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 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
247+ 2.04% |
$12.3K - $12.6K
|
12.3K
$600K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
245+ 1.48% |
$12.2K - $12.5K
|
16.8K
$817K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
227+ 3.95% |
$11.3K - $11.6K
|
5.97K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
223+ 0.71% |
$11.1K - $11.4K
|
31.7K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
223+ 4.11% |
$11.1K - $11.4K
|
5.65K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
219+ 5.85% |
$10.9K - $11.2K
|
3.96K
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
216+ 3.26% |
$10.8K - $11K
|
6.84K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
212+ 10600.0% |
$10.6K - $10.8K
|
214
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
212+ 3.95% |
$10.6K - $10.8K
|
5.58K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
189+ 1.09% |
$9.41K - $9.67K
|
17.6K
$857K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
187+ 1.37% |
$9.31K - $9.56K
|
13.9K
$675K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
187+ 1.05% |
$9.31K - $9.56K
|
17.9K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
175+ 1.3% |
$8.71K - $8.95K
|
13.7K
$665K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
171+ 0.91% |
$8.51K - $8.74K
|
18.9K
$919K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
167New |
$8.31K - $8.54K
|
167
$8.12K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
166+ 0.36% |
$8.27K - $8.49K
|
46.2K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
164+ 0.07% |
$8.17K - $8.39K
|
239K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
163+ 1.69% |
$8.12K - $8.34K
|
9.78K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
159+ 8.71% |
$7.92K - $8.13K
|
1.98K
$96.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
151+ 0.38% |
$7.52K - $7.72K
|
39.4K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
150New |
$7.47K - $7.67K
|
150
$7.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
149+ 2.08% |
$7.42K - $7.62K
|
7.33K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
140New |
$6.97K - $7.16K
|
140
$6.81K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
133New |
$6.62K - $6.8K
|
133
$6.47K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
126+ 0.35% |
$6.27K - $6.44K
|
36.1K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
119+ 0.89% |
$5.93K - $6.09K
|
13.6K
$660K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
119+ 0.96% |
$5.93K - $6.09K
|
12.5K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
114New |
$5.68K - $5.83K
|
114
$5.55K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
107+ 0.93% |
$5.33K - $5.47K
|
11.6K
$562K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
106+ 0.79% |
$5.28K - $5.42K
|
13.6K
$661K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
102+ 0.95% |
$5.08K - $5.22K
|
10.8K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
101+ 0.73% |
$5.03K - $5.17K
|
14K
$682K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
99+ 0.51% |
$4.93K - $5.06K
|
19.3K
$940K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
97+ 1.05% |
$4.83K - $4.96K
|
9.31K
$453K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
97+ 0.98% |
$4.83K - $4.96K
|
10K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
95+ 0.93% |
$4.73K - $4.86K
|
10.4K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
89+ 0.7% |
$4.43K - $4.55K
|
12.7K
$620K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
86+ 1.04% |
$4.28K - $4.4K
|
8.36K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
85+ 1.85% |
$4.23K - $4.35K
|
4.68K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
79+ 11.3% |
$3.93K - $4.04K
|
778
$37.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
78New |
$3.88K - $3.99K
|
78
$3.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
73+ 17.85% |
$3.63K - $3.73K
|
482
$23.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
67+ 0.64% |
$3.34K - $3.43K
|
10.5K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
64New |
$3.19K - $3.27K
|
64
$3.11K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
60+ 0.62% |
$2.99K - $3.07K
|
9.73K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
60+ 0.74% |
$2.99K - $3.07K
|
8.19K
$398K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
54+ 1.06% |
$2.69K - $2.76K
|
5.17K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
50+ 0.59% |
$2.49K - $2.56K
|
8.48K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
50+ 0.08% |
$2.49K - $2.56K
|
62.8K
$3.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
48+ 0.37% |
$2.39K - $2.45K
|
13K
$632K
|