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 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
61+ 0.77% |
$3.02K - $3.08K
|
7.96K
$403K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
58+ 0.78% |
$2.87K - $2.93K
|
7.53K
$381K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
53+ 0.24% |
$2.63K - $2.67K
|
22.5K
$1.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
51New |
$2.53K - $2.57K
|
51
$2.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
49+ 5.49% |
$2.43K - $2.47K
|
941
$47.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 0.07% |
$2.18K - $2.22K
|
61.6K
$3.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42+ 0.02% |
$2.08K - $2.12K
|
247K
$12.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
41+ 0.21% |
$2.03K - $2.07K
|
19.5K
$984K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35+ 11.63% |
$1.73K - $1.77K
|
336
$17K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.53% |
$1.68K - $1.71K
|
6.47K
$327K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
34+ 0.57% |
$1.68K - $1.71K
|
6.03K
$305K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
33+ 0.74% |
$1.64K - $1.66K
|
4.47K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
31+ 0.78% |
$1.54K - $1.56K
|
4.03K
$204K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
31+ 0.71% |
$1.54K - $1.56K
|
4.39K
$222K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
31+ 0.41% |
$1.54K - $1.56K
|
7.55K
$382K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
30+ 0.14% |
$1.49K - $1.51K
|
21.3K
$1.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
28+ 0.11% |
$1.39K - $1.41K
|
26.4K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 0.12% |
$1.09K - $1.11K
|
18.7K
$948K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
20+ 0.05% |
$991 - $1.01K
|
41.2K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
14+ 0.13% |
$694 - $706
|
10.7K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13+ 0.03% |
$644 - $656
|
47.4K
$2.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6+ 0.11% |
$297 - $303
|
5.7K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 1.13% |
$297 - $303
|
539
$27.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.27% |
$198 - $202
|
318
$16.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$198 - $202
|
52.1K
$2.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.92% |
$149 - $151
|
328
$16.6K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.05% |
$49.6 - $50.4
|
2.08K
$105K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.88% |
$49.6 - $50.4
|
115
$5.82K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.02% |
$49.6 - $50.4
|
4.82K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.01% |
$49.6 - $50.4
|
17.9K
$905K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-4- 0.08% |
$198 - $202
|
5.22K
$264K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.12% |
$297 - $303
|
5.2K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-8- 0.14% |
$396 - $404
|
5.91K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-11- 0.11% |
$545 - $555
|
9.88K
$500K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-11- 0.59% |
$545 - $555
|
1.87K
$94.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20- 76.92% |
$991 - $1.01K
|
6
$304
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-24- 38.71% |
$1.19K - $1.21K
|
38
$1.92K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-31- 0.17% |
$1.54K - $1.56K
|
17.7K
$897K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-37- 8.67% |
$1.83K - $1.87K
|
390
$19.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-51- 0.57% |
$2.53K - $2.57K
|
8.89K
$450K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-57- 0.91% |
$2.82K - $2.88K
|
6.19K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-66- 85.71% |
$3.27K - $3.33K
|
11
$557
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-68- 30.91% |
$3.37K - $3.43K
|
152
$7.69K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-69- 0.22% |
$3.42K - $3.48K
|
30.9K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-77- 0.53% |
$3.82K - $3.88K
|
14.4K
$729K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-83- 1.64% |
$4.11K - $4.19K
|
4.99K
$252K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-84- 12.1% |
$4.16K - $4.24K
|
610
$30.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-85- 0.64% |
$4.21K - $4.29K
|
13.2K
$668K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-86- 1.92% |
$4.26K - $4.34K
|
4.39K
$222K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-90- 0.24% |
$4.46K - $4.54K
|
37.8K
$1.91M
|