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 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-23- 0.11% |
$1.11K - $1.15K
|
20.9K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-29- 0.23% |
$1.4K - $1.45K
|
12.4K
$621K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31- 0.31% |
$1.49K - $1.55K
|
9.86K
$493K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-46- 0.08% |
$2.21K - $2.29K
|
58.6K
$2.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-53- 18.73% |
$2.55K - $2.64K
|
230
$11.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-54- 0.22% |
$2.6K - $2.69K
|
24.1K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-56- 0.31% |
$2.7K - $2.79K
|
17.9K
$892K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-62- 1.44% |
$2.98K - $3.09K
|
4.24K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-66- 0.3% |
$3.18K - $3.29K
|
21.7K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-70- 0.98% |
$3.37K - $3.49K
|
7.06K
$353K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-75- 0.01% |
$3.61K - $3.74K
|
533K
$26.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 0.12% |
$3.75K - $3.89K
|
66.8K
$3.34M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-79- 39.5% |
$3.8K - $3.94K
|
121
$6.05K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-79- 27.53% |
$3.8K - $3.94K
|
208
$10.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-80- 0.78% |
$3.85K - $3.99K
|
10.2K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-113- 2.65% |
$5.44K - $5.63K
|
4.16K
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-114- 0.68% |
$5.49K - $5.68K
|
16.7K
$836K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-122- 0.45% |
$5.87K - $6.08K
|
26.7K
$1.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-127- 32.73% |
$6.11K - $6.33K
|
261
$13K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-143- 1.12% |
$6.88K - $7.13K
|
12.6K
$629K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-150- 3.2% |
$7.22K - $7.48K
|
4.54K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-159- 49.53% |
$7.65K - $7.93K
|
162
$8.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-161- 0.44% |
$7.75K - $8.03K
|
36.1K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-170- 3.68% |
$8.18K - $8.47K
|
4.45K
$223K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-171- 14.97% |
$8.23K - $8.52K
|
971
$48.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-180- 1.16% |
$8.66K - $8.97K
|
15.3K
$767K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-189- 15.9% |
$9.1K - $9.42K
|
1K
$50K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-191- 1.62% |
$9.19K - $9.52K
|
11.6K
$579K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-198- 1.05% |
$9.53K - $9.87K
|
18.6K
$931K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-199- 3.19% |
$9.58K - $9.92K
|
6.04K
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-205- 0.88% |
$9.87K - $10.2K
|
23.1K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-205- 1.05% |
$9.87K - $10.2K
|
19.3K
$964K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-218- 1.96% |
$10.5K - $10.9K
|
10.9K
$546K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-229- 0.39% |
$11K - $11.4K
|
58.5K
$2.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-244- 1.19% |
$11.7K - $12.2K
|
20.3K
$1.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-244- 2.15% |
$11.7K - $12.2K
|
11.1K
$555K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-244- 1.71% |
$11.7K - $12.2K
|
14K
$701K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-247- 2.29% |
$11.9K - $12.3K
|
10.6K
$528K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-270- 5.81% |
$13K - $13.5K
|
4.38K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-292- 2.01% |
$14.1K - $14.6K
|
14.2K
$711K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-292- 1.78% |
$14.1K - $14.6K
|
16.1K
$805K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-304- 0.95% |
$14.6K - $15.2K
|
31.8K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-304- 0.54% |
$14.6K - $15.2K
|
55.8K
$2.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-308- 5.16% |
$14.8K - $15.4K
|
5.66K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-321- 6.28% |
$15.4K - $16K
|
4.79K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-335- 0.5% |
$16.1K - $16.7K
|
66.9K
$3.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-337- 12.86% |
$16.2K - $16.8K
|
2.28K
$114K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-385- 3.24% |
$18.5K - $19.2K
|
11.5K
$575K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-387- 2.9% |
$18.6K - $19.3K
|
13K
$648K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-391- 1.64% |
$18.8K - $19.5K
|
23.4K
$1.17M
|