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 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.18K+ 40.71% |
$109K - $112K
|
7.55K
$384K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.07K+ 3.45% |
$103K - $106K
|
62K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.07K+ 3.75% |
$103K - $106K
|
57.2K
$2.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.06K+ 12.54% |
$103K - $105K
|
18.5K
$941K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.05K+ 14.92% |
$102K - $105K
|
15.8K
$804K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.04K+ 3.86% |
$102K - $104K
|
54.8K
$2.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2K+ 33.33% |
$99.9K - $102K
|
8K
$408K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.98K+ 2.8% |
$98.7K - $101K
|
72.7K
$3.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.96K+ 11.68% |
$97.9K - $100K
|
18.7K
$955K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.95K+ 10.3% |
$97.3K - $99.6K
|
20.9K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
1.93K+ 0.97% |
$96.5K - $98.8K
|
202K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 4.81% |
$93.4K - $95.7K
|
40.8K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.86K+ 2.6% |
$92.6K - $94.9K
|
73.1K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.81K+ 1.88% |
$90.5K - $92.7K
|
98.1K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.81K+ 8.87% |
$90.3K - $92.5K
|
22.2K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.8K+ 8.82% |
$89.8K - $92K
|
22.2K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.78K+ 2.7% |
$88.7K - $90.8K
|
67.7K
$3.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.76K+ 26.82% |
$88K - $90.1K
|
8.33K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.75K+ 0.21% |
$87.6K - $89.7K
|
820K
$41.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.71K+ 1.42% |
$85.4K - $87.5K
|
122K
$6.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.7K+ 4.71% |
$85K - $87.1K
|
37.9K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.7K+ 6.27% |
$84.9K - $87K
|
28.8K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.67KNew |
$83.6K - $85.6K
|
1.67K
$85.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.62K+ 6.77% |
$80.8K - $82.8K
|
25.5K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.59K+ 7.0% |
$79.6K - $81.5K
|
24.4K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.59KNew |
$79.2K - $81.1K
|
1.59K
$80.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.59K+ 6.69% |
$79.1K - $81.1K
|
25.3K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.53K+ 2.49% |
$76.2K - $78.1K
|
62.8K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.52KNew |
$76.1K - $78K
|
1.52K
$77.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.52K+ 1.73% |
$75.9K - $77.8K
|
89.7K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
1.47K+ 146.06% |
$73.1K - $74.9K
|
2.47K
$126K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.45K+ 4.19% |
$72.6K - $74.4K
|
36.1K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.45K+ 1.13% |
$72.1K - $73.9K
|
129K
$6.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.44K+ 0.93% |
$72K - $73.8K
|
157K
$7.98M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.43K+ 10.23% |
$71.6K - $73.3K
|
15.5K
$787K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 13.34% |
$70.9K - $72.6K
|
12.1K
$614K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.41K+ 16.12% |
$70.6K - $72.3K
|
10.2K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.4K+ 3.99% |
$69.8K - $71.5K
|
36.4K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.38K+ 9.01% |
$69K - $70.6K
|
16.7K
$851K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.38K+ 11.5% |
$69K - $70.6K
|
13.4K
$682K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.37K+ 1.35% |
$68.2K - $69.9K
|
103K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.35K+ 19.06% |
$67.6K - $69.2K
|
8.45K
$430K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.33K+ 6.24% |
$66.4K - $68K
|
22.6K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.33K+ 0.37% |
$66.3K - $67.9K
|
362K
$18.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.29K+ 4.08% |
$64.4K - $65.9K
|
32.9K
$1.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 11.02% |
$64.2K - $65.7K
|
12.9K
$659K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.28K+ 68.63% |
$63.9K - $65.5K
|
3.15K
$160K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.26K+ 24.92% |
$63K - $64.6K
|
6.33K
$322K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.25K+ 15.69% |
$62.4K - $63.9K
|
9.21K
$469K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.24K+ 10.66% |
$62K - $63.5K
|
12.9K
$657K
|