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 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-36.4K- 27.59% |
$1.81M - $1.86M
|
95.5K
$4.77M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-36.7K- 7.78% |
$1.83M - $1.88M
|
435K
$21.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-38.9K- 6.5% |
$1.94M - $1.99M
|
559K
$27.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-39.5K- 23.78% |
$1.97M - $2.02M
|
127K
$6.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-39.7K- 4.81% |
$1.98M - $2.03M
|
786K
$39.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-40.7K- 73.89% |
$2.03M - $2.08M
|
14.4K
$719K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42.7K- 5.71% |
$2.13M - $2.18M
|
705K
$35.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-43.2K- 24.08% |
$2.15M - $2.21M
|
136K
$6.8M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-44.7K- 43.93% |
$2.23M - $2.29M
|
57.1K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48K- 20.03% |
$2.39M - $2.45M
|
192K
$9.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-53.6K- 16.52% |
$2.67M - $2.74M
|
271K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-55.1K- 75.38% |
$2.74M - $2.82M
|
18K
$899K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-56K- 16.99% |
$2.79M - $2.86M
|
273K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-58.4K- 4.54% |
$2.91M - $2.99M
|
1.23M
$61.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-59.7K- 20.65% |
$2.97M - $3.05M
|
230K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-65.9K- 57.74% |
$3.28M - $3.37M
|
48.2K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-69.8K- 4.83% |
$3.48M - $3.57M
|
1.38M
$68.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-74.2K- 43.67% |
$3.7M - $3.8M
|
95.8K
$4.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-76K- 74.92% |
$3.78M - $3.89M
|
25.4K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-78.9K- 11.26% |
$3.93M - $4.04M
|
622K
$31.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-80.8K- 47.93% |
$4.02M - $4.13M
|
87.7K
$4.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-81.4K- 12.37% |
$4.05M - $4.16M
|
577K
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-87.2K- 9.19% |
$4.34M - $4.46M
|
862K
$43.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-96.3K- 14.34% |
$4.79M - $4.92M
|
575K
$28.7M
|
|
|
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
$36M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-143K- 87.72% |
$7.11M - $7.3M
|
20K
$998K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-253K- 2.59% |
$12.6M - $12.9M
|
9.54M
$476M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-327K- 7.91% |
$16.3M - $16.7M
|
3.81M
$190M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-375K- 43.15% |
$18.7M - $19.2M
|
494K
$24.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-536K- 74.66% |
$26.7M - $27.4M
|
182K
$9.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.19M- 89.07% |
$59.1M - $60.7M
|
146K
$7.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.36M- 98.01% |
$67.7M - $69.6M
|
27.7K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-31.4M- 99.4% |
$1.56B - $1.6B
|
189K
$9.44M
|