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 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17K+ 3.68% |
$819K - $848K
|
479K
$23.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16.8K+ 9.37% |
$811K - $840K
|
197K
$9.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16.6K+ 8.68% |
$799K - $828K
|
208K
$10.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
16.4K+ 5.28% |
$791K - $819K
|
327K
$16.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16.3KNew |
$783K - $811K
|
16.3K
$813K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 2.04% |
$783K - $811K
|
814K
$40.7M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
15.6K+ 10.61% |
$752K - $779K
|
163K
$8.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15.5K+ 178.6% |
$747K - $774K
|
24.2K
$1.21M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
15.5K+ 4.86% |
$744K - $771K
|
334K
$16.7M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 87.56% |
$740K - $766K
|
32.9K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.7KNew |
$707K - $733K
|
14.7K
$735K
|
|
|
Aug 06, 2025
Q2 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
14.7K+ 19.79% |
$707K - $732K
|
88.9K
$4.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
14.4K+ 4.16% |
$695K - $719K
|
361K
$18.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
14.4K+ 21.4% |
$691K - $716K
|
81.5K
$4.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
BUY
|
- |
14.4K+ 3.08% |
$691K - $716K
|
480K
$24M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$687K - $712K
|
14.3K
$714K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
14.2K+ 22.44% |
$683K - $708K
|
77.5K
$3.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
13.9KNew |
$667K - $690K
|
13.9K
$692K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
13.8K+ 30.38% |
$663K - $687K
|
59.1K
$2.96M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.5K+ 11.04% |
$650K - $673K
|
136K
$6.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
13.4K+ 19.86% |
$645K - $668K
|
80.9K
$4.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
13.4KNew |
$644K - $667K
|
13.4K
$669K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
13.2K+ 69.6% |
$633K - $656K
|
32.1K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$632K - $655K
|
13.1K
$657K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
12.8K+ 39.27% |
$618K - $640K
|
45.5K
$2.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.8K+ 10.77% |
$617K - $639K
|
132K
$6.6M
|
|
|
Aug 12, 2025
Q2 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
12.5K+ 126.89% |
$599K - $621K
|
22.3K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
12.3K+ 9.11% |
$593K - $615K
|
148K
$7.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
12.3K+ 9.99% |
$591K - $612K
|
135K
$6.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.2KNew |
$587K - $608K
|
12.2K
$610K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.2K+ 8.57% |
$586K - $607K
|
154K
$7.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12K+ 22.13% |
$580K - $601K
|
66.5K
$3.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
11.5K+ 227.75% |
$552K - $572K
|
16.5K
$825K
|
|
|
Jul 28, 2025
Q2 2025
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
11.4KNew |
$549K - $568K
|
11.4K
$570K
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
11.4K+ 3.59% |
$548K - $568K
|
329K
$16.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11.4K+ 16.54% |
$547K - $567K
|
80.1K
$4.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4K+ 46.09% |
$546K - $566K
|
36K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.3K+ 1.45% |
$544K - $563K
|
790K
$39.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
11.1K+ 18.1% |
$536K - $555K
|
72.7K
$3.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
11.1K+ 836.77% |
$534K - $554K
|
12.4K
$621K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
11K+ 29.41% |
$530K - $549K
|
48.4K
$2.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.9KNew |
$527K - $546K
|
10.9K
$547K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.8KNew |
$518K - $536K
|
10.8K
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.6K+ 1.98% |
$510K - $528K
|
547K
$27.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.6KNew |
$509K - $528K
|
10.6K
$529K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10.6KNew |
$508K - $526K
|
10.6K
$528K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
10.4K+ 21.0% |
$500K - $518K
|
59.9K
$2.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.4K+ 11.9% |
$500K - $518K
|
97.7K
$4.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
10.4K+ 60.54% |
$498K - $516K
|
27.5K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.3KNew |
$493K - $511K
|
10.3K
$513K
|