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 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-92- 5.66% |
$4.56K - $4.64K
|
1.53K
$77.6K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-100- 0.22% |
$4.96K - $5.04K
|
45.6K
$2.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-111- 0.42% |
$5.5K - $5.6K
|
26.6K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-112- 0.77% |
$5.55K - $5.65K
|
14.4K
$728K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-119- 0.88% |
$5.9K - $6K
|
13.4K
$677K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-123- 0.34% |
$6.09K - $6.2K
|
36.2K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-129- 1.7% |
$6.39K - $6.51K
|
7.48K
$378K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-137- 1.33% |
$6.79K - $6.91K
|
10.1K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-137- 30.38% |
$6.79K - $6.91K
|
314
$15.9K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-142- 1.08% |
$7.04K - $7.16K
|
13K
$657K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 31.58% |
$7.43K - $7.57K
|
325
$16.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-159- 2.14% |
$7.88K - $8.02K
|
7.26K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-165- 0.56% |
$8.18K - $8.32K
|
29K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-178- 3.44% |
$8.82K - $8.98K
|
4.99K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-179- 1.58% |
$8.87K - $9.03K
|
11.1K
$563K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-180- 1.39% |
$8.92K - $9.08K
|
12.8K
$645K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-200- 1.88% |
$9.91K - $10.1K
|
10.5K
$529K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-201- 0.86% |
$9.96K - $10.1K
|
23.2K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-201- 4.06% |
$9.96K - $10.1K
|
4.74K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-207- 2.04% |
$10.3K - $10.4K
|
9.92K
$502K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-245- 4.67% |
$12.1K - $12.4K
|
5K
$253K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-252- 2.32% |
$12.5K - $12.7K
|
10.6K
$536K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-256- 1.29% |
$12.7K - $12.9K
|
19.6K
$990K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-256- 3.2% |
$12.7K - $12.9K
|
7.74K
$392K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-258- 0.55% |
$12.8K - $13K
|
46.5K
$2.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-266- 9.12% |
$13.2K - $13.4K
|
2.65K
$134K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-269- 2.3% |
$13.3K - $13.6K
|
11.4K
$577K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-277- 4.38% |
$13.7K - $14K
|
6.05K
$306K
|
|
|
Jul 12, 2024
Q2 2024
|
Olio Financial Planning
|
SELL
|
- |
-279- 0.37% |
$13.8K - $14.1K
|
74.4K
$3.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-299- 1.75% |
$14.8K - $15.1K
|
16.8K
$849K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-309- 5.04% |
$15.3K - $15.6K
|
5.82K
$294K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-313- 1.31% |
$15.5K - $15.8K
|
23.6K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-337- 1.97% |
$16.7K - $17K
|
16.7K
$847K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-345- 3.14% |
$17.1K - $17.4K
|
10.6K
$538K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-347- 0.68% |
$17.2K - $17.5K
|
50.4K
$2.55M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-356- 2.14% |
$17.6K - $18K
|
16.3K
$824K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-373- 6.61% |
$18.5K - $18.8K
|
5.27K
$266K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-374- 2.37% |
$18.5K - $18.9K
|
15.4K
$779K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-374- 81.84% |
$18.5K - $18.9K
|
83
$4.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-376- 0.55% |
$18.6K - $19K
|
67.6K
$3.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-382- 4.64% |
$18.9K - $19.3K
|
7.85K
$397K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-400- 7.2% |
$19.8K - $20.2K
|
5.16K
$261K
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-428- 2.12% |
$21.2K - $21.6K
|
19.8K
$1M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-435- 1.44% |
$21.6K - $21.9K
|
29.8K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-442- 1.22% |
$21.9K - $22.3K
|
35.7K
$1.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-447- 1.17% |
$22.1K - $22.5K
|
37.8K
$1.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-454- 1.61% |
$22.5K - $22.9K
|
27.7K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-487- 65.46% |
$24.1K - $24.6K
|
257
$13K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-489- 6.4% |
$24.2K - $24.7K
|
7.16K
$362K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-501- 71.78% |
$24.8K - $25.3K
|
197
$9.97K
|