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 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
3.69K+ 182.48% |
$184K - $189K
|
5.71K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3.68K+ 608.61% |
$184K - $188K
|
4.28K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.65K+ 0.59% |
$182K - $187K
|
622K
$31.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.62K+ 18120.0% |
$181K - $185K
|
3.64K
$184K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.61K+ 4.92% |
$180K - $184K
|
76.9K
$3.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.59K+ 38.1% |
$179K - $184K
|
13K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.53K+ 35.71% |
$176K - $181K
|
13.4K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.45K+ 3.93% |
$172K - $176K
|
91.1K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.44K+ 3.1% |
$172K - $176K
|
114K
$5.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.41K+ 12.92% |
$170K - $175K
|
29.8K
$1.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.39K+ 14.0% |
$169K - $173K
|
27.6K
$1.39M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
3.35K+ 2.07% |
$167K - $172K
|
165K
$8.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.35K+ 10.85% |
$167K - $171K
|
34.2K
$1.73M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.28K+ 3.23% |
$164K - $168K
|
105K
$5.29M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.21K+ 2.95% |
$160K - $164K
|
112K
$5.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.2K+ 19.44% |
$160K - $164K
|
19.7K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.2K+ 33.81% |
$160K - $163K
|
12.6K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
3.16K+ 17.82% |
$158K - $161K
|
20.9K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.15K+ 7.74% |
$157K - $161K
|
43.9K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.14KNew |
$157K - $161K
|
3.14K
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.13K+ 1.33% |
$156K - $160K
|
239K
$12.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.07K+ 6.89% |
$153K - $157K
|
47.7K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.05K+ 1.91% |
$152K - $156K
|
163K
$8.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
3.02K+ 2.34% |
$151K - $154K
|
132K
$6.66M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3K+ 4.36% |
$150K - $154K
|
71.8K
$3.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3K+ 5.93% |
$150K - $153K
|
53.6K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3K+ 13.57% |
$150K - $153K
|
25.1K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.96K+ 281.52% |
$148K - $151K
|
4.01K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.89K+ 6.02% |
$144K - $148K
|
51K
$2.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.89K+ 15.62% |
$144K - $148K
|
21.4K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.84K+ 8.73% |
$142K - $145K
|
35.3K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.82KNew |
$141K - $144K
|
2.82K
$142K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.82K+ 11.16% |
$141K - $144K
|
28.1K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.8K+ 8.06% |
$140K - $143K
|
37.5K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.79K+ 7.73% |
$139K - $143K
|
38.9K
$1.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.77K+ 14.65% |
$138K - $142K
|
21.7K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.73K+ 14.45% |
$136K - $140K
|
21.6K
$1.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.69K+ 3.48% |
$134K - $138K
|
80.1K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.6KNew |
$130K - $133K
|
2.6K
$131K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 0.86% |
$129K - $132K
|
302K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2.57K+ 2.12% |
$129K - $132K
|
124K
$6.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.55K+ 2.59% |
$127K - $131K
|
101K
$5.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.54K+ 4.05% |
$127K - $130K
|
65.4K
$3.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2.54KNew |
$127K - $130K
|
2.54K
$128K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.51K+ 19.57% |
$125K - $128K
|
15.4K
$775K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.51K+ 0.78% |
$125K - $128K
|
325K
$16.4M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.37K+ 7.24% |
$118K - $121K
|
35.1K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.28KNew |
$114K - $117K
|
2.28K
$115K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.28K+ 2.16% |
$114K - $117K
|
108K
$5.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.25K+ 74.9% |
$112K - $115K
|
5.25K
$265K
|