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 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
62.2K+ 2.5% |
$3.1M - $3.18M
|
2.55M
$128M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
60.4K+ 4.51% |
$3.01M - $3.09M
|
1.4M
$70.3M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
58.7K+ 8.35% |
$2.92M - $3M
|
762K
$38.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
55.4K+ 37.2% |
$2.76M - $2.83M
|
204K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
54.4K+ 35.05% |
$2.71M - $2.78M
|
210K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
51.7KNew |
$2.58M - $2.65M
|
51.7K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51.1K+ 41.83% |
$2.55M - $2.62M
|
173K
$8.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
50.4K+ 4.23% |
$2.51M - $2.58M
|
1.24M
$62.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
50.2K+ 199.96% |
$2.5M - $2.57M
|
75.3K
$3.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
47.2K+ 9.66% |
$2.35M - $2.41M
|
536K
$26.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
46.7K+ 11.66% |
$2.32M - $2.39M
|
447K
$22.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
44.2KNew |
$2.2M - $2.26M
|
44.2K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
42.6K+ 14.07% |
$2.12M - $2.18M
|
346K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
41.1K+ 13.07% |
$2.04M - $2.1M
|
355K
$17.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
41.1K+ 25.34% |
$2.04M - $2.1M
|
203K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
39.9KNew |
$1.99M - $2.04M
|
39.9K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
37KNew |
$1.84M - $1.89M
|
37K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
36.4KNew |
$1.81M - $1.86M
|
36.4K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
35K+ 3.62% |
$1.74M - $1.79M
|
1M
$50.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.7KNew |
$1.73M - $1.78M
|
34.7K
$1.74M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
33K+ 7.88% |
$1.65M - $1.69M
|
452K
$22.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.7K+ 44.52% |
$1.63M - $1.67M
|
106K
$5.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
32.7KNew |
$1.63M - $1.67M
|
32.7K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
32.6K+ 54.32% |
$1.62M - $1.67M
|
92.6K
$4.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
32.4K+ 77.68% |
$1.61M - $1.66M
|
74.1K
$3.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32.1K+ 93.41% |
$1.6M - $1.64M
|
66.5K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
32.1KNew |
$1.6M - $1.64M
|
32.1K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
31.9KNew |
$1.59M - $1.63M
|
31.9K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
31.7KNew |
$1.58M - $1.62M
|
31.7K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
31.3K+ 26.29% |
$1.56M - $1.6M
|
150K
$7.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
31.2K+ 86.45% |
$1.56M - $1.6M
|
67.4K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
30.7KNew |
$1.53M - $1.57M
|
30.7K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
30.7K+ 173.89% |
$1.53M - $1.57M
|
48.4K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.3K+ 8.1% |
$1.51M - $1.55M
|
405K
$20.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
29.4K+ 2.38% |
$1.46M - $1.5M
|
1.26M
$63.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
28.2K+ 12.36% |
$1.4M - $1.44M
|
256K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28.1K+ 160.2% |
$1.4M - $1.44M
|
45.6K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
26.5K+ 56.55% |
$1.32M - $1.36M
|
73.4K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
26.5K+ 10.34% |
$1.32M - $1.36M
|
283K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.4K+ 328.64% |
$1.32M - $1.35M
|
34.5K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 10.4% |
$1.28M - $1.31M
|
273K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.5K+ 17.36% |
$1.27M - $1.31M
|
173K
$8.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
24.6KNew |
$1.22M - $1.26M
|
24.6K
$1.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
24.2K+ 7.78% |
$1.21M - $1.24M
|
336K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23.4K+ 2.49% |
$1.16M - $1.2M
|
963K
$48.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
23.4K+ 30.55% |
$1.16M - $1.2M
|
100K
$5.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
23.3K+ 9.43% |
$1.16M - $1.19M
|
270K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.9K+ 19.59% |
$1.14M - $1.17M
|
140K
$7.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
22.9K+ 9.42% |
$1.14M - $1.17M
|
265K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22.6K+ 3.45% |
$1.12M - $1.15M
|
677K
$34M
|