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 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-88- 0.87% |
$4.38K - $4.5K
|
10K
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-90- 0.54% |
$4.48K - $4.6K
|
16.6K
$811K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-100- 1.67% |
$4.98K - $5.11K
|
5.9K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-105- 0.29% |
$5.23K - $5.37K
|
36.1K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-109- 0.78% |
$5.43K - $5.57K
|
13.9K
$676K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-114- 0.76% |
$5.68K - $5.83K
|
14.9K
$727K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-114- 2.3% |
$5.68K - $5.83K
|
4.84K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-115- 36.05% |
$5.73K - $5.88K
|
204
$9.96K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-120- 0.77% |
$5.97K - $6.14K
|
15.5K
$757K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-133- 0.42% |
$6.62K - $6.8K
|
31.9K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-145- 0.67% |
$7.22K - $7.42K
|
21.5K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-149- 0.84% |
$7.42K - $7.62K
|
17.6K
$861K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-151- 2.61% |
$7.52K - $7.72K
|
5.64K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-158- 2.84% |
$7.87K - $8.08K
|
5.41K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-158- 0.62% |
$7.87K - $8.08K
|
25.3K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-160- 2.92% |
$7.97K - $8.18K
|
5.32K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-160- 1.1% |
$7.97K - $8.18K
|
14.4K
$705K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-162- 1.02% |
$8.07K - $8.28K
|
15.7K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-167- 96.53% |
$8.31K - $8.54K
|
6
$293
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-174- 10.39% |
$8.66K - $8.9K
|
1.5K
$73.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-198- 17.08% |
$9.86K - $10.1K
|
961
$46.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-200- 2.65% |
$9.96K - $10.2K
|
7.34K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-200- 2.01% |
$9.96K - $10.2K
|
9.73K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-203- 0.36% |
$10.1K - $10.4K
|
56.4K
$2.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-222- 36.39% |
$11.1K - $11.4K
|
388
$18.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-226- 0.76% |
$11.3K - $11.6K
|
29.6K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-238- 1.12% |
$11.9K - $12.2K
|
21K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-246- 0.66% |
$12.2K - $12.6K
|
37.1K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-254- 2.15% |
$12.6K - $13K
|
11.6K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-263- 5.08% |
$13.1K - $13.4K
|
4.92K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-273- 3.89% |
$13.6K - $14K
|
6.74K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-274- 0.44% |
$13.6K - $14K
|
61.3K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-297- 1.49% |
$14.8K - $15.2K
|
19.6K
$958K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-297- 12.95% |
$14.8K - $15.2K
|
2K
$97.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-300- 2.13% |
$14.9K - $15.3K
|
13.8K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-308- 1.14% |
$15.3K - $15.8K
|
26.7K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-320- 1.85% |
$15.9K - $16.4K
|
17K
$830K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-321- 5.21% |
$16K - $16.4K
|
5.84K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-346- 0.35% |
$17.2K - $17.7K
|
98.9K
$4.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-349- 13.77% |
$17.4K - $17.8K
|
2.19K
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-351- 3.11% |
$17.5K - $18K
|
10.9K
$533K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-354- 3.72% |
$17.6K - $18.1K
|
9.16K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-361- 1.63% |
$18K - $18.5K
|
21.9K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-380- 0.42% |
$18.9K - $19.4K
|
90.4K
$4.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-384- 1.95% |
$19.1K - $19.6K
|
19.3K
$941K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-387- 5.58% |
$19.3K - $19.8K
|
6.55K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-390- 0.8% |
$19.4K - $19.9K
|
48.6K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-391- 3.72% |
$19.5K - $20K
|
10.1K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-396- 1.48% |
$19.7K - $20.3K
|
26.4K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-400- 6.86% |
$19.9K - $20.5K
|
5.44K
$265K
|