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 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.75K- 28.82% |
$486K - $499K
|
24.1K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-9.86K- 7.67% |
$491K - $504K
|
119K
$5.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-9.89K- 52.27% |
$493K - $506K
|
9.03K
$454K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-10.3K- 34.45% |
$514K - $528K
|
19.6K
$986K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.4K- 12.11% |
$516K - $530K
|
75.3K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-10.6K- 34.67% |
$527K - $541K
|
19.9K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-10.7K- 2.26% |
$532K - $546K
|
463K
$23.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.8K- 10.31% |
$536K - $550K
|
93.6K
$4.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-10.9K- 14.36% |
$545K - $560K
|
65.3K
$3.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-11.4K- 60.79% |
$567K - $582K
|
7.34K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11.6K- 8.6% |
$577K - $593K
|
123K
$6.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-12K- 97.56% |
$597K - $614K
|
300
$15.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.2K- 35.3% |
$609K - $626K
|
22.4K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-12.3K- 5.65% |
$614K - $631K
|
206K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13K- 12.08% |
$646K - $663K
|
94.4K
$4.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 1.66% |
$657K - $675K
|
783K
$39.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-13.6K- 44.08% |
$677K - $696K
|
17.3K
$867K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.6K- 40.95% |
$678K - $696K
|
19.6K
$986K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14.7K- 1.78% |
$733K - $752K
|
812K
$40.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-15.2K- 15.33% |
$754K - $775K
|
83.7K
$4.2M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-15.6K- 35.89% |
$776K - $797K
|
27.9K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 8.99% |
$787K - $808K
|
160K
$8.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-16.2K- 25.66% |
$805K - $827K
|
46.8K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.7K- 31.89% |
$832K - $855K
|
35.7K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-18.4K- 17.4% |
$916K - $941K
|
87.3K
$4.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-18.8K- 89.67% |
$935K - $961K
|
2.16K
$109K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-20.5K- 25.84% |
$1.02M - $1.05M
|
58.7K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21K- 32.08% |
$1.04M - $1.07M
|
44.4K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-21.8K- 41.51% |
$1.09M - $1.12M
|
30.8K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22.3K- 84.51% |
$1.11M - $1.14M
|
4.09K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-22.4K- 2.87% |
$1.12M - $1.15M
|
759K
$38.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-22.5K- 25.34% |
$1.12M - $1.15M
|
66.4K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-22.9K- 11.17% |
$1.14M - $1.17M
|
182K
$9.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-23K- 5.93% |
$1.15M - $1.18M
|
365K
$18.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-23.5K- 0.45% |
$1.17M - $1.2M
|
5.17M
$260M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-26K- 57.91% |
$1.3M - $1.33M
|
18.9K
$950K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-26.6K- 3.9% |
$1.32M - $1.36M
|
655K
$32.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-29.3K- 25.64% |
$1.46M - $1.5M
|
85K
$4.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29.9K- 29.91% |
$1.49M - $1.53M
|
70K
$3.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-31.5K- 9.08% |
$1.57M - $1.61M
|
316K
$15.9M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-33K- 44.46% |
$1.64M - $1.69M
|
41.2K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-36.4K- 27.59% |
$1.81M - $1.86M
|
95.5K
$4.8M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-36.7K- 7.78% |
$1.83M - $1.88M
|
435K
$21.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-38.9K- 6.5% |
$1.94M - $1.99M
|
559K
$28.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-39.5K- 23.78% |
$1.97M - $2.02M
|
127K
$6.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-39.7K- 4.81% |
$1.98M - $2.03M
|
786K
$39.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-40.7K- 73.89% |
$2.03M - $2.08M
|
14.4K
$723K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42.7K- 5.71% |
$2.13M - $2.18M
|
705K
$35.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-43.2K- 24.08% |
$2.15M - $2.21M
|
136K
$6.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48K- 20.03% |
$2.39M - $2.45M
|
192K
$9.63M
|