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 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-408- 4.99% |
$19.6K - $20.3K
|
7.77K
$388K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-410- 0.64% |
$19.7K - $20.4K
|
63.8K
$3.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-412- 1.4% |
$19.8K - $20.5K
|
29.1K
$1.45M
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
SELL
|
- |
-421- 1.77% |
$20.3K - $21K
|
23.3K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-449- 1.54% |
$21.6K - $22.4K
|
28.8K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-451- 6.75% |
$21.7K - $22.5K
|
6.23K
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-461- 4.97% |
$22.2K - $23K
|
8.81K
$440K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-463- 5.41% |
$22.3K - $23.1K
|
8.09K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-472- 3.08% |
$22.7K - $23.5K
|
14.9K
$742K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-480- 6.9% |
$23.1K - $23.9K
|
6.47K
$324K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-482- 1.37% |
$23.2K - $24K
|
34.8K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-494- 2.15% |
$23.8K - $24.6K
|
22.5K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-505- 2.93% |
$24.3K - $25.2K
|
16.8K
$838K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-525- 5.67% |
$25.3K - $26.2K
|
8.73K
$436K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-527- 4.77% |
$25.4K - $26.3K
|
10.5K
$526K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-530- 10.74% |
$25.5K - $26.4K
|
4.4K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-575- 8.46% |
$27.7K - $28.7K
|
6.22K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-590- 1.49% |
$28.4K - $29.4K
|
38.9K
$1.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-597- 2.24% |
$28.7K - $29.8K
|
26K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-598- 10.42% |
$28.8K - $29.8K
|
5.14K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-608- 0.63% |
$29.3K - $30.3K
|
96.3K
$4.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-627- 14.67% |
$30.2K - $31.3K
|
3.65K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-636- 6.25% |
$30.6K - $31.7K
|
9.53K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-677- 3.04% |
$32.6K - $33.7K
|
21.6K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-690- 3.07% |
$33.2K - $34.4K
|
21.8K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-699- 6.16% |
$33.6K - $34.8K
|
10.6K
$532K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-700- 8.4% |
$33.7K - $34.9K
|
7.63K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-747- 9.23% |
$36K - $37.2K
|
7.35K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-776- 7.41% |
$37.3K - $38.7K
|
9.7K
$485K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-813- 8.35% |
$39.1K - $40.5K
|
8.93K
$446K
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-825- 5.11% |
$39.7K - $41.1K
|
15.3K
$766K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-830- 1.8% |
$39.9K - $41.4K
|
45.4K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-862- 4.56% |
$41.5K - $43K
|
18K
$901K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-869- 6.51% |
$41.8K - $43.3K
|
12.5K
$624K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-873- 1.23% |
$42K - $43.5K
|
70K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-926- 2.58% |
$44.6K - $46.2K
|
35K
$1.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-930- 4.93% |
$44.8K - $46.4K
|
17.9K
$897K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-935- 1.44% |
$45K - $46.6K
|
64.1K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-935- 4.6% |
$45K - $46.6K
|
19.4K
$970K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-997- 6.99% |
$48K - $49.7K
|
13.3K
$663K
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 2.7% |
$49.5K - $51.3K
|
37.1K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.04K- 0.4% |
$50.2K - $51.9K
|
257K
$12.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.05K- 2.93% |
$50.3K - $52.1K
|
34.6K
$1.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
SELL
|
- |
-1.09K- 97.15% |
$52.5K - $54.4K
|
32
$1.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.13K- 19.37% |
$54.5K - $56.4K
|
4.71K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-1.18K- 1.53% |
$56.6K - $58.6K
|
75.9K
$3.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.19K- 1.96% |
$57.1K - $59.1K
|
59.3K
$2.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.19K- 3.26% |
$57.4K - $59.5K
|
35.5K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-1.24K- 2.78% |
$59.4K - $61.6K
|
43.2K
$2.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.31K- 11.18% |
$63.1K - $65.4K
|
10.4K
$521K
|