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 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.34K- 1.68% |
$64.5K - $66.8K
|
78.5K
$3.92M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.36K- 3.68% |
$65.4K - $67.7K
|
35.6K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.36K- 14.4% |
$65.5K - $67.8K
|
8.09K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.39K- 8.86% |
$66.8K - $69.2K
|
14.3K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-1.4K- 1.25% |
$67.4K - $69.8K
|
111K
$5.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.42K- 11.41% |
$68.3K - $70.7K
|
11K
$551K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.42K- 1.64% |
$68.4K - $70.9K
|
85.2K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.46K- 11.19% |
$70.4K - $72.9K
|
11.6K
$580K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.48K- 61.97% |
$71K - $73.5K
|
905
$45.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-1.55K- 4.09% |
$74.4K - $77.1K
|
36.2K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.57K- 1.66% |
$75.4K - $78.1K
|
93.1K
$4.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.6K- 1.7% |
$77K - $79.7K
|
92.6K
$4.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.64K- 23.96% |
$79K - $81.9K
|
5.21K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.65K- 6.19% |
$79.4K - $82.3K
|
25K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.68K- 2.76% |
$80.6K - $83.5K
|
59.1K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.68K- 22.58% |
$81K - $83.9K
|
5.77K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.68K- 8.74% |
$81.1K - $83.9K
|
17.6K
$879K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.7K- 4.67% |
$81.7K - $84.6K
|
34.7K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.78K- 8.89% |
$85.7K - $88.8K
|
18.3K
$913K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.78K- 6.44% |
$85.7K - $88.8K
|
25.9K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-1.85K- 13.53% |
$89K - $92.2K
|
11.8K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.86K- 19.12% |
$89.5K - $92.7K
|
7.87K
$393K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.86K- 13.03% |
$89.6K - $92.8K
|
12.4K
$621K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.87K- 27.31% |
$89.8K - $93K
|
4.97K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.89K- 15.81% |
$90.7K - $94K
|
10K
$502K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.89K- 1.01% |
$90.8K - $94K
|
186K
$9.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.89K- 4.75% |
$91K - $94.3K
|
37.9K
$1.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.94K- 2.99% |
$93.5K - $96.8K
|
63K
$3.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1.96K- 15.46% |
$94.4K - $97.8K
|
10.7K
$536K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.98K- 2.54% |
$95.2K - $98.6K
|
75.8K
$3.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.99K- 17.64% |
$95.7K - $99.2K
|
9.29K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
SELL
|
- |
-2K- 31.78% |
$96.1K - $99.6K
|
4.29K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-2.02K- 11.54% |
$97.1K - $101K
|
15.5K
$773K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.03K- 2.62% |
$97.5K - $101K
|
75.4K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.05K- 28.31% |
$98.7K - $102K
|
5.19K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-2.05K- 36.64% |
$98.8K - $102K
|
3.55K
$177K
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-2.06K- 5.13% |
$99.1K - $103K
|
38K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-2.07K- 2.17% |
$99.5K - $103K
|
93.2K
$4.66M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.1K- 21.67% |
$101K - $105K
|
7.6K
$380K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.16K- 22.96% |
$104K - $107K
|
7.23K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.18K- 14.04% |
$105K - $108K
|
13.3K
$666K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.22K- 4.49% |
$107K - $111K
|
47.2K
$2.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.23K- 15.02% |
$107K - $111K
|
12.6K
$629K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.23K- 7.98% |
$107K - $111K
|
25.7K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.24K- 23.06% |
$108K - $112K
|
7.48K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-2.27K- 19.43% |
$109K - $113K
|
9.42K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.29K- 5.63% |
$110K - $114K
|
38.3K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.41K- 32.79% |
$116K - $120K
|
4.95K
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.42K- 6.71% |
$117K - $121K
|
33.7K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-2.47K- 1.3% |
$119K - $123K
|
187K
$9.37M
|