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 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.22K+ 2.89% |
$111K - $114K
|
79.1K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.21K+ 18.49% |
$110K - $113K
|
14.2K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.21K+ 3.0% |
$110K - $113K
|
75.8K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.18K+ 0.71% |
$108K - $111K
|
309K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.09K+ 27.58% |
$104K - $107K
|
9.67K
$470K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.06KNew |
$103K - $105K
|
2.06K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 37.57% |
$101K - $104K
|
7.42K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
2.02K+ 9.53% |
$101K - $103K
|
23.2K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 0.17% |
$101K - $103K
|
1.22M
$59.3M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.02K+ 10.91% |
$100K - $103K
|
20.5K
$997K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.01K+ 2.24% |
$100K - $103K
|
91.7K
$4.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2K+ 6.94% |
$99.6K - $102K
|
30.8K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2K+ 5.49% |
$99.5K - $102K
|
38.4K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.99KNew |
$99K - $102K
|
1.99K
$96.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.89K+ 2.89% |
$94.2K - $96.7K
|
67.3K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.88K+ 4.33% |
$93.7K - $96.2K
|
45.3K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.84K+ 5.51% |
$91.6K - $94K
|
35.2K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.83K+ 388.3% |
$90.9K - $93.3K
|
2.3K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.82K+ 3.63% |
$90.4K - $92.8K
|
51.9K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.79K+ 12.59% |
$89K - $91.4K
|
16K
$778K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
1.78K+ 6.44% |
$88.4K - $90.8K
|
29.4K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.77K+ 2.87% |
$88.3K - $90.7K
|
63.5K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 2.35% |
$87.6K - $90K
|
76.7K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.75KNew |
$87.1K - $89.5K
|
1.75K
$85.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.69K+ 1.72% |
$83.9K - $86.2K
|
99.8K
$4.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.65K+ 2.38% |
$82.3K - $84.5K
|
71K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.65KNew |
$82K - $84.2K
|
1.65K
$80.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.62K+ 1.46% |
$80.6K - $82.7K
|
112K
$5.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 12.41% |
$80K - $82.1K
|
14.5K
$708K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.61K+ 0.22% |
$80K - $82.1K
|
738K
$35.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.6KNew |
$79.8K - $81.9K
|
1.6K
$77.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.6K+ 4.18% |
$79.5K - $81.6K
|
39.8K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.57K+ 4.3% |
$78.2K - $80.3K
|
38.1K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.57K+ 2.28% |
$78K - $80.1K
|
70.2K
$3.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.56KNew |
$77.8K - $79.9K
|
1.56K
$76K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.56K+ 7.53% |
$77.4K - $79.5K
|
22.2K
$1.08M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.5K+ 2.99% |
$74.8K - $76.8K
|
51.7K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 26.51% |
$74.6K - $76.6K
|
7.15K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.48K+ 2.12% |
$73.9K - $75.9K
|
71.4K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.48K+ 5.56% |
$73.7K - $75.7K
|
28.1K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.47K+ 5.53% |
$73.1K - $75.1K
|
28K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.44K+ 3.05% |
$71.9K - $73.8K
|
48.9K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.44K+ 1.12% |
$71.5K - $73.5K
|
130K
$6.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.32K+ 6.17% |
$65.7K - $67.5K
|
22.7K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.3K+ 4.7% |
$64.9K - $66.6K
|
29K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.3K+ 14.02% |
$64.7K - $66.5K
|
10.6K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.29K+ 13.43% |
$64.2K - $66K
|
10.9K
$530K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.27K+ 7.52% |
$63.1K - $64.8K
|
18.1K
$881K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 1.9% |
$63K - $64.7K
|
67.8K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.26K+ 1.08% |
$62.8K - $64.5K
|
118K
$5.74M
|