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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-3.06K- 8.32% |
$151K - $155K
|
33.7K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-3.09K- 94.03% |
$152K - $156K
|
196
$9.59K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.11K- 42.12% |
$153K - $158K
|
4.27K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.14K- 9.94% |
$154K - $159K
|
28.4K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.15K- 7.73% |
$155K - $159K
|
37.6K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.15K- 11.31% |
$155K - $160K
|
24.7K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.18K- 3.17% |
$157K - $161K
|
97.1K
$4.75M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.18K- 6.13% |
$157K - $161K
|
48.7K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.19K- 10.63% |
$157K - $161K
|
26.8K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.22K- 6.06% |
$158K - $163K
|
49.9K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.25K- 20.91% |
$160K - $164K
|
12.3K
$601K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.27K- 5.28% |
$161K - $166K
|
58.7K
$2.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.27K- 23.61% |
$161K - $166K
|
10.6K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.31K- 2.02% |
$163K - $167K
|
161K
$7.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-3.34K- 4.28% |
$164K - $169K
|
74.7K
$3.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.34K- 10.73% |
$165K - $169K
|
27.8K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.37K- 4.79% |
$166K - $171K
|
66.8K
$3.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.4K- 21.7% |
$167K - $172K
|
12.3K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-3.47K- 35.69% |
$171K - $176K
|
6.26K
$306K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-3.57K- 2.59% |
$176K - $181K
|
134K
$6.57M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.57K- 3.76% |
$176K - $181K
|
91.3K
$4.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.59K- 19.0% |
$177K - $182K
|
15.3K
$748K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.59K- 6.14% |
$177K - $182K
|
54.8K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-3.65K- 5.81% |
$180K - $185K
|
59.2K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-3.67K- 2.52% |
$181K - $186K
|
142K
$6.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3.77K- 3.06% |
$186K - $191K
|
119K
$5.84M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-3.85K- 16.98% |
$190K - $195K
|
18.8K
$921K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.91K- 14.1% |
$193K - $198K
|
23.8K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.95K- 16.64% |
$195K - $200K
|
19.8K
$969K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.01K- 0.61% |
$198K - $203K
|
651K
$31.8M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-4.03K- 5.31% |
$199K - $204K
|
71.9K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.05K- 6.61% |
$200K - $205K
|
57.3K
$2.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-4.05K- 1.97% |
$200K - $205K
|
201K
$9.84M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.11K- 26.37% |
$202K - $208K
|
11.5K
$561K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-4.12K- 25.74% |
$203K - $208K
|
11.9K
$581K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.17K- 9.39% |
$205K - $211K
|
40.2K
$1.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.21K- 6.21% |
$207K - $213K
|
63.6K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-4.21K- 21.09% |
$207K - $213K
|
15.8K
$771K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-4.31K- 26.88% |
$212K - $218K
|
11.7K
$574K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-4.36K- 2.87% |
$215K - $221K
|
147K
$7.21M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4.43K- 19.86% |
$218K - $224K
|
17.9K
$874K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-4.44K- 36.77% |
$218K - $225K
|
7.63K
$373K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.49K- 17.66% |
$221K - $228K
|
21K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.51K- 12.49% |
$222K - $228K
|
31.6K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.59K- 6.83% |
$226K - $233K
|
62.7K
$3.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.62K- 2.08% |
$227K - $234K
|
217K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.65K- 10.19% |
$229K - $235K
|
40.9K
$2M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-4.71K- 18.87% |
$232K - $239K
|
20.2K
$990K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.76K- 13.18% |
$234K - $241K
|
31.4K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-4.77K- 8.45% |
$235K - $242K
|
51.7K
$2.53M
|