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
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.03K+ 21.43% |
$400K - $411K
|
45.5K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.94K+ 4.82% |
$395K - $406K
|
173K
$8.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
7.91K+ 41.59% |
$394K - $405K
|
26.9K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.81K+ 23.74% |
$389K - $399K
|
40.7K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7.79K+ 3.39% |
$388K - $398K
|
238K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.72KNew |
$385K - $395K
|
7.72K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.61K+ 63.56% |
$379K - $389K
|
19.6K
$984K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.53K+ 56.12% |
$375K - $385K
|
20.9K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
7.37K+ 16.11% |
$367K - $377K
|
53.1K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
7.32K+ 2.84% |
$364K - $374K
|
265K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
7.3KNew |
$363K - $373K
|
7.3K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.07KNew |
$352K - $361K
|
7.07K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7K+ 68.51% |
$349K - $358K
|
17.2K
$865K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.98KNew |
$348K - $357K
|
6.98K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.98K+ 14.64% |
$347K - $357K
|
54.7K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
6.89KNew |
$343K - $352K
|
6.89K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
6.8KNew |
$338K - $347K
|
6.8K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.68K+ 23.82% |
$333K - $342K
|
34.7K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.65K+ 65.3% |
$331K - $340K
|
16.8K
$845K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.62K+ 87.28% |
$330K - $339K
|
14.2K
$714K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.61K+ 4.52% |
$329K - $338K
|
153K
$7.67M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.55K+ 113.57% |
$326K - $335K
|
12.3K
$618K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.5K+ 21.94% |
$324K - $332K
|
36.1K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
6.38KNew |
$317K - $326K
|
6.38K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.34K+ 14.42% |
$315K - $324K
|
50.3K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.33KNew |
$315K - $324K
|
6.33K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
6.2K+ 2.0% |
$309K - $317K
|
317K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.16K+ 10.68% |
$307K - $315K
|
63.8K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6.1K+ 76.25% |
$304K - $312K
|
14.1K
$708K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.08K+ 37.8% |
$302K - $311K
|
22.1K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.97K+ 9.94% |
$297K - $305K
|
66K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.96K+ 1.94% |
$297K - $305K
|
314K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.94KNew |
$296K - $304K
|
5.94K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
5.66K+ 3.42% |
$282K - $289K
|
171K
$8.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.64KNew |
$281K - $288K
|
5.64K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.53K+ 8.92% |
$275K - $283K
|
67.5K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.49K+ 6.08% |
$273K - $281K
|
95.8K
$4.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.46K+ 13.6% |
$272K - $279K
|
45.6K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.4KNew |
$269K - $276K
|
5.4K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
5.34K+ 57.53% |
$266K - $273K
|
14.6K
$734K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.33KNew |
$265K - $272K
|
5.33K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
5.28K+ 26.28% |
$263K - $270K
|
25.4K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.2K+ 33.89% |
$259K - $266K
|
20.6K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.18KNew |
$258K - $265K
|
5.18K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.11K+ 9.8% |
$254K - $261K
|
57.2K
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.09KNew |
$253K - $260K
|
5.09K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.06KNew |
$252K - $259K
|
5.06K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.97KNew |
$247K - $254K
|
4.97K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.95K+ 5.06% |
$246K - $253K
|
103K
$5.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.95KNew |
$246K - $253K
|
4.95K
$248K
|