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 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
12.2K+ 28.97% |
$608K - $622K
|
54.2K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.1K+ 117.14% |
$602K - $617K
|
22.4K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
12K+ 13.95% |
$598K - $612K
|
97.8K
$4.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
11.8K+ 3.22% |
$588K - $603K
|
377K
$19.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11.7KNew |
$586K - $601K
|
11.7K
$600K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 3.91% |
$576K - $590K
|
306K
$15.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
11.5K+ 9.3% |
$572K - $586K
|
135K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11.4K+ 557.85% |
$571K - $585K
|
13.5K
$688K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.1K+ 3.12% |
$553K - $566K
|
366K
$18.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10.8K+ 11.38% |
$539K - $552K
|
106K
$5.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.7KNew |
$536K - $549K
|
10.7K
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10.7K+ 21.2% |
$533K - $546K
|
61K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
10.5K+ 6.0% |
$523K - $536K
|
185K
$9.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
10.4K+ 56.84% |
$521K - $534K
|
28.8K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.3K+ 16.25% |
$514K - $526K
|
73.6K
$3.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
10.3K+ 195.26% |
$512K - $524K
|
15.5K
$791K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
10KNew |
$500K - $513K
|
10K
$512K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9.9K+ 20.87% |
$494K - $506K
|
57.3K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.82KNew |
$490K - $502K
|
9.82K
$501K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.76K+ 5.49% |
$487K - $499K
|
188K
$9.58M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9.65K+ 21.11% |
$482K - $493K
|
55.3K
$2.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.61KNew |
$480K - $491K
|
9.61K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
9.58K+ 8.14% |
$478K - $490K
|
127K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.54K+ 102.25% |
$476K - $488K
|
18.9K
$964K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$474K - $486K
|
9.5K
$485K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
9.39KNew |
$469K - $480K
|
9.39K
$479K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
9.28KNew |
$463K - $474K
|
9.28K
$473K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9.23K+ 2.25% |
$461K - $472K
|
419K
$21.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
9.21K+ 75.36% |
$460K - $471K
|
21.4K
$1.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
BUY
|
- |
9.19K+ 2.94% |
$459K - $470K
|
322K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.16K+ 10.42% |
$458K - $469K
|
97.1K
$4.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.15K+ 37.96% |
$457K - $468K
|
33.2K
$1.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
9.12K+ 33.04% |
$455K - $466K
|
36.7K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
9.07K+ 7.26% |
$453K - $464K
|
134K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9.06K+ 9.46% |
$452K - $463K
|
105K
$5.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.02K+ 2.31% |
$451K - $462K
|
400K
$20.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9K+ 31.38% |
$449K - $460K
|
37.7K
$1.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.92K+ 13.19% |
$445K - $456K
|
76.5K
$3.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.91K+ 44.35% |
$445K - $456K
|
29K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
8.83K+ 10.52% |
$441K - $452K
|
92.7K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
8.74KNew |
$436K - $447K
|
8.74K
$446K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.72K+ 33.59% |
$435K - $446K
|
34.7K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.59K+ 5.14% |
$429K - $439K
|
176K
$8.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
8.45K+ 9.09% |
$422K - $432K
|
101K
$5.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
8.42K+ 59.85% |
$421K - $431K
|
22.5K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.27K+ 28.49% |
$413K - $423K
|
37.3K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
8.23KNew |
$411K - $421K
|
8.23K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.19K+ 4.59% |
$409K - $419K
|
187K
$9.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
8K+ 165.91% |
$399K - $409K
|
12.8K
$655K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.79K+ 12.37% |
$389K - $398K
|
70.8K
$3.61M
|