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 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
41.4K+ 1.23% |
$2.07M - $2.12M
|
3.42M
$174M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
41.1K+ 108.19% |
$2.05M - $2.1M
|
79.2K
$4.04M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
39.2K+ 301.59% |
$1.96M - $2M
|
52.1K
$2.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
39.1KNew |
$1.95M - $2M
|
39.1K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39K+ 2.12% |
$1.95M - $1.99M
|
1.87M
$95.7M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
38.7K+ 4.17% |
$1.93M - $1.98M
|
967K
$49.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
38.3K+ 12.39% |
$1.91M - $1.96M
|
347K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
38.1K+ 3.97% |
$1.9M - $1.95M
|
999K
$51M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
37.9K+ 12.14% |
$1.89M - $1.94M
|
350K
$17.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
37K+ 10.54% |
$1.85M - $1.89M
|
388K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.4K+ 53.14% |
$1.82M - $1.86M
|
105K
$5.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36KNew |
$1.8M - $1.84M
|
36K
$1.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
34.8K+ 16.07% |
$1.74M - $1.78M
|
252K
$12.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
33.3K+ 2.57% |
$1.66M - $1.7M
|
1.33M
$68M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
33.3K+ 6.01% |
$1.66M - $1.7M
|
588K
$30M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
33.1K+ 28.18% |
$1.65M - $1.69M
|
150K
$7.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
32.3K+ 28.43% |
$1.61M - $1.65M
|
146K
$7.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31.4K+ 167.29% |
$1.57M - $1.6M
|
50.1K
$2.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
31.2K+ 2.21% |
$1.56M - $1.6M
|
1.45M
$73.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
30K+ 30.39% |
$1.5M - $1.53M
|
129K
$6.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
29.5K+ 24.77% |
$1.47M - $1.51M
|
149K
$7.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
29.5K+ 30.78% |
$1.47M - $1.51M
|
125K
$6.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
29.2K+ 229.09% |
$1.46M - $1.49M
|
42K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
28.9K+ 82.93% |
$1.44M - $1.48M
|
63.8K
$3.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
27.7K+ 3.68% |
$1.39M - $1.42M
|
781K
$39.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
27.6K+ 310.84% |
$1.38M - $1.41M
|
36.5K
$1.86M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
27.3K+ 45.94% |
$1.36M - $1.4M
|
86.8K
$4.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
27.3K+ 12.28% |
$1.36M - $1.4M
|
249K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
26.8KNew |
$1.34M - $1.37M
|
26.8K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
26.7K+ 5.49% |
$1.33M - $1.36M
|
513K
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.2K+ 34.26% |
$1.31M - $1.34M
|
103K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.9K+ 3.07% |
$1.29M - $1.32M
|
869K
$44.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
25.7K+ 2.81% |
$1.28M - $1.31M
|
939K
$48M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
24.9K+ 293.75% |
$1.24M - $1.27M
|
33.4K
$1.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
24.1K+ 199.67% |
$1.2M - $1.23M
|
36.2K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
23.8K+ 120.96% |
$1.19M - $1.22M
|
43.5K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.5K+ 2.02% |
$1.17M - $1.2M
|
1.19M
$60.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
23.4KNew |
$1.17M - $1.19M
|
23.4K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.2K+ 24.71% |
$1.16M - $1.19M
|
117K
$5.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
22.6K+ 128.68% |
$1.13M - $1.15M
|
40.1K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
22.5K+ 100.0% |
$1.12M - $1.15M
|
45K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
22.2KNew |
$1.11M - $1.14M
|
22.2K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
22K+ 128.66% |
$1.1M - $1.13M
|
39.1K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
22K+ 7.69% |
$1.1M - $1.12M
|
308K
$15.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
21.9K+ 9.27% |
$1.09M - $1.12M
|
258K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.2K+ 0.9% |
$1.06M - $1.08M
|
2.38M
$122M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
21K+ 58.75% |
$1.05M - $1.07M
|
56.6K
$2.89M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20.9K+ 6.24% |
$1.04M - $1.07M
|
355K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
20.5K+ 15.79% |
$1.02M - $1.05M
|
150K
$7.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
20.3K+ 386.7% |
$1.01M - $1.04M
|
25.5K
$1.3M
|