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 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-84- 1.6% |
$4.19K - $4.3K
|
5.18K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-85- 0.09% |
$4.24K - $4.35K
|
94K
$4.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-103- 0.57% |
$5.14K - $5.27K
|
18K
$906K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-118- 3.53% |
$5.89K - $6.04K
|
3.23K
$163K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-124- 0.39% |
$6.19K - $6.34K
|
31.5K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-125- 0.54% |
$6.24K - $6.39K
|
23.2K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-126- 2.67% |
$6.29K - $6.44K
|
4.6K
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-130- 24.12% |
$6.49K - $6.65K
|
409
$20.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-138- 1.84% |
$6.89K - $7.06K
|
7.37K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-150- 2.66% |
$7.49K - $7.67K
|
5.48K
$276K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-156- 0.23% |
$7.79K - $7.98K
|
68.6K
$3.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-164- 2.75% |
$8.19K - $8.39K
|
5.79K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-170- 62.73% |
$8.49K - $8.7K
|
101
$5.09K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-196- 0.49% |
$9.79K - $10K
|
39.7K
$2M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-200- 2.58% |
$9.99K - $10.2K
|
7.54K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-200- 3.96% |
$9.99K - $10.2K
|
4.85K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-200- 1.91% |
$9.99K - $10.2K
|
10.3K
$517K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-200- 61.54% |
$9.99K - $10.2K
|
125
$6.31K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-212- 0.28% |
$10.6K - $10.8K
|
74.8K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-214- 0.02% |
$10.7K - $10.9K
|
1.03M
$51.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-219- 4.62% |
$10.9K - $11.2K
|
4.53K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-220- 2.91% |
$11K - $11.3K
|
7.34K
$370K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-224- 0.32% |
$11.2K - $11.5K
|
69.9K
$3.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-239- 1.39% |
$11.9K - $12.2K
|
17K
$855K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-255- 2.78% |
$12.7K - $13K
|
8.93K
$450K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-256- 0.38% |
$12.8K - $13.1K
|
66.4K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-276- 0.76% |
$13.8K - $14.1K
|
35.9K
$1.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-288- 0.04% |
$14.4K - $14.7K
|
681K
$34.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-294- 5.47% |
$14.7K - $15K
|
5.09K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-296- 0.43% |
$14.8K - $15.1K
|
68.8K
$3.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-305- 3.73% |
$15.2K - $15.6K
|
7.87K
$397K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-307- 0.25% |
$15.3K - $15.7K
|
124K
$6.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-309- 5.11% |
$15.4K - $15.8K
|
5.74K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-311- 1.01% |
$15.5K - $15.9K
|
30.5K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-316- 3.71% |
$15.8K - $16.2K
|
8.2K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-317- 0.11% |
$15.8K - $16.2K
|
295K
$14.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-319- 1.83% |
$15.9K - $16.3K
|
17.1K
$864K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-325- 4.3% |
$16.2K - $16.6K
|
7.24K
$365K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-336- 1.39% |
$16.8K - $17.2K
|
23.8K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-380- 2.47% |
$19K - $19.4K
|
15K
$757K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-381- 0.81% |
$19K - $19.5K
|
46.9K
$2.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-388- 0.69% |
$19.4K - $19.8K
|
55.6K
$2.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-401- 5.11% |
$20K - $20.5K
|
7.44K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-407- 3.08% |
$20.3K - $20.8K
|
12.8K
$645K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-412- 1.64% |
$20.6K - $21.1K
|
24.7K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-445- 1.34% |
$22.2K - $22.8K
|
32.8K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-462- 9.26% |
$23.1K - $23.6K
|
4.53K
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-465- 6.22% |
$23.2K - $23.8K
|
7.01K
$354K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-474- 4.67% |
$23.7K - $24.2K
|
9.67K
$488K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-478- 3.11% |
$23.9K - $24.4K
|
14.9K
$751K
|