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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23.4K+ 2.49% |
$1.16M - $1.2M
|
963K
$48.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
23.4K+ 30.55% |
$1.16M - $1.2M
|
100K
$4.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
23.3K+ 9.43% |
$1.16M - $1.19M
|
270K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.9K+ 19.59% |
$1.14M - $1.17M
|
140K
$6.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
22.9K+ 9.42% |
$1.14M - $1.17M
|
265K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22.6K+ 3.45% |
$1.12M - $1.15M
|
677K
$33.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
22.4K+ 13.82% |
$1.11M - $1.14M
|
184K
$9.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22.3K+ 27.89% |
$1.11M - $1.14M
|
102K
$5.1M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
22.1K+ 12.12% |
$1.1M - $1.13M
|
204K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
21.9KNew |
$1.09M - $1.12M
|
21.9K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
21.8K+ 22.4% |
$1.08M - $1.11M
|
119K
$5.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
21.7K+ 59.11% |
$1.08M - $1.11M
|
58.4K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
21.6K+ 89.58% |
$1.08M - $1.11M
|
45.8K
$2.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
21.6K+ 24.85% |
$1.07M - $1.1M
|
108K
$5.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21.6K+ 14.13% |
$1.07M - $1.1M
|
174K
$8.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
21KNew |
$1.05M - $1.07M
|
21K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
20.9K+ 11.32% |
$1.04M - $1.07M
|
205K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 19.38% |
$1.01M - $1.04M
|
125K
$6.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
19.9K+ 36.69% |
$990K - $1.02M
|
74.1K
$3.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19.7K+ 166.56% |
$982K - $1.01M
|
31.6K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 7.62% |
$972K - $999K
|
276K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19.1K+ 9.18% |
$952K - $977K
|
227K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
19.1K+ 33.58% |
$950K - $976K
|
75.9K
$3.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.5K+ 105.41% |
$922K - $947K
|
36.1K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
18.3K+ 15.25% |
$913K - $938K
|
139K
$6.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.1K+ 1188.12% |
$902K - $926K
|
19.6K
$981K
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
17.7K+ 5.42% |
$881K - $904K
|
344K
$17.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7K+ 7.87% |
$879K - $903K
|
242K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
17.6K+ 2.83% |
$877K - $901K
|
640K
$31.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
17.4K+ 141.88% |
$866K - $889K
|
29.6K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.2K+ 41.75% |
$857K - $880K
|
58.4K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
17.2K+ 4.9% |
$854K - $877K
|
367K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
17.1K+ 300.0% |
$850K - $873K
|
22.8K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16.9K+ 3.09% |
$843K - $866K
|
565K
$28.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
16.7K+ 7.73% |
$833K - $855K
|
233K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
16.7K+ 12.92% |
$829K - $852K
|
146K
$7.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16.6KNew |
$828K - $850K
|
16.6K
$830K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16.6K+ 15.08% |
$825K - $847K
|
126K
$6.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
16.3K+ 26.79% |
$814K - $836K
|
77.4K
$3.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16.3K+ 3.26% |
$813K - $835K
|
517K
$25.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
16.2KNew |
$806K - $828K
|
16.2K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
16K+ 7296.8% |
$796K - $817K
|
16.2K
$809K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
15.5KNew |
$773K - $794K
|
15.5K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
15.5K+ 3.12% |
$771K - $792K
|
512K
$25.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
15K+ 28.94% |
$748K - $768K
|
66.9K
$3.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
15K+ 30.23% |
$744K - $765K
|
64.4K
$3.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 67.79% |
$737K - $757K
|
36.7K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
14.8KNew |
$736K - $756K
|
14.8K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
14.6K+ 5.47% |
$729K - $749K
|
282K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
14.6KNew |
$727K - $747K
|
14.6K
$730K
|