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 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.59K- 2.54% |
$79K - $81.2K
|
60.9K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.59K- 0.53% |
$79.3K - $81.5K
|
300K
$14.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.62K- 1.5% |
$80.4K - $82.6K
|
106K
$5.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.7K- 2.13% |
$84.8K - $87.1K
|
78.4K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.71K- 6.79% |
$85.3K - $87.6K
|
23.5K
$1.15M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.79K- 10.79% |
$88.9K - $91.3K
|
14.8K
$720K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.8K- 24.28% |
$89.6K - $92.1K
|
5.61K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.84K- 24.95% |
$91.8K - $94.3K
|
5.55K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.84K- 1.49% |
$91.8K - $94.3K
|
122K
$5.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.86K- 6.23% |
$92.5K - $95K
|
27.9K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.86K- 25.79% |
$92.5K - $95K
|
5.35K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.9K- 24.15% |
$94.6K - $97.2K
|
5.97K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.92K- 5.2% |
$95.5K - $98.1K
|
35K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.95K- 8.75% |
$97.1K - $99.7K
|
20.3K
$992K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.99K- 4.98% |
$98.9K - $102K
|
37.9K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.03K- 2.11% |
$101K - $104K
|
94K
$4.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.07K- 51.75% |
$103K - $106K
|
1.93K
$94.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.21K- 6.08% |
$110K - $113K
|
34.2K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.24K- 3.22% |
$111K - $114K
|
67.3K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.25K- 6.62% |
$112K - $115K
|
31.7K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.26K- 2.02% |
$112K - $115K
|
109K
$5.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.29K- 0.56% |
$114K - $117K
|
403K
$19.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.32K- 0.71% |
$116K - $119K
|
323K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.35K- 11.99% |
$117K - $120K
|
17.2K
$841K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.41K- 42.17% |
$120K - $123K
|
3.3K
$161K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.43K- 2.37% |
$121K - $124K
|
100K
$4.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.48K- 19.45% |
$124K - $127K
|
10.3K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-2.48K- 3.89% |
$124K - $127K
|
61.3K
$2.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2.49K- 17.26% |
$124K - $127K
|
11.9K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 0.72% |
$127K - $131K
|
353K
$17.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.57K- 36.9% |
$128K - $131K
|
4.39K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.61K- 20.14% |
$130K - $134K
|
10.4K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.61K- 3.71% |
$130K - $134K
|
67.9K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.62K- 8.17% |
$130K - $134K
|
29.4K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.63K- 8.23% |
$131K - $134K
|
29.3K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.64K- 13.01% |
$131K - $135K
|
17.6K
$860K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.65K- 7.73% |
$132K - $136K
|
31.6K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.67K- 28.7% |
$133K - $136K
|
6.62K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.7K- 3.93% |
$134K - $138K
|
66K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2.74K- 1.47% |
$136K - $140K
|
184K
$8.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.74K- 10.74% |
$136K - $140K
|
22.8K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.79K- 18.03% |
$139K - $142K
|
12.7K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.81K- 12.41% |
$140K - $144K
|
19.8K
$968K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.83K- 8.06% |
$141K - $145K
|
32.3K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.85K- 23.51% |
$142K - $146K
|
9.28K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-2.92K- 14.92% |
$146K - $149K
|
16.7K
$813K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.93K- 4.51% |
$146K - $150K
|
61.9K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.94K- 5.3% |
$146K - $150K
|
52.4K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.94K- 30.58% |
$146K - $150K
|
6.68K
$326K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.94K- 31.08% |
$147K - $151K
|
6.53K
$318K
|