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
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-2.52K- 4.53% |
$121K - $126K
|
53.2K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.55K- 4.25% |
$123K - $127K
|
57.5K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.58K- 7.26% |
$124K - $129K
|
32.9K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-2.61K- 6.56% |
$126K - $130K
|
37.2K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.61K- 24.35% |
$126K - $130K
|
8.11K
$406K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.63K- 4.66% |
$126K - $131K
|
53.7K
$2.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-2.64K- 11.08% |
$127K - $132K
|
21.2K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.69K- 37.92% |
$129K - $134K
|
4.4K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.69K- 10.31% |
$129K - $134K
|
23.4K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.7K- 4.94% |
$130K - $135K
|
52K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-2.74K- 12.67% |
$132K - $136K
|
18.9K
$943K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.77K- 25.46% |
$133K - $138K
|
8.1K
$405K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-2.79K- 3.01% |
$134K - $139K
|
89.9K
$4.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-2.8K- 31.01% |
$135K - $140K
|
6.23K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.9K- 37.99% |
$140K - $145K
|
4.73K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.91K- 14.93% |
$140K - $145K
|
16.6K
$829K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.92K- 35.57% |
$141K - $146K
|
5.29K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-2.93K- 12.17% |
$141K - $146K
|
21.1K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-2.93K- 13.99% |
$141K - $146K
|
18K
$902K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.95K- 10.31% |
$142K - $147K
|
25.7K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.99K- 6.97% |
$144K - $149K
|
39.9K
$1.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-3K- 73.93% |
$144K - $150K
|
1.06K
$52.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-3K- 10.71% |
$144K - $150K
|
25K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.05K- 20.08% |
$147K - $152K
|
12.1K
$606K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.08K- 11.72% |
$148K - $153K
|
23.2K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.15K- 8.53% |
$151K - $157K
|
33.7K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.16K- 11.78% |
$152K - $157K
|
23.6K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.26K- 14.53% |
$157K - $163K
|
19.2K
$960K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-3.28K- 5.69% |
$158K - $163K
|
54.3K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.29K- 21.49% |
$158K - $164K
|
12K
$600K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.44K- 19.39% |
$166K - $172K
|
14.3K
$716K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.5K- 5.83% |
$169K - $175K
|
56.6K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.53K- 14.29% |
$170K - $176K
|
21.2K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.59K- 29.2% |
$173K - $179K
|
8.69K
$435K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.67K- 12.75% |
$177K - $183K
|
25.1K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-3.69K- 19.55% |
$178K - $184K
|
15.2K
$759K
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-3.71K- 6.4% |
$178K - $185K
|
54.2K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.73K- 4.44% |
$180K - $186K
|
80.4K
$4.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.74K- 71.38% |
$180K - $186K
|
1.5K
$75K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.76K- 45.72% |
$181K - $187K
|
4.46K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.76K- 13.38% |
$181K - $187K
|
24.3K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.8K- 6.14% |
$183K - $189K
|
58.1K
$2.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-3.85K- 26.18% |
$185K - $192K
|
10.9K
$543K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.98K- 18.57% |
$191K - $198K
|
17.4K
$872K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-4K- 0.69% |
$192K - $199K
|
575K
$28.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.02K- 6.28% |
$193K - $200K
|
59.9K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4.12K- 13.0% |
$198K - $205K
|
27.6K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-4.19K- 7.63% |
$202K - $209K
|
50.7K
$2.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.21K- 21.58% |
$202K - $210K
|
15.3K
$764K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-4.25K- 47.33% |
$205K - $212K
|
4.73K
$236K
|