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 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-32.2K- 2.93% |
$1.55M - $1.6M
|
1.07M
$53.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-32.7K- 30.15% |
$1.57M - $1.63M
|
75.7K
$3.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.8K- 27.97% |
$1.58M - $1.64M
|
84.5K
$4.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-34.3K- 99.77% |
$1.65M - $1.71M
|
79
$3.95K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-34.3K- 19.12% |
$1.65M - $1.71M
|
145K
$7.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-34.3K- 64.0% |
$1.65M - $1.71M
|
19.3K
$966K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34.7K- 1.44% |
$1.67M - $1.73M
|
2.37M
$119M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35K- 26.72% |
$1.68M - $1.74M
|
96K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-35.1K- 23.5% |
$1.69M - $1.75M
|
114K
$5.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-35.2K- 27.19% |
$1.69M - $1.75M
|
94.3K
$4.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-35.3K- 43.9% |
$1.7M - $1.76M
|
45.1K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-35.7K- 84.68% |
$1.72M - $1.78M
|
6.46K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-35.9K- 41.36% |
$1.73M - $1.79M
|
50.9K
$2.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-36K- 47.82% |
$1.73M - $1.79M
|
39.3K
$1.96M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-36K- 47.82% |
$1.73M - $1.79M
|
39.3K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-36.2K- 17.65% |
$1.74M - $1.81M
|
169K
$8.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36.8K- 32.62% |
$1.77M - $1.83M
|
76K
$3.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37K- 14.61% |
$1.78M - $1.84M
|
216K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-37.5KClosed |
$1.8M - $1.87M
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-38.1K- 2.79% |
$1.83M - $1.9M
|
1.33M
$66.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-39.7K- 4.78% |
$1.91M - $1.98M
|
791K
$39.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-39.9K- 38.19% |
$1.92M - $1.99M
|
64.6K
$3.23M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-40K- 78.29% |
$1.93M - $1.99M
|
11.1K
$555K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-40.4K- 44.35% |
$1.94M - $2.01M
|
50.6K
$2.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-42.2K- 6.18% |
$2.03M - $2.1M
|
640K
$32M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-42.4K- 29.52% |
$2.04M - $2.11M
|
101K
$5.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-43.7K- 40.71% |
$2.1M - $2.18M
|
63.7K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-45.1K- 55.75% |
$2.17M - $2.25M
|
35.8K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-46K- 42.73% |
$2.21M - $2.29M
|
61.6K
$3.08M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46.8K- 8.52% |
$2.25M - $2.33M
|
503K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-47.3K- 7.04% |
$2.28M - $2.36M
|
624K
$31.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-48.4K- 51.56% |
$2.33M - $2.41M
|
45.5K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.8K- 36.76% |
$2.35M - $2.43M
|
84K
$4.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52.7K- 25.7% |
$2.54M - $2.63M
|
152K
$7.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-52.9K- 26.21% |
$2.54M - $2.64M
|
149K
$7.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-55.3K- 9.41% |
$2.66M - $2.76M
|
532K
$26.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-56.6K- 98.92% |
$2.73M - $2.82M
|
621
$31K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-56.8K- 28.8% |
$2.73M - $2.83M
|
140K
$7.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-59.1K- 6.22% |
$2.84M - $2.95M
|
891K
$44.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-64K- 27.73% |
$3.08M - $3.19M
|
167K
$8.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-66.9K- 39.58% |
$3.22M - $3.34M
|
102K
$5.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-69.3K- 17.8% |
$3.34M - $3.46M
|
320K
$16M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-71K- 32.32% |
$3.42M - $3.54M
|
149K
$7.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-71.1K- 20.51% |
$3.42M - $3.54M
|
276K
$13.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-71.9K- 2.97% |
$3.46M - $3.58M
|
2.35M
$118M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-75.7K- 25.94% |
$3.64M - $3.77M
|
216K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-80.1K- 30.5% |
$3.86M - $3.99M
|
183K
$9.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-83.2K- 5.84% |
$4.01M - $4.15M
|
1.34M
$67.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-83.3K- 29.94% |
$4.01M - $4.15M
|
195K
$9.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-83.6K- 51.21% |
$4.02M - $4.17M
|
79.6K
$3.98M
|