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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-53.6K- 16.52% |
$2.67M - $2.74M
|
271K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-56K- 16.99% |
$2.79M - $2.86M
|
273K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-69.8K- 4.83% |
$3.48M - $3.57M
|
1.38M
$69.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-74.2K- 43.67% |
$3.7M - $3.8M
|
95.8K
$4.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-76K- 74.92% |
$3.78M - $3.89M
|
25.4K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-78.9K- 11.26% |
$3.93M - $4.04M
|
622K
$31.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-80.8K- 47.93% |
$4.02M - $4.13M
|
87.7K
$4.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-81.4K- 12.37% |
$4.05M - $4.16M
|
577K
$29M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-87.2K- 9.19% |
$4.34M - $4.46M
|
862K
$43.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-96.7K- 31.15% |
$4.82M - $4.95M
|
214K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-99.7K- 12.16% |
$4.97M - $5.1M
|
721K
$36.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-143K- 87.72% |
$7.11M - $7.3M
|
20K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-327K- 7.91% |
$16.3M - $16.7M
|
3.81M
$191M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-536K- 74.66% |
$26.7M - $27.4M
|
182K
$9.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-31.4M- 99.4% |
$1.56B - $1.6B
|
189K
$9.49M
|