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
|
James Investment Research Inc
|
BUY
|
- |
200+ 0.69% |
$9.7K - $10K
|
29K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
200+ 169.49% |
$9.7K - $10K
|
318
$16K
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
113New |
$5.48K - $5.67K
|
113
$5.69K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100+ 16.78% |
$4.85K - $5.02K
|
696
$35K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
98New |
$4.75K - $4.92K
|
98
$4.93K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
94+ 0.48% |
$4.56K - $4.72K
|
19.9K
$999K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
92+ 0.28% |
$4.46K - $4.62K
|
33.1K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
89+ 0.36% |
$4.32K - $4.47K
|
24.8K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
78+ 0.38% |
$3.78K - $3.91K
|
20.4K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
76+ 0.57% |
$3.69K - $3.81K
|
13.5K
$677K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
65New |
$3.15K - $3.26K
|
65
$3.27K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
61+ 0.37% |
$2.96K - $3.06K
|
16.7K
$840K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
58+ 1.23% |
$2.81K - $2.91K
|
4.79K
$241K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
58+ 0.84% |
$2.81K - $2.91K
|
6.95K
$350K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
44+ 0.84% |
$2.13K - $2.21K
|
5.28K
$266K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
43+ 0.86% |
$2.09K - $2.16K
|
5.07K
$255K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
41+ 0.86% |
$1.99K - $2.06K
|
4.83K
$243K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
32+ 0.34% |
$1.55K - $1.61K
|
9.32K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
31+ 0.01% |
$1.5K - $1.56K
|
330K
$16.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
23+ 0.85% |
$1.12K - $1.15K
|
2.74K
$138K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
23+ 0.26% |
$1.12K - $1.15K
|
8.83K
$444K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 0.6% |
$970 - $1K
|
3.37K
$169K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
17+ 0.84% |
$825 - $853
|
2.03K
$102K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
16New |
$776 - $803
|
16
$805
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12New |
$582 - $602
|
12
$604
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11+ 0.2% |
$534 - $552
|
5.5K
$277K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
7+ 0.03% |
$340 - $351
|
27.5K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
6+ 15.79% |
$291 - $301
|
44
$2.21K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.79% |
$194 - $201
|
508
$25.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
3+ 0.74% |
$146 - $151
|
410
$20.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 1.27% |
$97 - $100
|
159
$8K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$97 - $100
|
12.4K
$625K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1+ 0.02% |
$48.5 - $50.2
|
5.31K
$267K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.85% |
$48.5 - $50.2
|
119
$5.99K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1New |
$48.5 - $50.2
|
1
$50.3
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-19- 0.23% |
$922 - $954
|
8.1K
$407K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-26- 0.61% |
$1.26K - $1.3K
|
4.21K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-27- 0.2% |
$1.31K - $1.36K
|
13.8K
$693K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-37- 0.15% |
$1.79K - $1.86K
|
24.5K
$1.23M
|