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 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.79K- 5.27% |
$140K - $143K
|
50.2K
$2.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.84K- 1.11% |
$142K - $145K
|
252K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.84K- 4.4% |
$142K - $145K
|
61.7K
$3.11M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2.85K- 7.92% |
$143K - $146K
|
33.2K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 3.69% |
$143K - $147K
|
75K
$3.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.98K- 1.64% |
$149K - $152K
|
179K
$9.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3.11K- 20.38% |
$155K - $159K
|
12.1K
$612K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.15K- 19.36% |
$157K - $161K
|
13.1K
$662K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.22K- 8.58% |
$161K - $165K
|
34.3K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-3.3K- 1.0% |
$165K - $169K
|
326K
$16.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.35K- 5.09% |
$167K - $171K
|
62.5K
$3.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.35K- 21.72% |
$167K - $171K
|
12.1K
$609K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.38K- 2.98% |
$169K - $173K
|
110K
$5.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.39K- 4.65% |
$169K - $174K
|
69.5K
$3.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.4K- 31.68% |
$170K - $174K
|
7.33K
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.44K- 7.16% |
$172K - $176K
|
44.5K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-3.54K- 9.59% |
$177K - $181K
|
33.4K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.58K- 4.42% |
$179K - $183K
|
77.3K
$3.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.63K- 10.2% |
$181K - $186K
|
31.9K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.69K- 3.18% |
$184K - $189K
|
112K
$5.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.73K- 17.71% |
$186K - $191K
|
17.3K
$874K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.76K- 3.89% |
$188K - $192K
|
92.8K
$4.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.8K- 66.64% |
$189K - $194K
|
1.9K
$95.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-3.89K- 34.35% |
$194K - $199K
|
7.44K
$375K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-4.04K- 2.66% |
$202K - $207K
|
148K
$7.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.21K- 2.76% |
$210K - $215K
|
148K
$7.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.3K- 7.45% |
$215K - $220K
|
53.4K
$2.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.4K- 11.76% |
$219K - $225K
|
33K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.45K- 6.37% |
$222K - $228K
|
65.4K
$3.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.48K- 4.79% |
$224K - $229K
|
88.9K
$4.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.52K- 6.18% |
$226K - $231K
|
68.6K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-4.55K- 4.72% |
$227K - $233K
|
91.7K
$4.63M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.65K- 20.11% |
$232K - $238K
|
18.5K
$932K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-4.7K- 21.26% |
$235K - $241K
|
17.4K
$879K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.75K- 27.47% |
$237K - $243K
|
12.5K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.87K- 2.18% |
$243K - $249K
|
218K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.91K- 8.56% |
$245K - $251K
|
52.4K
$2.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-4.93K- 23.86% |
$246K - $252K
|
15.7K
$794K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.97K- 21.1% |
$248K - $254K
|
18.6K
$938K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-5K- 15.16% |
$250K - $256K
|
28K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5.06K- 27.26% |
$252K - $259K
|
13.5K
$680K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-5.35K- 53.32% |
$267K - $274K
|
4.69K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-5.4K- 2.92% |
$269K - $276K
|
179K
$9.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.5K- 14.71% |
$274K - $281K
|
31.9K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-5.52K- 19.33% |
$275K - $282K
|
23K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.68K- 5.22% |
$284K - $291K
|
103K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.87K- 1.22% |
$293K - $300K
|
476K
$24M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.88K- 0.87% |
$293K - $301K
|
672K
$33.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6K- 14.43% |
$300K - $307K
|
35.6K
$1.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.22K- 1.61% |
$311K - $318K
|
379K
$19.1M
|