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 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-13.9K- 14.96% |
$671K - $695K
|
79.3K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-14.6K- 9.18% |
$704K - $729K
|
145K
$7.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-15.1K- 15.16% |
$727K - $753K
|
84.6K
$4.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-15.1K- 41.52% |
$727K - $753K
|
21.3K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-15.1K- 27.15% |
$728K - $754K
|
40.6K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-15.1K- 49.93% |
$728K - $754K
|
15.2K
$758K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-15.2K- 12.71% |
$731K - $757K
|
104K
$5.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-15.3K- 33.08% |
$735K - $762K
|
30.9K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-15.4K- 24.57% |
$741K - $767K
|
47.3K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15.5K- 18.48% |
$748K - $775K
|
68.6K
$3.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.6K- 53.29% |
$752K - $778K
|
13.7K
$684K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-16.3K- 25.62% |
$785K - $813K
|
47.3K
$2.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.5K- 15.86% |
$795K - $824K
|
87.6K
$4.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-16.6K- 42.51% |
$799K - $827K
|
22.4K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-16.8K- 11.06% |
$810K - $839K
|
135K
$6.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-17.4K- 8.67% |
$839K - $869K
|
184K
$9.18M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-17.9K- 38.19% |
$860K - $891K
|
28.9K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-17.9K- 73.67% |
$861K - $892K
|
6.4K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-18.2K- 22.08% |
$878K - $909K
|
64.4K
$3.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-18.6K- 62.8% |
$896K - $928K
|
11K
$551K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-19.1K- 23.15% |
$920K - $953K
|
63.5K
$3.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-19.8K- 38.38% |
$954K - $988K
|
31.8K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-21.3K- 12.1% |
$1.02M - $1.06M
|
155K
$7.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-21.3K- 78.82% |
$1.02M - $1.06M
|
5.72K
$286K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-21.4K- 68.24% |
$1.03M - $1.07M
|
9.96K
$498K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.6K- 22.25% |
$1.04M - $1.08M
|
75.5K
$3.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.8K- 22.25% |
$1.05M - $1.09M
|
76.1K
$3.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22.4K- 85.88% |
$1.08M - $1.12M
|
3.68K
$184K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-22.4K- 31.17% |
$1.08M - $1.12M
|
49.5K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-22.5K- 8.11% |
$1.08M - $1.12M
|
255K
$12.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-22.8K- 10.5% |
$1.1M - $1.14M
|
194K
$9.71M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-22.8K- 75.33% |
$1.1M - $1.14M
|
7.48K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-23.1K- 30.68% |
$1.11M - $1.15M
|
52.2K
$2.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-23.5K- 10.13% |
$1.13M - $1.17M
|
209K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-24K- 4.31% |
$1.16M - $1.2M
|
534K
$26.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.1K- 30.09% |
$1.16M - $1.2M
|
56.1K
$2.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-24.6K- 27.74% |
$1.19M - $1.23M
|
64.2K
$3.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-24.8K- 75.97% |
$1.2M - $1.24M
|
7.86K
$393K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-25K- 78.41% |
$1.2M - $1.24M
|
6.87K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-25.7K- 14.77% |
$1.23M - $1.28M
|
148K
$7.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-25.7K- 29.51% |
$1.24M - $1.28M
|
61.4K
$3.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-27.3K- 64.79% |
$1.31M - $1.36M
|
14.8K
$742K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-27.4K- 30.32% |
$1.32M - $1.37M
|
62.9K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-27.4K- 24.71% |
$1.32M - $1.37M
|
83.6K
$4.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27.6K- 24.19% |
$1.33M - $1.37M
|
86.4K
$4.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-28.6K- 10.41% |
$1.38M - $1.43M
|
246K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-28.7K- 1.42% |
$1.38M - $1.43M
|
1.98M
$99.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-30.7K- 28.26% |
$1.48M - $1.53M
|
77.8K
$3.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-31.5K- 87.11% |
$1.52M - $1.57M
|
4.67K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32K- 11.23% |
$1.54M - $1.6M
|
253K
$12.7M
|