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 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
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
22.4K+ 13.82% |
$1.11M - $1.14M
|
184K
$9.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22.3K+ 27.89% |
$1.11M - $1.14M
|
102K
$5.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
21.9KNew |
$1.09M - $1.12M
|
21.9K
$1.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
21.7K+ 59.11% |
$1.08M - $1.11M
|
58.4K
$2.93M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
21.6K+ 24.85% |
$1.07M - $1.1M
|
108K
$5.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21.6K+ 14.13% |
$1.07M - $1.1M
|
174K
$8.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
21KNew |
$1.05M - $1.07M
|
21K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 19.38% |
$1.01M - $1.04M
|
125K
$6.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
19.9K+ 36.69% |
$990K - $1.02M
|
74.1K
$3.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19.7K+ 166.56% |
$982K - $1.01M
|
31.6K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19.1K+ 9.18% |
$952K - $977K
|
227K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
19.1K+ 33.58% |
$950K - $976K
|
75.9K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
18.3K+ 15.25% |
$913K - $938K
|
139K
$6.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7K+ 7.87% |
$879K - $903K
|
242K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
17.6K+ 2.83% |
$877K - $901K
|
640K
$32.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
17.4K+ 141.88% |
$866K - $889K
|
29.6K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
17.2K+ 4.9% |
$854K - $877K
|
367K
$18.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16.9K+ 3.09% |
$843K - $866K
|
565K
$28.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16.6KNew |
$828K - $850K
|
16.6K
$835K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16.6K+ 15.08% |
$825K - $847K
|
126K
$6.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
16.3K+ 26.79% |
$814K - $836K
|
77.4K
$3.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16.3K+ 3.26% |
$813K - $835K
|
517K
$26M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
16K+ 7296.8% |
$796K - $817K
|
16.2K
$814K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
15.5KNew |
$773K - $794K
|
15.5K
$780K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
15K+ 30.23% |
$744K - $765K
|
64.4K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 67.79% |
$737K - $757K
|
36.7K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
14.8KNew |
$736K - $756K
|
14.8K
$743K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
14.6K+ 5.47% |
$729K - $749K
|
282K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
14.6KNew |
$727K - $747K
|
14.6K
$734K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
14.5KNew |
$722K - $742K
|
14.5K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
14.1KNew |
$701K - $720K
|
14.1K
$707K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
14.1K+ 34.34% |
$700K - $719K
|
55K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.1KNew |
$700K - $719K
|
14.1K
$706K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
13.8K+ 438.17% |
$685K - $703K
|
16.9K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
13.7K+ 264.01% |
$682K - $700K
|
18.9K
$948K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
13.6K+ 1.17% |
$678K - $696K
|
1.17M
$59M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.5K+ 10.46% |
$670K - $688K
|
142K
$7.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
13.4KNew |
$667K - $685K
|
13.4K
$673K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1KNew |
$650K - $668K
|
13.1K
$656K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
13K+ 76.01% |
$649K - $666K
|
30.2K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
12.9K+ 51.96% |
$640K - $658K
|
37.6K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
12.1K+ 28.39% |
$602K - $618K
|
54.6K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
12K+ 10.96% |
$597K - $613K
|
121K
$6.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
11.6K+ 4.36% |
$577K - $592K
|
277K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
11.5K+ 22.58% |
$573K - $589K
|
62.5K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 0.75% |
$568K - $583K
|
1.54M
$77.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
11.2K+ 7.48% |
$560K - $575K
|
162K
$8.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$558K - $573K
|
11.2K
$563K
|