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 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.46KNew |
$216K - $224K
|
4.46K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.45K+ 2.16% |
$216K - $223K
|
210K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.44K+ 17.06% |
$215K - $223K
|
30.5K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.39KNew |
$213K - $220K
|
4.39K
$221K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.37K+ 6.99% |
$212K - $219K
|
66.8K
$3.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.34K+ 21.75% |
$210K - $218K
|
24.3K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.33KNew |
$210K - $217K
|
4.33K
$218K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
4.31KNew |
$209K - $216K
|
4.31K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.28KNew |
$208K - $215K
|
4.28K
$216K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.16KNew |
$202K - $209K
|
4.16K
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.16K+ 4.46% |
$202K - $209K
|
97.4K
$4.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4.16K+ 11.5% |
$202K - $209K
|
40.3K
$2.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.13KNew |
$200K - $207K
|
4.13K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4.13KNew |
$200K - $207K
|
4.13K
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.09K+ 51.8% |
$198K - $205K
|
12K
$603K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.06K+ 16.23% |
$197K - $204K
|
29.1K
$1.46M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$196K - $203K
|
4.04K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.01KNew |
$195K - $201K
|
4.01K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4KNew |
$194K - $201K
|
4K
$202K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.99K+ 6.35% |
$194K - $200K
|
66.8K
$3.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.97K+ 56.27% |
$193K - $199K
|
11K
$555K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.82K+ 38.08% |
$185K - $192K
|
13.8K
$697K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.8K+ 14.71% |
$184K - $191K
|
29.7K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.79K+ 36.34% |
$184K - $190K
|
14.2K
$716K
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 31.39% |
$182K - $188K
|
15.7K
$790K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
3.74K+ 3.75% |
$181K - $188K
|
103K
$5.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.64K+ 15.83% |
$177K - $183K
|
26.6K
$1.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.61K+ 2.42% |
$175K - $181K
|
153K
$7.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.56K+ 11.72% |
$173K - $179K
|
33.9K
$1.71M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
3.55K+ 5.92% |
$172K - $178K
|
63.4K
$3.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.41K+ 14.43% |
$165K - $171K
|
27.1K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
3.31K+ 6.06% |
$160K - $166K
|
57.8K
$2.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.29K+ 9.97% |
$159K - $165K
|
36.2K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.28K+ 8.44% |
$159K - $164K
|
42.1K
$2.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
3.27K+ 36.07% |
$158K - $164K
|
12.3K
$621K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
3.27K+ 11.28% |
$158K - $164K
|
32.2K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.16K+ 12.96% |
$153K - $159K
|
27.6K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.16K+ 19.6% |
$153K - $158K
|
19.3K
$969K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.14KNew |
$152K - $158K
|
3.14K
$158K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
3.12K+ 5.69% |
$151K - $156K
|
57.9K
$2.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.06K+ 2.89% |
$148K - $154K
|
109K
$5.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.06K+ 7.48% |
$148K - $153K
|
44K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
3.04K+ 12.14% |
$147K - $152K
|
28K
$1.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.03K+ 4.75% |
$147K - $152K
|
66.7K
$3.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.99K+ 7.6% |
$145K - $150K
|
42.3K
$2.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.9K+ 232.0% |
$141K - $146K
|
4.15K
$209K
|
|
|
Oct 07, 2025
Q3 2025
|
Gpwm LLC
|
BUY
|
- |
2.83K+ 0.74% |
$137K - $142K
|
383K
$19.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
2.79K+ 50.53% |
$135K - $140K
|
8.32K
$419K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.78K+ 0.34% |
$135K - $140K
|
818K
$41.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.7K+ 25.82% |
$131K - $136K
|
13.2K
$663K
|