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 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-68- 30.91% |
$3.37K - $3.43K
|
152
$7.53K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-69- 0.22% |
$3.42K - $3.48K
|
30.9K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-77- 0.53% |
$3.82K - $3.88K
|
14.4K
$714K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-83- 1.64% |
$4.11K - $4.19K
|
4.99K
$247K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-84- 12.1% |
$4.16K - $4.24K
|
610
$30.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-85- 0.64% |
$4.21K - $4.29K
|
13.2K
$654K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-86- 1.92% |
$4.26K - $4.34K
|
4.39K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-90- 0.24% |
$4.46K - $4.54K
|
37.8K
$1.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-92- 5.66% |
$4.56K - $4.64K
|
1.53K
$75.9K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-100- 0.22% |
$4.96K - $5.04K
|
45.6K
$2.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-111- 0.42% |
$5.5K - $5.6K
|
26.6K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-112- 0.77% |
$5.55K - $5.65K
|
14.4K
$712K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-119- 0.88% |
$5.9K - $6K
|
13.4K
$662K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-123- 0.34% |
$6.09K - $6.2K
|
36.2K
$1.79M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-129- 1.7% |
$6.39K - $6.51K
|
7.48K
$370K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-137- 1.33% |
$6.79K - $6.91K
|
10.1K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-137- 30.38% |
$6.79K - $6.91K
|
314
$15.6K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-142- 1.08% |
$7.04K - $7.16K
|
13K
$643K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 31.58% |
$7.43K - $7.57K
|
325
$16.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-159- 2.14% |
$7.88K - $8.02K
|
7.26K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-165- 0.56% |
$8.18K - $8.32K
|
29K
$1.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-178- 3.44% |
$8.82K - $8.98K
|
4.99K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-179- 1.58% |
$8.87K - $9.03K
|
11.1K
$551K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-180- 1.39% |
$8.92K - $9.08K
|
12.8K
$632K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-180- 1.39% |
$8.92K - $9.08K
|
12.8K
$632K
|
|
|
Dec 31, 2024
Q2 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-187- 0.65% |
$9.27K - $9.43K
|
28.4K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-200- 1.88% |
$9.91K - $10.1K
|
10.5K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-201- 4.06% |
$9.96K - $10.1K
|
4.74K
$235K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-201- 0.86% |
$9.96K - $10.1K
|
23.2K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-207- 2.04% |
$10.3K - $10.4K
|
9.92K
$491K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-245- 4.67% |
$12.1K - $12.4K
|
5K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-252- 2.32% |
$12.5K - $12.7K
|
10.6K
$525K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-256- 3.2% |
$12.7K - $12.9K
|
7.74K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-256- 1.29% |
$12.7K - $12.9K
|
19.6K
$969K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-258- 0.55% |
$12.8K - $13K
|
46.5K
$2.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-266- 9.12% |
$13.2K - $13.4K
|
2.65K
$131K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-269- 2.3% |
$13.3K - $13.6K
|
11.4K
$565K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-277- 4.38% |
$13.7K - $14K
|
6.05K
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Olio Financial Planning
|
SELL
|
- |
-279- 0.37% |
$13.8K - $14.1K
|
74.4K
$3.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-299- 1.75% |
$14.8K - $15.1K
|
16.8K
$831K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-309- 5.04% |
$15.3K - $15.6K
|
5.82K
$288K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-313- 1.31% |
$15.5K - $15.8K
|
23.6K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-337- 1.97% |
$16.7K - $17K
|
16.7K
$829K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-345- 3.14% |
$17.1K - $17.4K
|
10.6K
$527K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-347- 0.68% |
$17.2K - $17.5K
|
50.4K
$2.49M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-356- 2.14% |
$17.6K - $18K
|
16.3K
$806K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-373- 6.61% |
$18.5K - $18.8K
|
5.27K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-374- 81.84% |
$18.5K - $18.9K
|
83
$4.11K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-374- 2.37% |
$18.5K - $18.9K
|
15.4K
$763K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-376- 0.55% |
$18.6K - $19K
|
67.6K
$3.35M
|