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 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
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
20.5K+ 27.06% |
$996K - $1.03M
|
96.4K
$4.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
20KNew |
$972K - $1.01M
|
20K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19.9K+ 37.17% |
$966K - $999K
|
73.5K
$3.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
19.3K+ 297.78% |
$935K - $968K
|
25.8K
$1.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
19.1K+ 303.92% |
$926K - $958K
|
25.4K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
18.8K+ 20.62% |
$911K - $942K
|
110K
$5.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
18.6K+ 85.56% |
$901K - $932K
|
40.3K
$2.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
18.4K+ 9.43% |
$891K - $923K
|
213K
$10.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
18.2K+ 16.04% |
$880K - $911K
|
131K
$6.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
18.1K+ 98.95% |
$876K - $907K
|
36.3K
$1.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
17.8K+ 5.86% |
$864K - $894K
|
322K
$16.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17.7K+ 16.33% |
$860K - $890K
|
126K
$6.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
17.5K+ 6.08% |
$849K - $878K
|
305K
$15.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
17.4K+ 30.4% |
$844K - $873K
|
74.6K
$3.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17.2K+ 27.37% |
$836K - $865K
|
80.2K
$4.04M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
16.9KNew |
$819K - $848K
|
16.9K
$850K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
16.1K+ 10.84% |
$783K - $810K
|
165K
$8.3M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
16.1KNew |
$778K - $806K
|
16.1K
$808K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
15.8KNew |
$766K - $793K
|
15.8K
$795K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15.6K+ 7500.96% |
$757K - $783K
|
15.8K
$796K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15.3K+ 92.31% |
$742K - $768K
|
31.9K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
15.1K+ 137.52% |
$735K - $760K
|
26.2K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
14.2KNew |
$688K - $712K
|
14.2K
$714K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
13.8K+ 77.12% |
$670K - $693K
|
31.7K
$1.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
13.6K+ 7.83% |
$661K - $684K
|
188K
$9.45M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.6KNew |
$660K - $683K
|
13.6K
$684K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
13.5K+ 22.89% |
$657K - $679K
|
72.7K
$3.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
13.3K+ 12.72% |
$643K - $665K
|
117K
$5.91M
|
|
|
Oct 08, 2025
Q3 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
12.5K+ 34.14% |
$608K - $630K
|
49.3K
$2.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
12.2K+ 6.44% |
$593K - $614K
|
202K
$10.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
12.1K+ 85.73% |
$586K - $607K
|
26.2K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.1K+ 12.0% |
$586K - $606K
|
113K
$5.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12K+ 6.11% |
$580K - $600K
|
208K
$10.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
11.7K+ 144.64% |
$567K - $587K
|
19.8K
$996K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.6K+ 117.53% |
$562K - $582K
|
21.5K
$1.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.5K+ 2.93% |
$559K - $579K
|
405K
$20.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.5K+ 3.27% |
$555K - $575K
|
362K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10.5K+ 20.55% |
$510K - $528K
|
61.7K
$3.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
10.4KNew |
$507K - $524K
|
10.4K
$526K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.2K+ 6.59% |
$493K - $510K
|
164K
$8.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
10.1K+ 128.12% |
$489K - $506K
|
18K
$904K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.85K+ 21.63% |
$477K - $494K
|
55.4K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
9.74K+ 11.95% |
$472K - $489K
|
91.3K
$4.59M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
9.63KNew |
$467K - $483K
|
9.63K
$485K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.45K+ 6.91% |
$458K - $474K
|
146K
$7.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.32K+ 41.76% |
$452K - $468K
|
31.6K
$1.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
9.03KNew |
$438K - $453K
|
9.03K
$454K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.97K+ 22.86% |
$435K - $450K
|
48.2K
$2.43M
|