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 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
196+ 1.48% |
$9.79K - $10K
|
13.4K
$678K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
195+ 5.5% |
$9.74K - $9.97K
|
3.74K
$189K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
176New |
$8.79K - $9K
|
176
$8.88K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
170+ 0.53% |
$8.49K - $8.7K
|
32.4K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
167+ 2783.33% |
$8.34K - $8.54K
|
173
$8.73K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
161New |
$8.04K - $8.24K
|
161
$8.12K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
157+ 2.43% |
$7.84K - $8.03K
|
6.63K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
148+ 0.22% |
$7.39K - $7.57K
|
67.2K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
145+ 0.73% |
$7.24K - $7.42K
|
19.9K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
144+ 0.96% |
$7.19K - $7.37K
|
15.1K
$762K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
139+ 0.15% |
$6.94K - $7.11K
|
91.1K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
131+ 0.07% |
$6.54K - $6.7K
|
187K
$9.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
129+ 0.74% |
$6.44K - $6.6K
|
17.5K
$884K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
127New |
$6.34K - $6.5K
|
127
$6.41K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
125+ 0.67% |
$6.24K - $6.39K
|
18.7K
$944K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
121+ 14.32% |
$6.04K - $6.19K
|
966
$48.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
120+ 1.5% |
$5.99K - $6.14K
|
8.13K
$410K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
118+ 0.61% |
$5.89K - $6.04K
|
19.5K
$984K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
112+ 11.41% |
$5.59K - $5.73K
|
1.09K
$55.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
112+ 0.95% |
$5.59K - $5.73K
|
11.9K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
109+ 17.03% |
$5.44K - $5.58K
|
749
$37.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
101+ 8.24% |
$5.04K - $5.17K
|
1.33K
$66.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
100+ 0.05% |
$4.99K - $5.12K
|
184K
$9.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
99+ 0.1% |
$4.94K - $5.06K
|
95.8K
$4.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
97+ 0.17% |
$4.84K - $4.96K
|
56.8K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
96+ 0.6% |
$4.79K - $4.91K
|
16.2K
$818K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
95+ 0.32% |
$4.74K - $4.86K
|
29.8K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
95+ 0.97% |
$4.74K - $4.86K
|
9.92K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
91+ 14.97% |
$4.54K - $4.65K
|
699
$35.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
91+ 0.63% |
$4.54K - $4.65K
|
14.5K
$730K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
85+ 25.3% |
$4.24K - $4.35K
|
421
$21.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
80+ 0.19% |
$3.99K - $4.09K
|
42.4K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
77+ 0.18% |
$3.84K - $3.94K
|
41.7K
$2.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
74+ 0.03% |
$3.69K - $3.79K
|
247K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
67+ 0.92% |
$3.35K - $3.43K
|
7.33K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
61+ 0.17% |
$3.05K - $3.12K
|
37K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
59+ 0.38% |
$2.95K - $3.02K
|
15.6K
$788K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
58+ 0.77% |
$2.9K - $2.97K
|
7.59K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
55+ 0.33% |
$2.75K - $2.81K
|
16.8K
$847K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
54+ 28.72% |
$2.7K - $2.76K
|
242
$12.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
54+ 0.18% |
$2.7K - $2.76K
|
29.5K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
49+ 0.78% |
$2.45K - $2.51K
|
6.35K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
47New |
$2.35K - $2.4K
|
47
$2.37K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
45+ 0.47% |
$2.25K - $2.3K
|
9.67K
$488K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
44+ 0.32% |
$2.2K - $2.25K
|
13.9K
$702K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
40+ 0.34% |
$2K - $2.05K
|
11.8K
$597K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
38+ 13.97% |
$1.9K - $1.94K
|
310
$15.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
37+ 0.12% |
$1.85K - $1.89K
|
29.7K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
35+ 0.27% |
$1.75K - $1.79K
|
12.9K
$653K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
35+ 0.54% |
$1.75K - $1.79K
|
6.53K
$329K
|