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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
650+ 3.06% |
$32.5K - $33.2K
|
21.9K
$1.11M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
648+ 131.44% |
$32.4K - $33.1K
|
1.14K
$57.6K
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
644+ 1.64% |
$32.2K - $32.9K
|
39.9K
$2.01M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
642New |
$32.1K - $32.8K
|
642
$32.4K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
626+ 2.33% |
$31.3K - $32K
|
27.5K
$1.38M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
619+ 10.01% |
$30.9K - $31.7K
|
6.8K
$343K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
569+ 1497.37% |
$28.4K - $29.1K
|
607
$30.6K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
567New |
$28.3K - $29K
|
567
$28.6K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
560New |
$28K - $28.6K
|
560
$28.2K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
559+ 2942.11% |
$27.9K - $28.6K
|
578
$29.2K
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
554+ 2.88% |
$27.7K - $28.3K
|
19.8K
$998K
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
553+ 1.14% |
$27.6K - $28.3K
|
49.2K
$2.48M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
546+ 3.05% |
$27.3K - $27.9K
|
18.4K
$929K
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
538+ 5.58% |
$26.9K - $27.5K
|
10.2K
$514K
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
517+ 0.78% |
$25.8K - $26.4K
|
66.7K
$3.36M
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
510+ 1.33% |
$25.5K - $26.1K
|
38.9K
$1.96M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
508+ 3.6% |
$25.4K - $26K
|
14.6K
$737K
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
500+ 9.71% |
$25K - $25.6K
|
5.65K
$285K
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
489+ 2.76% |
$24.4K - $25K
|
18.2K
$919K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
472+ 1.97% |
$23.6K - $24.1K
|
24.5K
$1.23M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
465+ 0.73% |
$23.2K - $23.8K
|
63.8K
$3.22M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
443+ 1.33% |
$22.1K - $22.7K
|
33.8K
$1.71M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
426+ 0.57% |
$21.3K - $21.8K
|
75.7K
$3.82M
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
418+ 5.27% |
$20.9K - $21.4K
|
8.35K
$421K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
415+ 14.42% |
$20.7K - $21.2K
|
3.29K
$166K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
411+ 0.03% |
$20.5K - $21K
|
1.52M
$76.9M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
375New |
$18.7K - $19.2K
|
375
$18.9K
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
375+ 1.91% |
$18.7K - $19.2K
|
20K
$1.01M
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
370+ 0.94% |
$18.5K - $18.9K
|
39.9K
$2.01M
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
369+ 0.26% |
$18.4K - $18.9K
|
144K
$7.26M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
340+ 8.26% |
$17K - $17.4K
|
4.46K
$225K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
331+ 0.58% |
$16.5K - $16.9K
|
57.9K
$2.92M
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
323+ 1.96% |
$16.1K - $16.5K
|
16.8K
$849K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
318+ 0.15% |
$15.9K - $16.3K
|
216K
$10.9M
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
295+ 1.08% |
$14.7K - $15.1K
|
27.7K
$1.4M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
289+ 2.62% |
$14.4K - $14.8K
|
11.3K
$570K
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
279+ 0.37% |
$13.9K - $14.3K
|
74.7K
$3.77M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
277+ 32.1% |
$13.8K - $14.2K
|
1.14K
$57.5K
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
269+ 0.78% |
$13.4K - $13.8K
|
34.6K
$1.75M
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
269+ 0.45% |
$13.4K - $13.8K
|
59.9K
$3.02M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
257+ 1.28% |
$12.8K - $13.1K
|
20.3K
$1.02M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
254New |
$12.7K - $13K
|
254
$12.8K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
245+ 0.5% |
$12.2K - $12.5K
|
49.3K
$2.49M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
237+ 0.89% |
$11.8K - $12.1K
|
26.8K
$1.35M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
234+ 1.99% |
$11.7K - $12K
|
12K
$604K
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
234+ 0.6% |
$11.7K - $12K
|
39.2K
$1.98M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
225+ 114.21% |
$11.2K - $11.5K
|
422
$21.3K
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
224+ 1.18% |
$11.2K - $11.5K
|
19.2K
$970K
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
202+ 1.8% |
$10.1K - $10.3K
|
11.5K
$578K
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
199+ 3.91% |
$9.94K - $10.2K
|
5.28K
$267K
|