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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
25.5K+ 139.95% |
$1.23M - $1.27M
|
43.6K
$2.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
25.4K+ 87.24% |
$1.22M - $1.27M
|
54.5K
$2.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
25.1K+ 22.67% |
$1.21M - $1.25M
|
136K
$6.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
25.1K+ 37.05% |
$1.21M - $1.25M
|
93K
$4.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
24.5KNew |
$1.18M - $1.22M
|
24.5K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
24.3K+ 483.16% |
$1.17M - $1.21M
|
29.3K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
24KNew |
$1.16M - $1.2M
|
24K
$1.2M
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
23.8KNew |
$1.14M - $1.18M
|
23.8K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23.7K+ 126.26% |
$1.14M - $1.18M
|
42.5K
$2.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.6K+ 10.81% |
$1.14M - $1.18M
|
242K
$12.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.5K+ 35.68% |
$1.13M - $1.17M
|
89.6K
$4.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
23.3K+ 53.21% |
$1.12M - $1.16M
|
67.2K
$3.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23.1K+ 152.58% |
$1.11M - $1.15M
|
38.3K
$1.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
22.9K+ 32.28% |
$1.1M - $1.14M
|
93.7K
$4.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
22.8K+ 305.38% |
$1.1M - $1.14M
|
30.3K
$1.52M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
22.6K+ 27.32% |
$1.09M - $1.13M
|
105K
$5.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
22.4K+ 12.17% |
$1.08M - $1.12M
|
206K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
22.4K+ 12.22% |
$1.08M - $1.12M
|
206K
$10.3M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
22.2K+ 30.49% |
$1.07M - $1.11M
|
95.1K
$4.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
21.9KNew |
$1.05M - $1.09M
|
21.9K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
21.5K+ 12.38% |
$1.04M - $1.07M
|
196K
$9.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
21.1K+ 9.72% |
$1.02M - $1.05M
|
238K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
21K+ 4.27% |
$1.01M - $1.04M
|
512K
$25.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
20.9K+ 19.32% |
$1M - $1.04M
|
129K
$6.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20.8KNew |
$1M - $1.04M
|
20.8K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
20.4KNew |
$983K - $1.02M
|
20.4K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.4KNew |
$983K - $1.02M
|
20.4K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
20.4K+ 81.05% |
$982K - $1.02M
|
45.6K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.4K+ 5.8% |
$981K - $1.02M
|
372K
$18.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
20.4KNew |
$981K - $1.02M
|
20.4K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
20.3K+ 34.15% |
$979K - $1.01M
|
79.9K
$3.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
20.2K+ 51.05% |
$974K - $1.01M
|
59.9K
$2.99M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
20K+ 106.06% |
$963K - $997K
|
38.9K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.8KNew |
$953K - $987K
|
19.8K
$990K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
19.6K+ 11.48% |
$942K - $975K
|
190K
$9.5M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
19.5K+ 24.25% |
$936K - $970K
|
99.7K
$4.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
19.4K+ 28.79% |
$936K - $969K
|
87K
$4.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.2K+ 24.73% |
$926K - $959K
|
97K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.2K+ 10.9% |
$925K - $959K
|
196K
$9.78M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.9K+ 6.26% |
$911K - $944K
|
321K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.9K+ 12.39% |
$911K - $943K
|
172K
$8.58M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
18.9K+ 145.89% |
$909K - $942K
|
31.8K
$1.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
18.6K+ 10.46% |
$895K - $927K
|
196K
$9.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
18.4KNew |
$887K - $919K
|
18.4K
$922K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
18.1K+ 227.75% |
$870K - $901K
|
26K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
18.1K+ 48.88% |
$870K - $901K
|
55K
$2.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
17.8K+ 20.79% |
$856K - $887K
|
103K
$5.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
17.8K+ 20.96% |
$856K - $886K
|
103K
$5.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
17.5K+ 204.45% |
$843K - $873K
|
26.1K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.1K+ 1.06% |
$822K - $852K
|
1.63M
$81.4M
|