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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.44K+ 1.12% |
$71.5K - $73.5K
|
130K
$6.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.32K+ 6.17% |
$65.7K - $67.5K
|
22.7K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.3K+ 14.02% |
$64.7K - $66.5K
|
10.6K
$531K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.29K+ 13.43% |
$64.2K - $66K
|
10.9K
$547K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.27K+ 7.52% |
$63.1K - $64.8K
|
18.1K
$909K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 1.9% |
$63K - $64.7K
|
67.8K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.26K+ 1.08% |
$62.8K - $64.5K
|
118K
$5.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.23K+ 1.86% |
$61.4K - $63.1K
|
67.6K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.23K+ 3.26% |
$61.1K - $62.8K
|
38.9K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.21K+ 4.98% |
$60.4K - $62.1K
|
25.6K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.12K+ 12.0% |
$55.6K - $57.1K
|
10.4K
$523K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.11K+ 14.66% |
$55.1K - $56.6K
|
8.65K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.09K+ 2.81% |
$54.3K - $55.8K
|
39.9K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.07K+ 4.94% |
$53.1K - $54.5K
|
22.6K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.02K+ 8.01% |
$51K - $52.4K
|
13.8K
$693K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.02K+ 2.94% |
$50.8K - $52.2K
|
35.7K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.02K+ 3.2% |
$50.7K - $52.1K
|
32.9K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1K+ 12.38% |
$50K - $51.3K
|
9.11K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
989+ 1.59% |
$49.2K - $50.6K
|
63.2K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
972+ 5.34% |
$48.4K - $49.7K
|
19.2K
$964K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
964+ 14.77% |
$48K - $49.3K
|
7.49K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
960New |
$47.8K - $49.1K
|
960
$48.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
958+ 10.96% |
$47.7K - $49K
|
9.7K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
941+ 5.06% |
$46.9K - $48.1K
|
19.5K
$982K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
929+ 1.1% |
$46.3K - $47.5K
|
85.2K
$4.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
910+ 7.9% |
$45.3K - $46.5K
|
12.4K
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
881+ 9.91% |
$43.9K - $45.1K
|
9.77K
$491K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
877+ 4.09% |
$43.7K - $44.8K
|
22.3K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
838New |
$41.7K - $42.9K
|
838
$42.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
812+ 25.15% |
$40.4K - $41.5K
|
4.04K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
800+ 6.69% |
$39.8K - $40.9K
|
12.8K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
800+ 7.63% |
$39.8K - $40.9K
|
11.3K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
774+ 3.47% |
$38.5K - $39.6K
|
23.1K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
773+ 7.95% |
$38.5K - $39.5K
|
10.5K
$527K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
773+ 7.95% |
$38.5K - $39.5K
|
10.5K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
760+ 1.54% |
$37.8K - $38.9K
|
50.1K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
760+ 6.72% |
$37.8K - $38.9K
|
12.1K
$606K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
694+ 3.57% |
$34.6K - $35.5K
|
20.2K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
687+ 4.05% |
$34.2K - $35.1K
|
17.6K
$886K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
665+ 3.03% |
$33.1K - $34K
|
22.6K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
665+ 1.79% |
$33.1K - $34K
|
37.8K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
651+ 0.95% |
$32.4K - $33.3K
|
69.2K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
635+ 3.5% |
$31.6K - $32.5K
|
18.8K
$942K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
632+ 10.98% |
$31.5K - $32.3K
|
6.39K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
614+ 0.5% |
$30.6K - $31.4K
|
123K
$6.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
595+ 14.92% |
$29.6K - $30.4K
|
4.58K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
555+ 0.31% |
$27.6K - $28.4K
|
179K
$8.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
550+ 7.95% |
$27.4K - $28.1K
|
7.47K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
523+ 6.28% |
$26K - $26.7K
|
8.86K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
500+ 3.63% |
$24.9K - $25.6K
|
14.3K
$717K
|