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 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2.29K+ 69.7% |
$110K - $114K
|
5.57K
$279K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.27K+ 8.28% |
$109K - $113K
|
29.6K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2.24K+ 12.53% |
$108K - $112K
|
20.1K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.24K+ 32.88% |
$108K - $111K
|
9.03K
$452K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.21K+ 7.39% |
$106K - $110K
|
32.1K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.21K+ 31.2% |
$106K - $110K
|
9.29K
$464K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.16K+ 9.49% |
$104K - $108K
|
25K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.1K+ 5.65% |
$101K - $105K
|
39.3K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
2.05K+ 6.81% |
$98.8K - $102K
|
32.2K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.05K+ 2.86% |
$98.4K - $102K
|
73.5K
$3.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.99K+ 3.36% |
$95.7K - $99.2K
|
61.1K
$3.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.97K+ 7.23% |
$95K - $98.4K
|
29.3K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.96K+ 3.07% |
$94.3K - $97.7K
|
65.8K
$3.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
1.92KNew |
$92.5K - $95.8K
|
1.92K
$96.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.9K+ 5.07% |
$91.4K - $94.6K
|
39.3K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.87K+ 4.84% |
$90.1K - $93.3K
|
40.5K
$2.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.87K+ 6.52% |
$90K - $93.2K
|
30.6K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.81K+ 8.55% |
$87.2K - $90.3K
|
23K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.81K+ 9.98% |
$87.1K - $90.2K
|
20K
$998K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.79K+ 6.47% |
$86.3K - $89.4K
|
29.5K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.77KNew |
$85.2K - $88.3K
|
1.77K
$88.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 10.63% |
$80.9K - $83.8K
|
17.5K
$874K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.66K+ 3.04% |
$79.7K - $82.6K
|
56.1K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
1.59K+ 7.79% |
$76.5K - $79.3K
|
22K
$1.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.59KNew |
$76.3K - $79.1K
|
1.59K
$79.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.58K+ 2.6% |
$76K - $78.8K
|
62.4K
$3.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.54K+ 12.09% |
$74K - $76.6K
|
14.3K
$712K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.52KNew |
$73.1K - $75.7K
|
1.52K
$75.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.5K+ 3.99% |
$72.2K - $74.8K
|
39.1K
$1.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.49K+ 0.48% |
$71.8K - $74.3K
|
313K
$15.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.49K+ 19.53% |
$71.7K - $74.3K
|
9.12K
$456K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.48K+ 34.27% |
$71K - $73.6K
|
5.78K
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 7.28% |
$69.4K - $71.9K
|
21.3K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 0.47% |
$69.1K - $71.6K
|
305K
$15.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.41K+ 3.62% |
$67.7K - $70.1K
|
40.2K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.36K+ 2.93% |
$65.6K - $68K
|
48K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
1.31K+ 3.48% |
$63.1K - $65.3K
|
38.9K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.3K+ 6.69% |
$62.6K - $64.9K
|
20.7K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.3K+ 5.01% |
$62.5K - $64.7K
|
27.2K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.28K+ 21.85% |
$61.4K - $63.6K
|
7.11K
$355K
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.27K+ 6.17% |
$61.1K - $63.3K
|
21.9K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.26K+ 22.38% |
$60.6K - $62.8K
|
6.88K
$344K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.26K+ 13.99% |
$60.6K - $62.8K
|
10.3K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.26K+ 1.6% |
$60.5K - $62.7K
|
79.7K
$3.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.25KNew |
$60.2K - $62.3K
|
1.25K
$62.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.24K+ 6.93% |
$59.4K - $61.6K
|
19K
$952K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.22K+ 0.8% |
$58.6K - $60.7K
|
154K
$7.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.17K+ 6.3% |
$56.2K - $58.2K
|
19.7K
$985K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.16K+ 5.5% |
$56K - $58K
|
22.3K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.12K+ 22.11% |
$54K - $56K
|
6.2K
$310K
|