Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.22M+ 55.0% |
$211M - $216M
|
11.9M
$600M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.57M+ 5.24% |
$78.5M - $80.4M
|
31.5M
$1.59B
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.36MNew |
$68.1M - $69.8M
|
1.36M
$68.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1M+ 3.28% |
$50.1M - $51.3M
|
31.6M
$1.59B
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
959K+ 3.02% |
$47.9M - $49.1M
|
32.7M
$1.65B
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
926K+ 6.36% |
$46.2M - $47.4M
|
15.5M
$781M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
818K+ 18.17% |
$40.9M - $41.9M
|
5.32M
$268M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
756K+ 6.17% |
$37.7M - $38.7M
|
13M
$656M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
658KNew |
$32.9M - $33.7M
|
658K
$33.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
531K+ 5.67% |
$26.5M - $27.2M
|
9.9M
$500M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
466KNew |
$23.2M - $23.8M
|
466K
$23.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
445K+ 22.13% |
$22.2M - $22.8M
|
2.46M
$124M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
434K+ 9.52% |
$21.7M - $22.2M
|
4.99M
$252M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
395K+ 18.87% |
$19.7M - $20.2M
|
2.49M
$126M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
340K+ 13.44% |
$17M - $17.4M
|
2.87M
$145M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
328KNew |
$16.4M - $16.8M
|
328K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
322K+ 26.05% |
$16.1M - $16.5M
|
1.56M
$78.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
320K+ 5.67% |
$16M - $16.4M
|
5.96M
$301M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
272K+ 45.45% |
$13.6M - $13.9M
|
869K
$43.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
265K+ 7.91% |
$13.2M - $13.6M
|
3.62M
$183M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
259KNew |
$12.9M - $13.2M
|
259K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
244K+ 976.96% |
$12.2M - $12.5M
|
268K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
237KNew |
$11.8M - $12.1M
|
237K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
215K+ 43.79% |
$10.7M - $11M
|
705K
$35.5M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
175K+ 5012.01% |
$8.75M - $8.97M
|
179K
$9.02M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
166K+ 54.64% |
$8.31M - $8.52M
|
471K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
163K+ 10.76% |
$8.16M - $8.36M
|
1.68M
$84.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
158K+ 24.65% |
$7.87M - $8.06M
|
797K
$40.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
153K+ 16.84% |
$7.64M - $7.83M
|
1.06M
$53.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
146K+ 7.25% |
$7.29M - $7.47M
|
2.16M
$109M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
145K+ 3.94% |
$7.25M - $7.43M
|
3.83M
$193M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
133K+ 5.56% |
$6.64M - $6.8M
|
2.52M
$127M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
132KNew |
$6.59M - $6.75M
|
132K
$6.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
131KNew |
$6.52M - $6.68M
|
131K
$6.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
128K+ 3.19% |
$6.39M - $6.54M
|
4.13M
$209M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
125K+ 41.21% |
$6.27M - $6.42M
|
430K
$21.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
125KNew |
$6.24M - $6.39M
|
125K
$6.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
119K+ 7.29% |
$5.96M - $6.1M
|
1.75M
$88.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
119KNew |
$5.95M - $6.09M
|
119K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
118K+ 6.43% |
$5.91M - $6.06M
|
1.96M
$98.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
114K+ 80.12% |
$5.69M - $5.83M
|
256K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
110K+ 17.22% |
$5.48M - $5.62M
|
748K
$37.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
104K+ 70.44% |
$5.2M - $5.32M
|
252K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
103K+ 17.2% |
$5.16M - $5.28M
|
704K
$35.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
102K+ 14.41% |
$5.09M - $5.21M
|
809K
$40.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.6K+ 4.66% |
$4.97M - $5.09M
|
2.23M
$113M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
98.3K+ 522.25% |
$4.91M - $5.03M
|
117K
$5.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
96.6K+ 171.93% |
$4.82M - $4.94M
|
153K
$7.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
94.5K+ 127.7% |
$4.72M - $4.83M
|
168K
$8.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
93.2K+ 50.04% |
$4.66M - $4.77M
|
280K
$14.1M
|