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 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
86K+ 19.98% |
$4.26M - $4.34M
|
517K
$26.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
81.6K+ 8.32% |
$4.04M - $4.12M
|
1.06M
$54.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
78K+ 1.28% |
$3.86M - $3.93M
|
6.18M
$315M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77.2K+ 4.95% |
$3.82M - $3.89M
|
1.64M
$83.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
70.7KNew |
$3.5M - $3.57M
|
70.7K
$3.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
66.3K+ 5.72% |
$3.29M - $3.34M
|
1.23M
$62.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65.4K+ 7.71% |
$3.24M - $3.3M
|
914K
$46.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
65.4KNew |
$3.24M - $3.3M
|
65.4K
$3.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
61.2K+ 10.54% |
$3.03M - $3.09M
|
641K
$32.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
61K+ 18.46% |
$3.02M - $3.07M
|
391K
$19.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
59.8K+ 10.34% |
$2.96M - $3.02M
|
638K
$32.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
59.4K+ 4.98% |
$2.94M - $3M
|
1.25M
$63.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.4K+ 2.98% |
$2.89M - $2.94M
|
2.01M
$103M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
58K+ 40.49% |
$2.87M - $2.92M
|
201K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58K+ 553.0% |
$2.87M - $2.92M
|
68.5K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
57.7K+ 29.84% |
$2.86M - $2.91M
|
251K
$12.8M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
56.1KNew |
$2.78M - $2.83M
|
56.1K
$2.86M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56K+ 20.12% |
$2.78M - $2.83M
|
334K
$17M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55.8K+ 9.56% |
$2.76M - $2.81M
|
639K
$32.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
55.4K+ 17.61% |
$2.75M - $2.8M
|
370K
$18.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
54.6K+ 11.55% |
$2.71M - $2.75M
|
527K
$26.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.5K+ 19.09% |
$2.7M - $2.75M
|
340K
$17.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
52.9KNew |
$2.62M - $2.67M
|
52.9K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
47.9KNew |
$2.37M - $2.42M
|
47.9K
$2.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
47.2K+ 534.57% |
$2.34M - $2.38M
|
56K
$2.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
46K+ 34.91% |
$2.28M - $2.32M
|
178K
$9.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
45.6K+ 4.98% |
$2.26M - $2.3M
|
961K
$49M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.6K+ 2.48% |
$2.21M - $2.25M
|
1.84M
$93.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
44.5K+ 122.43% |
$2.21M - $2.25M
|
80.9K
$4.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
43.9K+ 25.01% |
$2.18M - $2.22M
|
220K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
43.4K+ 425.9% |
$2.15M - $2.19M
|
53.6K
$2.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
43.3K+ 14.53% |
$2.15M - $2.18M
|
341K
$17.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
42.8K+ 6.02% |
$2.12M - $2.16M
|
753K
$38.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
42.4K+ 40.25% |
$2.1M - $2.14M
|
148K
$7.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
41K+ 16.99% |
$2.03M - $2.07M
|
282K
$14.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 7.47% |
$1.91M - $1.94M
|
555K
$28.2M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
38.1KNew |
$1.89M - $1.92M
|
38.1K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
38KNew |
$1.88M - $1.92M
|
38K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37.6K+ 2.54% |
$1.86M - $1.9M
|
1.52M
$77.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
37.2K+ 9.08% |
$1.84M - $1.88M
|
447K
$22.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
36.8K+ 11.72% |
$1.82M - $1.86M
|
351K
$17.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35.9K+ 58.18% |
$1.78M - $1.81M
|
97.7K
$4.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
35.9K+ 17.58% |
$1.78M - $1.81M
|
240K
$12.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
35.5K+ 82.47% |
$1.76M - $1.79M
|
78.5K
$4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.4K+ 18.41% |
$1.75M - $1.78M
|
227K
$11.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
35.2K+ 163.67% |
$1.74M - $1.78M
|
56.7K
$2.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
34.9KNew |
$1.73M - $1.76M
|
34.9K
$1.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
34.9K+ 41.39% |
$1.73M - $1.76M
|
119K
$6.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34.4K+ 9.8% |
$1.71M - $1.74M
|
385K
$19.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.3K+ 19.67% |
$1.65M - $1.68M
|
202K
$10.3M
|