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 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.65K+ 4.66% |
$129K - $133K
|
59.5K
$3M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.46K+ 28.32% |
$119K - $123K
|
11.1K
$560K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.45K+ 3.23% |
$119K - $123K
|
78.2K
$3.94M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.39K+ 7.5% |
$116K - $120K
|
34.2K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.38K+ 2.26% |
$115K - $120K
|
108K
$5.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.34K+ 23.22% |
$114K - $117K
|
12.4K
$625K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.32K+ 39.93% |
$112K - $116K
|
8.11K
$408K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.29K+ 11.57% |
$111K - $115K
|
22.1K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2.27K+ 0.69% |
$110K - $114K
|
331K
$16.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.24K+ 2.79% |
$109K - $113K
|
82.6K
$4.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
2.23K+ 2.89% |
$108K - $112K
|
79.4K
$4M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.23K+ 5.49% |
$108K - $112K
|
42.8K
$2.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.14K+ 14.94% |
$104K - $107K
|
16.5K
$828K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.1K+ 13.85% |
$102K - $105K
|
17.2K
$867K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.05K+ 16.88% |
$99.3K - $103K
|
14.2K
$713K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.02K+ 18.45% |
$97.8K - $101K
|
12.9K
$652K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.01K+ 40.48% |
$97.5K - $101K
|
6.98K
$351K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2K+ 8.36% |
$97.2K - $101K
|
26K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2K+ 7.51% |
$97.2K - $101K
|
28.7K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.99K+ 16.33% |
$96.6K - $100K
|
14.2K
$714K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
1.97KNew |
$95.7K - $99.1K
|
1.97K
$99.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.87K+ 10.81% |
$90.6K - $93.8K
|
19.2K
$965K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.84K+ 3.75% |
$89K - $92.1K
|
50.7K
$2.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.79K+ 17.71% |
$86.6K - $89.6K
|
11.9K
$597K
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.76K+ 2.75% |
$85.4K - $88.3K
|
65.8K
$3.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.71K+ 5.34% |
$82.8K - $85.7K
|
33.7K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.69K+ 2.69% |
$82K - $84.9K
|
64.6K
$3.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
1.68K+ 9.08% |
$81.6K - $84.5K
|
20.2K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 9.39% |
$79.7K - $82.5K
|
19.1K
$963K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.64K+ 6.74% |
$79.6K - $82.4K
|
26K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.56K+ 3.56% |
$75.9K - $78.5K
|
45.5K
$2.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.52K+ 5.69% |
$73.5K - $76K
|
28.1K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1.51KNew |
$73.2K - $75.8K
|
1.51K
$76K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
1.51K+ 22.66% |
$73K - $75.6K
|
8.15K
$410K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.47K+ 7.04% |
$71.5K - $74K
|
22.4K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.47K+ 5.5% |
$71.5K - $74K
|
28.3K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.44K+ 7.15% |
$70K - $72.5K
|
21.6K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.38K+ 1.47% |
$66.8K - $69.2K
|
95.1K
$4.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.37K+ 3.95% |
$66.4K - $68.7K
|
36K
$1.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.35K+ 2.12% |
$65.5K - $67.8K
|
65K
$3.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.33K+ 6.87% |
$64.4K - $66.7K
|
20.6K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
1.31K+ 3.52% |
$63.3K - $65.5K
|
38.4K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.29K+ 3.9% |
$62.7K - $64.8K
|
34.4K
$1.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.25K+ 3.17% |
$60.4K - $62.5K
|
40.5K
$2.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.24K+ 1.91% |
$59.9K - $62K
|
65.8K
$3.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.23K+ 18.89% |
$59.4K - $61.5K
|
7.71K
$388K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.19K+ 10.95% |
$57.7K - $59.7K
|
12K
$606K
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.08KNew |
$52.4K - $54.2K
|
1.08K
$54.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.06K+ 3.94% |
$51.5K - $53.3K
|
28K
$1.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.57% |
$51.1K - $52.9K
|
67.9K
$3.42M
|