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 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
92.4K+ 52.64% |
$4.62M - $4.73M
|
268K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
90.2K+ 2.83% |
$4.5M - $4.61M
|
3.28M
$165M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
89.6K+ 7.77% |
$4.48M - $4.59M
|
1.24M
$62.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
83.8K+ 5.85% |
$4.18M - $4.28M
|
1.51M
$76.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
78.5KNew |
$3.92M - $4.02M
|
78.5K
$3.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
76.6KNew |
$3.82M - $3.92M
|
76.6K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.5K+ 6.32% |
$3.82M - $3.92M
|
1.29M
$65M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
76.4K+ 11.91% |
$3.81M - $3.91M
|
718K
$36.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76.1K+ 321.11% |
$3.8M - $3.89M
|
99.8K
$5.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76K+ 0.42% |
$3.79M - $3.89M
|
18M
$907M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
74.3KNew |
$3.71M - $3.8M
|
74.3K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
73.9K+ 2.34% |
$3.69M - $3.78M
|
3.24M
$163M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
70.3K+ 189.82% |
$3.51M - $3.59M
|
107K
$5.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
69K+ 241.78% |
$3.45M - $3.53M
|
97.6K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
68.2KNew |
$3.4M - $3.49M
|
68.2K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
66.9K+ 202.9% |
$3.34M - $3.42M
|
99.9K
$5.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
66.2K+ 20.08% |
$3.31M - $3.39M
|
396K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65.8K+ 80.91% |
$3.28M - $3.37M
|
147K
$7.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
64.4K+ 15.02% |
$3.22M - $3.29M
|
493K
$24.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
62.8KNew |
$3.13M - $3.21M
|
62.8K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
62.7K+ 26.09% |
$3.13M - $3.21M
|
303K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
62.3KNew |
$3.11M - $3.18M
|
62.3K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
61.8K+ 145.11% |
$3.09M - $3.16M
|
104K
$5.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
61.8K+ 66.11% |
$3.08M - $3.16M
|
155K
$7.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
61.6K+ 65.27% |
$3.07M - $3.15M
|
156K
$7.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
59.8KNew |
$2.98M - $3.06M
|
59.8K
$3.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
57.5K+ 4.49% |
$2.87M - $2.94M
|
1.34M
$67.7M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
56.5K+ 6.32% |
$2.82M - $2.89M
|
949K
$47.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
56.2K+ 7.29% |
$2.8M - $2.87M
|
827K
$41.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
55.4K+ 939.1% |
$2.77M - $2.83M
|
61.3K
$3.09M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
55.3K+ 119.07% |
$2.76M - $2.83M
|
102K
$5.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
55.1K+ 27.37% |
$2.75M - $2.82M
|
256K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
53K+ 11.84% |
$2.65M - $2.71M
|
500K
$25.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
51.5K+ 82.16% |
$2.57M - $2.64M
|
114K
$5.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
49.8K+ 22.89% |
$2.49M - $2.55M
|
268K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
49.6K+ 19.14% |
$2.48M - $2.54M
|
309K
$15.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.5K+ 4.95% |
$2.47M - $2.53M
|
1.05M
$53M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
49.5K+ 878.49% |
$2.47M - $2.53M
|
55.1K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
49.5KNew |
$2.47M - $2.53M
|
49.5K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47.8K+ 62.27% |
$2.38M - $2.44M
|
124K
$6.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
47.3K+ 27.3% |
$2.36M - $2.42M
|
221K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
46.6KNew |
$2.33M - $2.38M
|
46.6K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
46.5K+ 6.4% |
$2.32M - $2.38M
|
772K
$39M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
46.2K+ 18.6% |
$2.31M - $2.36M
|
295K
$14.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
46.2K+ 8.93% |
$2.3M - $2.36M
|
563K
$28.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
46.1K+ 4.34% |
$2.3M - $2.36M
|
1.11M
$56M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44.8K+ 4.45% |
$2.24M - $2.29M
|
1.05M
$53.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
44.2K+ 55.66% |
$2.21M - $2.26M
|
124K
$6.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.4K+ 145.12% |
$2.17M - $2.22M
|
73.4K
$3.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
42.4K+ 168.79% |
$2.12M - $2.17M
|
67.5K
$3.41M
|