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 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-9.98K- 20.17% |
$484K - $501K
|
39.5K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-10.3K- 32.49% |
$501K - $518K
|
21.5K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10.4K- 23.11% |
$506K - $523K
|
34.7K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-10.6K- 13.65% |
$513K - $531K
|
66.9K
$3.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-11.2K- 32.23% |
$542K - $560K
|
23.5K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-11.4K- 4.13% |
$552K - $572K
|
264K
$13.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.6K- 32.21% |
$562K - $582K
|
24.4K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-12K- 11.22% |
$582K - $602K
|
94.9K
$4.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.3K- 7.32% |
$596K - $617K
|
156K
$7.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.3K- 20.13% |
$597K - $617K
|
48.8K
$2.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-12.4K- 15.37% |
$603K - $624K
|
68.5K
$3.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-12.8K- 13.46% |
$623K - $645K
|
82.6K
$4.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-13K- 68.86% |
$631K - $652K
|
5.88K
$296K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-13K- 4.53% |
$632K - $654K
|
275K
$13.8M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.3K- 2.64% |
$643K - $665K
|
489K
$24.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-13.5K- 34.41% |
$653K - $676K
|
25.7K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-13.6K- 43.97% |
$659K - $682K
|
17.3K
$871K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-14K- 42.66% |
$680K - $703K
|
18.8K
$948K
|
|
|
Oct 20, 2025
Q3 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-14.3K- 5.6% |
$694K - $718K
|
241K
$12.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-14.6K- 27.38% |
$706K - $731K
|
38.6K
$1.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-15.8K- 15.36% |
$764K - $791K
|
86.8K
$4.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-16.1K- 9.68% |
$783K - $810K
|
151K
$7.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-17.1K- 0.83% |
$831K - $860K
|
2.06M
$104M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-17.2K- 3.58% |
$832K - $861K
|
462K
$23.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-17.9K- 8.86% |
$868K - $898K
|
184K
$9.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-18.4K- 74.97% |
$892K - $923K
|
6.14K
$309K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-19.3K- 22.03% |
$936K - $969K
|
68.3K
$3.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-19.5K- 98.7% |
$948K - $981K
|
258
$13K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-19.6K- 24.6% |
$950K - $983K
|
60K
$3.02M
|
|
|
Oct 02, 2025
Q3 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-19.6K- 5.87% |
$950K - $983K
|
314K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-19.8K- 23.29% |
$961K - $994K
|
65.2K
$3.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-19.9K- 18.26% |
$967K - $1M
|
89.3K
$4.49M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-20.2K- 75.54% |
$982K - $1.02M
|
6.55K
$330K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-22.2K- 10.54% |
$1.07M - $1.11M
|
188K
$9.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.2K- 2.29% |
$1.08M - $1.12M
|
949K
$47.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-24.4K- 26.32% |
$1.18M - $1.22M
|
68.2K
$3.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-25.9K- 13.25% |
$1.26M - $1.3M
|
170K
$8.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-26.4K- 7.54% |
$1.28M - $1.33M
|
324K
$16.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-28.2K- 54.13% |
$1.37M - $1.42M
|
23.9K
$1.2M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-29.8K- 27.06% |
$1.45M - $1.5M
|
80.4K
$4.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-30.7K- 10.34% |
$1.49M - $1.54M
|
266K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-31K- 20.92% |
$1.5M - $1.55M
|
117K
$5.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-32.3K- 21.71% |
$1.57M - $1.62M
|
116K
$5.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-32.8K- 3.21% |
$1.59M - $1.65M
|
988K
$49.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-34.1K- 75.11% |
$1.66M - $1.71M
|
11.3K
$569K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-36.3K- 24.74% |
$1.76M - $1.82M
|
110K
$5.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-36.9K- 6.75% |
$1.79M - $1.85M
|
510K
$25.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-38.4K- 53.9% |
$1.86M - $1.93M
|
32.8K
$1.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-39.2K- 48.73% |
$1.9M - $1.97M
|
41.3K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-46.2K- 13.02% |
$2.24M - $2.32M
|
308K
$15.5M
|