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 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.59K+ 3.55% |
$78.8K - $80.3K
|
46.4K
$2.35M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.57K+ 1.39% |
$77.7K - $79.1K
|
114K
$5.77M
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.52K+ 4.85% |
$75.1K - $76.5K
|
32.8K
$1.66M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.5K+ 43.34% |
$74.3K - $75.7K
|
4.96K
$251K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.49K+ 49633.33% |
$73.8K - $75.1K
|
1.49K
$75.5K
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 14.55% |
$73.4K - $74.7K
|
11.7K
$590K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.48K+ 6.64% |
$73.1K - $74.4K
|
23.7K
$1.2M
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.47K+ 9.8% |
$72.9K - $74.2K
|
16.5K
$835K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.47K+ 2.37% |
$72.7K - $74K
|
63.3K
$3.2M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.45K+ 0.99% |
$71.7K - $73K
|
147K
$7.46M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.43K+ 5.8% |
$70.7K - $72K
|
26K
$1.32M
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.38KNew |
$68.4K - $69.6K
|
1.38K
$69.8K
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.36K+ 34.18% |
$67.4K - $68.6K
|
5.34K
$270K
|
|
Aug 12, 2024
Q2 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
1.33K+ 8.15% |
$66.1K - $67.3K
|
17.7K
$896K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.32K+ 3.58% |
$65.5K - $66.6K
|
38.2K
$1.93M
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.31K+ 16.55% |
$64.7K - $65.8K
|
9.19K
$465K
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.3K+ 13.39% |
$64.5K - $65.6K
|
11K
$557K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.3K+ 11.36% |
$64.4K - $65.6K
|
12.7K
$645K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.25K+ 1.24% |
$61.9K - $63.1K
|
102K
$5.17M
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
1.24K+ 1.48% |
$61.3K - $62.4K
|
85.2K
$4.31M
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.24K+ 1.14% |
$61.3K - $62.4K
|
109K
$5.54M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.23KNew |
$61K - $62.1K
|
1.23K
$62.3K
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.22K+ 2.49% |
$60.3K - $61.3K
|
50K
$2.53M
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.19K+ 7.63% |
$59.2K - $60.2K
|
16.8K
$853K
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.19K+ 0.97% |
$59K - $60K
|
124K
$6.27M
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.12K+ 4.35% |
$55.4K - $56.4K
|
26.9K
$1.36M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 5.26% |
$55.3K - $56.3K
|
22.3K
$1.13M
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.11K+ 5.12% |
$55K - $56K
|
22.8K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.1K+ 1.33% |
$54.3K - $55.2K
|
83.4K
$4.22M
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.04K+ 17.0% |
$51.6K - $52.6K
|
7.17K
$363K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.04K+ 3.32% |
$51.3K - $52.2K
|
32.2K
$1.63M
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
1KNew |
$49.7K - $50.6K
|
1K
$50.8K
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1K+ 23.81% |
$49.6K - $50.4K
|
5.2K
$263K
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1K+ 0.99% |
$49.6K - $50.4K
|
102K
$5.16M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
991New |
$49.1K - $50K
|
991
$50.1K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
981+ 5.99% |
$48.6K - $49.5K
|
17.4K
$878K
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
979+ 13.0% |
$48.5K - $49.4K
|
8.51K
$431K
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
969+ 0.76% |
$48K - $48.9K
|
129K
$6.52M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
967+ 0.46% |
$47.9K - $48.8K
|
212K
$10.7M
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
963+ 10.0% |
$47.7K - $48.6K
|
10.6K
$536K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
935+ 2.6% |
$46.3K - $47.2K
|
36.9K
$1.87M
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
917+ 1.29% |
$45.4K - $46.3K
|
72.1K
$3.65M
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
910New |
$45.1K - $45.9K
|
910
$46K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
907+ 0.14% |
$44.9K - $45.7K
|
663K
$33.5M
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
854+ 2.17% |
$42.3K - $43.1K
|
40.2K
$2.04M
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
827+ 4.04% |
$41K - $41.7K
|
21.3K
$1.08M
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
819+ 0.38% |
$40.6K - $41.3K
|
214K
$10.8M
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
818+ 9.68% |
$40.5K - $41.3K
|
9.27K
$469K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
816New |
$40.4K - $41.2K
|
816
$41.3K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
804+ 2.63% |
$39.8K - $40.6K
|
31.4K
$1.59M
|