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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-12.9K- 33.82% |
$644K - $660K
|
25.2K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-13.2K- 52.7% |
$658K - $674K
|
11.8K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-13.2K- 6.77% |
$661K - $677K
|
182K
$8.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13.4K- 12.22% |
$667K - $684K
|
96K
$4.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-13.5K- 12.0% |
$676K - $693K
|
99.3K
$4.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-13.8K- 95.64% |
$691K - $708K
|
631
$30.8K
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-14K- 44.37% |
$699K - $716K
|
17.6K
$857K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-14K- 42.85% |
$701K - $718K
|
18.7K
$913K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14.8K- 88.63% |
$741K - $759K
|
1.9K
$92.9K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-14.9K- 76.74% |
$742K - $761K
|
4.51K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-15.3K- 13.76% |
$765K - $784K
|
96K
$4.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-15.9K- 10.58% |
$796K - $816K
|
135K
$6.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-16.6K- 35.9% |
$828K - $849K
|
29.6K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-18.7K- 36.87% |
$935K - $958K
|
32.1K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-18.7K- 43.41% |
$936K - $959K
|
24.4K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18.9K- 48.61% |
$942K - $965K
|
19.9K
$973K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-19.9K- 1.59% |
$995K - $1.02M
|
1.23M
$60.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.1K- 9.51% |
$1M - $1.03M
|
191K
$9.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-20.7K- 37.55% |
$1.03M - $1.06M
|
34.4K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-21.6K- 9.39% |
$1.08M - $1.1M
|
208K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-21.6K- 27.25% |
$1.08M - $1.1M
|
57.6K
$2.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-22.5K- 38.68% |
$1.12M - $1.15M
|
35.6K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.4K- 13.11% |
$1.22M - $1.25M
|
162K
$7.91M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-24.9K- 3.43% |
$1.24M - $1.27M
|
701K
$34.2M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-26.4K- 83.78% |
$1.32M - $1.35M
|
5.12K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-27.2K- 13.81% |
$1.36M - $1.39M
|
170K
$8.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-27.3K- 0.52% |
$1.36M - $1.39M
|
5.19M
$253M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.4K- 18.83% |
$1.42M - $1.45M
|
122K
$5.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-28.8K- 5.56% |
$1.44M - $1.47M
|
489K
$23.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-28.9K- 3.38% |
$1.44M - $1.48M
|
826K
$40.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-30.7K- 74.71% |
$1.54M - $1.57M
|
10.4K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30.9K- 9.04% |
$1.54M - $1.58M
|
310K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-31.6K- 11.19% |
$1.58M - $1.62M
|
251K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-35.8K- 4.81% |
$1.78M - $1.83M
|
708K
$34.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-36.2K- 5.36% |
$1.81M - $1.85M
|
639K
$31.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-37.7K- 18.61% |
$1.88M - $1.93M
|
165K
$8.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40.1K- 2.79% |
$2M - $2.05M
|
1.4M
$68.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41.3K- 35.23% |
$2.06M - $2.11M
|
75.9K
$3.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-41.5K- 54.82% |
$2.07M - $2.12M
|
34.2K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-43.4K- 8.4% |
$2.17M - $2.22M
|
473K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-53.1K- 12.64% |
$2.65M - $2.72M
|
367K
$17.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-55.4K- 90.35% |
$2.76M - $2.83M
|
5.92K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-57.2K- 5.17% |
$2.85M - $2.92M
|
1.05M
$51.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58.6K- 31.03% |
$2.92M - $2.99M
|
130K
$6.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-69.8K- 2.78% |
$3.48M - $3.57M
|
2.44M
$119M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-70.5K- 0.09% |
$3.52M - $3.61M
|
74.7M
$3.64B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-70.5K- 0.09% |
$3.52M - $3.61M
|
74.7M
$3.64B
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-75.7K- 2.95% |
$3.78M - $3.87M
|
2.49M
$121M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-79.1K- 30.62% |
$3.95M - $4.04M
|
179K
$8.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-93.9K- 24.5% |
$4.69M - $4.8M
|
289K
$14.1M
|