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 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
908+ 7.04% |
$43.7K - $45.3K
|
13.8K
$675K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
680+ 62.96% |
$32.7K - $33.9K
|
1.76K
$86.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
631+ 5.25% |
$30.4K - $31.5K
|
12.7K
$619K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
623+ 3.88% |
$30K - $31.1K
|
16.7K
$815K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
558+ 3.56% |
$26.9K - $27.8K
|
16.2K
$794K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
539+ 3.83% |
$25.9K - $26.9K
|
14.6K
$715K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
519+ 4.75% |
$25K - $25.9K
|
11.4K
$559K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
464+ 2.26% |
$22.3K - $23.1K
|
21K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
451+ 4.07% |
$21.7K - $22.5K
|
11.5K
$564K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
435+ 7.53% |
$20.9K - $21.7K
|
6.21K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
434+ 1.26% |
$20.9K - $21.6K
|
34.8K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
373+ 2.2% |
$18K - $18.6K
|
17.3K
$846K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
345+ 6.33% |
$16.6K - $17.2K
|
5.8K
$284K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
340+ 1.38% |
$16.4K - $16.9K
|
25K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
338+ 5.7% |
$16.3K - $16.8K
|
6.26K
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
270+ 1.4% |
$13K - $13.5K
|
19.6K
$960K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
250+ 0.65% |
$12K - $12.5K
|
38.8K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
216+ 56.84% |
$10.4K - $10.8K
|
596
$29.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
195+ 0.26% |
$9.39K - $9.72K
|
73.8K
$3.61M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
159+ 0.29% |
$7.65K - $7.93K
|
55K
$2.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
112+ 2.73% |
$5.39K - $5.58K
|
4.21K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
93+ 0.47% |
$4.48K - $4.64K
|
19.8K
$967K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
60+ 0.84% |
$2.89K - $2.99K
|
7.24K
$354K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
43+ 0.83% |
$2.07K - $2.14K
|
5.24K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
41+ 0.82% |
$1.97K - $2.04K
|
5.02K
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
22+ 0.26% |
$1.06K - $1.1K
|
8.56K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
22+ 0.33% |
$1.06K - $1.1K
|
6.77K
$331K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 0.57% |
$914 - $947
|
3.35K
$164K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
16+ 0.8% |
$770 - $798
|
2.02K
$98.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.64% |
$48.1 - $49.9
|
157
$7.68K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.02% |
$48.1 - $49.9
|
5.65K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 22.39% |
$722 - $748
|
52
$2.54K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-23- 0.11% |
$1.11K - $1.15K
|
20.9K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-29- 0.23% |
$1.4K - $1.45K
|
12.4K
$607K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-79- 39.5% |
$3.8K - $3.94K
|
121
$5.92K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-113- 2.65% |
$5.44K - $5.63K
|
4.16K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-114- 0.68% |
$5.49K - $5.68K
|
16.7K
$818K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-161- 0.44% |
$7.75K - $8.03K
|
36.1K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-170- 3.68% |
$8.18K - $8.47K
|
4.45K
$218K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-171- 14.97% |
$8.23K - $8.52K
|
971
$47.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-244- 1.19% |
$11.7K - $12.2K
|
20.3K
$992K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-321- 6.28% |
$15.4K - $16K
|
4.79K
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-408- 4.99% |
$19.6K - $20.3K
|
7.77K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-412- 1.4% |
$19.8K - $20.5K
|
29.1K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-480- 6.9% |
$23.1K - $23.9K
|
6.47K
$317K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-575- 8.46% |
$27.7K - $28.7K
|
6.22K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-690- 3.07% |
$33.2K - $34.4K
|
21.8K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-699- 6.16% |
$33.6K - $34.8K
|
10.6K
$521K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-747- 9.23% |
$36K - $37.2K
|
7.35K
$359K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-813- 8.35% |
$39.1K - $40.5K
|
8.93K
$437K
|