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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-967- 11.58% |
$48.1K - $49.5K
|
7.38K
$371K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-971- 0.98% |
$48.3K - $49.7K
|
98.2K
$4.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-989- 6.36% |
$49.2K - $50.6K
|
14.6K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1K- 21.45% |
$49.8K - $51.1K
|
3.66K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.02K- 0.62% |
$50.8K - $52.2K
|
164K
$8.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.04K- 7.77% |
$51.8K - $53.2K
|
12.3K
$620K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.12K- 4.07% |
$55.9K - $57.4K
|
26.5K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-1.14K- 1.9% |
$56.5K - $58K
|
58.5K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.19K- 8.87% |
$59.3K - $61K
|
12.2K
$615K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.21K- 9.48% |
$60.4K - $62K
|
11.6K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.22K- 1.0% |
$60.6K - $62.2K
|
120K
$6.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-1.24K- 2.22% |
$61.6K - $63.3K
|
54.4K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.28K- 40.7% |
$63.7K - $65.5K
|
1.87K
$93.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.41K- 4.88% |
$70.1K - $72K
|
27.4K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.42K- 11.02% |
$70.8K - $72.7K
|
11.5K
$576K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.47K- 16.32% |
$73.3K - $75.3K
|
7.55K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.5K- 11.99% |
$74.8K - $76.9K
|
11K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.57K- 1.06% |
$78.3K - $80.4K
|
147K
$7.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.59K- 2.54% |
$79K - $81.2K
|
60.9K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.59K- 0.53% |
$79.3K - $81.5K
|
300K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.7K- 2.13% |
$84.8K - $87.1K
|
78.4K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.71K- 6.79% |
$85.3K - $87.6K
|
23.5K
$1.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.79K- 10.79% |
$88.9K - $91.3K
|
14.8K
$741K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.8K- 24.28% |
$89.6K - $92.1K
|
5.61K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.84K- 24.95% |
$91.8K - $94.3K
|
5.55K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.84K- 1.49% |
$91.8K - $94.3K
|
122K
$6.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.86K- 6.23% |
$92.5K - $95K
|
27.9K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.86K- 25.79% |
$92.5K - $95K
|
5.35K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.9K- 24.15% |
$94.6K - $97.2K
|
5.97K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.95K- 8.75% |
$97.1K - $99.7K
|
20.3K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.99K- 4.98% |
$98.9K - $102K
|
37.9K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.03K- 2.11% |
$101K - $104K
|
94K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.21K- 6.08% |
$110K - $113K
|
34.2K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.24K- 3.22% |
$111K - $114K
|
67.3K
$3.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.26K- 2.02% |
$112K - $115K
|
109K
$5.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.32K- 0.71% |
$116K - $119K
|
323K
$16.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.43K- 2.37% |
$121K - $124K
|
100K
$5.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.48K- 19.45% |
$124K - $127K
|
10.3K
$516K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2.49K- 17.26% |
$124K - $127K
|
11.9K
$600K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 0.72% |
$127K - $131K
|
353K
$17.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.57K- 36.9% |
$128K - $131K
|
4.39K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.61K- 20.14% |
$130K - $134K
|
10.4K
$520K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.61K- 3.71% |
$130K - $134K
|
67.9K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.63K- 8.23% |
$131K - $134K
|
29.3K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.64K- 13.01% |
$131K - $135K
|
17.6K
$885K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.65K- 7.73% |
$132K - $136K
|
31.6K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.67K- 28.7% |
$133K - $136K
|
6.62K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.7K- 3.93% |
$134K - $138K
|
66K
$3.31M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2.74K- 1.47% |
$136K - $140K
|
184K
$9.22M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.81K- 12.41% |
$140K - $144K
|
19.8K
$996K
|