Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-27.2K- 13.81% |
$1.36M - $1.39M
|
170K
$8.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-27.3K- 0.52% |
$1.36M - $1.39M
|
5.19M
$265M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.4K- 18.83% |
$1.42M - $1.45M
|
122K
$6.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-28.8K- 5.56% |
$1.44M - $1.47M
|
489K
$25M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-28.9K- 3.38% |
$1.44M - $1.48M
|
826K
$42.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-30.7K- 74.71% |
$1.54M - $1.57M
|
10.4K
$531K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30.9K- 9.04% |
$1.54M - $1.58M
|
310K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-31.6K- 11.19% |
$1.58M - $1.62M
|
251K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-35.8K- 4.81% |
$1.78M - $1.83M
|
708K
$36.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-36.2K- 5.36% |
$1.81M - $1.85M
|
639K
$32.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-37.7K- 18.61% |
$1.88M - $1.93M
|
165K
$8.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40.1K- 2.79% |
$2M - $2.05M
|
1.4M
$71.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41.3K- 35.23% |
$2.06M - $2.11M
|
75.9K
$3.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-41.5K- 54.82% |
$2.07M - $2.12M
|
34.2K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-43.4K- 8.4% |
$2.17M - $2.22M
|
473K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-53.1K- 12.64% |
$2.65M - $2.72M
|
367K
$18.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-55.4K- 90.35% |
$2.76M - $2.83M
|
5.92K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-57.2K- 5.17% |
$2.85M - $2.92M
|
1.05M
$53.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58.6K- 31.03% |
$2.92M - $2.99M
|
130K
$6.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-69.8K- 2.78% |
$3.48M - $3.57M
|
2.44M
$124M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-70.5K- 0.09% |
$3.52M - $3.61M
|
74.7M
$3.81B
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-75.7K- 2.95% |
$3.78M - $3.87M
|
2.49M
$127M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-79.1K- 30.62% |
$3.95M - $4.04M
|
179K
$9.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-93.9K- 24.5% |
$4.69M - $4.8M
|
289K
$14.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-97.1K- 13.96% |
$4.85M - $4.97M
|
598K
$30.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-99.3K- 84.79% |
$4.96M - $5.08M
|
17.8K
$909K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-105K- 30.45% |
$5.24M - $5.37M
|
240K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-150K- 35.4% |
$7.51M - $7.69M
|
274K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-214K- 85.44% |
$10.7M - $11M
|
36.5K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-271K- 2.89% |
$13.6M - $13.9M
|
9.1M
$465M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-272K- 48.43% |
$13.6M - $13.9M
|
290K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-451K- 4.41% |
$22.5M - $23.1M
|
9.79M
$500M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-514K- 8.31% |
$25.7M - $26.3M
|
5.67M
$289M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-605K- 4.38% |
$30.2M - $31M
|
13.2M
$675M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-638K- 2.49% |
$31.8M - $32.6M
|
25M
$1.27B
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-969K- 85.94% |
$48.4M - $49.6M
|
159K
$8.09M
|