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 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4K+ 19.75% |
$199K - $205K
|
24.3K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4K+ 22.26% |
$199K - $205K
|
22K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
3.97K+ 2.69% |
$198K - $203K
|
152K
$7.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.88K+ 5.74% |
$193K - $198K
|
71.5K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.86K+ 17.18% |
$192K - $198K
|
26.4K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.73K+ 1.02% |
$186K - $191K
|
370K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.69K+ 6.37% |
$184K - $189K
|
61.6K
$3.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.28K+ 4.63% |
$163K - $168K
|
74K
$3.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.25K+ 2.81% |
$162K - $166K
|
119K
$5.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.23KNew |
$161K - $165K
|
3.23K
$162K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.23K+ 32.16% |
$161K - $165K
|
13.3K
$665K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.16K+ 16.19% |
$157K - $161K
|
22.7K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.08K+ 24.95% |
$153K - $157K
|
15.4K
$772K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.05K+ 25.31% |
$152K - $156K
|
15.1K
$757K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.05K+ 24.33% |
$152K - $156K
|
15.6K
$781K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.05K+ 61.93% |
$152K - $156K
|
7.97K
$399K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3.04K+ 1.64% |
$152K - $156K
|
188K
$9.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.03K+ 201.73% |
$151K - $155K
|
4.53K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 3.15% |
$147K - $151K
|
96.8K
$4.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.94K+ 18.43% |
$146K - $150K
|
18.9K
$946K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.91K+ 2.78% |
$145K - $149K
|
108K
$5.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.73K+ 15.15% |
$136K - $139K
|
20.7K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.65K+ 54.91% |
$132K - $135K
|
7.47K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.63K+ 2.44% |
$131K - $134K
|
111K
$5.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.58K+ 11.93% |
$129K - $132K
|
24.2K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.52K+ 2.69% |
$126K - $129K
|
96.2K
$4.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.51K+ 1.52% |
$125K - $129K
|
168K
$8.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.45KNew |
$122K - $125K
|
2.45K
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.44K+ 40.54% |
$122K - $125K
|
8.47K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.44K+ 19.45% |
$122K - $125K
|
15K
$752K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.44K+ 8.72% |
$121K - $125K
|
30.4K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.37K+ 21.35% |
$118K - $121K
|
13.5K
$676K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.37K+ 10.91% |
$118K - $121K
|
24K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.22K+ 2.89% |
$111K - $114K
|
79.1K
$3.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.21K+ 18.49% |
$110K - $113K
|
14.2K
$710K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.18K+ 0.71% |
$108K - $111K
|
309K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.09K+ 27.58% |
$104K - $107K
|
9.67K
$485K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.06KNew |
$103K - $105K
|
2.06K
$103K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 0.17% |
$101K - $103K
|
1.22M
$61.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.01K+ 2.24% |
$100K - $103K
|
91.7K
$4.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2K+ 6.94% |
$99.6K - $102K
|
30.8K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2K+ 5.49% |
$99.5K - $102K
|
38.4K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.99KNew |
$99K - $102K
|
1.99K
$99.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.89K+ 2.89% |
$94.2K - $96.7K
|
67.3K
$3.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.88K+ 4.33% |
$93.7K - $96.2K
|
45.3K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.83K+ 388.3% |
$90.9K - $93.3K
|
2.3K
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.82K+ 3.63% |
$90.4K - $92.8K
|
51.9K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.79K+ 12.59% |
$89K - $91.4K
|
16K
$801K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
1.78K+ 6.44% |
$88.4K - $90.8K
|
29.4K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 2.35% |
$87.6K - $90K
|
76.7K
$3.85M
|