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 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.79K+ 13.44% |
$389K - $398K
|
65.7K
$3.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
7.7K+ 31.87% |
$385K - $394K
|
31.9K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7.67K+ 3.69% |
$383K - $392K
|
215K
$11M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
7.67K+ 2.61% |
$383K - $392K
|
302K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.6K+ 77.45% |
$380K - $389K
|
17.4K
$887K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
7.58KNew |
$378K - $388K
|
7.58K
$386K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7.58K+ 8.3% |
$378K - $388K
|
98.8K
$5.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7.58K+ 11.98% |
$378K - $388K
|
70.8K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7.46K+ 32.8% |
$373K - $382K
|
30.2K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.41KNew |
$370K - $379K
|
7.41K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.39KNew |
$369K - $378K
|
7.39K
$376K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.38K+ 6.75% |
$368K - $377K
|
117K
$5.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.3KNew |
$365K - $374K
|
7.3K
$372K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.29K+ 30.96% |
$364K - $373K
|
30.9K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
7.27K+ 1.99% |
$363K - $372K
|
373K
$19M
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
7.23KNew |
$361K - $370K
|
7.23K
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
7.2KNew |
$360K - $368K
|
7.2K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.18K+ 5.24% |
$359K - $367K
|
144K
$7.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
7.12K+ 10.53% |
$356K - $364K
|
74.7K
$3.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.1K+ 10.82% |
$354K - $363K
|
72.7K
$3.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.09K+ 6.52% |
$354K - $363K
|
116K
$5.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7.08KNew |
$354K - $362K
|
7.08K
$361K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.06K+ 74.43% |
$353K - $361K
|
16.5K
$843K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.92KNew |
$345K - $354K
|
6.92K
$352K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6.89K+ 6.71% |
$344K - $352K
|
109K
$5.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.87KNew |
$343K - $351K
|
6.87K
$350K
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
6.87K+ 2.26% |
$343K - $351K
|
311K
$15.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
6.6K+ 19.22% |
$330K - $338K
|
40.9K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.47K+ 4.11% |
$323K - $331K
|
164K
$8.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.44K+ 15.92% |
$322K - $330K
|
46.9K
$2.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.38K+ 2.0% |
$318K - $326K
|
325K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.33KNew |
$316K - $324K
|
6.33K
$322K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.32K+ 18.14% |
$315K - $323K
|
41.1K
$2.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6.3KNew |
$315K - $322K
|
6.3K
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
6.22K+ 5.59% |
$311K - $318K
|
118K
$5.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
6.19K+ 13.54% |
$309K - $316K
|
51.9K
$2.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.08K+ 8.23% |
$303K - $311K
|
79.9K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
6.04K+ 6.21% |
$302K - $309K
|
103K
$5.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.99K+ 5.91% |
$299K - $307K
|
107K
$5.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.98K+ 17.78% |
$299K - $306K
|
39.6K
$2.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.94K+ 7.81% |
$296K - $304K
|
81.9K
$4.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.84K+ 140.85% |
$291K - $299K
|
9.98K
$508K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.83KNew |
$291K - $298K
|
5.83K
$297K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.74K+ 0.82% |
$287K - $294K
|
703K
$35.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
5.69KNew |
$284K - $291K
|
5.69K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
5.69K+ 18.11% |
$284K - $291K
|
37.1K
$1.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5.67K+ 2.53% |
$283K - $290K
|
230K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.66K+ 16.62% |
$283K - $290K
|
39.7K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
5.63KNew |
$281K - $288K
|
5.63K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.58K+ 26.56% |
$279K - $285K
|
26.6K
$1.35M
|