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 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
32+ 0.64% |
$1.6K - $1.64K
|
5.02K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
31+ 0.08% |
$1.55K - $1.59K
|
41.2K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
29+ 0.23% |
$1.45K - $1.48K
|
12.8K
$648K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
28+ 0.11% |
$1.4K - $1.43K
|
26.4K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
28+ 0.21% |
$1.4K - $1.43K
|
13.4K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
27+ 0.14% |
$1.35K - $1.38K
|
19.6K
$988K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
20+ 0.22% |
$999 - $1.02K
|
9.12K
$460K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
19+ 0.33% |
$949 - $972
|
5.84K
$294K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
17+ 0.13% |
$849 - $870
|
13K
$654K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16+ 0.03% |
$799 - $818
|
52.1K
$2.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
15+ 0.15% |
$749 - $767
|
9.9K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13+ 0.18% |
$649 - $665
|
7.17K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
13+ 0.32% |
$649 - $665
|
4.05K
$204K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
13+ 0.1% |
$649 - $665
|
12.5K
$633K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
9+ 0.04% |
$449 - $460
|
21.7K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8+ 0.06% |
$399 - $409
|
12.7K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.08% |
$250 - $256
|
5.97K
$301K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3+ 0.06% |
$150 - $153
|
4.82K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.51% |
$99.9 - $102
|
392
$19.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2New |
$99.9 - $102
|
2
$101
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 1.32% |
$99.9 - $102
|
154
$7.77K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2+ 0.01% |
$99.9 - $102
|
19.5K
$981K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 1.07% |
$99.9 - $102
|
189
$9.53K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.49% |
$49.9 - $51.2
|
68
$3.43K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.31% |
$49.9 - $51.2
|
319
$16.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 3.85% |
$49.9 - $51.2
|
27
$1.36K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.05% |
$49.9 - $51.2
|
2.08K
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 1.61% |
$49.9 - $51.2
|
63
$3.18K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1- 0.02% |
$49.9 - $51.2
|
5.91K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-5- 0.53% |
$250 - $256
|
936
$47.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-10- 0.1% |
$499 - $512
|
9.62K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-12- 0.07% |
$599 - $614
|
17K
$856K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-15- 0.32% |
$749 - $767
|
4.61K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-16- 0.1% |
$799 - $818
|
16K
$807K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-18- 0.31% |
$899 - $921
|
5.76K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-19- 0.17% |
$949 - $972
|
11.3K
$569K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-20- 0.05% |
$999 - $1.02K
|
37.8K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-22- 0.29% |
$1.1K - $1.13K
|
7.53K
$380K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-22- 0.31% |
$1.1K - $1.13K
|
6.96K
$351K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-23Closed |
$1.15K - $1.18K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.57% |
$1.25K - $1.28K
|
4.36K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-32- 0.16% |
$1.6K - $1.64K
|
20.1K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-37- 0.07% |
$1.85K - $1.89K
|
51.4K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-51- 1.27% |
$2.55K - $2.61K
|
3.97K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-57- 0.19% |
$2.85K - $2.92K
|
29.7K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-58- 1.32% |
$2.9K - $2.97K
|
4.33K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-65- 0.4% |
$3.25K - $3.32K
|
16.1K
$811K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-72- 0.43% |
$3.59K - $3.68K
|
16.5K
$835K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-80- 0.24% |
$3.99K - $4.09K
|
33.2K
$1.68M
|