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 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-485- 1.04% |
$24.2K - $24.8K
|
46K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-495- 3.88% |
$24.7K - $25.3K
|
12.3K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-496- 1.44% |
$24.8K - $25.4K
|
34K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-500- 8.39% |
$25K - $25.6K
|
5.46K
$275K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-501- 2.24% |
$25K - $25.6K
|
21.8K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-507- 1.66% |
$25.3K - $25.9K
|
30.1K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-518- 3.52% |
$25.9K - $26.5K
|
14.2K
$716K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-533- 7.77% |
$26.6K - $27.3K
|
6.32K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-557- 5.26% |
$27.8K - $28.5K
|
10K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-572- 7.94% |
$28.6K - $29.3K
|
6.63K
$334K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-573- 5.18% |
$28.6K - $29.3K
|
10.5K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-605- 1.8% |
$30.2K - $30.9K
|
33.1K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-608- 7.81% |
$30.4K - $31.1K
|
7.18K
$362K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-630- 4.55% |
$31.5K - $32.2K
|
13.2K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-636- 3.66% |
$31.8K - $32.5K
|
16.7K
$844K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-640- 10.99% |
$32K - $32.7K
|
5.19K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-674- 10.5% |
$33.7K - $34.5K
|
5.74K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-707- 0.77% |
$35.3K - $36.2K
|
90.7K
$4.58M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-712- 0.66% |
$35.6K - $36.4K
|
107K
$5.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-713- 1.03% |
$35.6K - $36.5K
|
68.6K
$3.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-727- 6.82% |
$36.3K - $37.2K
|
9.93K
$501K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-731- 8.12% |
$36.5K - $37.4K
|
8.28K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-731- 1.6% |
$36.5K - $37.4K
|
44.9K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-751- 2.87% |
$37.5K - $38.4K
|
25.5K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-761- 0.3% |
$38K - $38.9K
|
253K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-790- 3.7% |
$39.4K - $40.4K
|
20.6K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-793- 0.7% |
$39.6K - $40.6K
|
112K
$5.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-800- 4.49% |
$39.9K - $40.9K
|
17K
$858K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-832- 13.42% |
$41.5K - $42.6K
|
5.37K
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-837- 9.03% |
$41.8K - $42.8K
|
8.43K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-847- 3.04% |
$42.3K - $43.3K
|
27K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-855- 2.26% |
$42.7K - $43.7K
|
36.9K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-874- 0.96% |
$43.6K - $44.7K
|
90.3K
$4.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-878- 1.03% |
$43.8K - $44.9K
|
84.3K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-892- 8.63% |
$44.5K - $45.6K
|
9.45K
$476K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1K- 3.23% |
$49.9K - $51.2K
|
30K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.02K- 1.66% |
$50.8K - $52.1K
|
60.3K
$3.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1.04K- 6.71% |
$51.8K - $53.1K
|
14.4K
$728K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.04K- 7.8% |
$52.1K - $53.3K
|
12.3K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.07K- 48.05% |
$53.5K - $54.8K
|
1.16K
$58.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.08K- 15.78% |
$53.9K - $55.2K
|
5.76K
$290K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.09K- 8.3% |
$54.6K - $55.9K
|
12.1K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.1K- 1.66% |
$54.7K - $56K
|
64.9K
$3.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.14K- 43.06% |
$56.7K - $58.1K
|
1.5K
$75.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.14K- 2.98% |
$56.9K - $58.3K
|
37.1K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.16K- 2.26% |
$57.7K - $59.1K
|
50K
$2.52M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.17K- 7.97% |
$58.5K - $59.9K
|
13.5K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.21K- 4.35% |
$60.2K - $61.6K
|
26.5K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.23K- 0.99% |
$61.4K - $62.9K
|
123K
$6.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.25K- 2.36% |
$62.3K - $63.8K
|
51.7K
$2.61M
|