Purchases and Sales Made in Q2 2024 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 2024. 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 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
788+ 4.17% |
$39K - $39.7K
|
19.7K
$995K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
732+ 1.08% |
$36.3K - $36.9K
|
68.8K
$3.48M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
717+ 1.04% |
$35.5K - $36.2K
|
69.9K
$3.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
715+ 5.54% |
$35.4K - $36.1K
|
13.6K
$689K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
712New |
$35.3K - $35.9K
|
712
$36K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
710+ 2.16% |
$35.2K - $35.8K
|
33.7K
$1.7M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
700+ 1.94% |
$34.7K - $35.3K
|
36.7K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
700New |
$34.7K - $35.3K
|
700
$35.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
684+ 0.57% |
$33.9K - $34.5K
|
122K
$6.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
677+ 8.44% |
$33.5K - $34.1K
|
8.7K
$440K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
673+ 8.59% |
$33.3K - $33.9K
|
8.51K
$431K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
637+ 3.99% |
$31.6K - $32.1K
|
16.6K
$841K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
627+ 5.86% |
$31.1K - $31.6K
|
11.3K
$573K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
605+ 2.46% |
$30K - $30.5K
|
25.2K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
593+ 0.23% |
$29.4K - $29.9K
|
253K
$12.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
543+ 1.53% |
$26.9K - $27.4K
|
36.1K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
530+ 1.56% |
$26.3K - $26.7K
|
34.4K
$1.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
527+ 0.12% |
$26.1K - $26.6K
|
429K
$21.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
519+ 1.85% |
$25.7K - $26.2K
|
28.6K
$1.45M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
493+ 1.09% |
$24.4K - $24.9K
|
45.7K
$2.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
490+ 2.52% |
$24.3K - $24.7K
|
19.9K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
475+ 3.17% |
$23.5K - $24K
|
15.5K
$783K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
473+ 1.23% |
$23.4K - $23.9K
|
39K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
464+ 3.66% |
$23K - $23.4K
|
13.2K
$666K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
459+ 1.94% |
$22.7K - $23.2K
|
24.1K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
458+ 1.48% |
$22.7K - $23.1K
|
31.4K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
458+ 0.84% |
$22.7K - $23.1K
|
55K
$2.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
456+ 1.5% |
$22.6K - $23K
|
30.9K
$1.56M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
446+ 0.05% |
$22.1K - $22.5K
|
819K
$41.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
437+ 2.37% |
$21.7K - $22K
|
18.9K
$956K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
435+ 5.07% |
$21.6K - $21.9K
|
9.01K
$456K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
425+ 3.11% |
$21.1K - $21.4K
|
14.1K
$712K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
414+ 6.81% |
$20.5K - $20.9K
|
6.49K
$328K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
411+ 3.34% |
$20.4K - $20.7K
|
12.7K
$643K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
405+ 2.38% |
$20.1K - $20.4K
|
17.4K
$880K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
401+ 0.68% |
$19.9K - $20.2K
|
59.4K
$3M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
400New |
$19.8K - $20.2K
|
400
$20.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
397+ 1.93% |
$19.7K - $20K
|
21K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
383+ 0.78% |
$19K - $19.3K
|
49.5K
$2.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
377New |
$18.7K - $19K
|
377
$19.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
372+ 3.3% |
$18.4K - $18.8K
|
11.7K
$590K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
369+ 0.64% |
$18.3K - $18.6K
|
58.1K
$2.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
362+ 1.95% |
$17.9K - $18.3K
|
18.9K
$958K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
356+ 6.9% |
$17.6K - $18K
|
5.52K
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
337+ 6.06% |
$16.7K - $17K
|
5.9K
$298K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
325+ 62.5% |
$16.1K - $16.4K
|
845
$42.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
321+ 4.93% |
$15.9K - $16.2K
|
6.84K
$346K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
320+ 1.8% |
$15.9K - $16.1K
|
18.1K
$914K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
319+ 0.52% |
$15.8K - $16.1K
|
61.9K
$3.13M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
310+ 5.83% |
$15.4K - $15.6K
|
5.63K
$285K
|