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 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
87+ 0.25% |
$4.31K - $4.39K
|
34.7K
$1.72M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
85+ 0.12% |
$4.21K - $4.29K
|
71.1K
$3.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
84New |
$4.16K - $4.24K
|
84
$4.17K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
75+ 0.54% |
$3.72K - $3.78K
|
13.9K
$688K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
74+ 0.46% |
$3.67K - $3.73K
|
16.1K
$799K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
67New |
$3.32K - $3.38K
|
67
$3.32K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
62New |
$3.07K - $3.13K
|
62
$3.07K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
61+ 0.77% |
$3.02K - $3.08K
|
7.96K
$395K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
58+ 0.78% |
$2.87K - $2.93K
|
7.53K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
53+ 0.24% |
$2.63K - $2.67K
|
22.5K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
51New |
$2.53K - $2.57K
|
51
$2.53K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
49+ 5.49% |
$2.43K - $2.47K
|
941
$46.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 0.07% |
$2.18K - $2.22K
|
61.6K
$3.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42+ 0.02% |
$2.08K - $2.12K
|
247K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
41+ 0.21% |
$2.03K - $2.07K
|
19.5K
$965K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35+ 11.63% |
$1.73K - $1.77K
|
336
$16.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
34+ 0.57% |
$1.68K - $1.71K
|
6.03K
$299K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.53% |
$1.68K - $1.71K
|
6.47K
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
33+ 0.74% |
$1.64K - $1.66K
|
4.47K
$222K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
31+ 0.71% |
$1.54K - $1.56K
|
4.39K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
31+ 0.78% |
$1.54K - $1.56K
|
4.03K
$200K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
31+ 0.41% |
$1.54K - $1.56K
|
7.55K
$375K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
30+ 0.14% |
$1.49K - $1.51K
|
21.3K
$1.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
28+ 0.11% |
$1.39K - $1.41K
|
26.4K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 0.12% |
$1.09K - $1.11K
|
18.7K
$930K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
20+ 0.05% |
$991 - $1.01K
|
41.2K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
14+ 0.13% |
$694 - $706
|
10.7K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13+ 0.03% |
$644 - $656
|
47.4K
$2.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 1.13% |
$297 - $303
|
539
$26.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6+ 0.11% |
$297 - $303
|
5.7K
$282K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6+ 0.04% |
$297 - $303
|
16.8K
$832K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.27% |
$198 - $202
|
318
$15.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$198 - $202
|
52.1K
$2.58M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.92% |
$149 - $151
|
328
$16.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.88% |
$49.6 - $50.4
|
115
$5.7K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.05% |
$49.6 - $50.4
|
2.08K
$103K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.02% |
$49.6 - $50.4
|
4.82K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.01% |
$49.6 - $50.4
|
17.9K
$886K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-4- 0.08% |
$198 - $202
|
5.22K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.12% |
$297 - $303
|
5.2K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-8- 0.14% |
$396 - $404
|
5.91K
$293K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-11- 0.59% |
$545 - $555
|
1.87K
$92.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-11- 0.11% |
$545 - $555
|
9.88K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20- 76.92% |
$991 - $1.01K
|
6
$298
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-24- 38.71% |
$1.19K - $1.21K
|
38
$1.88K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-31- 0.17% |
$1.54K - $1.56K
|
17.7K
$879K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-37- 8.67% |
$1.83K - $1.87K
|
390
$19.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-51- 0.57% |
$2.53K - $2.57K
|
8.89K
$441K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-57- 0.91% |
$2.82K - $2.88K
|
6.19K
$307K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-66- 85.71% |
$3.27K - $3.33K
|
11
$545
|