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 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
$8.19M
|
|
|
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
|