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 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
434+ 1.26% |
$20.9K - $21.6K
|
34.8K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
411+ 1.56% |
$19.8K - $20.5K
|
26.8K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
403+ 17.91% |
$19.4K - $20.1K
|
2.65K
$133K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
386New |
$18.6K - $19.2K
|
386
$19.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
373+ 2.2% |
$18K - $18.6K
|
17.3K
$865K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
373+ 2.09% |
$18K - $18.6K
|
18.2K
$911K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
345+ 6.33% |
$16.6K - $17.2K
|
5.8K
$290K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
340+ 1.38% |
$16.4K - $16.9K
|
25K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
338+ 5.7% |
$16.3K - $16.8K
|
6.26K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
323+ 0.19% |
$15.5K - $16.1K
|
174K
$8.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
299+ 2.77% |
$14.4K - $14.9K
|
11.1K
$554K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
272+ 2.37% |
$13.1K - $13.6K
|
11.7K
$587K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
270+ 1.4% |
$13K - $13.5K
|
19.6K
$981K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
250+ 0.65% |
$12K - $12.5K
|
38.8K
$1.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
250+ 2.6% |
$12K - $12.5K
|
9.87K
$493K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
232+ 5.32% |
$11.2K - $11.6K
|
4.6K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
226+ 1.73% |
$10.9K - $11.3K
|
13.3K
$665K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
226+ 2.67% |
$10.9K - $11.3K
|
8.68K
$434K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
224+ 1.65% |
$10.8K - $11.2K
|
13.8K
$692K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
221+ 0.34% |
$10.6K - $11K
|
64.6K
$3.23M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
218+ 0.45% |
$10.5K - $10.9K
|
48.9K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
216+ 56.84% |
$10.4K - $10.8K
|
596
$29.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
196+ 1.39% |
$9.43K - $9.77K
|
14.3K
$716K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
196+ 1.38% |
$9.43K - $9.77K
|
14.4K
$721K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
195+ 0.26% |
$9.39K - $9.72K
|
73.8K
$3.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
187New |
$9K - $9.32K
|
187
$9.35K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
165+ 2.26% |
$7.94K - $8.23K
|
7.47K
$373K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
163+ 1.93% |
$7.85K - $8.13K
|
8.59K
$429K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
159+ 0.29% |
$7.65K - $7.93K
|
55K
$2.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
151+ 0.84% |
$7.27K - $7.53K
|
18.2K
$909K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
150+ 3.06% |
$7.22K - $7.48K
|
5.05K
$252K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
133+ 13300.0% |
$6.4K - $6.63K
|
134
$6.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
132+ 0.04% |
$6.35K - $6.58K
|
330K
$16.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
129+ 2.39% |
$6.21K - $6.43K
|
5.53K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
125+ 1.2% |
$6.02K - $6.23K
|
10.5K
$526K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
123+ 0.84% |
$5.92K - $6.13K
|
14.8K
$741K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
120+ 0.16% |
$5.78K - $5.98K
|
75.6K
$3.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
120+ 13.11% |
$5.78K - $5.98K
|
1.04K
$51.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
119+ 1.15% |
$5.73K - $5.93K
|
10.5K
$523K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
117+ 16.23% |
$5.63K - $5.83K
|
838
$41.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
116+ 1.12% |
$5.58K - $5.78K
|
10.4K
$521K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
112+ 2.73% |
$5.39K - $5.58K
|
4.21K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
104+ 0.83% |
$5.01K - $5.18K
|
12.6K
$630K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
103+ 0.65% |
$4.96K - $5.13K
|
15.9K
$793K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
101New |
$4.86K - $5.03K
|
101
$5.05K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
94+ 1.0% |
$4.52K - $4.69K
|
9.45K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
93+ 0.47% |
$4.48K - $4.64K
|
19.8K
$988K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
93+ 0.17% |
$4.48K - $4.64K
|
53.6K
$2.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
82+ 2.49% |
$3.95K - $4.09K
|
3.38K
$169K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
78+ 0.27% |
$3.75K - $3.89K
|
29K
$1.45M
|