Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.35M+ 3575.62% |
$67.2M - $69M
|
1.39M
$69.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
536K+ 35.56% |
$26.7M - $27.4M
|
2.04M
$102M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
465KNew |
$23.1M - $23.8M
|
465K
$23.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
303KNew |
$15.1M - $15.5M
|
303K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
250K+ 42.55% |
$12.5M - $12.8M
|
838K
$42M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
235KNew |
$11.7M - $12M
|
235K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
222KNew |
$11M - $11.3M
|
222K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
220KNew |
$11M - $11.3M
|
220K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
219K+ 6.06% |
$10.9M - $11.2M
|
3.84M
$192M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
192KNew |
$9.54M - $9.79M
|
192K
$9.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
184K+ 191.41% |
$9.15M - $9.39M
|
280K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
178K+ 151.45% |
$8.86M - $9.1M
|
296K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
154K+ 14.51% |
$7.67M - $7.88M
|
1.22M
$60.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
137K+ 12.4% |
$6.84M - $7.03M
|
1.25M
$62.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
118KNew |
$5.87M - $6.03M
|
118K
$5.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
112KNew |
$5.58M - $5.73M
|
112K
$5.62M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
103KNew |
$5.12M - $5.26M
|
103K
$5.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
99KNew |
$4.93M - $5.06M
|
99K
$4.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
86.7K+ 15.41% |
$4.32M - $4.43M
|
649K
$32.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
86.4K+ 22.9% |
$4.3M - $4.42M
|
464K
$23.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
85.3KNew |
$4.25M - $4.36M
|
85.3K
$4.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
78KNew |
$3.88M - $3.99M
|
78K
$3.91M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
76.3K+ 16.39% |
$3.8M - $3.9M
|
542K
$27.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
73.3K+ 90.63% |
$3.65M - $3.75M
|
154K
$7.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
72.7KNew |
$3.62M - $3.72M
|
72.7K
$3.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
72.2KNew |
$3.59M - $3.69M
|
72.2K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
71.2K+ 21.75% |
$3.55M - $3.64M
|
399K
$20M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
69.7K+ 5.11% |
$3.47M - $3.56M
|
1.43M
$71.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
68.3KNew |
$3.4M - $3.5M
|
68.3K
$3.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
67.4KNew |
$3.36M - $3.45M
|
67.4K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
67.3K+ 351.96% |
$3.35M - $3.44M
|
86.4K
$4.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
64.7KNew |
$3.22M - $3.31M
|
64.7K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
64.5KNew |
$3.21M - $3.3M
|
64.5K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
62.7K+ 16.83% |
$3.12M - $3.21M
|
435K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
62.2K+ 8.83% |
$3.1M - $3.18M
|
767K
$38.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
62.2K+ 2.5% |
$3.1M - $3.18M
|
2.55M
$128M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
60.4K+ 4.51% |
$3.01M - $3.09M
|
1.4M
$70.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
55.4K+ 37.2% |
$2.76M - $2.83M
|
204K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
54.4K+ 35.05% |
$2.71M - $2.78M
|
210K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
51.7KNew |
$2.58M - $2.65M
|
51.7K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51.1K+ 41.83% |
$2.55M - $2.62M
|
173K
$8.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
50.4K+ 4.23% |
$2.51M - $2.58M
|
1.24M
$62.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
50.2K+ 199.96% |
$2.5M - $2.57M
|
75.3K
$3.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
47.2K+ 9.66% |
$2.35M - $2.41M
|
536K
$26.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
46.7K+ 11.66% |
$2.32M - $2.39M
|
447K
$22.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
44.2KNew |
$2.2M - $2.26M
|
44.2K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
42.6K+ 14.07% |
$2.12M - $2.18M
|
346K
$17.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
41.1K+ 13.07% |
$2.04M - $2.1M
|
355K
$17.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
41.1K+ 25.34% |
$2.04M - $2.1M
|
203K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
37KNew |
$1.84M - $1.89M
|
37K
$1.85M
|