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 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.75K- 87.65% |
$325K - $336K
|
951
$46.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.05K- 8.23% |
$340K - $352K
|
78.6K
$3.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-7.08K- 18.91% |
$341K - $353K
|
30.3K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-7.19K- 3.83% |
$346K - $358K
|
181K
$8.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-8.22K- 53.65% |
$396K - $410K
|
7.1K
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-8.35K- 15.52% |
$402K - $416K
|
45.4K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-8.73K- 20.88% |
$420K - $435K
|
33.1K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-8.74K- 26.36% |
$421K - $436K
|
24.4K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.77K- 42.32% |
$422K - $437K
|
11.9K
$584K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-9.17K- 9.74% |
$441K - $457K
|
85K
$4.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.52K- 19.53% |
$458K - $475K
|
39.2K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-9.71K- 8.68% |
$467K - $484K
|
102K
$4.99M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-10.4K- 18.34% |
$500K - $518K
|
46.2K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10.8K- 76.91% |
$520K - $539K
|
3.25K
$159K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-11.4K- 30.31% |
$548K - $568K
|
26.2K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-11.6K- 45.13% |
$557K - $577K
|
14.1K
$688K
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-12.6K- 69.26% |
$606K - $627K
|
5.59K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-12.9K- 4.48% |
$623K - $646K
|
276K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-13.9K- 14.96% |
$671K - $695K
|
79.3K
$3.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-16.6K- 42.51% |
$799K - $827K
|
22.4K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-17.4K- 8.67% |
$839K - $869K
|
184K
$8.99M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-17.9K- 38.19% |
$860K - $891K
|
28.9K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-17.9K- 73.67% |
$861K - $892K
|
6.4K
$313K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22.4K- 85.88% |
$1.08M - $1.12M
|
3.68K
$180K
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-22.5K- 8.11% |
$1.08M - $1.12M
|
255K
$12.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-24.8K- 75.97% |
$1.2M - $1.24M
|
7.86K
$384K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-25.7K- 14.77% |
$1.23M - $1.28M
|
148K
$7.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27.6K- 24.19% |
$1.33M - $1.37M
|
86.4K
$4.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35K- 26.72% |
$1.68M - $1.74M
|
96K
$4.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37K- 14.61% |
$1.78M - $1.84M
|
216K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-38.1K- 2.79% |
$1.83M - $1.9M
|
1.33M
$64.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-46K- 42.73% |
$2.21M - $2.29M
|
61.6K
$3.01M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46.8K- 8.52% |
$2.25M - $2.33M
|
503K
$24.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-48.4K- 51.56% |
$2.33M - $2.41M
|
45.5K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-56.6K- 98.92% |
$2.73M - $2.82M
|
621
$30.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-56.8K- 28.8% |
$2.73M - $2.83M
|
140K
$6.87M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-59.1K- 6.22% |
$2.84M - $2.95M
|
891K
$43.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-75.7K- 25.94% |
$3.64M - $3.77M
|
216K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-83.3K- 29.94% |
$4.01M - $4.15M
|
195K
$9.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-83.6K- 51.21% |
$4.02M - $4.17M
|
79.6K
$3.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-84.9K- 29.6% |
$4.09M - $4.23M
|
202K
$9.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-89.4K- 37.53% |
$4.3M - $4.46M
|
149K
$7.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-97.2K- 38.53% |
$4.68M - $4.84M
|
155K
$7.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-99.9K- 12.89% |
$4.81M - $4.98M
|
675K
$33M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-105K- 27.25% |
$5.05M - $5.23M
|
280K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-107K- 14.22% |
$5.15M - $5.33M
|
645K
$31.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110K- 11.25% |
$5.28M - $5.47M
|
865K
$42.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-135K- 70.95% |
$6.51M - $6.74M
|
55.4K
$2.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-211K- 82.21% |
$10.2M - $10.5M
|
45.6K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-226K- 92.06% |
$10.9M - $11.3M
|
19.5K
$953K
|