Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
536K+ 633.99% |
$25.8M - $26.7M
|
621K
$30.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
470K+ 19.13% |
$22.6M - $23.4M
|
2.93M
$143M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
208KNew |
$10M - $10.4M
|
208K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
136K+ 17.61% |
$6.57M - $6.8M
|
912K
$44.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
115K+ 7.18% |
$5.55M - $5.75M
|
1.72M
$84.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
95.4K+ 34.48% |
$4.59M - $4.75M
|
372K
$18.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
93.4K+ 591.21% |
$4.5M - $4.66M
|
109K
$5.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
82.6K+ 11.28% |
$3.98M - $4.12M
|
815K
$39.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
65KNew |
$3.13M - $3.24M
|
65K
$3.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
50.8K+ 39.64% |
$2.44M - $2.53M
|
179K
$8.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
50.6K+ 16.22% |
$2.44M - $2.52M
|
363K
$17.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
48K+ 306.08% |
$2.31M - $2.39M
|
63.7K
$3.11M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
44.5K+ 29.51% |
$2.14M - $2.22M
|
195K
$9.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
44.5K+ 17.14% |
$2.14M - $2.22M
|
304K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
43.5K+ 11.57% |
$2.09M - $2.17M
|
419K
$20.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
42.6K+ 5.24% |
$2.05M - $2.12M
|
855K
$41.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
38.6K+ 40.26% |
$1.86M - $1.92M
|
134K
$6.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
38K+ 14.67% |
$1.83M - $1.89M
|
297K
$14.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
35.8K+ 385.06% |
$1.72M - $1.78M
|
45.1K
$2.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
34.1KNew |
$1.64M - $1.7M
|
34.1K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
BUY
|
- |
30.5K+ 8.71% |
$1.47M - $1.52M
|
380K
$18.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
29.4KNew |
$1.41M - $1.47M
|
29.4K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
29.3K+ 9.13% |
$1.41M - $1.46M
|
351K
$17.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29.1KNew |
$1.4M - $1.45M
|
29.1K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
28K+ 8.3% |
$1.35M - $1.4M
|
366K
$17.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
27.2K+ 39.84% |
$1.31M - $1.36M
|
95.4K
$4.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
27KNew |
$1.3M - $1.34M
|
27K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
26.8KNew |
$1.29M - $1.34M
|
26.8K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
25.8K+ 27.89% |
$1.24M - $1.29M
|
118K
$5.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
25.1K+ 37.05% |
$1.21M - $1.25M
|
93K
$4.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
24.5KNew |
$1.18M - $1.22M
|
24.5K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
24KNew |
$1.16M - $1.2M
|
24K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
22.2K+ 30.49% |
$1.07M - $1.11M
|
95.1K
$4.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
21.5K+ 12.38% |
$1.04M - $1.07M
|
196K
$9.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
20.9K+ 19.32% |
$1M - $1.04M
|
129K
$6.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.8KNew |
$953K - $987K
|
19.8K
$968K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
19.5K+ 24.25% |
$936K - $970K
|
99.7K
$4.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
19.4K+ 28.79% |
$936K - $969K
|
87K
$4.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
18.6K+ 10.46% |
$895K - $927K
|
196K
$9.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
18.4KNew |
$887K - $919K
|
18.4K
$902K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16.3KNew |
$783K - $811K
|
16.3K
$796K
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
15.5K+ 4.86% |
$744K - $771K
|
334K
$16.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
14.4K+ 21.4% |
$691K - $716K
|
81.5K
$3.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
13.4K+ 19.86% |
$645K - $668K
|
80.9K
$3.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
13.4KNew |
$644K - $667K
|
13.4K
$654K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
12.3K+ 9.11% |
$593K - $615K
|
148K
$7.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
12.3K+ 9.99% |
$591K - $612K
|
135K
$6.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.2KNew |
$587K - $608K
|
12.2K
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11.4K+ 16.54% |
$547K - $567K
|
80.1K
$3.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
10.4K+ 60.54% |
$498K - $516K
|
27.5K
$1.34M
|