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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
300+ 3.13% |
$14.9K - $15.1K
|
9.89K
$500K
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
298+ 2.36% |
$14.8K - $15K
|
12.9K
$653K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
275+ 1.5% |
$13.6K - $13.9K
|
18.6K
$941K
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
273+ 2.96% |
$13.5K - $13.8K
|
9.49K
$480K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
272New |
$13.5K - $13.7K
|
272
$13.8K
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
272+ 2.91% |
$13.5K - $13.7K
|
9.62K
$487K
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
266+ 0.78% |
$13.2K - $13.4K
|
34.4K
$1.74M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
251+ 1.78% |
$12.4K - $12.7K
|
14.3K
$725K
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
248+ 1.59% |
$12.3K - $12.5K
|
15.9K
$803K
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
243+ 1.31% |
$12K - $12.3K
|
18.8K
$951K
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
239+ 1.41% |
$11.8K - $12.1K
|
17.2K
$870K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
239+ 1.61% |
$11.8K - $12.1K
|
15.1K
$761K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
222New |
$11K - $11.2K
|
222
$11.2K
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
221New |
$11K - $11.1K
|
221
$11.2K
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
221+ 1.31% |
$11K - $11.1K
|
17.1K
$865K
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
207+ 2.49% |
$10.3K - $10.4K
|
8.5K
$430K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
204+ 0.76% |
$10.1K - $10.3K
|
26.9K
$1.36M
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
201+ 2.09% |
$9.96K - $10.1K
|
9.82K
$497K
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
201+ 1.35% |
$9.96K - $10.1K
|
15.1K
$764K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
200+ 0.91% |
$9.91K - $10.1K
|
22.1K
$1.12M
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200+ 4.74% |
$9.91K - $10.1K
|
4.42K
$223K
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
198+ 0.58% |
$9.81K - $9.99K
|
34.1K
$1.73M
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
195+ 2.67% |
$9.66K - $9.84K
|
7.51K
$380K
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
193+ 1.01% |
$9.56K - $9.73K
|
19.4K
$980K
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
187+ 2.3% |
$9.27K - $9.43K
|
8.33K
$421K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
186+ 0.82% |
$9.22K - $9.38K
|
22.9K
$1.16M
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
180+ 3.05% |
$8.92K - $9.08K
|
6.08K
$308K
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
178+ 1.88% |
$8.82K - $8.98K
|
9.65K
$488K
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
171+ 3.44% |
$8.47K - $8.63K
|
5.14K
$260K
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
167+ 1.67% |
$8.27K - $8.42K
|
10.2K
$515K
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
163+ 2.2% |
$8.08K - $8.22K
|
7.56K
$382K
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
161+ 0.55% |
$7.98K - $8.12K
|
29.6K
$1.5M
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
159+ 0.91% |
$7.88K - $8.02K
|
17.7K
$893K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
157+ 0.55% |
$7.78K - $7.92K
|
28.7K
$1.45M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
138+ 0.93% |
$6.84K - $6.96K
|
15K
$756K
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
132+ 0.7% |
$6.54K - $6.66K
|
19K
$961K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
129+ 1.3% |
$6.39K - $6.51K
|
10K
$508K
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
129+ 0.99% |
$6.39K - $6.51K
|
13.2K
$666K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
121+ 3.53% |
$6K - $6.1K
|
3.55K
$179K
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
119+ 1.96% |
$5.9K - $6K
|
6.18K
$313K
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
100+ 1.88% |
$4.96K - $5.04K
|
5.43K
$275K
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.23% |
$4.41K - $4.49K
|
38.9K
$1.97M
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
87+ 0.25% |
$4.31K - $4.39K
|
34.7K
$1.75M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
87+ 1.71% |
$4.31K - $4.39K
|
5.17K
$261K
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
85+ 0.12% |
$4.21K - $4.29K
|
71.1K
$3.6M
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
84New |
$4.16K - $4.24K
|
84
$4.25K
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
75+ 0.54% |
$3.72K - $3.78K
|
13.9K
$702K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
74+ 0.46% |
$3.67K - $3.73K
|
16.1K
$815K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
67New |
$3.32K - $3.38K
|
67
$3.39K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
62New |
$3.07K - $3.13K
|
62
$3.14K
|