Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-1.57K- 10.32% |
$77.5K - $79.7K
|
13.7K
$669K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.58K- 5.64% |
$77.6K - $79.8K
|
26.4K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.58K- 23.91% |
$78K - $80.2K
|
5.04K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.58K- 2.76% |
$78K - $80.2K
|
55.7K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.65K- 15.07% |
$81.2K - $83.5K
|
9.29K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.66K- 2.4% |
$81.7K - $84K
|
67.5K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.68K- 13.14% |
$82.5K - $84.9K
|
11.1K
$542K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.69K- 11.44% |
$83.2K - $85.6K
|
13.1K
$639K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.7K- 3.68% |
$83.5K - $85.9K
|
44.4K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.7K- 9.96% |
$83.5K - $85.9K
|
15.3K
$749K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.74K- 1.98% |
$85.4K - $87.9K
|
86K
$4.21M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.79K- 18.98% |
$88K - $90.5K
|
7.63K
$373K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-1.79K- 17.96% |
$88.1K - $90.6K
|
8.17K
$400K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.83K- 79.52% |
$89.9K - $92.5K
|
470
$23K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.83K- 2.52% |
$90.1K - $92.7K
|
70.9K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.84K- 5.99% |
$90.8K - $93.4K
|
28.9K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.86K- 6.33% |
$91.7K - $94.3K
|
27.6K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.88K- 1.77% |
$92.4K - $95.1K
|
104K
$5.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.92K- 11.87% |
$94.7K - $97.4K
|
14.3K
$698K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2K- 18.25% |
$98.7K - $102K
|
8.98K
$439K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.05K- 13.65% |
$101K - $104K
|
13K
$633K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-2.06K- 3.18% |
$101K - $104K
|
62.6K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.07K- 1.18% |
$102K - $105K
|
174K
$8.51M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.09K- 3.14% |
$103K - $106K
|
64.4K
$3.15M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.09K- 10.29% |
$103K - $106K
|
18.2K
$892K
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-2.11K- 2.13% |
$104K - $107K
|
96.9K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.14K- 1.8% |
$105K - $108K
|
117K
$5.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.15K- 21.23% |
$106K - $109K
|
7.98K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.16K- 6.23% |
$107K - $110K
|
32.6K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.17K- 0.54% |
$107K - $110K
|
401K
$19.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2.21K- 19.25% |
$109K - $112K
|
9.27K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.24K- 7.06% |
$110K - $113K
|
29.4K
$1.44M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-2.34K- 12.67% |
$115K - $119K
|
16.2K
$790K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 12.21% |
$117K - $121K
|
17.2K
$839K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.39K- 6.3% |
$118K - $121K
|
35.5K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.39K- 25.92% |
$118K - $121K
|
6.83K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.53K- 0.38% |
$125K - $128K
|
671K
$32.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.56K- 19.57% |
$126K - $129K
|
10.5K
$514K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.57K- 43.21% |
$126K - $130K
|
3.38K
$165K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.59K- 11.44% |
$128K - $131K
|
20K
$980K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.65K- 99.18% |
$131K - $134K
|
22
$1.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.71K- 12.13% |
$133K - $137K
|
19.6K
$958K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-2.73K- 36.46% |
$135K - $138K
|
4.76K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.8K- 2.05% |
$138K - $142K
|
134K
$6.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-2.81K- 2.95% |
$139K - $143K
|
92.6K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.82K- 13.55% |
$139K - $143K
|
18K
$878K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.84K- 16.78% |
$140K - $144K
|
14.1K
$688K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.88K- 29.74% |
$142K - $146K
|
6.79K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.03K- 7.25% |
$149K - $154K
|
38.8K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-3.05K- 36.59% |
$150K - $154K
|
5.28K
$258K
|