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 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.1K+ 11.21% |
$488K - $506K
|
101K
$5.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$484K - $502K
|
10.1K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
9.93K+ 22.6% |
$478K - $495K
|
53.9K
$2.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
9.81K+ 128.67% |
$472K - $489K
|
17.4K
$872K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
9.72K+ 11.75% |
$468K - $485K
|
92.4K
$4.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
9.52K+ 62.51% |
$458K - $475K
|
24.8K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9.49K+ 113.79% |
$457K - $473K
|
17.8K
$891K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
9.45K+ 103.87% |
$455K - $471K
|
18.5K
$927K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.43K+ 7.41% |
$454K - $470K
|
137K
$6.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.41K+ 8.59% |
$453K - $469K
|
119K
$5.94M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
9.26K+ 47.33% |
$446K - $462K
|
28.8K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.13K+ 186.98% |
$440K - $455K
|
14K
$701K
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
9.06KNew |
$436K - $452K
|
9.06K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.05K+ 51.52% |
$436K - $451K
|
26.6K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
9KNew |
$433K - $449K
|
9K
$450K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.93K+ 115.92% |
$430K - $445K
|
16.6K
$831K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
8.75K+ 43.04% |
$421K - $436K
|
29.1K
$1.45M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
8.61K+ 7.76% |
$414K - $429K
|
120K
$5.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
8.47K+ 68.92% |
$408K - $422K
|
20.8K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.47K+ 2.48% |
$407K - $422K
|
350K
$17.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.45K+ 96.78% |
$407K - $421K
|
17.2K
$859K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8.35KNew |
$402K - $416K
|
8.35K
$417K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
8.31K+ 7.21% |
$400K - $414K
|
124K
$6.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
8.11KNew |
$390K - $404K
|
8.11K
$405K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.07K+ 96.61% |
$388K - $402K
|
16.4K
$820K
|
|
|
Aug 11, 2025
Q2 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
7.97K+ 5.81% |
$384K - $397K
|
145K
$7.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.89KNew |
$380K - $393K
|
7.89K
$395K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
7.87KNew |
$379K - $392K
|
7.87K
$393K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.86K+ 7.47% |
$378K - $392K
|
113K
$5.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
7.84KNew |
$377K - $391K
|
7.84K
$392K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.82K+ 37.78% |
$377K - $390K
|
28.5K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
7.78K+ 40.83% |
$375K - $388K
|
26.8K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
7.76K+ 5.78% |
$374K - $387K
|
142K
$7.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
7.76KNew |
$373K - $387K
|
7.76K
$388K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.71K+ 5.55% |
$371K - $384K
|
147K
$7.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
7.55K+ 37.31% |
$364K - $377K
|
27.8K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.55K+ 51.79% |
$363K - $376K
|
22.1K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.49K+ 15.76% |
$361K - $374K
|
55.1K
$2.75M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
7.29KNew |
$351K - $364K
|
7.29K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.25K+ 7.25% |
$349K - $361K
|
107K
$5.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
7.18K+ 28.58% |
$346K - $358K
|
32.3K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
7.14K+ 0.69% |
$343K - $356K
|
1.04M
$51.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.11K+ 46.44% |
$342K - $355K
|
22.4K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7KNew |
$337K - $349K
|
7K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
7KNew |
$337K - $349K
|
7K
$350K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.92K+ 19.56% |
$333K - $345K
|
42.3K
$2.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
6.9K+ 2.94% |
$332K - $344K
|
242K
$12.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
6.89KNew |
$331K - $343K
|
6.89K
$344K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.8K+ 65.77% |
$327K - $339K
|
17.1K
$857K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
6.49KNew |
$312K - $323K
|
6.49K
$324K
|