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
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
42.6K+ 5.24% |
$2.05M - $2.12M
|
855K
$42.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
40.1K+ 68.29% |
$1.93M - $2M
|
98.8K
$4.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
40K+ 136.09% |
$1.92M - $1.99M
|
69.3K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
39.4K+ 15.92% |
$1.9M - $1.96M
|
287K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
39K+ 123.59% |
$1.88M - $1.94M
|
70.6K
$3.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
38.9K+ 32.07% |
$1.87M - $1.94M
|
160K
$8M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
38.9KNew |
$1.87M - $1.94M
|
38.9K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
38.6K+ 40.26% |
$1.86M - $1.92M
|
134K
$6.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
38.4K+ 522.23% |
$1.85M - $1.92M
|
45.8K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
38K+ 14.67% |
$1.83M - $1.89M
|
297K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37.5K+ 80.09% |
$1.81M - $1.87M
|
84.4K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
37.3K+ 22.58% |
$1.79M - $1.86M
|
202K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37.1K+ 7.77% |
$1.79M - $1.85M
|
515K
$25.7M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
36.9KNew |
$1.78M - $1.84M
|
36.9K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
36.4K+ 42.87% |
$1.75M - $1.82M
|
121K
$6.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
36.4K+ 37.79% |
$1.75M - $1.82M
|
133K
$6.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36.4K+ 1881.22% |
$1.75M - $1.81M
|
38.3K
$1.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
35.8K+ 385.06% |
$1.72M - $1.78M
|
45.1K
$2.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.7K+ 24.52% |
$1.72M - $1.78M
|
181K
$9.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35.6K+ 6.92% |
$1.71M - $1.77M
|
550K
$27.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
34.4K+ 11.78% |
$1.65M - $1.71M
|
326K
$16.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
34.1KNew |
$1.64M - $1.7M
|
34.1K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.5K+ 9.14% |
$1.56M - $1.62M
|
388K
$19.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
32.3K+ 1768.6% |
$1.55M - $1.61M
|
34.1K
$1.7M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
32KNew |
$1.54M - $1.59M
|
32K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
31.7K+ 39.15% |
$1.53M - $1.58M
|
113K
$5.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
31.1K+ 4.29% |
$1.49M - $1.55M
|
755K
$37.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.9K+ 21.1% |
$1.49M - $1.54M
|
177K
$8.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
30.8K+ 108.26% |
$1.48M - $1.54M
|
59.3K
$2.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
BUY
|
- |
30.5K+ 8.71% |
$1.47M - $1.52M
|
380K
$19M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.5K+ 13.08% |
$1.47M - $1.52M
|
263K
$13.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
30.4K+ 74.52% |
$1.46M - $1.52M
|
71.2K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
30.4KNew |
$1.46M - $1.51M
|
30.4K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
30.1K+ 39.17% |
$1.45M - $1.5M
|
107K
$5.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
29.8K+ 14.02% |
$1.43M - $1.48M
|
242K
$12.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
29.4KNew |
$1.41M - $1.47M
|
29.4K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
29.3K+ 9.13% |
$1.41M - $1.46M
|
351K
$17.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
29.2K+ 38.38% |
$1.41M - $1.46M
|
105K
$5.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29.1KNew |
$1.4M - $1.45M
|
29.1K
$1.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
28K+ 8.3% |
$1.35M - $1.4M
|
366K
$18.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
27.8KNew |
$1.34M - $1.39M
|
27.8K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
27.2K+ 39.84% |
$1.31M - $1.36M
|
95.4K
$4.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
27.1K+ 228.01% |
$1.3M - $1.35M
|
38.9K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
27KNew |
$1.3M - $1.34M
|
27K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
26.8KNew |
$1.29M - $1.34M
|
26.8K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
26.6K+ 94.5% |
$1.28M - $1.33M
|
54.8K
$2.74M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
26.4K+ 13.14% |
$1.27M - $1.32M
|
227K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
26.2K+ 178.81% |
$1.26M - $1.31M
|
40.9K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.9K+ 14.03% |
$1.24M - $1.29M
|
210K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
25.8K+ 27.89% |
$1.24M - $1.29M
|
118K
$5.92M
|