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 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-5.79K- 18.81% |
$287K - $292K
|
25K
$1.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.82K- 1.94% |
$289K - $294K
|
294K
$15M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-6.22K- 15.86% |
$308K - $313K
|
33K
$1.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-6.37K- 6.66% |
$316K - $321K
|
89.2K
$4.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-6.41K- 12.0% |
$318K - $323K
|
47K
$2.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-6.56K- 6.71% |
$325K - $331K
|
91.3K
$4.65M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-6.7K- 32.73% |
$332K - $338K
|
13.8K
$701K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6.86K- 1.1% |
$340K - $346K
|
618K
$31.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.86K- 12.26% |
$340K - $346K
|
49.1K
$2.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-6.88K- 11.79% |
$341K - $347K
|
51.4K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.95K- 25.24% |
$345K - $351K
|
20.6K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-6.99K- 35.98% |
$346K - $352K
|
12.4K
$633K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.02K- 7.94% |
$348K - $354K
|
81.3K
$4.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.14K- 2.73% |
$354K - $360K
|
255K
$13M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.24K- 0.7% |
$359K - $365K
|
1.03M
$52.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.25K- 16.38% |
$359K - $366K
|
37K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.27K- 14.58% |
$360K - $367K
|
42.6K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.5K- 42.5% |
$372K - $378K
|
10.1K
$517K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-7.61K- 54.24% |
$377K - $384K
|
6.42K
$327K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-7.72K- 1.02% |
$383K - $390K
|
747K
$38M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-7.85K- 2.1% |
$389K - $396K
|
366K
$18.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-8.11K- 63.6% |
$402K - $409K
|
4.64K
$236K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.38K- 12.02% |
$415K - $423K
|
61.3K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.86K- 9.59% |
$439K - $447K
|
83.5K
$4.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-9K- 13.49% |
$446K - $454K
|
57.7K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-9.04K- 22.67% |
$448K - $456K
|
30.8K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-9.33K- 69.98% |
$462K - $470K
|
4K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.39K- 0.93% |
$465K - $473K
|
1M
$50.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-9.45K- 53.61% |
$468K - $476K
|
8.17K
$416K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.49K- 8.56% |
$470K - $478K
|
101K
$5.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.66K- 11.81% |
$479K - $487K
|
72.2K
$3.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-9.71K- 7.08% |
$481K - $490K
|
128K
$6.5M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.75K- 37.84% |
$483K - $492K
|
16K
$816K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-9.81K- 19.45% |
$486K - $495K
|
40.6K
$2.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-10.1K- 29.68% |
$499K - $508K
|
23.9K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 12.35% |
$509K - $518K
|
72.9K
$3.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.5K- 13.04% |
$519K - $529K
|
69.9K
$3.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.7K- 45.46% |
$528K - $538K
|
12.8K
$651K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.7K- 0.24% |
$531K - $541K
|
4.5M
$229M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.1K- 0.95% |
$552K - $562K
|
1.16M
$59.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12K- 16.62% |
$594K - $604K
|
60.1K
$3.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-12K- 73.57% |
$595K - $605K
|
4.31K
$220K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-12.4K- 21.28% |
$612K - $623K
|
45.7K
$2.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-13.2K- 12.39% |
$655K - $666K
|
93.4K
$4.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.3K- 27.63% |
$659K - $671K
|
34.8K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-13.3K- 5.64% |
$661K - $673K
|
223K
$11.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-13.4K- 4.49% |
$665K - $677K
|
286K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.6K- 17.07% |
$673K - $685K
|
66K
$3.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-13.6K- 8.19% |
$674K - $686K
|
152K
$7.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-13.7K- 34.02% |
$677K - $689K
|
26.5K
$1.35M
|