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
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
18K+ 39.76% |
$891K - $907K
|
63.2K
$3.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
18K+ 6.4% |
$891K - $907K
|
299K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
18K+ 23.09% |
$889K - $905K
|
95.7K
$4.84M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
17.6K+ 182.96% |
$870K - $885K
|
27.1K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.5KNew |
$870K - $885K
|
17.5K
$888K
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
17.1K+ 8.56% |
$846K - $862K
|
217K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
16.4K+ 1.28% |
$813K - $827K
|
1.3M
$65.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
16K+ 38.37% |
$791K - $805K
|
57.5K
$2.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.8K+ 16.99% |
$782K - $797K
|
109K
$5.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.6K+ 16.38% |
$775K - $789K
|
111K
$5.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.6KNew |
$771K - $785K
|
15.6K
$787K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.5K+ 1218.19% |
$767K - $780K
|
16.7K
$847K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.4K+ 15.85% |
$762K - $776K
|
112K
$5.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15.3K+ 1.55% |
$760K - $773K
|
1.01M
$51M
|
|
|
Jul 16, 2024
Q2 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
15.2K+ 10.37% |
$754K - $768K
|
162K
$8.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
15.1K+ 128.29% |
$750K - $763K
|
26.9K
$1.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
14.6K+ 6.53% |
$723K - $736K
|
238K
$12M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
14.5KNew |
$720K - $733K
|
14.5K
$735K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
14.3K+ 5.06% |
$706K - $719K
|
296K
$15M
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 3.58% |
$701K - $714K
|
410K
$20.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
14.1K+ 16.67% |
$697K - $710K
|
98.5K
$4.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.1K+ 11.42% |
$696K - $709K
|
137K
$6.93M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
14.1K+ 14.17% |
$696K - $709K
|
113K
$5.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.1K+ 2.03% |
$696K - $709K
|
707K
$35.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.6K+ 130.53% |
$673K - $685K
|
24K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13.5K+ 21.87% |
$670K - $682K
|
75.3K
$3.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.2K+ 21.73% |
$653K - $665K
|
73.8K
$3.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.1K+ 39.56% |
$649K - $661K
|
46.2K
$2.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1K+ 6.81% |
$647K - $659K
|
205K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13K+ 119.66% |
$645K - $657K
|
23.9K
$1.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
12.8K+ 85.15% |
$635K - $646K
|
27.8K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
12.3K+ 25.15% |
$610K - $621K
|
61.3K
$3.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
12.1K+ 12.15% |
$598K - $608K
|
111K
$5.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12KNew |
$594K - $604K
|
12K
$606K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
11.8KNew |
$586K - $597K
|
11.8K
$599K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
11.8K+ 3.94% |
$586K - $597K
|
312K
$15.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
11.8K+ 47.11% |
$586K - $596K
|
36.9K
$1.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11.7KNew |
$582K - $592K
|
11.7K
$594K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.7K+ 14.17% |
$580K - $590K
|
94.3K
$4.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
11.5K+ 16.92% |
$570K - $580K
|
79.5K
$4.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
11.5K+ 5.44% |
$568K - $578K
|
222K
$11.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.3K+ 6.91% |
$562K - $572K
|
176K
$8.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
11.3K+ 8.52% |
$558K - $568K
|
144K
$7.26M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
11.2KNew |
$557K - $567K
|
11.2K
$569K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.2K+ 51.88% |
$554K - $564K
|
32.7K
$1.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
11K+ 261.24% |
$547K - $556K
|
15.3K
$772K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.9K+ 23.94% |
$538K - $548K
|
56.2K
$2.84M
|
|
|
Jul 10, 2024
Q2 2024
|
Gpwm LLC
|
BUY
|
- |
10.8K+ 3.68% |
$535K - $544K
|
304K
$15.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
10.7K+ 1.4% |
$529K - $538K
|
770K
$39M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.5K+ 10.74% |
$519K - $529K
|
108K
$5.47M
|