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 13, 2024
Q2 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
4.66KNew |
$231K - $235K
|
4.66K
$233K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.63K+ 7.94% |
$230K - $234K
|
63K
$3.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.63K+ 7.87% |
$230K - $234K
|
63.5K
$3.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.62KNew |
$229K - $233K
|
4.62K
$232K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.61K+ 22.51% |
$229K - $233K
|
25.1K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
4.61K+ 42.82% |
$228K - $233K
|
15.4K
$771K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.61K+ 1.89% |
$228K - $232K
|
248K
$12.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
4.57KNew |
$226K - $230K
|
4.57K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.56KNew |
$226K - $230K
|
4.56K
$229K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
4.5K+ 67.31% |
$223K - $227K
|
11.2K
$561K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.47K+ 6.8% |
$221K - $225K
|
70.1K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
4.45K+ 28.27% |
$221K - $225K
|
20.2K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.45K+ 6.17% |
$220K - $224K
|
76.5K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.41K+ 19.69% |
$219K - $223K
|
26.8K
$1.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.36K+ 46.48% |
$216K - $220K
|
13.7K
$689K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.32K+ 14.06% |
$214K - $218K
|
35K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.16KNew |
$206K - $210K
|
4.16K
$208K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.15K+ 17.38% |
$205K - $209K
|
28K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.14K+ 3.78% |
$205K - $209K
|
114K
$5.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.14KNew |
$205K - $209K
|
4.14K
$207K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.12KNew |
$204K - $208K
|
4.12K
$206K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.1KNew |
$203K - $207K
|
4.1K
$206K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.05K+ 46.25% |
$201K - $204K
|
12.8K
$642K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.05KNew |
$200K - $204K
|
4.05K
$203K
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4.04K+ 9.06% |
$200K - $204K
|
48.7K
$2.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4.04KNew |
$200K - $204K
|
4.04K
$202K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
4.03K+ 28.31% |
$199K - $203K
|
18.2K
$914K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.96K+ 26.45% |
$196K - $200K
|
18.9K
$948K
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.95K+ 13.22% |
$196K - $199K
|
33.8K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.94K+ 5.51% |
$195K - $199K
|
75.5K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.9K+ 12.93% |
$193K - $197K
|
34.1K
$1.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.88K+ 5.28% |
$192K - $196K
|
77.4K
$3.88M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.87K+ 2.69% |
$192K - $195K
|
148K
$7.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.84K+ 19.36% |
$190K - $194K
|
23.7K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.78K+ 5.01% |
$187K - $191K
|
79.2K
$3.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.75K+ 3.6% |
$186K - $189K
|
108K
$5.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.61K+ 36.84% |
$179K - $182K
|
13.4K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.59K+ 3.35% |
$178K - $181K
|
111K
$5.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.58K+ 41.88% |
$177K - $181K
|
12.1K
$608K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.56K+ 3.94% |
$176K - $180K
|
93.9K
$4.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.55K+ 7.96% |
$176K - $179K
|
48.1K
$2.41M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.5KNew |
$173K - $176K
|
3.5K
$175K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.47K+ 0.72% |
$172K - $175K
|
486K
$24.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.43K+ 26.53% |
$170K - $173K
|
16.4K
$821K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.37KNew |
$167K - $170K
|
3.37K
$169K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.27K+ 16.69% |
$162K - $165K
|
22.9K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.22K+ 8.76% |
$160K - $163K
|
40K
$2.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.17K+ 35.07% |
$157K - $160K
|
12.2K
$612K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.15K+ 5.58% |
$156K - $159K
|
59.5K
$2.98M
|
|
|
Jul 02, 2024
Q2 2024
|
Stairway Partners, LLC
|
BUY
|
- |
3.09K+ 1.0% |
$153K - $156K
|
313K
$15.7M
|