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 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
32.6KNew |
$1.62M - $1.65M
|
32.6K
$1.66M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.4K+ 1.0% |
$1.56M - $1.58M
|
3.16M
$161M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31K+ 191.43% |
$1.54M - $1.57M
|
47.2K
$2.41M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30.3K+ 4.36% |
$1.5M - $1.53M
|
726K
$37M
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
30.1KNew |
$1.49M - $1.52M
|
30.1K
$1.53M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
28.9KNew |
$1.43M - $1.46M
|
28.9K
$1.47M
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
28.5K+ 83.37% |
$1.41M - $1.44M
|
62.7K
$3.2M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.4KNew |
$1.41M - $1.43M
|
28.4K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
28.2K+ 104.92% |
$1.4M - $1.42M
|
55.1K
$2.81M
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
27.7K+ 23.58% |
$1.37M - $1.4M
|
145K
$7.4M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
27.6KNew |
$1.37M - $1.39M
|
27.6K
$1.41M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25.6K+ 7.62% |
$1.27M - $1.29M
|
361K
$18.4M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.1K+ 368.76% |
$1.24M - $1.27M
|
31.9K
$1.63M
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
25K+ 2.77% |
$1.24M - $1.26M
|
929K
$47.3M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.9KNew |
$1.24M - $1.26M
|
24.9K
$1.27M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24.7K+ 1.64% |
$1.22M - $1.24M
|
1.52M
$77.6M
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
24.3K+ 7.12% |
$1.2M - $1.23M
|
365K
$18.6M
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
24.1K+ 135.09% |
$1.2M - $1.22M
|
42K
$2.14M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.9K+ 19.32% |
$1.18M - $1.2M
|
147K
$7.51M
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.6K+ 14.5% |
$1.17M - $1.19M
|
186K
$9.5M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23.5K+ 35.84% |
$1.17M - $1.19M
|
89.2K
$4.54M
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
23.3K+ 53.87% |
$1.16M - $1.18M
|
66.7K
$3.4M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23.3K+ 16.18% |
$1.15M - $1.17M
|
167K
$8.52M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
23.2K+ 5.1% |
$1.15M - $1.17M
|
478K
$24.4M
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
23.1K+ 9.55% |
$1.14M - $1.16M
|
265K
$13.5M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.1K+ 47.34% |
$1.14M - $1.16M
|
71.8K
$3.66M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
23K+ 31.53% |
$1.14M - $1.16M
|
95.9K
$4.88M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.8K+ 223.8% |
$1.13M - $1.15M
|
33K
$1.68M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22.6K+ 46.34% |
$1.12M - $1.14M
|
71.3K
$3.63M
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
22.4K+ 9.2% |
$1.11M - $1.13M
|
266K
$13.5M
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
22.1K+ 23.05% |
$1.09M - $1.11M
|
118K
$6M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
21.9K+ 0.69% |
$1.09M - $1.11M
|
3.19M
$162M
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
21.4K+ 7.44% |
$1.06M - $1.08M
|
309K
$15.7M
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21.4KNew |
$1.06M - $1.08M
|
21.4K
$1.09M
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
21.4K+ 33.14% |
$1.06M - $1.08M
|
85.8K
$4.37M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21.3K+ 421.99% |
$1.06M - $1.08M
|
26.4K
$1.34M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.8K+ 23.67% |
$1.03M - $1.05M
|
109K
$5.53M
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
20.4K+ 7.41% |
$1.01M - $1.03M
|
295K
$15M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20.2K+ 126.65% |
$1M - $1.02M
|
36.2K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
19.8KNew |
$981K - $999K
|
19.8K
$1.01M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
19.6K+ 20.71% |
$971K - $989K
|
114K
$5.82M
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
19.1KNew |
$948K - $965K
|
19.1K
$974K
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$948K - $965K
|
19.1K
$974K
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
18.9K+ 83.5% |
$939K - $955K
|
41.6K
$2.12M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.8K+ 26.13% |
$933K - $950K
|
90.9K
$4.63M
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
18.8KNew |
$932K - $949K
|
18.8K
$958K
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
18.7K+ 22.65% |
$929K - $945K
|
101K
$5.17M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.6K+ 48.09% |
$922K - $939K
|
57.3K
$2.92M
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
18.1K+ 43.65% |
$898K - $915K
|
59.7K
$3.04M
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
18.1K+ 9.99% |
$898K - $914K
|
200K
$10.2M
|