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 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-74.2K- 43.67% |
$3.7M - $3.8M
|
95.8K
$4.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-76K- 74.92% |
$3.78M - $3.89M
|
25.4K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-78.9K- 11.26% |
$3.93M - $4.04M
|
622K
$30.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-80.8K- 47.93% |
$4.02M - $4.13M
|
87.7K
$4.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-81.4K- 12.37% |
$4.05M - $4.16M
|
577K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83.2K- 5.34% |
$4.14M - $4.26M
|
1.48M
$72.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-84.9K- 1.43% |
$4.23M - $4.34M
|
5.87M
$287M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-87.2K- 9.19% |
$4.34M - $4.46M
|
862K
$42.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-96.3K- 14.34% |
$4.79M - $4.92M
|
575K
$28.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-96.7K- 31.15% |
$4.82M - $4.95M
|
214K
$10.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-99.7K- 12.16% |
$4.97M - $5.1M
|
721K
$35.2M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-111K- 5.44% |
$5.53M - $5.68M
|
1.93M
$94.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-125K- 5.01% |
$6.2M - $6.37M
|
2.36M
$115M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-143K- 87.72% |
$7.11M - $7.3M
|
20K
$975K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-147K- 92.61% |
$7.31M - $7.51M
|
11.7K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-178K- 75.3% |
$8.87M - $9.11M
|
58.4K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-218K- 5.68% |
$10.8M - $11.1M
|
3.61M
$176M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-253K- 2.59% |
$12.6M - $12.9M
|
9.54M
$465M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-317K- 5.6% |
$15.8M - $16.2M
|
5.35M
$261M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-327K- 7.91% |
$16.3M - $16.7M
|
3.81M
$186M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-375K- 43.15% |
$18.7M - $19.2M
|
494K
$24.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-536K- 74.66% |
$26.7M - $27.4M
|
182K
$8.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.19M- 89.07% |
$59.1M - $60.7M
|
146K
$7.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.36M- 98.01% |
$67.7M - $69.6M
|
27.7K
$1.35M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-16.3M- 98.36% |
$811M - $833M
|
272K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-31.4M- 99.4% |
$1.56B - $1.6B
|
189K
$9.22M
|