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 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-3.34K- 8.36% |
$166K - $171K
|
36.6K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.36K- 1.84% |
$167K - $172K
|
179K
$8.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.52K- 10.95% |
$175K - $180K
|
28.6K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.56K- 0.5% |
$177K - $182K
|
704K
$34.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-3.57K- 4.03% |
$178K - $182K
|
84.9K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-3.7K- 14.21% |
$184K - $189K
|
22.3K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.75K- 47.08% |
$186K - $192K
|
4.21K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.83K- 29.21% |
$191K - $196K
|
9.28K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-3.84K- 1.18% |
$191K - $196K
|
322K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.85K- 21.24% |
$192K - $197K
|
14.3K
$695K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.89K- 85.88% |
$194K - $199K
|
640
$31.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.9K- 3.77% |
$194K - $199K
|
99.4K
$4.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.99K- 12.51% |
$198K - $204K
|
27.9K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4K- 50.0% |
$199K - $205K
|
4K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.01K- 0.24% |
$200K - $205K
|
1.68M
$81.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4.3K- 3.48% |
$214K - $220K
|
119K
$5.81M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.3K- 13.71% |
$214K - $220K
|
27.1K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.42K- 44.63% |
$220K - $226K
|
5.48K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.48K- 17.75% |
$223K - $229K
|
20.8K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.53K- 22.35% |
$226K - $232K
|
15.7K
$766K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-4.65K- 14.3% |
$231K - $238K
|
27.9K
$1.36M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.66K- 3.32% |
$232K - $238K
|
136K
$6.59M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.82K- 6.3% |
$240K - $246K
|
71.7K
$3.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.22K- 53.94% |
$260K - $267K
|
4.45K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-5.28K- 10.26% |
$263K - $270K
|
46.1K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-5.28K- 5.28% |
$263K - $270K
|
94.6K
$4.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-5.32K- 1.65% |
$265K - $272K
|
316K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.48K- 4.64% |
$273K - $280K
|
113K
$5.48M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.67K- 17.1% |
$282K - $290K
|
27.5K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-5.77K- 7.72% |
$287K - $295K
|
69K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-5.78K- 7.73% |
$288K - $295K
|
68.9K
$3.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.87K- 36.7% |
$292K - $300K
|
10.1K
$493K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-6.05K- 40.6% |
$301K - $309K
|
8.85K
$431K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6.16K- 31.15% |
$307K - $315K
|
13.6K
$663K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.25K- 51.79% |
$311K - $320K
|
5.82K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.33K- 7.73% |
$315K - $324K
|
75.6K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-6.54K- 7.44% |
$326K - $335K
|
81.4K
$3.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.71K- 2.1% |
$334K - $343K
|
313K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-6.87K- 5.4% |
$342K - $351K
|
120K
$5.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-6.89K- 35.93% |
$343K - $352K
|
12.3K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-7.01K- 7.77% |
$349K - $359K
|
83.2K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-7.07K- 19.68% |
$352K - $361K
|
28.8K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.08K- 34.21% |
$353K - $362K
|
13.6K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.11K- 29.27% |
$354K - $364K
|
17.2K
$836K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.31K- 17.76% |
$364K - $374K
|
33.8K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-7.52K- 14.68% |
$375K - $385K
|
43.7K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-7.63K- 69.79% |
$380K - $390K
|
3.31K
$161K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-7.78K- 18.97% |
$388K - $398K
|
33.3K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-7.93K- 35.68% |
$395K - $405K
|
14.3K
$695K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-7.93K- 11.04% |
$395K - $405K
|
63.9K
$3.11M
|