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 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-14.1K- 15.63% |
$697K - $710K
|
76K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14.6K- 60.95% |
$722K - $735K
|
9.33K
$472K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-14.7K- 11.67% |
$729K - $742K
|
111K
$5.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-15K- 14.11% |
$745K - $758K
|
91.4K
$4.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15.1K- 7.17% |
$749K - $762K
|
196K
$9.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15.4K- 92.31% |
$762K - $775K
|
1.28K
$64.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.7K- 29.56% |
$777K - $791K
|
37.4K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-15.8K- 71.94% |
$784K - $798K
|
6.17K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-16K- 23.86% |
$792K - $806K
|
51K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16.1K- 19.61% |
$798K - $812K
|
66K
$3.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.3K- 0.68% |
$807K - $821K
|
2.36M
$119M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-16.3K- 73.62% |
$809K - $823K
|
5.85K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-17.6K- 8.73% |
$874K - $889K
|
184K
$9.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-17.7KClosed |
$878K - $894K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-18.9K- 9.21% |
$939K - $956K
|
187K
$9.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-19K- 21.18% |
$942K - $959K
|
70.7K
$3.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-19.2K- 5.62% |
$950K - $967K
|
322K
$16.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-19.2K- 17.96% |
$951K - $968K
|
87.7K
$4.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-20.9K- 1.46% |
$1.03M - $1.05M
|
1.41M
$71.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20.9K- 8.35% |
$1.04M - $1.06M
|
230K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-21K- 12.41% |
$1.04M - $1.06M
|
148K
$7.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-22.3K- 4.43% |
$1.11M - $1.13M
|
482K
$24.4M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-24K- 3.33% |
$1.19M - $1.21M
|
697K
$35.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-26.2K- 1.41% |
$1.3M - $1.32M
|
1.84M
$92.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-26.3K- 2.23% |
$1.3M - $1.33M
|
1.16M
$58.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-27K- 69.38% |
$1.34M - $1.36M
|
11.9K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-27.5K- 28.46% |
$1.36M - $1.39M
|
69.1K
$3.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-27.8K- 15.55% |
$1.38M - $1.4M
|
151K
$7.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-27.9K- 20.33% |
$1.38M - $1.41M
|
109K
$5.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-28.5K- 1.98% |
$1.41M - $1.44M
|
1.41M
$71.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-30K- 51.2% |
$1.48M - $1.51M
|
28.6K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-30.4K- 6.74% |
$1.5M - $1.53M
|
420K
$21.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-36.4K- 15.13% |
$1.8M - $1.84M
|
204K
$10.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-39.1K- 10.61% |
$1.94M - $1.97M
|
330K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-39.2K- 4.57% |
$1.94M - $1.98M
|
818K
$41.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-39.7K- 85.04% |
$1.97M - $2M
|
6.99K
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-40.9K- 4.57% |
$2.03M - $2.06M
|
855K
$43.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-42.6K- 39.3% |
$2.11M - $2.15M
|
65.8K
$3.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-44.5K- 22.02% |
$2.2M - $2.24M
|
158K
$7.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-44.5K- 16.98% |
$2.21M - $2.25M
|
218K
$11M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-46.3K- 6.24% |
$2.29M - $2.33M
|
695K
$35.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-47.6K- 40.09% |
$2.36M - $2.4M
|
71.1K
$3.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.5K- 0.41% |
$2.5M - $2.55M
|
12.3M
$620M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.5K- 0.41% |
$2.5M - $2.55M
|
12.3M
$620M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-62.6K- 5.05% |
$3.1M - $3.16M
|
1.18M
$59.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-73.1K- 26.04% |
$3.62M - $3.69M
|
208K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-97.3K- 22.78% |
$4.82M - $4.91M
|
330K
$16.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-127K- 40.26% |
$6.3M - $6.41M
|
189K
$9.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-165K- 62.52% |
$8.18M - $8.33M
|
99K
$5.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-173K- 46.75% |
$8.58M - $8.73M
|
197K
$9.98M
|