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 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22.3K- 84.51% |
$1.11M - $1.14M
|
4.09K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-22.4K- 2.87% |
$1.12M - $1.15M
|
759K
$37.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-22.5K- 25.34% |
$1.12M - $1.15M
|
66.4K
$3.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-22.9K- 11.17% |
$1.14M - $1.17M
|
182K
$9.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-23K- 5.93% |
$1.15M - $1.18M
|
365K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-23K- 80.69% |
$1.15M - $1.18M
|
5.51K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-23.5K- 0.45% |
$1.17M - $1.2M
|
5.17M
$256M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.8K- 23.12% |
$1.18M - $1.22M
|
79K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-24.9K- 11.29% |
$1.24M - $1.27M
|
196K
$9.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-26K- 57.91% |
$1.3M - $1.33M
|
18.9K
$937K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-26.6K- 3.9% |
$1.32M - $1.36M
|
655K
$32.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.8K- 2.56% |
$1.34M - $1.37M
|
1.02M
$50.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-29.3K- 25.64% |
$1.46M - $1.5M
|
85K
$4.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29.9K- 29.91% |
$1.49M - $1.53M
|
70K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-30.4K- 26.59% |
$1.51M - $1.55M
|
83.9K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.8K- 11.48% |
$1.53M - $1.58M
|
238K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-31.5K- 9.08% |
$1.57M - $1.61M
|
316K
$15.6M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-33K- 44.46% |
$1.64M - $1.69M
|
41.2K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-36.4K- 27.59% |
$1.81M - $1.86M
|
95.5K
$4.73M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-36.7K- 7.78% |
$1.83M - $1.88M
|
435K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-37.7K- 89.96% |
$1.88M - $1.93M
|
4.21K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-38.9K- 6.5% |
$1.94M - $1.99M
|
559K
$27.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-39.5K- 23.78% |
$1.97M - $2.02M
|
127K
$6.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-39.7K- 4.81% |
$1.98M - $2.03M
|
786K
$38.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-40.7K- 73.89% |
$2.03M - $2.08M
|
14.4K
$713K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42.7K- 5.71% |
$2.13M - $2.18M
|
705K
$34.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-43.2K- 24.08% |
$2.15M - $2.21M
|
136K
$6.74M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-44.7K- 43.93% |
$2.23M - $2.29M
|
57.1K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48K- 20.03% |
$2.39M - $2.45M
|
192K
$9.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-49.4K- 4.82% |
$2.46M - $2.53M
|
976K
$48.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-53.6K- 16.52% |
$2.67M - $2.74M
|
271K
$13.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-55.1K- 75.38% |
$2.74M - $2.82M
|
18K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-55.5K- 98.55% |
$2.76M - $2.84M
|
817
$40.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-56K- 16.99% |
$2.79M - $2.86M
|
273K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-58.4K- 4.54% |
$2.91M - $2.99M
|
1.23M
$60.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-59.7K- 20.65% |
$2.97M - $3.05M
|
230K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-65.9K- 57.74% |
$3.28M - $3.37M
|
48.2K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-69.8K- 4.83% |
$3.48M - $3.57M
|
1.38M
$68.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-74.2K- 43.67% |
$3.7M - $3.8M
|
95.8K
$4.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-76K- 74.92% |
$3.78M - $3.89M
|
25.4K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-78.9K- 11.26% |
$3.93M - $4.04M
|
622K
$30.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-80.8K- 47.93% |
$4.02M - $4.13M
|
87.7K
$4.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-81.4K- 12.37% |
$4.05M - $4.16M
|
577K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83.2K- 5.34% |
$4.14M - $4.26M
|
1.48M
$73.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-84.9K- 1.43% |
$4.23M - $4.34M
|
5.87M
$291M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-87.2K- 9.19% |
$4.34M - $4.46M
|
862K
$42.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-96.3K- 14.34% |
$4.79M - $4.92M
|
575K
$28.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-96.7K- 31.15% |
$4.82M - $4.95M
|
214K
$10.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-99.7K- 12.16% |
$4.97M - $5.1M
|
721K
$35.7M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-111K- 5.44% |
$5.53M - $5.68M
|
1.93M
$95.6M
|