Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.8MNew |
$1.03B - $1.06B
|
20.8M
$1.04B
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.35M+ 3575.62% |
$67.2M - $69M
|
1.39M
$69.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.12M+ 3.54% |
$55.6M - $57.1M
|
32.7M
$1.64B
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
817K+ 41.71% |
$40.7M - $41.8M
|
2.78M
$140M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
601K+ 26.89% |
$29.9M - $30.7M
|
2.84M
$142M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
571K+ 19.87% |
$28.4M - $29.2M
|
3.44M
$173M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
536K+ 35.56% |
$26.7M - $27.4M
|
2.04M
$103M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
465KNew |
$23.1M - $23.8M
|
465K
$23.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
303KNew |
$15.1M - $15.5M
|
303K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
250K+ 42.55% |
$12.5M - $12.8M
|
838K
$42.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
235KNew |
$11.7M - $12M
|
235K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
222KNew |
$11M - $11.3M
|
222K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
220KNew |
$11M - $11.3M
|
220K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
219K+ 6.06% |
$10.9M - $11.2M
|
3.84M
$193M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
192KNew |
$9.54M - $9.79M
|
192K
$9.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
184K+ 37.37% |
$9.18M - $9.43M
|
678K
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
184K+ 191.41% |
$9.15M - $9.39M
|
280K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
178K+ 151.45% |
$8.86M - $9.1M
|
296K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
167K+ 4.9% |
$8.34M - $8.56M
|
3.58M
$180M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
154K+ 14.51% |
$7.67M - $7.88M
|
1.22M
$61.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
154K+ 6.45% |
$7.66M - $7.86M
|
2.54M
$127M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
137K+ 12.4% |
$6.84M - $7.03M
|
1.25M
$62.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
120K+ 226.84% |
$5.98M - $6.14M
|
173K
$8.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
118KNew |
$5.87M - $6.03M
|
118K
$5.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
112KNew |
$5.58M - $5.73M
|
112K
$5.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
108K+ 29.83% |
$5.38M - $5.53M
|
470K
$23.6M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
103KNew |
$5.12M - $5.26M
|
103K
$5.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
103KNew |
$5.11M - $5.25M
|
103K
$5.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
99KNew |
$4.93M - $5.06M
|
99K
$4.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
86.7K+ 15.41% |
$4.32M - $4.43M
|
649K
$32.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
86.4K+ 22.9% |
$4.3M - $4.42M
|
464K
$23.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
85.9K+ 68.73% |
$4.28M - $4.39M
|
211K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
85.3KNew |
$4.25M - $4.36M
|
85.3K
$4.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
78KNew |
$3.88M - $3.99M
|
78K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
76.3K+ 16.39% |
$3.8M - $3.9M
|
542K
$27.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
73.3K+ 90.63% |
$3.65M - $3.75M
|
154K
$7.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
72.7KNew |
$3.62M - $3.72M
|
72.7K
$3.65M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
72.3KNew |
$3.6M - $3.7M
|
72.3K
$3.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
72.2KNew |
$3.59M - $3.69M
|
72.2K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
71.2K+ 21.75% |
$3.55M - $3.64M
|
399K
$20M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
71.1K+ 178.85% |
$3.54M - $3.63M
|
111K
$5.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
69.7K+ 5.11% |
$3.47M - $3.56M
|
1.43M
$72M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
69.1K+ 176.73% |
$3.44M - $3.53M
|
108K
$5.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
68.3KNew |
$3.4M - $3.5M
|
68.3K
$3.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
67.4KNew |
$3.36M - $3.45M
|
67.4K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
67.3K+ 351.96% |
$3.35M - $3.44M
|
86.4K
$4.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
66.6K+ 1223.44% |
$3.32M - $3.41M
|
72K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
64.7KNew |
$3.22M - $3.31M
|
64.7K
$3.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
64.5KNew |
$3.21M - $3.3M
|
64.5K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
62.7K+ 16.83% |
$3.12M - $3.21M
|
435K
$21.9M
|