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
|
Latitude Advisors, LLC
|
BUY
|
- |
865+ 12.57% |
$42K - $43.4K
|
7.75K
$390K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
841+ 15.19% |
$40.8K - $42.2K
|
6.38K
$321K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
822+ 4.54% |
$39.9K - $41.3K
|
18.9K
$953K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
780+ 1500.0% |
$37.8K - $39.1K
|
832
$41.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
742+ 5.29% |
$36K - $37.2K
|
14.8K
$744K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
725+ 6.76% |
$35.2K - $36.4K
|
11.4K
$576K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
708+ 1.67% |
$34.3K - $35.5K
|
43.2K
$2.17M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
678+ 2.49% |
$32.9K - $34K
|
27.9K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
630+ 1.07% |
$30.6K - $31.6K
|
59.8K
$3.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
616+ 0.17% |
$29.9K - $30.9K
|
362K
$18.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
575+ 6.37% |
$27.9K - $28.9K
|
9.61K
$484K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
571New |
$27.7K - $28.7K
|
571
$28.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
553New |
$26.8K - $27.8K
|
553
$27.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
548+ 3.19% |
$26.6K - $27.5K
|
17.7K
$892K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
544+ 3.67% |
$26.4K - $27.3K
|
15.4K
$773K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
529+ 6.37% |
$25.7K - $26.6K
|
8.83K
$445K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
518+ 9.94% |
$25.1K - $26K
|
5.73K
$288K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
501+ 0.08% |
$24.3K - $25.1K
|
641K
$32.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
490+ 4.53% |
$23.8K - $24.6K
|
11.3K
$569K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
437+ 0.8% |
$21.2K - $21.9K
|
54.8K
$2.76M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
432+ 0.68% |
$21K - $21.7K
|
63.9K
$3.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
422+ 9.49% |
$20.5K - $21.2K
|
4.87K
$245K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
416+ 2.72% |
$20.2K - $20.9K
|
15.7K
$790K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
400+ 4.15% |
$19.4K - $20.1K
|
10.1K
$506K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
388+ 40.8% |
$18.8K - $19.5K
|
1.34K
$67.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
351+ 0.92% |
$17K - $17.6K
|
38.6K
$1.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
343+ 2.05% |
$16.6K - $17.2K
|
17.1K
$859K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
311+ 6.97% |
$15.1K - $15.6K
|
4.77K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
279+ 41.89% |
$13.5K - $14K
|
945
$47.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
252+ 1.56% |
$12.2K - $12.6K
|
16.4K
$825K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
250+ 6.83% |
$12.1K - $12.5K
|
3.91K
$197K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
246+ 4.45% |
$11.9K - $12.3K
|
5.77K
$290K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
243+ 17.15% |
$11.8K - $12.2K
|
1.66K
$83.5K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
239+ 3.85% |
$11.6K - $12K
|
6.45K
$325K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
233+ 2.32% |
$11.3K - $11.7K
|
10.3K
$517K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
206+ 2.09% |
$9.99K - $10.3K
|
10.1K
$507K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
204+ 4.64% |
$9.89K - $10.2K
|
4.6K
$232K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
200+ 169.49% |
$9.7K - $10K
|
318
$16K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
200+ 0.69% |
$9.7K - $10K
|
29K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
191+ 1.04% |
$9.26K - $9.59K
|
18.6K
$937K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
190+ 2.21% |
$9.22K - $9.54K
|
8.78K
$442K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
188New |
$9.12K - $9.44K
|
188
$9.46K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
180+ 0.52% |
$8.73K - $9.03K
|
35K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
163+ 1.77% |
$7.91K - $8.18K
|
9.36K
$471K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
155+ 0.62% |
$7.52K - $7.78K
|
25.1K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
151+ 1.34% |
$7.32K - $7.58K
|
11.4K
$573K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
150+ 0.84% |
$7.28K - $7.53K
|
18K
$905K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
149+ 2.03% |
$7.23K - $7.48K
|
7.5K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
125+ 0.84% |
$6.06K - $6.27K
|
14.9K
$752K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
119+ 1.67% |
$5.77K - $5.97K
|
7.23K
$364K
|