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 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-7.07K- 19.68% |
$352K - $361K
|
28.8K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.08K- 34.21% |
$353K - $362K
|
13.6K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.11K- 29.27% |
$354K - $364K
|
17.2K
$839K
|
|
|
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
$697K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-7.93K- 11.04% |
$395K - $405K
|
63.9K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.93K- 22.24% |
$395K - $405K
|
27.7K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.96K- 42.33% |
$396K - $407K
|
10.8K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.97K- 14.93% |
$397K - $408K
|
45.4K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-8.3K- 8.83% |
$413K - $424K
|
85.7K
$4.18M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8.49K- 26.9% |
$423K - $434K
|
23.1K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8.53K- 29.4% |
$425K - $436K
|
20.5K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.86K- 2.41% |
$441K - $453K
|
358K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9K- 30.28% |
$448K - $460K
|
20.7K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.01K- 85.75% |
$448K - $461K
|
1.5K
$73.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.05K- 5.15% |
$450K - $463K
|
167K
$8.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.38K- 49.67% |
$467K - $479K
|
9.5K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.58K- 13.53% |
$477K - $490K
|
61.2K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.75K- 28.82% |
$486K - $499K
|
24.1K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-9.86K- 7.67% |
$491K - $504K
|
119K
$5.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-9.89K- 52.27% |
$493K - $506K
|
9.03K
$441K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-10.3K- 34.45% |
$514K - $528K
|
19.6K
$958K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.4K- 12.11% |
$516K - $530K
|
75.3K
$3.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-10.6K- 34.67% |
$527K - $541K
|
19.9K
$973K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-10.7K- 2.26% |
$532K - $546K
|
463K
$22.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.8K- 10.31% |
$536K - $550K
|
93.6K
$4.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-10.9K- 14.36% |
$545K - $560K
|
65.3K
$3.19M
|
|
|
Apr 22, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-11K- 50.05% |
$546K - $561K
|
10.9K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-11.2K- 2.03% |
$556K - $571K
|
538K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-11.3K- 5.59% |
$560K - $576K
|
190K
$9.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.3K- 1.39% |
$562K - $577K
|
798K
$38.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-11.4K- 60.79% |
$567K - $582K
|
7.34K
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11.6K- 8.6% |
$577K - $593K
|
123K
$6.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.8K- 17.31% |
$587K - $603K
|
56.4K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-12K- 97.56% |
$597K - $614K
|
300
$14.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.2K- 35.3% |
$609K - $626K
|
22.4K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-12.3K- 5.65% |
$614K - $631K
|
206K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13K- 12.08% |
$646K - $663K
|
94.4K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-13.1K- 15.86% |
$653K - $671K
|
69.6K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13.2K- 2.77% |
$657K - $675K
|
463K
$22.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 1.66% |
$657K - $675K
|
783K
$38.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-13.6K- 44.08% |
$677K - $696K
|
17.3K
$842K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.6K- 40.95% |
$678K - $696K
|
19.6K
$958K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14.7K- 1.78% |
$733K - $752K
|
812K
$39.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-15.2K- 15.33% |
$754K - $775K
|
83.7K
$4.08M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-15.6K- 35.89% |
$776K - $797K
|
27.9K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 8.99% |
$787K - $808K
|
160K
$7.81M
|