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
|
Hancock Whitney Corp
|
BUY
|
- |
3.08K+ 5.54% |
$153K - $155K
|
58.7K
$2.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.07K+ 1.96% |
$152K - $155K
|
160K
$8.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.05KNew |
$151K - $154K
|
3.05K
$153K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.04K+ 3.37% |
$150K - $153K
|
93.2K
$4.68M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.02K+ 13.6% |
$150K - $152K
|
25.2K
$1.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.02K+ 13.6% |
$150K - $152K
|
25.2K
$1.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3KNew |
$149K - $151K
|
3K
$151K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3K+ 6.64% |
$148K - $151K
|
48.1K
$2.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.97K+ 9.13% |
$147K - $150K
|
35.5K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.91K+ 1.94% |
$144K - $147K
|
153K
$7.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.91K+ 13.12% |
$144K - $147K
|
25.1K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.86K+ 9.96% |
$142K - $144K
|
31.6K
$1.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.86K+ 17.77% |
$141K - $144K
|
18.9K
$950K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.83K+ 30.55% |
$140K - $143K
|
12.1K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.8K+ 6.59% |
$139K - $141K
|
45.3K
$2.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.79KNew |
$138K - $141K
|
2.79K
$140K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.65K+ 12045.45% |
$131K - $134K
|
2.67K
$134K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.64K+ 4.78% |
$131K - $133K
|
57.9K
$2.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.57K+ 4.36% |
$127K - $130K
|
61.6K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 1.23% |
$127K - $129K
|
211K
$10.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.53K+ 312.07% |
$126K - $128K
|
3.35K
$168K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.52K+ 18.48% |
$125K - $127K
|
16.2K
$811K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.51K+ 7.78% |
$124K - $126K
|
34.7K
$1.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.5K+ 5.02% |
$124K - $126K
|
52.3K
$2.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.33K+ 2.05% |
$115K - $117K
|
116K
$5.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.33K+ 2.42% |
$115K - $117K
|
98.6K
$4.95M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.3K+ 74.89% |
$114K - $116K
|
5.36K
$269K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.28K+ 0.43% |
$113K - $115K
|
530K
$26.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.26K+ 7.54% |
$112K - $114K
|
32.2K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.21K+ 1.87% |
$109K - $111K
|
120K
$6.04M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.19K+ 4.33% |
$109K - $111K
|
52.8K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.18K+ 2.79% |
$108K - $110K
|
80.6K
$4.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
2.1K+ 1.03% |
$104K - $106K
|
207K
$10.4M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.1K+ 8.29% |
$104K - $106K
|
27.4K
$1.37M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.09K+ 0.31% |
$104K - $105K
|
682K
$34.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.05K+ 9.62% |
$102K - $103K
|
23.4K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.02K+ 5.55% |
$99.9K - $102K
|
38.3K
$1.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.95K+ 12.08% |
$96.5K - $98.2K
|
18.1K
$907K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.94K+ 2.17% |
$96.2K - $97.9K
|
91.2K
$4.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 3.56% |
$95.5K - $97.2K
|
56.2K
$2.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.88K+ 539.26% |
$93.3K - $94.9K
|
2.23K
$112K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
1.86K+ 7.6% |
$92.2K - $93.8K
|
26.3K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.8K+ 8.35% |
$88.9K - $90.5K
|
23.3K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.71K+ 5.21% |
$84.5K - $86K
|
34.5K
$1.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.7K+ 16.59% |
$84.2K - $85.7K
|
12K
$600K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.69K+ 10.07% |
$83.7K - $85.2K
|
18.5K
$928K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.68K+ 4.69% |
$83.2K - $84.7K
|
37.5K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.67K+ 4.5% |
$82.8K - $84.3K
|
38.8K
$1.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.65K+ 6.48% |
$81.8K - $83.2K
|
27.1K
$1.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.64K+ 2.61% |
$81.5K - $82.9K
|
64.6K
$3.24M
|