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 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-384- 1.95% |
$19.1K - $19.6K
|
19.3K
$967K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-387- 5.58% |
$19.3K - $19.8K
|
6.55K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-396- 1.48% |
$19.7K - $20.3K
|
26.4K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-400- 6.86% |
$19.9K - $20.5K
|
5.44K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-449- 0.74% |
$22.4K - $23K
|
59.9K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-480- 1.13% |
$23.9K - $24.5K
|
41.9K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-500- 3.18% |
$24.9K - $25.6K
|
15.2K
$764K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-510- 1.49% |
$25.4K - $26.1K
|
33.7K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-542- 10.35% |
$27K - $27.7K
|
4.69K
$235K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-572- 1.71% |
$28.5K - $29.3K
|
32.9K
$1.65M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-586- 10.18% |
$29.2K - $30K
|
5.17K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-642- 1.23% |
$32K - $32.8K
|
51.5K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-648- 56.79% |
$32.3K - $33.1K
|
493
$24.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-684- 0.55% |
$34.1K - $35K
|
124K
$6.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-712- 6.99% |
$35.5K - $36.4K
|
9.47K
$475K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-877- 8.35% |
$43.7K - $44.8K
|
9.62K
$482K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-917- 2.97% |
$45.7K - $46.9K
|
29.9K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-932- 2.35% |
$46.4K - $47.7K
|
38.7K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-965- 1.76% |
$48K - $49.4K
|
53.8K
$2.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-971- 0.98% |
$48.3K - $49.7K
|
98.2K
$4.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-989- 6.36% |
$49.2K - $50.6K
|
14.6K
$730K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1K- 21.45% |
$49.8K - $51.1K
|
3.66K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.02K- 0.62% |
$50.8K - $52.2K
|
164K
$8.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.04K- 7.77% |
$51.8K - $53.2K
|
12.3K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.12K- 4.07% |
$55.9K - $57.4K
|
26.5K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-1.14K- 1.9% |
$56.5K - $58K
|
58.5K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.21K- 9.48% |
$60.4K - $62K
|
11.6K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.22K- 1.0% |
$60.6K - $62.2K
|
120K
$6.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-1.24K- 2.22% |
$61.6K - $63.3K
|
54.4K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.28K- 40.7% |
$63.7K - $65.5K
|
1.87K
$93.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.42K- 11.02% |
$70.8K - $72.7K
|
11.5K
$575K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.47K- 16.32% |
$73.3K - $75.3K
|
7.55K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.5K- 11.99% |
$74.8K - $76.9K
|
11K
$553K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.57K- 1.06% |
$78.3K - $80.4K
|
147K
$7.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.59K- 0.53% |
$79.3K - $81.5K
|
300K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.7K- 2.13% |
$84.8K - $87.1K
|
78.4K
$3.93M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.79K- 10.79% |
$88.9K - $91.3K
|
14.8K
$740K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.8K- 24.28% |
$89.6K - $92.1K
|
5.61K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.84K- 24.95% |
$91.8K - $94.3K
|
5.55K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.84K- 1.49% |
$91.8K - $94.3K
|
122K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.86K- 25.79% |
$92.5K - $95K
|
5.35K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.86K- 6.23% |
$92.5K - $95K
|
27.9K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.9K- 24.15% |
$94.6K - $97.2K
|
5.97K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.95K- 8.75% |
$97.1K - $99.7K
|
20.3K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.99K- 4.98% |
$98.9K - $102K
|
37.9K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.03K- 2.11% |
$101K - $104K
|
94K
$4.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.21K- 6.08% |
$110K - $113K
|
34.2K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.24K- 3.22% |
$111K - $114K
|
67.3K
$3.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.26K- 2.02% |
$112K - $115K
|
109K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.32K- 0.71% |
$116K - $119K
|
323K
$16.2M
|