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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.1K- 9.63% |
$342K - $354K
|
66.6K
$3.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-7.19K- 3.83% |
$346K - $358K
|
181K
$9.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-7.3K- 95.46% |
$351K - $364K
|
347
$17.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.56K- 8.64% |
$364K - $377K
|
79.9K
$3.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.65K- 12.08% |
$368K - $381K
|
55.7K
$2.78M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-7.66K- 11.91% |
$369K - $382K
|
56.7K
$2.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-7.72K- 4.8% |
$371K - $385K
|
153K
$7.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.91K- 3.59% |
$381K - $394K
|
212K
$10.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-8K- 30.58% |
$385K - $399K
|
18.2K
$908K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-8.03K- 25.35% |
$386K - $400K
|
23.6K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-8.04K- 29.17% |
$387K - $401K
|
19.5K
$976K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-8.22K- 53.65% |
$396K - $410K
|
7.1K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-8.35K- 15.52% |
$402K - $416K
|
45.4K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8.42K- 1.88% |
$405K - $420K
|
440K
$22M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-8.44K- 13.14% |
$406K - $421K
|
55.8K
$2.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-8.45K- 6.44% |
$407K - $421K
|
123K
$6.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8.47K- 0.97% |
$408K - $422K
|
868K
$43.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-8.61K- 26.42% |
$414K - $429K
|
24K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-8.73K- 20.88% |
$420K - $435K
|
33.1K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-8.74K- 26.36% |
$421K - $436K
|
24.4K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.77K- 42.32% |
$422K - $437K
|
11.9K
$597K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-8.98K- 43.72% |
$432K - $448K
|
11.6K
$578K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.11K- 44.44% |
$438K - $454K
|
11.4K
$569K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-9.17K- 9.74% |
$441K - $457K
|
85K
$4.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-9.28K- 62.29% |
$446K - $462K
|
5.61K
$281K
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-9.28K- 1.45% |
$447K - $463K
|
630K
$31.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9.47K- 4.16% |
$456K - $472K
|
218K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.52K- 19.53% |
$458K - $475K
|
39.2K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-9.71K- 8.68% |
$467K - $484K
|
102K
$5.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-10.4K- 18.34% |
$500K - $518K
|
46.2K
$2.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.7K- 12.82% |
$516K - $535K
|
72.9K
$3.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10.8K- 76.91% |
$520K - $539K
|
3.25K
$162K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-10.9K- 0.85% |
$522K - $541K
|
1.27M
$63.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-10.9K- 55.76% |
$523K - $542K
|
8.63K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-11.1K- 37.36% |
$532K - $551K
|
18.5K
$927K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11.2K- 9.08% |
$538K - $558K
|
112K
$5.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-11.4K- 30.31% |
$548K - $568K
|
26.2K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-11.5K- 18.37% |
$555K - $574K
|
51.2K
$2.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-11.6K- 45.13% |
$557K - $577K
|
14.1K
$703K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-11.8K- 15.71% |
$567K - $587K
|
63.2K
$3.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-11.8K- 3.43% |
$568K - $589K
|
332K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-12K- 1.83% |
$579K - $599K
|
646K
$32.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.2K- 14.21% |
$589K - $610K
|
73.9K
$3.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-12.5K- 8.35% |
$599K - $621K
|
137K
$6.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-12.5K- 10.43% |
$599K - $621K
|
107K
$5.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.5K- 23.05% |
$602K - $623K
|
41.7K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-12.6K- 69.26% |
$606K - $627K
|
5.59K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-12.9K- 4.48% |
$623K - $646K
|
276K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-13.5K- 14.27% |
$651K - $674K
|
81.2K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-13.5K- 2.47% |
$652K - $675K
|
536K
$26.8M
|