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 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.12K+ 1.78% |
$53.7K - $55.6K
|
63.8K
$3.19M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.12K+ 4.26% |
$53.7K - $55.6K
|
27.3K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.11KNew |
$53.5K - $55.4K
|
1.11K
$55.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
1.1K+ 1.86% |
$52.9K - $54.8K
|
60.3K
$3.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.02KNew |
$49.2K - $51K
|
1.02K
$51.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
995+ 1.78% |
$47.9K - $49.6K
|
56.9K
$2.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
994New |
$47.8K - $49.6K
|
994
$49.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
993+ 7.02% |
$47.8K - $49.5K
|
15.1K
$757K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
973+ 1.72% |
$46.8K - $48.5K
|
57.4K
$2.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
959+ 1.27% |
$46.2K - $47.8K
|
76.7K
$3.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
959+ 20.15% |
$46.2K - $47.8K
|
5.72K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
928+ 189.78% |
$44.7K - $46.3K
|
1.42K
$70.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
908+ 7.04% |
$43.7K - $45.3K
|
13.8K
$690K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
908+ 2.27% |
$43.7K - $45.3K
|
40.9K
$2.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
896+ 2.28% |
$43.1K - $44.7K
|
40.2K
$2.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
860+ 2.34% |
$41.4K - $42.9K
|
37.7K
$1.88M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
839+ 0.77% |
$40.4K - $41.8K
|
110K
$5.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
829New |
$39.9K - $41.3K
|
829
$41.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
803+ 13.57% |
$38.6K - $40K
|
6.72K
$336K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
769+ 0.82% |
$37K - $38.3K
|
94.7K
$4.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
712+ 45.21% |
$34.3K - $35.5K
|
2.29K
$114K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
710+ 23.22% |
$34.2K - $35.4K
|
3.77K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
709+ 6.74% |
$34.1K - $35.3K
|
11.2K
$562K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
687+ 73.95% |
$33.1K - $34.2K
|
1.62K
$80.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
680+ 62.96% |
$32.7K - $33.9K
|
1.76K
$88K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
675+ 6.4% |
$32.5K - $33.6K
|
11.2K
$561K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
672+ 0.23% |
$32.3K - $33.5K
|
293K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
670+ 14.18% |
$32.2K - $33.4K
|
5.4K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
654+ 13.39% |
$31.5K - $32.6K
|
5.54K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
652+ 0.36% |
$31.4K - $32.5K
|
181K
$9.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
631+ 5.25% |
$30.4K - $31.5K
|
12.7K
$633K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
623+ 3.88% |
$30K - $31.1K
|
16.7K
$833K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
593+ 13.65% |
$28.5K - $29.6K
|
4.94K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
569+ 2.0% |
$27.4K - $28.4K
|
29K
$1.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
558+ 3.56% |
$26.9K - $27.8K
|
16.2K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
558+ 1924.14% |
$26.9K - $27.8K
|
587
$29.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
539+ 3.83% |
$25.9K - $26.9K
|
14.6K
$731K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
539+ 0.86% |
$25.9K - $26.9K
|
62.9K
$3.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
519+ 4.75% |
$25K - $25.9K
|
11.4K
$572K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
513+ 1.03% |
$24.7K - $25.6K
|
50.4K
$2.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
513+ 5.0% |
$24.7K - $25.6K
|
10.8K
$539K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
496+ 1.14% |
$23.9K - $24.7K
|
43.9K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
494+ 0.58% |
$23.8K - $24.6K
|
86K
$4.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
488+ 9.76% |
$23.5K - $24.3K
|
5.49K
$274K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
470+ 3.64% |
$22.6K - $23.4K
|
13.4K
$668K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
464+ 2.26% |
$22.3K - $23.1K
|
21K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
456+ 1.06% |
$21.9K - $22.7K
|
43.5K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
451+ 4.07% |
$21.7K - $22.5K
|
11.5K
$576K
|
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
447+ 0.46% |
$21.5K - $22.3K
|
98.7K
$4.93M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
435+ 7.53% |
$20.9K - $21.7K
|
6.21K
$311K
|