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 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-712- 6.99% |
$35.5K - $36.4K
|
9.47K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-732- 4.68% |
$36.4K - $37.4K
|
14.9K
$755K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-803- 0.53% |
$40K - $41.1K
|
150K
$7.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-828- 1.71% |
$41.2K - $42.3K
|
47.5K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-833- 0.8% |
$41.5K - $42.6K
|
104K
$5.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-847- 1.17% |
$42.2K - $43.3K
|
71.9K
$3.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-874- 0.85% |
$43.5K - $44.7K
|
102K
$5.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-877- 8.35% |
$43.7K - $44.8K
|
9.62K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-899- 4.51% |
$44.8K - $46K
|
19K
$965K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-917- 2.97% |
$45.7K - $46.9K
|
29.9K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-932- 2.35% |
$46.4K - $47.7K
|
38.7K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-965- 1.76% |
$48K - $49.4K
|
53.8K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-967- 11.58% |
$48.1K - $49.5K
|
7.38K
$374K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-971- 0.98% |
$48.3K - $49.7K
|
98.2K
$4.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-989- 6.36% |
$49.2K - $50.6K
|
14.6K
$738K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1K- 21.45% |
$49.8K - $51.1K
|
3.66K
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.02K- 0.62% |
$50.8K - $52.2K
|
164K
$8.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.04K- 7.77% |
$51.8K - $53.2K
|
12.3K
$626K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.12K- 4.07% |
$55.9K - $57.4K
|
26.5K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-1.14K- 1.9% |
$56.5K - $58K
|
58.5K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.19K- 8.87% |
$59.3K - $61K
|
12.2K
$620K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.21K- 9.48% |
$60.4K - $62K
|
11.6K
$587K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.22K- 1.0% |
$60.6K - $62.2K
|
120K
$6.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-1.24K- 2.22% |
$61.6K - $63.3K
|
54.4K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.27K- 2.71% |
$63.1K - $64.8K
|
45.6K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.28K- 40.7% |
$63.7K - $65.5K
|
1.87K
$94.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.41K- 4.88% |
$70.1K - $72K
|
27.4K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.42K- 11.02% |
$70.8K - $72.7K
|
11.5K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.47K- 16.32% |
$73.3K - $75.3K
|
7.55K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.5K- 11.99% |
$74.8K - $76.9K
|
11K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.57K- 1.06% |
$78.3K - $80.4K
|
147K
$7.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.59K- 2.54% |
$79K - $81.2K
|
60.9K
$3.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.59K- 0.53% |
$79.3K - $81.5K
|
300K
$15.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.62K- 1.5% |
$80.4K - $82.6K
|
106K
$5.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.7K- 2.13% |
$84.8K - $87.1K
|
78.4K
$3.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.71K- 6.79% |
$85.3K - $87.6K
|
23.5K
$1.19M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.79K- 10.79% |
$88.9K - $91.3K
|
14.8K
$748K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.8K- 24.28% |
$89.6K - $92.1K
|
5.61K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.84K- 24.95% |
$91.8K - $94.3K
|
5.55K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.84K- 1.49% |
$91.8K - $94.3K
|
122K
$6.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.86K- 6.23% |
$92.5K - $95K
|
27.9K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.86K- 25.79% |
$92.5K - $95K
|
5.35K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.9K- 24.15% |
$94.6K - $97.2K
|
5.97K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.92K- 5.2% |
$95.5K - $98.1K
|
35K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.95K- 8.75% |
$97.1K - $99.7K
|
20.3K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.99K- 4.98% |
$98.9K - $102K
|
37.9K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.03K- 2.11% |
$101K - $104K
|
94K
$4.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.07K- 51.75% |
$103K - $106K
|
1.93K
$97.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.21K- 6.08% |
$110K - $113K
|
34.2K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.24K- 3.22% |
$111K - $114K
|
67.3K
$3.41M
|