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 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.59K+ 10.33% |
$129K - $132K
|
27.6K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.58K+ 11.93% |
$129K - $132K
|
24.2K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
2.55K+ 14.71% |
$127K - $130K
|
19.9K
$993K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.52K+ 2.69% |
$126K - $129K
|
96.2K
$4.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.51K+ 1.52% |
$125K - $129K
|
168K
$8.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.48K+ 3.61% |
$124K - $127K
|
71.3K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.45KNew |
$122K - $125K
|
2.45K
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.44K+ 40.54% |
$122K - $125K
|
8.47K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.44K+ 19.45% |
$122K - $125K
|
15K
$749K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.44K+ 8.72% |
$121K - $125K
|
30.4K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.44KNew |
$121K - $125K
|
2.44K
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.37K+ 21.35% |
$118K - $121K
|
13.5K
$674K
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.37K+ 5.28% |
$118K - $121K
|
47.3K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.37K+ 10.91% |
$118K - $121K
|
24K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.35K+ 7.1% |
$117K - $120K
|
35.4K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.31K+ 8.36% |
$115K - $118K
|
30K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.25K+ 12.93% |
$112K - $115K
|
19.7K
$983K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.22K+ 2.89% |
$111K - $114K
|
79.1K
$3.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.21K+ 18.49% |
$110K - $113K
|
14.2K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.18K+ 0.71% |
$108K - $111K
|
309K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.09K+ 27.58% |
$104K - $107K
|
9.67K
$483K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.06KNew |
$103K - $105K
|
2.06K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
2.02K+ 9.53% |
$101K - $103K
|
23.2K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 0.17% |
$101K - $103K
|
1.22M
$60.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.01K+ 2.24% |
$100K - $103K
|
91.7K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2K+ 6.94% |
$99.6K - $102K
|
30.8K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2K+ 5.49% |
$99.5K - $102K
|
38.4K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.99KNew |
$99K - $102K
|
1.99K
$99.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.89K+ 2.89% |
$94.2K - $96.7K
|
67.3K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.88K+ 4.33% |
$93.7K - $96.2K
|
45.3K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.84K+ 5.51% |
$91.6K - $94K
|
35.2K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.83K+ 388.3% |
$90.9K - $93.3K
|
2.3K
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.82K+ 3.63% |
$90.4K - $92.8K
|
51.9K
$2.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.79K+ 12.59% |
$89K - $91.4K
|
16K
$799K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
1.78K+ 6.44% |
$88.4K - $90.8K
|
29.4K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.77K+ 2.87% |
$88.3K - $90.7K
|
63.5K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 2.35% |
$87.6K - $90K
|
76.7K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.75KNew |
$87.1K - $89.5K
|
1.75K
$87.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.65K+ 2.38% |
$82.3K - $84.5K
|
71K
$3.55M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.65KNew |
$82K - $84.2K
|
1.65K
$82.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.62K+ 1.46% |
$80.6K - $82.7K
|
112K
$5.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.61K+ 0.22% |
$80K - $82.1K
|
738K
$36.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 12.41% |
$80K - $82.1K
|
14.5K
$727K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.6KNew |
$79.8K - $81.9K
|
1.6K
$80K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.6K+ 4.18% |
$79.5K - $81.6K
|
39.8K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.57K+ 4.3% |
$78.2K - $80.3K
|
38.1K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.57K+ 2.28% |
$78K - $80.1K
|
70.2K
$3.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.56KNew |
$77.8K - $79.9K
|
1.56K
$78.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.56K+ 7.53% |
$77.4K - $79.5K
|
22.2K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 26.51% |
$74.6K - $76.6K
|
7.15K
$357K
|