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 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.75K- 47.08% |
$186K - $192K
|
4.21K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.83K- 29.21% |
$191K - $196K
|
9.28K
$463K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-3.84K- 1.18% |
$191K - $196K
|
322K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.85K- 21.24% |
$192K - $197K
|
14.3K
$714K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.89K- 85.88% |
$194K - $199K
|
640
$32K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.99K- 12.51% |
$198K - $204K
|
27.9K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4K- 50.0% |
$199K - $205K
|
4K
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4.3K- 3.48% |
$214K - $220K
|
119K
$5.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.42K- 44.63% |
$220K - $226K
|
5.48K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.48K- 17.75% |
$223K - $229K
|
20.8K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-4.65K- 14.3% |
$231K - $238K
|
27.9K
$1.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.82K- 6.3% |
$240K - $246K
|
71.7K
$3.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.22K- 53.94% |
$260K - $267K
|
4.45K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-5.28K- 10.26% |
$263K - $270K
|
46.1K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-5.28K- 5.28% |
$263K - $270K
|
94.6K
$4.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-5.32K- 1.65% |
$265K - $272K
|
316K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.48K- 4.64% |
$273K - $280K
|
113K
$5.63M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.67K- 17.1% |
$282K - $290K
|
27.5K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-5.77K- 7.72% |
$287K - $295K
|
69K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-5.78K- 7.73% |
$288K - $295K
|
68.9K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.87K- 36.7% |
$292K - $300K
|
10.1K
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-6.05K- 40.6% |
$301K - $309K
|
8.85K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6.16K- 31.15% |
$307K - $315K
|
13.6K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.25K- 51.79% |
$311K - $320K
|
5.82K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.33K- 7.73% |
$315K - $324K
|
75.6K
$3.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-6.54K- 7.44% |
$326K - $335K
|
81.4K
$4.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.71K- 2.1% |
$334K - $343K
|
313K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-6.87K- 5.4% |
$342K - $351K
|
120K
$6.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-6.89K- 35.93% |
$343K - $352K
|
12.3K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-7.01K- 7.77% |
$349K - $359K
|
83.2K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-7.07K- 19.68% |
$352K - $361K
|
28.8K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.08K- 34.21% |
$353K - $362K
|
13.6K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.11K- 29.27% |
$354K - $364K
|
17.2K
$859K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.31K- 17.76% |
$364K - $374K
|
33.8K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-7.52K- 14.68% |
$375K - $385K
|
43.7K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-7.63K- 69.79% |
$380K - $390K
|
3.31K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-7.78K- 18.97% |
$388K - $398K
|
33.3K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-7.93K- 35.68% |
$395K - $405K
|
14.3K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.93K- 22.24% |
$395K - $405K
|
27.7K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.96K- 42.33% |
$396K - $407K
|
10.8K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.97K- 14.93% |
$397K - $408K
|
45.4K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-8.3K- 8.83% |
$413K - $424K
|
85.7K
$4.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8.53K- 29.4% |
$425K - $436K
|
20.5K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9K- 30.28% |
$448K - $460K
|
20.7K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.01K- 85.75% |
$448K - $461K
|
1.5K
$74.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.05K- 5.15% |
$450K - $463K
|
167K
$8.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.38K- 49.67% |
$467K - $479K
|
9.5K
$475K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.58K- 13.53% |
$477K - $490K
|
61.2K
$3.06M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.75K- 28.82% |
$486K - $499K
|
24.1K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-9.86K- 7.67% |
$491K - $504K
|
119K
$5.93M
|