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 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.25K- 2.36% |
$62.3K - $63.8K
|
51.7K
$2.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1.25K- 4.58% |
$62.4K - $63.9K
|
26K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.28K- 10.28% |
$63.8K - $65.4K
|
11.2K
$559K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.29K- 12.69% |
$64.5K - $66K
|
8.89K
$445K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.29K- 1.85% |
$64.5K - $66.1K
|
68.6K
$3.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.32K- 23.35% |
$65.7K - $67.3K
|
4.32K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.32K- 5.75% |
$65.7K - $67.3K
|
21.6K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.32K- 13.09% |
$65.7K - $67.3K
|
8.74K
$438K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.33K- 28.32% |
$66.2K - $67.8K
|
3.35K
$168K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.33K- 6.09% |
$66.3K - $67.9K
|
20.5K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.34K- 1.5% |
$66.9K - $68.5K
|
87.9K
$4.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.34K- 3.56% |
$67.1K - $68.7K
|
36.4K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.35K- 7.47% |
$67.4K - $69.1K
|
16.7K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.37K- 1.62% |
$68.2K - $69.8K
|
82.7K
$4.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 1.12% |
$68.3K - $70K
|
120K
$6.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.42K- 3.49% |
$70.9K - $72.6K
|
39.2K
$1.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.48K- 7.86% |
$73.9K - $75.7K
|
17.3K
$869K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.49K- 12.45% |
$74.5K - $76.4K
|
10.5K
$526K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.52K- 2.46% |
$75.8K - $77.6K
|
60.1K
$3.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.54K- 1.49% |
$76.7K - $78.6K
|
102K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.6K- 2.02% |
$79.6K - $81.6K
|
77.2K
$3.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.62K- 2.24% |
$80.8K - $82.8K
|
70.5K
$3.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.62K- 9.61% |
$80.8K - $82.8K
|
15.2K
$763K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.63K- 13.79% |
$81.6K - $83.6K
|
10.2K
$512K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.64K- 11.4% |
$82K - $84K
|
12.8K
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 14.77% |
$84.1K - $86.2K
|
9.72K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.69K- 14.77% |
$84.1K - $86.2K
|
9.72K
$487K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.88K- 6.97% |
$93.7K - $96K
|
25.1K
$1.26M
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-1.91K- 6.7% |
$95.1K - $97.4K
|
26.5K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.95K- 12.92% |
$97.1K - $99.5K
|
13.1K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.95K- 48.75% |
$97.4K - $99.7K
|
2.05K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-1.96K- 25.94% |
$98K - $100K
|
5.6K
$281K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.97K- 3.87% |
$98.4K - $101K
|
49K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-2K- 25.0% |
$99.9K - $102K
|
6K
$301K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2K- 5.86% |
$99.9K - $102K
|
32.1K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.03K- 6.59% |
$102K - $104K
|
28.8K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.17K- 5.42% |
$108K - $111K
|
37.8K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-2.19K- 13.77% |
$109K - $112K
|
13.7K
$686K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.19K- 21.61% |
$109K - $112K
|
7.95K
$399K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-2.24K- 9.67% |
$112K - $115K
|
20.9K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.28K- 17.83% |
$114K - $117K
|
10.5K
$527K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.41K- 7.0% |
$120K - $123K
|
32K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.46K- 2.41% |
$123K - $126K
|
99.7K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.5K- 5.52% |
$125K - $128K
|
42.8K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.52K- 2.03% |
$126K - $129K
|
122K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.6K- 63.41% |
$130K - $133K
|
1.5K
$75.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.68K- 11.2% |
$134K - $137K
|
21.2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-2.72K- 3.26% |
$136K - $139K
|
80.7K
$4.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-2.73K- 5.34% |
$136K - $139K
|
48.3K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.74K- 5.71% |
$137K - $140K
|
45.2K
$2.26M
|