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 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
4.13K+ 81.65% |
$199K - $206K
|
9.2K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.09K+ 29.95% |
$197K - $204K
|
17.8K
$887K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
4.09K+ 12.51% |
$197K - $204K
|
36.7K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
4.09K+ 3.09% |
$197K - $204K
|
136K
$6.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
4.03K+ 53.57% |
$194K - $201K
|
11.6K
$578K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4K+ 23.5% |
$193K - $199K
|
21K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
3.96K+ 59.91% |
$190K - $197K
|
10.6K
$528K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.91K+ 58.59% |
$188K - $195K
|
10.6K
$528K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.89K+ 1253.87% |
$187K - $194K
|
4.2K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.8K+ 11.62% |
$183K - $189K
|
36.5K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.78K+ 2.38% |
$182K - $188K
|
163K
$8.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.77K+ 12.14% |
$182K - $188K
|
34.9K
$1.74M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.7K+ 469.76% |
$178K - $184K
|
4.48K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.65K+ 32.51% |
$176K - $182K
|
14.9K
$744K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
3.63K+ 14.34% |
$175K - $181K
|
29K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
3.54K+ 0.47% |
$170K - $177K
|
765K
$38.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.52K+ 55.2% |
$169K - $176K
|
9.9K
$495K
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
3.5K+ 69.31% |
$168K - $174K
|
8.55K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
3.49K+ 8.82% |
$168K - $174K
|
43K
$2.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.48K+ 14.98% |
$167K - $173K
|
26.7K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.42K+ 70.05% |
$165K - $171K
|
8.31K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.4K+ 46.46% |
$164K - $170K
|
10.7K
$536K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.36K+ 3.28% |
$162K - $167K
|
106K
$5.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
3.31K+ 4.47% |
$159K - $165K
|
77.2K
$3.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.21K+ 4.43% |
$154K - $160K
|
75.7K
$3.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
3.2K+ 18.66% |
$154K - $160K
|
20.4K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.09K+ 1575.51% |
$149K - $154K
|
3.28K
$164K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.08KNew |
$148K - $154K
|
3.08K
$154K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.06K+ 13.57% |
$147K - $153K
|
25.6K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.06K+ 12.82% |
$147K - $153K
|
26.9K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.04K+ 7.78% |
$146K - $151K
|
42.1K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
3.03K+ 1.73% |
$146K - $151K
|
179K
$8.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.99K+ 510.24% |
$144K - $149K
|
3.58K
$179K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.96K+ 1.38% |
$142K - $148K
|
217K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.9K+ 34.95% |
$140K - $145K
|
11.2K
$560K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.88K+ 2.57% |
$139K - $144K
|
115K
$5.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.83K+ 29.47% |
$136K - $141K
|
12.4K
$622K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.82K+ 14.73% |
$136K - $141K
|
22K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.72K+ 11.22% |
$131K - $136K
|
26.9K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.72KNew |
$131K - $135K
|
2.72K
$136K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.72K+ 10.22% |
$131K - $135K
|
29.3K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.59K+ 50.63% |
$125K - $129K
|
7.71K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.55K+ 5.01% |
$123K - $127K
|
53.4K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.53K+ 33.49% |
$122K - $126K
|
10.1K
$504K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.52K+ 8.18% |
$121K - $126K
|
33.4K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.44K+ 22.03% |
$117K - $122K
|
13.5K
$675K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.41K+ 7.06% |
$116K - $120K
|
36.5K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.37K+ 6.42% |
$114K - $118K
|
39.3K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
2.29K+ 54.02% |
$110K - $114K
|
6.54K
$327K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.29K+ 19.85% |
$110K - $114K
|
13.8K
$692K
|