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 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
8.76KNew |
$425K - $440K
|
8.76K
$441K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
8.6K+ 3.56% |
$417K - $432K
|
251K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
8.49K+ 3.07% |
$412K - $426K
|
285K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.47K+ 22.08% |
$411K - $425K
|
46.8K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.46K+ 54.45% |
$410K - $424K
|
24K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
8.35KNew |
$405K - $419K
|
8.35K
$420K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.18K+ 6.73% |
$397K - $410K
|
130K
$6.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.13K+ 36.73% |
$394K - $408K
|
30.3K
$1.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8K+ 60.09% |
$388K - $402K
|
21.3K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.93K+ 3.67% |
$384K - $398K
|
224K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.93KNew |
$384K - $398K
|
7.93K
$399K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
7.87KNew |
$382K - $395K
|
7.87K
$396K
|
|
|
Nov 05, 2025
Q3 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
7.42K+ 8.35% |
$360K - $373K
|
96.3K
$4.85M
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
7.42K+ 5.22% |
$360K - $372K
|
150K
$7.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
7.13K+ 25.63% |
$346K - $358K
|
34.9K
$1.76M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.99K+ 16.6% |
$339K - $351K
|
49.1K
$2.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.9K+ 3.73% |
$335K - $346K
|
192K
$9.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
6.87K+ 1.9% |
$333K - $345K
|
368K
$18.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
6.87K+ 3.66% |
$333K - $345K
|
194K
$9.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.67KNew |
$323K - $335K
|
6.67K
$336K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.54K+ 4.25% |
$317K - $328K
|
160K
$8.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
6.5K+ 2.35% |
$315K - $326K
|
283K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.46K+ 14.16% |
$314K - $324K
|
52.1K
$2.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
6.44K+ 2.11% |
$312K - $323K
|
311K
$15.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6.43KNew |
$312K - $323K
|
6.43K
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
BUY
|
- |
6K+ 54.08% |
$291K - $301K
|
17.1K
$860K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
5.94K+ 3.71% |
$288K - $298K
|
166K
$8.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.89K+ 4.95% |
$286K - $296K
|
125K
$6.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.89KNew |
$286K - $296K
|
5.89K
$296K
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
5.77K+ 3.97% |
$280K - $289K
|
151K
$7.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
5.74K+ 28.18% |
$278K - $288K
|
26.1K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.61K+ 53.89% |
$272K - $282K
|
16K
$807K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.61K+ 2.26% |
$272K - $282K
|
253K
$12.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.52KNew |
$268K - $277K
|
5.52K
$278K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
5.24K+ 0.84% |
$254K - $263K
|
626K
$31.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.13K+ 20.05% |
$249K - $258K
|
30.7K
$1.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
5.11KNew |
$248K - $256K
|
5.11K
$257K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
5K+ 17.19% |
$243K - $251K
|
34.1K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5K+ 27.86% |
$243K - $251K
|
22.9K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.95KNew |
$240K - $248K
|
4.95K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.92KNew |
$238K - $247K
|
4.92K
$247K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4.84K+ 498.15% |
$235K - $243K
|
5.81K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.61K+ 79.91% |
$224K - $232K
|
10.4K
$523K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.61KNew |
$224K - $231K
|
4.61K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.56K+ 24.19% |
$221K - $229K
|
23.4K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.56KNew |
$221K - $229K
|
4.56K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.54K+ 1.55% |
$220K - $228K
|
298K
$15M
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
4.52K+ 4.08% |
$219K - $227K
|
115K
$5.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
4.5K+ 8.4% |
$218K - $226K
|
58.1K
$2.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.49KNew |
$218K - $225K
|
4.49K
$226K
|