Purchases and Sales Made in Q4 2025 in Vanguard Mun Bd Fds Tax Exempt (VTEB)

VTEB Quotes by TradingView

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 20, 2026 Q4 2025
Aspiriant, LLC

BUY
 -
180K
+ 4.36%
$8.99M - $9.1M
4.3M $216M
Jan 15, 2026 Q4 2025
Xena Financial Planning, LLC

Portland, OR
BUY
 -
136K
New
$6.77M - $6.86M
136K $6.81M
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 16, 2026 Q4 2025
Financial Planning Navigators Corp

Maple Grove, MN
BUY
 -
84.9K
New
$4.25M - $4.3M
84.9K $4.27M
Jan 21, 2026 Q4 2025
Master'S Wealth Management Inc.

Lancaster, PA
BUY
 -
81.6K
New
$4.08M - $4.13M
81.6K $4.1M
Jan 20, 2026 Q4 2025
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
73.5K
+ 61.1%
$3.67M - $3.72M
194K $9.74M
Jan 23, 2026 Q4 2025
Sage Mountain Advisors LLC

BUY
 -
72.4K
+ 65.84%
$3.62M - $3.66M
182K $9.16M
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
68.4K
+ 35.41%
$3.42M - $3.46M
261K $13.1M
Jan 23, 2026 Q4 2025
Rede Wealth, LLC

BUY
 -
67.3K
New
$3.36M - $3.41M
67.3K $3.38M
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 15, 2026 Q4 2025
Trust CO

BUY
 -
59.2K
+ 27037.44%
$2.96M - $3M
59.4K $2.99M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
58.9K
+ 40.42%
$2.94M - $2.98M
205K $10.3M
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
51.4K
+ 11.29%
$2.57M - $2.6M
507K $25.5M
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 21, 2026 Q4 2025
Apella Capital, LLC

BUY
 -
44.6K
+ 11.46%
$2.23M - $2.26M
434K $21.8M
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 23, 2026 Q4 2025
Hudson Oak Wealth Advisory LLC

Hoboken, NJ
BUY
 -
31.1K
New
$1.56M - $1.57M
31.1K $1.56M
Jan 23, 2026 Q4 2025
Integrated Wealthcare, LLC

Durham, NC
BUY
 -
29.6K
New
$1.48M - $1.5M
29.6K $1.49M
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
 -
27.5K
New
$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 21, 2026 Q4 2025
Gpwm LLC

BUY
 -
20.9K
+ 5.46%
$1.05M - $1.06M
404K $20.3M
Jan 15, 2026 Q4 2025
Polaris Investment Advisors, LLC

Framingham, MA
BUY
 -
20.5K
New
$1.02M - $1.04M
20.5K $1.03M
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
 -
16.6K
New
$828K - $838K
16.6K $833K
Jan 08, 2026 Q4 2025
Inspirion Wealth Advisors, LLC

BUY
 -
16.4K
New
$819K - $829K
16.4K $824K
Jan 21, 2026 Q4 2025
Penney Financial, LLC

Houston, TX
BUY
 -
15.3K
+ 26.45%
$764K - $774K
73.1K $3.68M
Jan 15, 2026 Q4 2025
Members Trust CO

BUY
 -
15.1K
+ 0.64%
$754K - $763K
2.36M $119M
Jan 12, 2026 Q4 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
14.6K
+ 47.46%
$729K - $738K
45.3K $2.28M
Jan 21, 2026 Q4 2025
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
14.2K
+ 14.54%
$708K - $716K
112K $5.61M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
13.6K
+ 10.1%
$682K - $690K
149K $7.48M
Jan 16, 2026 Q4 2025
Verus Wealth Management, LLC

De Pere, WI
BUY
 -
13.4K
+ 14.35%
$669K - $678K
107K $5.36M
Jan 20, 2026 Q4 2025
Rainier Family Wealth Inc

Tacoma, WA
BUY
 -
13K
+ 49.84%
$650K - $658K
39.1K $1.97M
Jan 15, 2026 Q4 2025
Life Goal Wealth Advisors

Saratoga Springs, NY
BUY
 -
13K
+ 147.32%
$649K - $657K
21.8K $1.1M
Jan 14, 2026 Q4 2025
Cypress Financial Planning LLC

BUY
 -
12.6K
New
$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 22, 2026 Q4 2025
Lincoln Capital Corp

BUY
 -
11.1K
+ 57.81%
$554K - $560K
30.2K $1.52M
Jan 20, 2026 Q4 2025
Hanson & Doremus Investment Management

BUY
 -
10.6K
+ 8.4%
$530K - $537K
137K $6.88M

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