$2.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-5.36K- 1.71% |
$260K - $269K
|
308K
$15.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-5.46K- 47.76% |
$265K - $274K
|
5.97K
$301K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.49K- 20.4% |
$266K - $275K
|
21.4K
$1.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.5K- 6.33% |
$267K - $276K
|
81.5K
$4.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.95K- 55.93% |
$289K - $299K
|
4.69K
$236K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6.03K- 20.53% |
$293K - $303K
|
23.4K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6.16K- 23.67% |
$299K - $309K
|
19.9K
$1M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-6.26K- 13.77% |
$304K - $314K
|
39.2K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6.43K- 19.05% |
$312K - $323K
|
27.3K
$1.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-6.46K- 5.45% |
$313K - $324K
|
112K
$5.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-6.66K- 15.42% |
$323K - $334K
|
36.5K
$1.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.8K- 7.22% |
$330K - $341K
|
87.5K
$4.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-6.8K- 21.37% |
$330K - $341K
|
25K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.82K- 25.55% |
$331K - $342K
|
19.9K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-7.09K- 24.49% |
$344K - $356K
|
21.9K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-7.15K- 14.12% |
$347K - $359K
|
43.5K
$2.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.15K- 20.51% |
$347K - $359K
|
27.7K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.48K- 6.97% |
$363K - $375K
|
99.7K
$5.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.56K- 10.01% |
$366K - $379K
|
67.9K
$3.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-7.56K- 19.42% |
$367K - $379K
|
31.4K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-7.66K- 33.53% |
$372K - $385K
|
15.2K
$765K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-8.07K- 49.14% |
$391K - $405K
|
8.35K
$420K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-8.2K- 44.45% |
$397K - $411K
|
10.2K
$516K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-8.26K- 14.79% |
$401K - $415K
|
47.6K
$2.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-8.5K- 26.74% |
$412K - $427K
|
23.3K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-8.54K- 56.34% |
$414K - $429K
|
6.62K
$333K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.88K- 15.7% |
$431K - $446K
|
47.7K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-8.89K- 27.59% |
$431K - $446K
|
23.3K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-9.56K- 1.05% |
$464K - $480K
|
902K
$45.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.58K- 5.89% |
$465K - $481K
|
153K
$7.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-9.59K- 15.56% |
$465K - $481K
|
52K
$2.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-9.61K- 16.27% |
$466K - $482K
|
49.5K
$2.49M
|