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 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.21K+ 18.49% |
$110K - $113K
|
14.2K
$711K
|
|
|
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
$486K
|
|
|
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
$61.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.01K+ 2.24% |
$100K - $103K
|
91.7K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2K+ 6.94% |
$99.6K - $102K
|
30.8K
$1.55M
|
|
|
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
$99.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.89K+ 2.89% |
$94.2K - $96.7K
|
67.3K
$3.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.88K+ 4.33% |
$93.7K - $96.2K
|
45.3K
$2.28M
|
|
|
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
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.79K+ 12.59% |
$89K - $91.4K
|
16K
$803K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
1.78K+ 6.44% |
$88.4K - $90.8K
|
29.4K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.77K+ 2.87% |
$88.3K - $90.7K
|
63.5K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 2.35% |
$87.6K - $90K
|
76.7K
$3.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.65K+ 2.38% |
$82.3K - $84.5K
|
71K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.65KNew |
$82K - $84.2K
|
1.65K
$82.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.62K+ 1.46% |
$80.6K - $82.7K
|
112K
$5.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 12.41% |
$80K - $82.1K
|
14.5K
$731K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.61K+ 0.22% |
$80K - $82.1K
|
738K
$37.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.6KNew |
$79.8K - $81.9K
|
1.6K
$80.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.57K+ 4.3% |
$78.2K - $80.3K
|
38.1K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.56K+ 7.53% |
$77.4K - $79.5K
|
22.2K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 26.51% |
$74.6K - $76.6K
|
7.15K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.48K+ 2.12% |
$73.9K - $75.9K
|
71.4K
$3.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.48K+ 5.56% |
$73.7K - $75.7K
|
28.1K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.47K+ 5.53% |
$73.1K - $75.1K
|
28K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.44K+ 3.05% |
$71.9K - $73.8K
|
48.9K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.44K+ 1.12% |
$71.5K - $73.5K
|
130K
$6.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.32K+ 6.17% |
$65.7K - $67.5K
|
22.7K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.3K+ 14.02% |
$64.7K - $66.5K
|
10.6K
$531K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.29K+ 13.43% |
$64.2K - $66K
|
10.9K
$547K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.27K+ 7.52% |
$63.1K - $64.8K
|
18.1K
$909K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 1.9% |
$63K - $64.7K
|
67.8K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.23K+ 3.26% |
$61.1K - $62.8K
|
38.9K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.21K+ 4.98% |
$60.4K - $62.1K
|
25.6K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.12K+ 12.0% |
$55.6K - $57.1K
|
10.4K
$523K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.11K+ 14.66% |
$55.1K - $56.6K
|
8.65K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.09K+ 2.81% |
$54.3K - $55.8K
|
39.9K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.07K+ 4.94% |
$53.1K - $54.5K
|
22.6K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.02K+ 8.01% |
$51K - $52.4K
|
13.8K
$693K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.02K+ 2.94% |
$50.8K - $52.2K
|
35.7K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.02K+ 3.2% |
$50.7K - $52.1K
|
32.9K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1K+ 12.38% |
$50K - $51.3K
|
9.11K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
989+ 1.59% |
$49.2K - $50.6K
|
63.2K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
972+ 5.34% |
$48.4K - $49.7K
|
19.2K
$964K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
960New |
$47.8K - $49.1K
|
960
$48.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
941+ 5.06% |
$46.9K - $48.1K
|
19.5K
$982K
|