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
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-869- 6.51% |
$41.8K - $43.3K
|
12.5K
$610K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-926- 2.58% |
$44.6K - $46.2K
|
35K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-997- 6.99% |
$48K - $49.7K
|
13.3K
$649K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.05K- 2.93% |
$50.3K - $52.1K
|
34.6K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.13K- 19.37% |
$54.5K - $56.4K
|
4.71K
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-1.18K- 1.53% |
$56.6K - $58.6K
|
75.9K
$3.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.19K- 1.96% |
$57.1K - $59.1K
|
59.3K
$2.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.65K- 6.19% |
$79.4K - $82.3K
|
25K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.68K- 8.74% |
$81.1K - $83.9K
|
17.6K
$860K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-1.85K- 13.53% |
$89K - $92.2K
|
11.8K
$578K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.89K- 15.81% |
$90.7K - $94K
|
10K
$491K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.89K- 4.75% |
$91K - $94.3K
|
37.9K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.98K- 2.54% |
$95.2K - $98.6K
|
75.8K
$3.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.18K- 14.04% |
$105K - $108K
|
13.3K
$651K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.22K- 4.49% |
$107K - $111K
|
47.2K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.23K- 15.02% |
$107K - $111K
|
12.6K
$616K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.24K- 23.06% |
$108K - $112K
|
7.48K
$366K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-2.52K- 4.53% |
$121K - $126K
|
53.2K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-2.61K- 6.56% |
$126K - $130K
|
37.2K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.69K- 10.31% |
$129K - $134K
|
23.4K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.77K- 25.46% |
$133K - $138K
|
8.1K
$396K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.91K- 14.93% |
$140K - $145K
|
16.6K
$811K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-2.93K- 13.99% |
$141K - $146K
|
18K
$882K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.95K- 10.31% |
$142K - $147K
|
25.7K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-3K- 10.71% |
$144K - $150K
|
25K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-3K- 73.93% |
$144K - $150K
|
1.06K
$51.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.05K- 20.08% |
$147K - $152K
|
12.1K
$593K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.16K- 11.78% |
$152K - $157K
|
23.6K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.74K- 71.38% |
$180K - $186K
|
1.5K
$73.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.76K- 45.72% |
$181K - $187K
|
4.46K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.8K- 6.14% |
$183K - $189K
|
58.1K
$2.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-4K- 0.69% |
$192K - $199K
|
575K
$28.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-4.19K- 7.63% |
$202K - $209K
|
50.7K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.21K- 21.58% |
$202K - $210K
|
15.3K
$748K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.29K- 43.23% |
$206K - $214K
|
5.63K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-4.33K- 49.21% |
$208K - $216K
|
4.47K
$218K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.45K- 1.12% |
$214K - $222K
|
393K
$19.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-4.89K- 1.34% |
$235K - $244K
|
361K
$17.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.98K- 54.37% |
$240K - $248K
|
4.18K
$204K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-5K- 13.59% |
$241K - $249K
|
31.8K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-5.15K- 8.77% |
$248K - $257K
|
53.6K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.49K- 17.51% |
$264K - $274K
|
25.9K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-5.86K- 23.15% |
$282K - $292K
|
19.5K
$952K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.93K- 0.84% |
$286K - $296K
|
699K
$34.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-6.04K- 6.2% |
$291K - $301K
|
91.4K
$4.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.1K- 57.61% |
$294K - $304K
|
4.49K
$219K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.19K- 8.98% |
$298K - $309K
|
62.8K
$3.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-6.37K- 11.36% |
$307K - $318K
|
49.7K
$2.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.51K- 4.18% |
$314K - $325K
|
149K
$7.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.61K- 11.27% |
$318K - $330K
|
52.1K
$2.55M
|