Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30.6MNew |
$1.51B - $1.54B
|
30.6M
$1.55B
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.44M+ 21.43% |
$121M - $123M
|
13.8M
$700M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.61M+ 5.67% |
$79.8M - $81.2M
|
30M
$1.52B
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.41M+ 10.72% |
$69.8M - $71.1M
|
14.6M
$737M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
797K+ 3.21% |
$39.5M - $40.2M
|
25.6M
$1.3B
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
731K+ 8.46% |
$36.2M - $36.9M
|
9.38M
$474M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
677KNew |
$33.6M - $34.2M
|
677K
$34.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
641K+ 12.81% |
$31.7M - $32.3M
|
5.64M
$285M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
613K+ 8.68% |
$30.4M - $30.9M
|
7.67M
$388M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
562KNew |
$27.9M - $28.4M
|
562K
$28.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
558KNew |
$27.7M - $28.1M
|
558K
$28.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
529K+ 556.12% |
$26.2M - $26.7M
|
624K
$31.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
518KNew |
$25.6M - $26.1M
|
518K
$26.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
503K+ 5.67% |
$24.9M - $25.4M
|
9.37M
$474M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
490KNew |
$24.3M - $24.7M
|
490K
$24.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
435K+ 10.54% |
$21.5M - $21.9M
|
4.56M
$231M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
402K+ 25.02% |
$19.9M - $20.3M
|
2.01M
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
382K+ 100.78% |
$18.9M - $19.3M
|
761K
$38.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
330K+ 30.02% |
$16.4M - $16.7M
|
1.43M
$72.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
308K+ 33.1% |
$15.2M - $15.5M
|
1.24M
$62.6M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
305KNew |
$15.1M - $15.4M
|
305K
$15.4M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
260K+ 55.96% |
$12.9M - $13.1M
|
726K
$36.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
256K+ 1.45% |
$12.7M - $12.9M
|
17.9M
$905M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
249K+ 92.83% |
$12.3M - $12.5M
|
517K
$26.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
245K+ 68.82% |
$12.1M - $12.3M
|
600K
$30.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
229K+ 7.32% |
$11.3M - $11.5M
|
3.35M
$170M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
224K+ 9.7% |
$11.1M - $11.3M
|
2.53M
$128M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
206KNew |
$10.2M - $10.4M
|
206K
$10.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
206K+ 115.94% |
$10.2M - $10.4M
|
383K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
204K+ 5.87% |
$10.1M - $10.3M
|
3.69M
$186M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
199K+ 3.97% |
$9.87M - $10M
|
5.22M
$264M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
195K+ 10.08% |
$9.69M - $9.86M
|
2.14M
$108M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
185KNew |
$9.15M - $9.31M
|
185K
$9.34M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
176K+ 137.51% |
$8.74M - $8.89M
|
305K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
172K+ 99.27% |
$8.51M - $8.66M
|
345K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
165K+ 7.43% |
$8.2M - $8.34M
|
2.39M
$121M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
148K+ 1417.11% |
$7.34M - $7.47M
|
159K
$8.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
141K+ 18.39% |
$6.99M - $7.12M
|
909K
$46M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
136K+ 6.96% |
$6.75M - $6.87M
|
2.09M
$106M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
126KNew |
$6.23M - $6.34M
|
126K
$6.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
122K+ 12.75% |
$6.06M - $6.17M
|
1.08M
$54.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
122KNew |
$6.02M - $6.13M
|
122K
$6.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
117KNew |
$5.81M - $5.92M
|
117K
$5.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
114K+ 398.49% |
$5.64M - $5.74M
|
142K
$7.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
112K+ 8.47% |
$5.57M - $5.67M
|
1.44M
$72.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
112K+ 35.65% |
$5.53M - $5.63M
|
425K
$21.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
93.6K+ 7.87% |
$4.64M - $4.72M
|
1.28M
$64.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
93.4KNew |
$4.63M - $4.71M
|
93.4K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
91.5K+ 8.61% |
$4.53M - $4.61M
|
1.15M
$58.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
88.2KNew |
$4.37M - $4.45M
|
88.2K
$4.46M
|