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 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47.8K- 49.76% |
$2.32M - $2.4M
|
48.2K
$2.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-48.6K- 47.61% |
$2.36M - $2.44M
|
53.5K
$2.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-49.9K- 27.16% |
$2.42M - $2.5M
|
134K
$6.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-64.6K- 13.45% |
$3.13M - $3.24M
|
416K
$20.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-64.7K- 32.44% |
$3.14M - $3.25M
|
135K
$6.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-64.8K- 11.86% |
$3.14M - $3.25M
|
482K
$24.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-68.1K- 9.03% |
$3.3M - $3.42M
|
687K
$34.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-73.2K- 57.99% |
$3.55M - $3.67M
|
53K
$2.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-76.8K- 23.99% |
$3.73M - $3.86M
|
243K
$12.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-79.4K- 56.52% |
$3.85M - $3.98M
|
61.1K
$3.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-92.3K- 7.37% |
$4.48M - $4.63M
|
1.16M
$58.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-98.9K- 34.48% |
$4.8M - $4.97M
|
188K
$9.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-104K- 50.08% |
$5.06M - $5.23M
|
104K
$5.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-110K- 95.36% |
$5.32M - $5.5M
|
5.34K
$269K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-124K- 9.31% |
$6M - $6.21M
|
1.2M
$60.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-124K- 14.45% |
$6.02M - $6.23M
|
735K
$37M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-126K- 92.45% |
$6.09M - $6.3M
|
10.3K
$516K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-128K- 56.12% |
$6.19M - $6.4M
|
99.7K
$5.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-175K- 13.76% |
$8.47M - $8.77M
|
1.09M
$55.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-209K- 56.22% |
$10.1M - $10.5M
|
163K
$8.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-243K- 79.14% |
$11.8M - $12.2M
|
64K
$3.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-298K- 78.33% |
$14.4M - $15M
|
82.4K
$4.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Ht Partners LLC
|
SELL
|
- |
-430K- 97.08% |
$20.8M - $21.6M
|
12.9K
$649K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-690K- 14.32% |
$33.4M - $34.6M
|
4.12M
$208M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-753K- 70.58% |
$36.5M - $37.8M
|
314K
$15.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.3M- 48.01% |
$209M - $216M
|
4.66M
$235M
|