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
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-8.68K- 12.89% |
$428K - $440K
|
58.7K
$2.87M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.75K- 9.1% |
$431K - $443K
|
87.4K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.79K- 4.39% |
$433K - $445K
|
191K
$9.36M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-8.81K- 13.27% |
$434K - $446K
|
57.6K
$2.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-8.82K- 13.66% |
$434K - $447K
|
55.7K
$2.72M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-8.82K- 37.5% |
$435K - $447K
|
14.7K
$719K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-8.88K- 40.77% |
$437K - $450K
|
12.9K
$631K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.03K- 46.58% |
$445K - $457K
|
10.4K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-9.2K- 46.85% |
$453K - $466K
|
10.4K
$510K
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-9.45K- 50.95% |
$465K - $478K
|
9.09K
$445K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-9.6K- 26.81% |
$473K - $486K
|
26.2K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-9.66K- 53.0% |
$476K - $489K
|
8.57K
$419K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-9.72K- 9.74% |
$479K - $492K
|
90.1K
$4.41M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-10.2K- 3.54% |
$502K - $516K
|
278K
$13.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-10.4K- 19.19% |
$514K - $528K
|
43.9K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-10.5K- 0.81% |
$515K - $530K
|
1.28M
$62.6M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.7K- 13.92% |
$525K - $540K
|
66K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10.7K- 9.63% |
$526K - $541K
|
100K
$4.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-10.8K- 32.9% |
$533K - $548K
|
22.1K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-11.2K- 1.42% |
$549K - $565K
|
775K
$37.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-11.3K- 9.5% |
$555K - $571K
|
107K
$5.25M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-11.3K- 3.18% |
$556K - $572K
|
344K
$16.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-11.3K- 13.31% |
$558K - $574K
|
73.9K
$3.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-11.7K- 4.32% |
$576K - $592K
|
259K
$12.7M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-11.7K- 22.68% |
$577K - $594K
|
40K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-11.7K- 86.09% |
$578K - $594K
|
1.89K
$92.6K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-12K- 6.11% |
$589K - $606K
|
184K
$8.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-12K- 49.48% |
$591K - $608K
|
12.3K
$599K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.3K- 9.85% |
$607K - $625K
|
113K
$5.52M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-12.4K- 44.14% |
$610K - $628K
|
15.7K
$767K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-12.4K- 12.1% |
$612K - $630K
|
90.3K
$4.42M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-12.5K- 16.08% |
$618K - $636K
|
65.5K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.8K- 22.73% |
$631K - $649K
|
43.6K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-12.9K- 31.2% |
$636K - $654K
|
28.5K
$1.39M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.1K- 28.57% |
$644K - $662K
|
32.7K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-13.2K- 40.02% |
$649K - $668K
|
19.8K
$966K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13.5K- 18.78% |
$665K - $684K
|
58.4K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14K- 7.21% |
$688K - $708K
|
180K
$8.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-14K- 8.08% |
$688K - $708K
|
159K
$7.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-15.4K- 50.1% |
$758K - $780K
|
15.3K
$750K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.5K- 8.39% |
$762K - $784K
|
169K
$8.27M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.9KClosed |
$782K - $804K
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-16K- 98.65% |
$787K - $810K
|
219
$10.7K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.1K- 1.62% |
$792K - $815K
|
977K
$47.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.3K- 5.98% |
$803K - $826K
|
257K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-16.6K- 12.05% |
$816K - $839K
|
121K
$5.92M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-16.7K- 24.71% |
$822K - $846K
|
50.9K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-17.1K- 75.0% |
$841K - $865K
|
5.69K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-17.2K- 15.89% |
$847K - $871K
|
91K
$4.45M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-17.3K- 33.52% |
$853K - $878K
|
34.4K
$1.68M
|