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
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-28.5K- 1.98% |
$1.41M - $1.44M
|
1.41M
$69.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-30K- 51.2% |
$1.48M - $1.51M
|
28.6K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-30.4K- 6.74% |
$1.5M - $1.53M
|
420K
$20.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-36.4K- 15.13% |
$1.8M - $1.84M
|
204K
$10M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-39.1K- 10.61% |
$1.94M - $1.97M
|
330K
$16.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-39.2K- 4.57% |
$1.94M - $1.98M
|
818K
$40M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-39.7K- 85.04% |
$1.97M - $2M
|
6.99K
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-40.9K- 4.57% |
$2.03M - $2.06M
|
855K
$41.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-42.6K- 39.3% |
$2.11M - $2.15M
|
65.8K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-44.5K- 22.02% |
$2.2M - $2.24M
|
158K
$7.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-44.5K- 16.98% |
$2.21M - $2.25M
|
218K
$10.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-46.3K- 6.24% |
$2.29M - $2.33M
|
695K
$34M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-47.6K- 40.09% |
$2.36M - $2.4M
|
71.1K
$3.48M
|
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-50.1K- 16.21% |
$2.48M - $2.53M
|
259K
$12.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.5K- 0.41% |
$2.5M - $2.55M
|
12.3M
$599M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.5K- 0.41% |
$2.5M - $2.55M
|
12.3M
$599M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-62.6K- 5.05% |
$3.1M - $3.16M
|
1.18M
$57.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-73.1K- 26.04% |
$3.62M - $3.69M
|
208K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-97.3K- 22.78% |
$4.82M - $4.91M
|
330K
$16.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-127K- 40.26% |
$6.3M - $6.41M
|
189K
$9.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-165K- 62.52% |
$8.18M - $8.33M
|
99K
$4.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-173K- 46.75% |
$8.58M - $8.73M
|
197K
$9.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-174K- 6.48% |
$8.6M - $8.76M
|
2.51M
$123M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-186K- 6.77% |
$9.22M - $9.38M
|
2.56M
$125M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-212K- 26.2% |
$10.5M - $10.7M
|
598K
$29.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-318K- 8.62% |
$15.8M - $16.1M
|
3.37M
$165M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-378K- 3.56% |
$18.7M - $19.1M
|
10.2M
$501M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-511K- 31.17% |
$25.3M - $25.8M
|
1.13M
$55.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-516K- 11.42% |
$25.6M - $26M
|
4.01M
$196M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-799K- 89.38% |
$39.6M - $40.3M
|
94.9K
$4.64M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.59M- 11.51% |
$79M - $80.4M
|
12.3M
$599M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.27M- 2.94% |
$112M - $114M
|
74.7M
$3.66B
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.89M- 8.36% |
$143M - $146M
|
31.7M
$1.55B
|