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 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-17.3K- 34.2% |
$853K - $878K
|
33.3K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-17.4K- 26.02% |
$857K - $882K
|
49.5K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-17.8K- 20.97% |
$877K - $902K
|
67.1K
$3.28M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-17.9K- 0.5% |
$881K - $906K
|
3.57M
$174M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-18K- 11.11% |
$884K - $909K
|
144K
$7.03M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-18.3K- 25.43% |
$902K - $928K
|
53.7K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-19.5K- 4.22% |
$961K - $989K
|
443K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-20.2K- 0.86% |
$995K - $1.02M
|
2.34M
$115M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-20.5K- 22.95% |
$1.01M - $1.04M
|
68.8K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-21.7K- 7.03% |
$1.07M - $1.1M
|
287K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-21.8K- 10.39% |
$1.07M - $1.1M
|
188K
$9.18M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.8K- 9.0% |
$1.07M - $1.1M
|
220K
$10.8M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-22.7K- 21.47% |
$1.12M - $1.15M
|
83K
$4.06M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-23.4K- 0.96% |
$1.15M - $1.19M
|
2.42M
$119M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-23.8K- 60.53% |
$1.17M - $1.21M
|
15.5K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-25K- 54.95% |
$1.23M - $1.27M
|
20.5K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-25.3K- 11.01% |
$1.24M - $1.28M
|
204K
$9.99M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.8K- 6.15% |
$1.32M - $1.36M
|
408K
$20M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-26.9K- 15.92% |
$1.32M - $1.36M
|
142K
$6.95M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-27.5K- 3.41% |
$1.35M - $1.39M
|
779K
$38.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-27.7K- 20.38% |
$1.37M - $1.4M
|
108K
$5.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-27.8K- 41.26% |
$1.37M - $1.41M
|
39.5K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-29.1K- 40.85% |
$1.43M - $1.48M
|
42.2K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-31.1K- 33.58% |
$1.53M - $1.58M
|
61.5K
$3.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31.4K- 66.97% |
$1.55M - $1.59M
|
15.5K
$758K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-32.8K- 12.11% |
$1.62M - $1.66M
|
238K
$11.6M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-34.8K- 28.9% |
$1.71M - $1.76M
|
85.7K
$4.19M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-35K- 36.58% |
$1.73M - $1.77M
|
60.7K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-35.5K- 25.39% |
$1.75M - $1.8M
|
104K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-37K- 7.22% |
$1.82M - $1.87M
|
475K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-37.1K- 28.8% |
$1.83M - $1.88M
|
91.7K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39.5K- 16.14% |
$1.94M - $2M
|
205K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-42.2K- 35.76% |
$2.08M - $2.14M
|
75.8K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-44.1K- 64.59% |
$2.17M - $2.23M
|
24.2K
$1.18M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-45.2K- 27.0% |
$2.23M - $2.29M
|
122K
$5.98M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-47.3K- 42.78% |
$2.33M - $2.4M
|
63.3K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-47.9K- 9.1% |
$2.36M - $2.42M
|
478K
$23.4M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-49.5K- 4.06% |
$2.44M - $2.51M
|
1.17M
$57.2M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-49.8K- 11.45% |
$2.45M - $2.52M
|
385K
$18.8M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50.4K- 14.29% |
$2.48M - $2.55M
|
302K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-51.1K- 73.76% |
$2.52M - $2.59M
|
18.2K
$889K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-52K- 50.56% |
$2.56M - $2.63M
|
50.8K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-52.3K- 77.96% |
$2.57M - $2.65M
|
14.8K
$723K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-53.8K- 77.36% |
$2.65M - $2.73M
|
15.8K
$771K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-54.9K- 75.77% |
$2.7M - $2.78M
|
17.6K
$859K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-58.6K- 92.48% |
$2.89M - $2.97M
|
4.77K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-60K- 13.77% |
$2.95M - $3.04M
|
375K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-64.6K- 69.03% |
$3.18M - $3.27M
|
29K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-66.7K- 45.82% |
$3.29M - $3.38M
|
78.9K
$3.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-70.5K- 51.99% |
$3.47M - $3.57M
|
65.1K
$3.18M
|