Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
357K+ 11.17% |
$17.9M - $18.1M
|
3.56M
$179M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
202K+ 185.67% |
$10.1M - $10.2M
|
311K
$15.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
118K+ 9.82% |
$5.91M - $5.98M
|
1.32M
$66.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
112K+ 68.48% |
$5.57M - $5.64M
|
274K
$13.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
62K+ 17.15% |
$3.1M - $3.14M
|
423K
$21.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
60.2K+ 686.12% |
$3.01M - $3.05M
|
69K
$3.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
59.8K+ 3.4% |
$2.99M - $3.03M
|
1.82M
$91.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Stairway Partners, LLC
|
BUY
|
- |
50.4K+ 16.05% |
$2.52M - $2.55M
|
365K
$18.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
50.3K+ 5.63% |
$2.51M - $2.54M
|
943K
$47.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35.8K+ 17.24% |
$1.79M - $1.81M
|
243K
$12.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
34.8K+ 26.47% |
$1.74M - $1.76M
|
166K
$8.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
33.5K+ 12.58% |
$1.67M - $1.69M
|
300K
$15.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
28.7K+ 61.49% |
$1.43M - $1.45M
|
75.3K
$3.78M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.38M - $1.39M
|
27.5K
$1.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
23.4K+ 18.39% |
$1.17M - $1.19M
|
151K
$7.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
21.4K+ 14.01% |
$1.07M - $1.08M
|
174K
$8.76M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 2.35% |
$904K - $915K
|
789K
$39.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
16.6KNew |
$828K - $838K
|
16.6K
$833K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
16.4KNew |
$819K - $829K
|
16.4K
$824K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14.6K+ 47.46% |
$729K - $738K
|
45.3K
$2.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6K+ 10.1% |
$682K - $690K
|
149K
$7.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
12.6KNew |
$628K - $636K
|
12.6K
$632K
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
11.9K+ 50.62% |
$594K - $601K
|
35.4K
$1.78M
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
11.4K+ 4.89% |
$572K - $579K
|
245K
$12.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
11.4K+ 12.01% |
$568K - $575K
|
106K
$5.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.3K+ 156.74% |
$514K - $521K
|
16.9K
$848K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
10.2K+ 3.72% |
$511K - $517K
|
285K
$14.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
9.83K+ 30.99% |
$491K - $497K
|
41.5K
$2.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
9.39K+ 44.26% |
$469K - $475K
|
30.6K
$1.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
8.64KNew |
$432K - $437K
|
8.64K
$434K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.47KNew |
$423K - $428K
|
8.47K
$426K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8K+ 11.97% |
$400K - $405K
|
74.8K
$3.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.98K+ 56.23% |
$399K - $404K
|
22.2K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
7.65KNew |
$382K - $387K
|
7.65K
$385K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7.46K+ 60.91% |
$373K - $377K
|
19.7K
$991K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.2K+ 9.45% |
$360K - $364K
|
83.4K
$4.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7K+ 3.01% |
$350K - $354K
|
239K
$12M
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
7K+ 2.45% |
$350K - $354K
|
292K
$14.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.6K+ 13.39% |
$330K - $334K
|
55.9K
$2.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.55K+ 19.82% |
$277K - $281K
|
33.6K
$1.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
5.47KNew |
$273K - $276K
|
5.47K
$275K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
5.4K+ 24.34% |
$270K - $273K
|
27.6K
$1.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
5.24KNew |
$262K - $265K
|
5.24K
$264K
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5.18K+ 2.43% |
$259K - $262K
|
218K
$11M
|
|
|
Jan 06, 2026
Q4 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
5.07K+ 3.39% |
$253K - $256K
|
155K
$7.77M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.03K+ 14.93% |
$251K - $254K
|
38.7K
$1.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
4.51K+ 20.11% |
$225K - $228K
|
26.9K
$1.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.25K+ 48.11% |
$212K - $215K
|
13.1K
$657K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.08K+ 63.93% |
$204K - $206K
|
10.5K
$526K
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.89K+ 5.21% |
$194K - $197K
|
78.5K
$3.95M
|
|