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 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.48K+ 105.42% |
$274K - $280K
|
10.7K
$544K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.47KNew |
$273K - $280K
|
5.47K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.44KNew |
$272K - $278K
|
5.44K
$277K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.43KNew |
$271K - $278K
|
5.43K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.41K+ 32.77% |
$270K - $276K
|
21.9K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.4K+ 11.62% |
$269K - $276K
|
51.8K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.39KNew |
$269K - $276K
|
5.39K
$275K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.33K+ 3.49% |
$266K - $273K
|
158K
$8.05M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
5.23K+ 2.96% |
$261K - $267K
|
182K
$9.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
5.11K+ 1.93% |
$255K - $261K
|
270K
$13.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.08K+ 30.56% |
$253K - $260K
|
21.7K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
5.02K+ 12.33% |
$251K - $257K
|
45.8K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.96K+ 18.73% |
$248K - $254K
|
31.5K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.96K+ 44.54% |
$248K - $254K
|
16.1K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.95KNew |
$247K - $253K
|
4.95K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.93KNew |
$246K - $252K
|
4.93K
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.92K+ 0.43% |
$246K - $252K
|
1.16M
$59.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.92KNew |
$246K - $252K
|
4.92K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.79K+ 75.74% |
$239K - $245K
|
11.1K
$566K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.77K+ 89.36% |
$238K - $244K
|
10.1K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.72K+ 4.13% |
$235K - $241K
|
119K
$6.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.65K+ 1.96% |
$232K - $238K
|
243K
$12.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
4.63K+ 28.94% |
$231K - $237K
|
20.6K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.58K+ 97.18% |
$229K - $234K
|
9.3K
$474K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.57K+ 1.24% |
$228K - $234K
|
375K
$19.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.48K+ 2.58% |
$224K - $229K
|
178K
$9.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.45K+ 8.59% |
$222K - $228K
|
56.3K
$2.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.44K+ 9.23% |
$222K - $227K
|
52.6K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.43K+ 435.73% |
$221K - $226K
|
5.44K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.38K+ 22.0% |
$219K - $224K
|
24.3K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.26K+ 3.74% |
$213K - $218K
|
118K
$6.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
4.23K+ 8.99% |
$211K - $216K
|
51.2K
$2.61M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.23K+ 50.72% |
$211K - $216K
|
12.6K
$640K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.21K+ 67.95% |
$210K - $215K
|
10.4K
$530K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.17KNew |
$208K - $214K
|
4.17K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
BUY
|
- |
4.14K+ 2.0% |
$207K - $212K
|
211K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.05K+ 69.3% |
$202K - $207K
|
9.9K
$505K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.05K+ 34.08% |
$202K - $207K
|
15.9K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.03K+ 24.83% |
$201K - $206K
|
20.3K
$1.03M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.01K+ 15.41% |
$200K - $205K
|
30.1K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.99KNew |
$199K - $204K
|
3.99K
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.96K+ 79.64% |
$198K - $203K
|
8.94K
$455K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.95KNew |
$197K - $202K
|
3.95K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.95KNew |
$197K - $202K
|
3.95K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.94K+ 71.57% |
$197K - $202K
|
9.45K
$481K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.84KNew |
$191K - $196K
|
3.84K
$195K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.83K+ 3.55% |
$191K - $196K
|
112K
$5.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.78K+ 4.88% |
$189K - $193K
|
81.2K
$4.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
3.69K+ 182.48% |
$184K - $189K
|
5.71K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3.68K+ 608.61% |
$184K - $188K
|
4.28K
$218K
|