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 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
$527K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.97K- 14.93% |
$397K - $408K
|
45.4K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-8.3K- 8.83% |
$413K - $424K
|
85.7K
$4.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8.53K- 29.4% |
$425K - $436K
|
20.5K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.86K- 2.41% |
$441K - $453K
|
358K
$17.4M
|
|
|
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
$72.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.05K- 5.15% |
$450K - $463K
|
167K
$8.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.38K- 49.67% |
$467K - $479K
|
9.5K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.58K- 13.53% |
$477K - $490K
|
61.2K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.75K- 28.82% |
$486K - $499K
|
24.1K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-9.86K- 7.67% |
$491K - $504K
|
119K
$5.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-9.89K- 52.27% |
$493K - $506K
|
9.03K
$439K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-10.3K- 34.45% |
$514K - $528K
|
19.6K
$955K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.4K- 12.11% |
$516K - $530K
|
75.3K
$3.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-10.6K- 34.67% |
$527K - $541K
|
19.9K
$970K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-10.7K- 2.26% |
$532K - $546K
|
463K
$22.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.8K- 10.31% |
$536K - $550K
|
93.6K
$4.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-10.9K- 14.36% |
$545K - $560K
|
65.3K
$3.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-11.2K- 2.03% |
$556K - $571K
|
538K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-11.3K- 5.59% |
$560K - $576K
|
190K
$9.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.3K- 1.39% |
$562K - $577K
|
798K
$38.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-11.4K- 60.79% |
$567K - $582K
|
7.34K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11.6K- 8.6% |
$577K - $593K
|
123K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.8K- 17.31% |
$587K - $603K
|
56.4K
$2.74M
|
|
|
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
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-13.1K- 15.86% |
$653K - $671K
|
69.6K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13.2K- 2.77% |
$657K - $675K
|
463K
$22.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 1.66% |
$657K - $675K
|
783K
$38.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-13.6K- 44.08% |
$677K - $696K
|
17.3K
$840K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.6K- 40.95% |
$678K - $696K
|
19.6K
$955K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14.7K- 1.78% |
$733K - $752K
|
812K
$39.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-15.2K- 15.33% |
$754K - $775K
|
83.7K
$4.07M
|
|
|
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
$7.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-16.2K- 25.66% |
$805K - $827K
|
46.8K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.7K- 31.89% |
$832K - $855K
|
35.7K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16.9K- 5.49% |
$843K - $866K
|
292K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17K- 10.37% |
$847K - $870K
|
147K
$7.15M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-18.4K- 66.67% |
$915K - $940K
|
9.19K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-18.4K- 17.4% |
$916K - $941K
|
87.3K
$4.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-18.8K- 89.67% |
$935K - $961K
|
2.16K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 8.63% |
$949K - $975K
|
202K
$9.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.9K- 15.98% |
$990K - $1.02M
|
105K
$5.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-20.5K- 25.84% |
$1.02M - $1.05M
|
58.7K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21K- 32.08% |
$1.04M - $1.07M
|
44.4K
$2.16M
|