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 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.2KNew |
$357K - $363K
|
7.2K
$362K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7.1KNew |
$352K - $358K
|
7.1K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.09K+ 8.77% |
$352K - $358K
|
88K
$4.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.04KNew |
$349K - $355K
|
7.04K
$354K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.96KNew |
$345K - $351K
|
6.96K
$350K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.89K+ 2.38% |
$341K - $347K
|
296K
$14.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.79K+ 19.75% |
$336K - $342K
|
41.2K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.73KNew |
$334K - $340K
|
6.73K
$338K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.7K+ 76.68% |
$332K - $338K
|
15.4K
$775K
|
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
6.63K+ 20.29% |
$328K - $334K
|
39.3K
$1.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.62K+ 0.75% |
$328K - $334K
|
893K
$44.9M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.59K+ 39.8% |
$326K - $332K
|
23.1K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
6.58K+ 1.25% |
$326K - $332K
|
532K
$26.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.53KNew |
$324K - $329K
|
6.53K
$328K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.52K+ 9.42% |
$323K - $329K
|
75.7K
$3.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
6.44KNew |
$319K - $325K
|
6.44K
$324K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
6.31KNew |
$312K - $318K
|
6.31K
$317K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
6.23K+ 3.46% |
$308K - $314K
|
186K
$9.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6KNew |
$297K - $303K
|
6K
$301K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.96KNew |
$295K - $300K
|
5.96K
$299K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.94K+ 9.64% |
$295K - $300K
|
67.6K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.92KNew |
$293K - $299K
|
5.92K
$297K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.86K+ 6.52% |
$290K - $295K
|
95.7K
$4.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.82K+ 4.02% |
$288K - $293K
|
151K
$7.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.75KNew |
$285K - $290K
|
5.75K
$289K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.72K+ 175.68% |
$284K - $289K
|
8.98K
$451K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5.69KNew |
$282K - $287K
|
5.69K
$286K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.67K+ 16.74% |
$281K - $286K
|
39.6K
$1.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
5.63KNew |
$279K - $284K
|
5.63K
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.63K+ 11.88% |
$279K - $284K
|
53K
$2.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.54KNew |
$275K - $280K
|
5.54K
$278K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.51K+ 3.28% |
$273K - $278K
|
173K
$8.71M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.49K+ 6.03% |
$272K - $277K
|
96.6K
$4.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.45K+ 9.02% |
$270K - $275K
|
65.8K
$3.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.42K+ 0.36% |
$269K - $274K
|
1.52M
$76.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
5.27K+ 6.7% |
$261K - $266K
|
83.9K
$4.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
5.25KNew |
$260K - $265K
|
5.25K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.25K+ 2.07% |
$260K - $265K
|
259K
$13M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.22K+ 9.06% |
$259K - $263K
|
62.8K
$3.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.21K+ 39.57% |
$258K - $263K
|
18.4K
$922K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
5.17K+ 5.89% |
$256K - $261K
|
93K
$4.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.07KNew |
$251K - $255K
|
5.07K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.05KNew |
$250K - $255K
|
5.05K
$254K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5K+ 77.26% |
$248K - $252K
|
11.5K
$576K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.91K+ 23.35% |
$243K - $248K
|
26K
$1.3M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.87K+ 17.64% |
$241K - $246K
|
32.5K
$1.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.84KNew |
$240K - $244K
|
4.84K
$243K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.81K+ 1.97% |
$239K - $243K
|
250K
$12.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.8K+ 7.38% |
$238K - $242K
|
69.9K
$3.51M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.71K+ 15.05% |
$234K - $238K
|
36K
$1.81M
|