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 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
665+ 3.03% |
$33.1K - $34K
|
22.6K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
665+ 1.79% |
$33.1K - $34K
|
37.8K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
651+ 0.95% |
$32.4K - $33.3K
|
69.2K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
635+ 3.5% |
$31.6K - $32.5K
|
18.8K
$915K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
632+ 10.98% |
$31.5K - $32.3K
|
6.39K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
614+ 0.5% |
$30.6K - $31.4K
|
123K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
614+ 2.97% |
$30.6K - $31.4K
|
21.3K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
599+ 12.87% |
$29.8K - $30.6K
|
5.26K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
595+ 14.92% |
$29.6K - $30.4K
|
4.58K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
584+ 6.04% |
$29.1K - $29.9K
|
10.3K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
582+ 1238.3% |
$29K - $29.8K
|
629
$30.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
559New |
$27.8K - $28.6K
|
559
$27.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
555+ 0.31% |
$27.6K - $28.4K
|
179K
$8.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
550+ 7.95% |
$27.4K - $28.1K
|
7.47K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
550+ 0.55% |
$27.4K - $28.1K
|
100K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
546+ 2.62% |
$27.2K - $27.9K
|
21.4K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
523+ 6.28% |
$26K - $26.7K
|
8.86K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
512+ 12.64% |
$25.5K - $26.2K
|
4.56K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
506+ 11.36% |
$25.2K - $25.9K
|
4.96K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
500+ 3.63% |
$24.9K - $25.6K
|
14.3K
$696K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
500+ 1.42% |
$24.9K - $25.6K
|
35.8K
$1.75M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
498+ 5.85% |
$24.8K - $25.5K
|
9.01K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
497New |
$24.7K - $25.4K
|
497
$24.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
479+ 8.68% |
$23.8K - $24.5K
|
6K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
448+ 29.22% |
$22.3K - $22.9K
|
1.98K
$96.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
445+ 3.08% |
$22.2K - $22.8K
|
14.9K
$728K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
443New |
$22.1K - $22.7K
|
443
$21.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
432+ 1.31% |
$21.5K - $22.1K
|
33.4K
$1.63M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
430+ 9.54% |
$21.4K - $22K
|
4.94K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
427+ 2.31% |
$21.3K - $21.8K
|
18.9K
$922K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
426+ 2.82% |
$21.2K - $21.8K
|
15.5K
$758K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
422+ 2.25% |
$21K - $21.6K
|
19.2K
$935K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
416+ 0.63% |
$20.7K - $21.3K
|
66.1K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
413+ 0.33% |
$20.6K - $21.1K
|
125K
$6.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
401New |
$20K - $20.5K
|
401
$19.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
400+ 8.06% |
$19.9K - $20.5K
|
5.36K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
387+ 0.58% |
$19.3K - $19.8K
|
67.1K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
385+ 14.53% |
$19.2K - $19.7K
|
3.04K
$148K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
372+ 3.07% |
$18.5K - $19K
|
12.5K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
365+ 1.05% |
$18.2K - $18.7K
|
35K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
360+ 0.23% |
$17.9K - $18.4K
|
159K
$7.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
356+ 1.13% |
$17.7K - $18.2K
|
31.8K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
346+ 2.16% |
$17.2K - $17.7K
|
16.3K
$797K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
323+ 1.09% |
$16.1K - $16.5K
|
30K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
316+ 0.63% |
$15.7K - $16.2K
|
50.7K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
297+ 1.92% |
$14.8K - $15.2K
|
15.8K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
293+ 0.51% |
$14.6K - $15K
|
58.3K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
280+ 5.64% |
$13.9K - $14.3K
|
5.24K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
280New |
$13.9K - $14.3K
|
280
$13.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
278+ 1.47% |
$13.8K - $14.2K
|
19.1K
$934K
|