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 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.8K- 7.11% |
$236K - $243K
|
62.7K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-5K- 68.18% |
$246K - $253K
|
2.33K
$114K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.12K- 23.3% |
$252K - $259K
|
16.8K
$824K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-5.2K- 14.33% |
$256K - $263K
|
31.1K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-5.29K- 15.16% |
$260K - $268K
|
29.6K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.34K- 3.45% |
$263K - $270K
|
149K
$7.31M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.42K- 6.46% |
$267K - $274K
|
78.5K
$3.84M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-5.58K- 16.94% |
$275K - $283K
|
27.4K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5.6K- 12.95% |
$276K - $284K
|
37.6K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5.61K- 17.62% |
$276K - $284K
|
26.2K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-5.73K- 51.47% |
$282K - $290K
|
5.41K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-5.75K- 5.81% |
$283K - $291K
|
93.2K
$4.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.83K- 2.87% |
$287K - $295K
|
197K
$9.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-5.84K- 0.79% |
$288K - $296K
|
732K
$35.8M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.86K- 24.37% |
$289K - $297K
|
18.2K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.87K- 39.39% |
$289K - $297K
|
9.03K
$442K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.97K- 4.36% |
$294K - $302K
|
131K
$6.41M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.98K- 5.85% |
$295K - $303K
|
96.4K
$4.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-6.04K- 52.57% |
$298K - $306K
|
5.45K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-6.22K- 4.39% |
$306K - $315K
|
135K
$6.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.28K- 3.51% |
$309K - $318K
|
173K
$8.44M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-6.3K- 3.46% |
$310K - $319K
|
176K
$8.6M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.38K- 5.66% |
$314K - $323K
|
106K
$5.2M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.44K- 13.25% |
$317K - $326K
|
42.2K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6.5K- 45.04% |
$320K - $329K
|
7.94K
$388K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-6.51K- 45.81% |
$321K - $330K
|
7.7K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-6.56K- 2.75% |
$323K - $332K
|
233K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.71K- 21.63% |
$330K - $340K
|
24.3K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.71K- 5.7% |
$330K - $340K
|
111K
$5.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.89K- 50.15% |
$339K - $349K
|
6.85K
$335K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.9K- 74.35% |
$340K - $349K
|
2.38K
$116K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-7K- 47.79% |
$345K - $355K
|
7.65K
$374K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.07K- 11.49% |
$348K - $358K
|
54.5K
$2.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7.09K- 0.93% |
$349K - $359K
|
752K
$36.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-7.14K- 15.46% |
$352K - $362K
|
39K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-7.17K- 18.45% |
$353K - $363K
|
31.7K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-7.24K- 33.63% |
$357K - $367K
|
14.3K
$699K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-7.31K- 15.39% |
$360K - $370K
|
40.2K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-7.34K- 7.34% |
$361K - $372K
|
92.6K
$4.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-7.44K- 10.95% |
$366K - $377K
|
60.5K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.52K- 0.61% |
$370K - $381K
|
1.23M
$60.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.7K- 14.94% |
$379K - $390K
|
43.8K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-7.79K- 17.82% |
$384K - $395K
|
35.9K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.85K- 3.01% |
$387K - $398K
|
253K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-8.05K- 4.62% |
$396K - $408K
|
166K
$8.13M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-8.07K- 66.5% |
$397K - $409K
|
4.06K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-8.25K- 9.91% |
$406K - $418K
|
75K
$3.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-8.26K- 8.79% |
$407K - $418K
|
85.7K
$4.19M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-8.28K- 29.74% |
$408K - $420K
|
19.6K
$957K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.36K- 42.66% |
$412K - $423K
|
11.2K
$550K
|