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 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 0.73% |
$1.19K - $1.23K
|
3.32K
$166K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20+ 0.24% |
$996 - $1.02K
|
8.22K
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
14New |
$697 - $716
|
14
$702
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
12+ 0.27% |
$597 - $614
|
4.54K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
10+ 0.01% |
$498 - $511
|
102K
$5.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6+ 1.43% |
$299 - $307
|
427
$21.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4+ 0.01% |
$199 - $205
|
35.6K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.77% |
$149 - $153
|
395
$19.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 1.74% |
$99.6 - $102
|
117
$5.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.65% |
$49.8 - $51.1
|
155
$7.77K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.03% |
$149 - $153
|
8.93K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16- 0.09% |
$797 - $818
|
18.6K
$930K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-16- 0.07% |
$797 - $818
|
23.8K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-29- 0.64% |
$1.44K - $1.48K
|
4.5K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-37- 0.21% |
$1.84K - $1.89K
|
17.8K
$891K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-54- 22.31% |
$2.69K - $2.76K
|
188
$9.42K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-60- 0.6% |
$2.99K - $3.07K
|
9.96K
$499K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-67- 0.91% |
$3.34K - $3.43K
|
7.26K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-70- 0.13% |
$3.49K - $3.58K
|
51.9K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-80- 0.38% |
$3.98K - $4.09K
|
20.8K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-90- 0.54% |
$4.48K - $4.6K
|
16.6K
$833K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-100- 1.67% |
$4.98K - $5.11K
|
5.9K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-105- 0.29% |
$5.23K - $5.37K
|
36.1K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-109- 0.78% |
$5.43K - $5.57K
|
13.9K
$695K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-114- 2.3% |
$5.68K - $5.83K
|
4.84K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-114- 0.76% |
$5.68K - $5.83K
|
14.9K
$747K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-115- 36.05% |
$5.73K - $5.88K
|
204
$10.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-120- 0.77% |
$5.97K - $6.14K
|
15.5K
$778K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-133- 0.42% |
$6.62K - $6.8K
|
31.9K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-149- 0.84% |
$7.42K - $7.62K
|
17.6K
$884K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-158- 2.84% |
$7.87K - $8.08K
|
5.41K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-160- 2.92% |
$7.97K - $8.18K
|
5.32K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-162- 1.02% |
$8.07K - $8.28K
|
15.7K
$786K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-174- 10.39% |
$8.66K - $8.9K
|
1.5K
$75.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-200- 2.65% |
$9.96K - $10.2K
|
7.34K
$368K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-200- 2.01% |
$9.96K - $10.2K
|
9.73K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-222- 36.39% |
$11.1K - $11.4K
|
388
$19.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-238- 1.12% |
$11.9K - $12.2K
|
21K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-254- 2.15% |
$12.6K - $13K
|
11.6K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-263- 5.08% |
$13.1K - $13.4K
|
4.92K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-273- 3.89% |
$13.6K - $14K
|
6.74K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-297- 1.49% |
$14.8K - $15.2K
|
19.6K
$984K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-297- 12.95% |
$14.8K - $15.2K
|
2K
$100K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-300- 2.13% |
$14.9K - $15.3K
|
13.8K
$692K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-308- 1.14% |
$15.3K - $15.8K
|
26.7K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-320- 1.85% |
$15.9K - $16.4K
|
17K
$853K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-346- 0.35% |
$17.2K - $17.7K
|
98.9K
$4.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-349- 13.77% |
$17.4K - $17.8K
|
2.19K
$110K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-354- 3.72% |
$17.6K - $18.1K
|
9.16K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-380- 0.42% |
$18.9K - $19.4K
|
90.4K
$4.53M
|