Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.5K+ 10.74% |
$519K - $529K
|
108K
$5.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 15.62% |
$513K - $523K
|
76.7K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.3KNew |
$510K - $519K
|
10.3K
$517K
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
10.3K+ 18.39% |
$509K - $518K
|
66.2K
$3.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
10.1K+ 11.04% |
$499K - $508K
|
101K
$5.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
10.1KNew |
$498K - $507K
|
10.1K
$505K
|
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
BUY
|
- |
9.93K+ 4.4% |
$492K - $501K
|
236K
$11.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
9.86K+ 3.4% |
$489K - $498K
|
300K
$15.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.85K+ 2.85% |
$488K - $497K
|
355K
$17.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
9.82KNew |
$486K - $495K
|
9.82K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.75K+ 129.39% |
$483K - $492K
|
17.3K
$868K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.62K+ 47.38% |
$477K - $485K
|
29.9K
$1.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.61K+ 6.71% |
$476K - $484K
|
153K
$7.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.56K+ 90.75% |
$474K - $482K
|
20.1K
$1.01M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
9.47K+ 13.66% |
$469K - $478K
|
78.8K
$3.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
9.42KNew |
$467K - $475K
|
9.42K
$473K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
9.42K+ 8.28% |
$467K - $475K
|
123K
$6.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
9.36K+ 174.57% |
$464K - $472K
|
14.7K
$739K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.31K+ 41.77% |
$461K - $469K
|
31.6K
$1.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9.21K+ 15.34% |
$456K - $465K
|
69.3K
$3.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.21K+ 61.83% |
$456K - $464K
|
24.1K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
9.19KNew |
$455K - $463K
|
9.19K
$461K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
9.13K+ 123.69% |
$452K - $461K
|
16.5K
$830K
|
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
9.1K+ 8.08% |
$451K - $459K
|
122K
$6.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
9.1KNew |
$451K - $459K
|
9.1K
$457K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9.04K+ 5.17% |
$448K - $456K
|
184K
$9.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.03KNew |
$447K - $455K
|
9.03K
$453K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.93K+ 3.08% |
$442K - $450K
|
299K
$15M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8.9K+ 3.92% |
$441K - $449K
|
236K
$11.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.83K+ 113.62% |
$438K - $446K
|
16.6K
$834K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
8.82KNew |
$437K - $445K
|
8.82K
$443K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
8.64K+ 5.32% |
$428K - $436K
|
171K
$8.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8.54K+ 8.11% |
$423K - $431K
|
114K
$5.71M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8.51K+ 32.3% |
$422K - $429K
|
34.9K
$1.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8.5K+ 7.43% |
$421K - $429K
|
123K
$6.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.41K+ 1.01% |
$417K - $424K
|
843K
$42.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.15K+ 176.87% |
$404K - $411K
|
12.8K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.03K+ 169.06% |
$398K - $405K
|
12.8K
$642K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
8.02K+ 20.92% |
$397K - $404K
|
46.3K
$2.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.01KNew |
$397K - $404K
|
8.01K
$402K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
8KNew |
$396K - $404K
|
8K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.96K+ 30.71% |
$394K - $402K
|
33.9K
$1.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7.93K+ 18.52% |
$393K - $400K
|
50.8K
$2.55M
|
|
|
Jul 03, 2024
Q2 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
7.87K+ 7.49% |
$390K - $397K
|
113K
$5.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7.76K+ 11.71% |
$384K - $391K
|
74K
$3.72M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.57KNew |
$375K - $382K
|
7.57K
$380K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
7.56KNew |
$375K - $381K
|
7.56K
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7.53K+ 22.66% |
$373K - $380K
|
40.8K
$2.05M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.43K+ 51.52% |
$368K - $375K
|
21.9K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.26K+ 60.94% |
$360K - $366K
|
19.2K
$964K
|