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 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.3K- 12.39% |
$64.4K - $65.6K
|
9.19K
$465K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.3K- 1.18% |
$64.6K - $65.8K
|
109K
$5.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.31K- 11.97% |
$64.9K - $66K
|
9.63K
$487K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.33K- 3.59% |
$65.7K - $66.8K
|
35.6K
$1.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.33K- 6.09% |
$65.8K - $67K
|
20.5K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.35K- 9.25% |
$66.9K - $68.1K
|
13.2K
$670K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.35K- 0.6% |
$67K - $68.2K
|
224K
$11.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 2.02% |
$67.1K - $68.3K
|
65.6K
$3.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.36K- 87.9% |
$67.3K - $68.5K
|
187
$9.46K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.38K- 18.77% |
$68.2K - $69.5K
|
5.96K
$301K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.4K- 9.01% |
$69.1K - $70.4K
|
14.1K
$713K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.4K- 2.16% |
$69.4K - $70.6K
|
63.3K
$3.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 1.77% |
$69.6K - $70.8K
|
77.9K
$3.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.41K- 16.8% |
$69.9K - $71.1K
|
6.99K
$353K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.45K- 11.28% |
$71.8K - $73.1K
|
11.4K
$577K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.47K- 21.92% |
$72.9K - $74.2K
|
5.24K
$265K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.48K- 39.26% |
$73.4K - $74.8K
|
2.29K
$116K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.51K- 1.32% |
$74.9K - $76.3K
|
113K
$5.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.53K- 5.94% |
$75.8K - $77.1K
|
24.2K
$1.22M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.56K- 35.19% |
$77.4K - $78.8K
|
2.88K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.58K- 36.18% |
$78.4K - $79.8K
|
2.79K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.59K- 21.09% |
$79K - $80.4K
|
5.96K
$302K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.64K- 8.62% |
$81.5K - $82.9K
|
17.4K
$882K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.65K- 0.93% |
$82K - $83.4K
|
177K
$8.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.67K- 12.9% |
$82.9K - $84.4K
|
11.3K
$572K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.69K- 7.64% |
$83.6K - $85.1K
|
20.4K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.69K- 12.97% |
$83.7K - $85.2K
|
11.3K
$573K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.69K- 0.15% |
$83.8K - $85.3K
|
1.11M
$55.9M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.8K- 14.82% |
$89.1K - $90.7K
|
10.3K
$523K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 78.04% |
$94.4K - $96.1K
|
536
$27.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.95K- 9.77% |
$96.5K - $98.3K
|
18K
$910K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.02K- 10.94% |
$99.8K - $102K
|
16.4K
$830K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-2.03K- 9.87% |
$101K - $102K
|
18.5K
$938K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.06K- 6.79% |
$102K - $104K
|
28.2K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.06K- 87.06% |
$102K - $104K
|
306
$15.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.1K- 22.83% |
$104K - $106K
|
7.1K
$359K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-2.16K- 4.52% |
$107K - $109K
|
45.7K
$2.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.17K- 18.97% |
$108K - $109K
|
9.27K
$469K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.23K- 1.76% |
$110K - $112K
|
124K
$6.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2.23K- 7.55% |
$110K - $112K
|
27.3K
$1.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.23K- 10.59% |
$110K - $112K
|
18.8K
$952K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.23K- 0.3% |
$111K - $113K
|
744K
$37.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-2.29K- 1.73% |
$113K - $115K
|
130K
$6.57M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.3K- 3.06% |
$114K - $116K
|
72.8K
$3.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.31K- 10.33% |
$114K - $116K
|
20K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-2.31K- 12.62% |
$114K - $116K
|
16K
$808K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.35K- 23.18% |
$116K - $118K
|
7.79K
$394K
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.39K- 3.85% |
$118K - $121K
|
59.6K
$3.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-2.41K- 16.16% |
$120K - $122K
|
12.5K
$634K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.51K- 4.67% |
$124K - $127K
|
51.2K
$2.59M
|