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 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-6.59K- 25.82% |
$329K - $337K
|
18.9K
$956K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6.6K- 4.48% |
$330K - $338K
|
141K
$7.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-6.68K- 37.81% |
$333K - $341K
|
11K
$555K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.11K- 11.2% |
$355K - $364K
|
56.4K
$2.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.2K- 4.89% |
$360K - $368K
|
140K
$7.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.74K- 1.17% |
$386K - $396K
|
655K
$33.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.94K- 23.43% |
$396K - $406K
|
25.9K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-7.95K- 30.13% |
$397K - $407K
|
18.4K
$931K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.07K- 12.21% |
$403K - $413K
|
58K
$2.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-8.14K- 11.44% |
$406K - $416K
|
63K
$3.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.19K- 28.34% |
$409K - $419K
|
20.7K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-8.2K- 8.03% |
$409K - $419K
|
93.9K
$4.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.43K- 51.19% |
$421K - $431K
|
8.04K
$406K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8.54K- 15.19% |
$426K - $437K
|
47.7K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-8.54K- 0.7% |
$427K - $437K
|
1.22M
$61.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.99K- 32.1% |
$449K - $460K
|
19K
$960K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.04K- 4.92% |
$451K - $462K
|
175K
$8.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9.31K- 29.46% |
$465K - $476K
|
22.3K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.51K- 1.8% |
$475K - $486K
|
518K
$26.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.6K- 0.63% |
$480K - $491K
|
1.51M
$76.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-9.72K- 63.74% |
$485K - $497K
|
5.53K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-9.84K- 19.68% |
$491K - $503K
|
40.1K
$2.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-10.1K- 1.35% |
$502K - $515K
|
736K
$37.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-10.6K- 46.1% |
$528K - $540K
|
12.4K
$624K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.7K- 3.15% |
$535K - $548K
|
329K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-10.8K- 37.81% |
$540K - $553K
|
17.8K
$898K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-10.9K- 4.94% |
$542K - $555K
|
209K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.9K- 53.05% |
$546K - $559K
|
9.67K
$488K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.8K- 53.86% |
$588K - $602K
|
10.1K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-12.1K- 5.88% |
$605K - $620K
|
194K
$9.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-12.1K- 9.61% |
$605K - $620K
|
114K
$5.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-12.9K- 33.82% |
$644K - $660K
|
25.2K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-13.2K- 52.7% |
$658K - $674K
|
11.8K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-13.2K- 6.77% |
$661K - $677K
|
182K
$9.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13.4K- 12.22% |
$667K - $684K
|
96K
$4.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-13.5K- 12.0% |
$676K - $693K
|
99.3K
$5.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-13.8K- 95.64% |
$691K - $708K
|
631
$31.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-14K- 42.85% |
$701K - $718K
|
18.7K
$945K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14.8K- 88.63% |
$741K - $759K
|
1.9K
$96.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-15.3K- 13.76% |
$765K - $784K
|
96K
$4.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-15.9K- 10.58% |
$796K - $816K
|
135K
$6.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-16.6K- 35.9% |
$828K - $849K
|
29.6K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-18.7K- 36.87% |
$935K - $958K
|
32.1K
$1.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-18.7K- 43.41% |
$936K - $959K
|
24.4K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18.9K- 48.61% |
$942K - $965K
|
19.9K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-19.9K- 1.59% |
$995K - $1.02M
|
1.23M
$62.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.1K- 9.51% |
$1M - $1.03M
|
191K
$9.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-20.7K- 37.55% |
$1.03M - $1.06M
|
34.4K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-21.6K- 9.39% |
$1.08M - $1.1M
|
208K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-21.6K- 27.25% |
$1.08M - $1.1M
|
57.6K
$2.91M
|