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
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
512+ 12.64% |
$25.5K - $26.2K
|
4.56K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
506+ 11.36% |
$25.2K - $25.9K
|
4.96K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
500+ 3.63% |
$24.9K - $25.6K
|
14.3K
$723K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
500+ 1.42% |
$24.9K - $25.6K
|
35.8K
$1.81M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
498+ 5.85% |
$24.8K - $25.5K
|
9.01K
$456K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
497New |
$24.7K - $25.4K
|
497
$25.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
479+ 8.68% |
$23.8K - $24.5K
|
6K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
448+ 29.22% |
$22.3K - $22.9K
|
1.98K
$100K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
445+ 3.08% |
$22.2K - $22.8K
|
14.9K
$756K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
443New |
$22.1K - $22.7K
|
443
$22.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
432+ 1.31% |
$21.5K - $22.1K
|
33.4K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
427+ 2.31% |
$21.3K - $21.8K
|
18.9K
$957K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
426+ 2.82% |
$21.2K - $21.8K
|
15.5K
$787K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
422+ 2.25% |
$21K - $21.6K
|
19.2K
$971K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
416+ 0.63% |
$20.7K - $21.3K
|
66.1K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
413+ 0.33% |
$20.6K - $21.1K
|
125K
$6.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
401New |
$20K - $20.5K
|
401
$20.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
400+ 8.06% |
$19.9K - $20.5K
|
5.36K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
387+ 0.58% |
$19.3K - $19.8K
|
67.1K
$3.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
385+ 14.53% |
$19.2K - $19.7K
|
3.04K
$154K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
372+ 3.07% |
$18.5K - $19K
|
12.5K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
365+ 1.05% |
$18.2K - $18.7K
|
35K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
360+ 0.23% |
$17.9K - $18.4K
|
159K
$8.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
356+ 1.13% |
$17.7K - $18.2K
|
31.8K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
346+ 2.16% |
$17.2K - $17.7K
|
16.3K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
323+ 1.09% |
$16.1K - $16.5K
|
30K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
316+ 0.63% |
$15.7K - $16.2K
|
50.7K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
297+ 1.92% |
$14.8K - $15.2K
|
15.8K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
293+ 0.51% |
$14.6K - $15K
|
58.3K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
280+ 5.64% |
$13.9K - $14.3K
|
5.24K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
280New |
$13.9K - $14.3K
|
280
$14.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
278+ 1.47% |
$13.8K - $14.2K
|
19.1K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
273+ 1.48% |
$13.6K - $14K
|
18.7K
$948K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
263+ 0.28% |
$13.1K - $13.4K
|
94.1K
$4.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
261+ 0.81% |
$13K - $13.3K
|
32.6K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
257+ 1.94% |
$12.8K - $13.1K
|
13.5K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
257+ 1.05% |
$12.8K - $13.1K
|
24.7K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
254+ 2.57% |
$12.6K - $13K
|
10.2K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
250+ 0.47% |
$12.4K - $12.8K
|
53.8K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
250New |
$12.4K - $12.8K
|
250
$12.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
247+ 2.04% |
$12.3K - $12.6K
|
12.3K
$624K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
245+ 1.48% |
$12.2K - $12.5K
|
16.8K
$851K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
227+ 3.95% |
$11.3K - $11.6K
|
5.97K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
223+ 0.71% |
$11.1K - $11.4K
|
31.7K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
223+ 4.11% |
$11.1K - $11.4K
|
5.65K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
219+ 5.85% |
$10.9K - $11.2K
|
3.96K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
216+ 3.26% |
$10.8K - $11K
|
6.84K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
212+ 10600.0% |
$10.6K - $10.8K
|
214
$10.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
212+ 3.95% |
$10.6K - $10.8K
|
5.58K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
189+ 1.09% |
$9.41K - $9.67K
|
17.6K
$892K
|