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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.67K- 11.58% |
$132K - $135K
|
20.4K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-2.67K- 15.37% |
$132K - $135K
|
14.7K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.75K- 4.38% |
$136K - $139K
|
59.9K
$3.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-2.77K- 3.56% |
$137K - $140K
|
75K
$3.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 1.57% |
$138K - $141K
|
175K
$8.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.81K- 28.51% |
$139K - $142K
|
7.06K
$359K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.83K- 8.22% |
$140K - $143K
|
31.6K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.87K- 23.28% |
$142K - $145K
|
9.45K
$481K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.99K- 7.33% |
$148K - $151K
|
37.8K
$1.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.99K- 1.62% |
$148K - $151K
|
182K
$9.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.02K- 4.95% |
$150K - $152K
|
57.9K
$2.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.06K- 2.9% |
$152K - $154K
|
103K
$5.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-3.08K- 3.92% |
$153K - $155K
|
75.6K
$3.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.1K- 2.85% |
$154K - $157K
|
106K
$5.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.16K- 0.98% |
$156K - $159K
|
319K
$16.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-3.16K- 2.71% |
$156K - $159K
|
113K
$5.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-3.22K- 16.75% |
$160K - $163K
|
16K
$816K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.32K- 21.95% |
$164K - $167K
|
11.8K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.47K- 3.45% |
$172K - $175K
|
97.3K
$4.95M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.48K- 9.36% |
$172K - $175K
|
33.7K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.48K- 9.36% |
$172K - $175K
|
33.7K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.5K- 8.39% |
$173K - $177K
|
38.2K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.55K- 8.06% |
$176K - $179K
|
40.5K
$2.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-3.62K- 8.31% |
$179K - $183K
|
39.9K
$2.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-3.74K- 13.41% |
$185K - $189K
|
24.2K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.79K- 2.44% |
$188K - $191K
|
152K
$7.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.81K- 14.33% |
$189K - $192K
|
22.8K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.83K- 12.65% |
$190K - $193K
|
26.4K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.87K- 21.23% |
$192K - $195K
|
14.4K
$731K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.89K- 0.98% |
$193K - $196K
|
391K
$19.9M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3.9K- 10.2% |
$193K - $197K
|
34.3K
$1.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-4.09K- 3.81% |
$203K - $206K
|
103K
$5.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-4.15K- 25.93% |
$206K - $209K
|
11.9K
$604K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.22K- 2.31% |
$209K - $213K
|
178K
$9.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-4.32K- 4.29% |
$214K - $218K
|
96.3K
$4.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.42K- 68.62% |
$219K - $223K
|
2.02K
$103K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.44K- 5.71% |
$220K - $224K
|
73.3K
$3.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.55K- 42.08% |
$226K - $230K
|
6.27K
$319K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-4.82K- 19.07% |
$239K - $243K
|
20.4K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-4.85K- 11.27% |
$240K - $245K
|
38.2K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-5K- 23.67% |
$248K - $252K
|
16.1K
$822K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.1K- 9.1% |
$253K - $257K
|
51K
$2.6M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.2K- 7.03% |
$258K - $262K
|
68.8K
$3.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.23K- 4.27% |
$259K - $264K
|
117K
$5.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
SELL
|
- |
-5.29K- 1.6% |
$262K - $267K
|
326K
$16.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.64K- 57.64% |
$279K - $284K
|
4.14K
$211K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-5.67K- 3.76% |
$281K - $286K
|
145K
$7.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-5.68K- 29.07% |
$281K - $286K
|
13.8K
$705K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-5.74K- 28.39% |
$284K - $289K
|
14.5K
$737K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.79K- 12.66% |
$287K - $292K
|
39.9K
$2.03M
|