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 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$216K - $222K
|
4.34K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.31K+ 5.69% |
$215K - $220K
|
80.1K
$4.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.31K+ 27.29% |
$214K - $220K
|
20.1K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
4.19K+ 24.29% |
$209K - $214K
|
21.4K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.19KNew |
$208K - $214K
|
4.19K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.13K+ 0.39% |
$206K - $211K
|
1.06M
$53.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.13K+ 74.67% |
$206K - $211K
|
9.66K
$485K
|
|
|
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
$7.62M
|
|
|
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
$18.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.69K+ 6.37% |
$184K - $189K
|
61.6K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.5K+ 10.5% |
$174K - $179K
|
36.9K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
3.46K+ 3.77% |
$172K - $177K
|
95.2K
$4.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.35KNew |
$167K - $171K
|
3.35K
$168K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.28KNew |
$164K - $168K
|
3.28K
$165K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.28K+ 4.63% |
$163K - $168K
|
74K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.25K+ 2.81% |
$162K - $166K
|
119K
$5.98M
|
|
|
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
$666K
|
|
|
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
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.05K+ 25.31% |
$152K - $156K
|
15.1K
$759K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.05K+ 24.33% |
$152K - $156K
|
15.6K
$783K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.05K+ 61.93% |
$152K - $156K
|
7.97K
$400K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3.04K+ 1.64% |
$152K - $156K
|
188K
$9.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.03K+ 201.73% |
$151K - $155K
|
4.53K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 3.15% |
$147K - $151K
|
96.8K
$4.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.94K+ 18.43% |
$146K - $150K
|
18.9K
$948K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.91K+ 2.78% |
$145K - $149K
|
108K
$5.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.79K+ 12.76% |
$139K - $143K
|
24.7K
$1.24M
|
|
|
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
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.61K+ 19.16% |
$130K - $133K
|
16.2K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.58K+ 11.93% |
$129K - $132K
|
24.2K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.52K+ 2.69% |
$126K - $129K
|
96.2K
$4.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.51K+ 1.52% |
$125K - $129K
|
168K
$8.44M
|
|
|
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
$426K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.44K+ 19.45% |
$122K - $125K
|
15K
$753K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.44K+ 8.72% |
$121K - $125K
|
30.4K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.44KNew |
$121K - $125K
|
2.44K
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.37K+ 21.35% |
$118K - $121K
|
13.5K
$678K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.37K+ 10.91% |
$118K - $121K
|
24K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.35K+ 7.1% |
$117K - $120K
|
35.4K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.31K+ 8.36% |
$115K - $118K
|
30K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.22K+ 2.89% |
$111K - $114K
|
79.1K
$3.97M
|