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 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-84.9K- 29.6% |
$4.09M - $4.23M
|
202K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-85.7K- 51.55% |
$4.12M - $4.27M
|
80.5K
$4.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-89.4K- 37.53% |
$4.3M - $4.46M
|
149K
$7.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-89.8K- 67.12% |
$4.32M - $4.48M
|
44K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-90.4K- 88.38% |
$4.35M - $4.51M
|
11.9K
$594K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-96.3K- 43.35% |
$4.64M - $4.8M
|
126K
$6.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-97.2K- 38.53% |
$4.68M - $4.84M
|
155K
$7.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-99.3K- 85.1% |
$4.78M - $4.95M
|
17.4K
$869K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-99.9K- 12.89% |
$4.81M - $4.98M
|
675K
$33.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-102K- 80.89% |
$4.9M - $5.08M
|
24.1K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-105K- 27.25% |
$5.05M - $5.23M
|
280K
$14M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-107K- 14.22% |
$5.15M - $5.33M
|
645K
$32.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110K- 11.25% |
$5.28M - $5.47M
|
865K
$43.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110K- 6.45% |
$5.29M - $5.48M
|
1.59M
$79.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-112K- 6.7% |
$5.41M - $5.61M
|
1.57M
$78.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-114K- 11.69% |
$5.48M - $5.67M
|
859K
$43M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-123K- 10.79% |
$5.92M - $6.13M
|
1.02M
$50.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-130K- 91.58% |
$6.26M - $6.48M
|
12K
$598K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-135K- 70.95% |
$6.51M - $6.74M
|
55.4K
$2.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-146K- 91.57% |
$7.04M - $7.29M
|
13.5K
$673K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-148K- 12.66% |
$7.13M - $7.38M
|
1.02M
$51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-165K- 16.39% |
$7.96M - $8.25M
|
844K
$42.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-179K- 58.63% |
$8.61M - $8.92M
|
126K
$6.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-197K- 2.79% |
$9.5M - $9.84M
|
6.87M
$343M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-199K- 96.72% |
$9.59M - $9.94M
|
6.76K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-208K- 36.15% |
$10M - $10.4M
|
368K
$18.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-211K- 82.21% |
$10.2M - $10.5M
|
45.6K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-214K- 14.52% |
$10.3M - $10.7M
|
1.26M
$62.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-220K- 9.56% |
$10.6M - $10.9M
|
2.08M
$104M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-226K- 92.06% |
$10.9M - $11.3M
|
19.5K
$974K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-227K- 13.43% |
$10.9M - $11.3M
|
1.46M
$73M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-255K- 79.25% |
$12.3M - $12.7M
|
66.7K
$3.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-260K- 21.11% |
$12.5M - $13M
|
971K
$48.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-282K- 89.56% |
$13.6M - $14M
|
32.8K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-292K- 50.53% |
$14M - $14.5M
|
286K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-303K- 12.93% |
$14.6M - $15.1M
|
2.04M
$102M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-308K- 21.03% |
$14.8M - $15.4M
|
1.16M
$57.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-316K- 8.94% |
$15.2M - $15.7M
|
3.22M
$161M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-422K- 8.06% |
$20.3M - $21M
|
4.81M
$241M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-433K- 33.09% |
$20.9M - $21.6M
|
876K
$43.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-530K- 3.29% |
$25.5M - $26.4M
|
15.6M
$778M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-570K- 5.55% |
$27.4M - $28.4M
|
9.71M
$485M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-611K- 16.22% |
$29.4M - $30.5M
|
3.16M
$158M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-634K- 21.67% |
$30.5M - $31.6M
|
2.29M
$115M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-667K- 87.14% |
$32.1M - $33.2M
|
98.4K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.53M- 29.23% |
$73.5M - $76.2M
|
3.7M
$185M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2M- 8.74% |
$96.4M - $99.9M
|
20.9M
$1.05B
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4M- 93.63% |
$193M - $200M
|
272K
$13.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.23M- 20.16% |
$300M - $310M
|
24.7M
$1.23B
|