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
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.68KNew |
$333K - $342K
|
6.68K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.67K+ 5.05% |
$332K - $341K
|
139K
$7.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.65K+ 65.3% |
$331K - $340K
|
16.8K
$853K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.62K+ 87.28% |
$330K - $339K
|
14.2K
$720K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.61K+ 4.52% |
$329K - $338K
|
153K
$7.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.55K+ 113.57% |
$326K - $335K
|
12.3K
$624K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.5K+ 21.94% |
$324K - $332K
|
36.1K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
6.38KNew |
$317K - $326K
|
6.38K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.34K+ 14.42% |
$315K - $324K
|
50.3K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.33KNew |
$315K - $324K
|
6.33K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.21KNew |
$309K - $318K
|
6.21K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
6.2K+ 2.0% |
$309K - $317K
|
317K
$16.1M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.16K+ 10.68% |
$307K - $315K
|
63.8K
$3.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6.1K+ 76.25% |
$304K - $312K
|
14.1K
$714K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.08K+ 37.8% |
$302K - $311K
|
22.1K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.97K+ 9.94% |
$297K - $305K
|
66K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.96K+ 1.94% |
$297K - $305K
|
314K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.94KNew |
$296K - $304K
|
5.94K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.86K+ 15.48% |
$292K - $300K
|
43.7K
$2.21M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.68K+ 43.26% |
$283K - $290K
|
18.8K
$953K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
5.66K+ 3.42% |
$282K - $289K
|
171K
$8.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.64KNew |
$281K - $288K
|
5.64K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
5.57K+ 8.87% |
$277K - $285K
|
68.4K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.57K+ 12.12% |
$277K - $285K
|
51.5K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.54K+ 21.77% |
$276K - $283K
|
31K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.53K+ 8.92% |
$275K - $283K
|
67.5K
$3.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.49K+ 6.08% |
$273K - $281K
|
95.8K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.48K+ 2.17% |
$273K - $280K
|
258K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.46K+ 13.6% |
$272K - $279K
|
45.6K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.4KNew |
$269K - $276K
|
5.4K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
5.34K+ 57.53% |
$266K - $273K
|
14.6K
$740K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.33KNew |
$265K - $272K
|
5.33K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
5.28K+ 26.28% |
$263K - $270K
|
25.4K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.24K+ 1.22% |
$261K - $268K
|
435K
$22.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.2K+ 33.89% |
$259K - $266K
|
20.6K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.19KNew |
$259K - $266K
|
5.19K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.18K+ 2.71% |
$258K - $265K
|
196K
$9.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.18KNew |
$258K - $265K
|
5.18K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.11K+ 9.8% |
$254K - $261K
|
57.2K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.09KNew |
$253K - $260K
|
5.09K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.06KNew |
$252K - $259K
|
5.06K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5.01K+ 13.1% |
$249K - $256K
|
43.2K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.97KNew |
$247K - $254K
|
4.97K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.95K+ 5.06% |
$246K - $253K
|
103K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.95KNew |
$246K - $253K
|
4.95K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.94KNew |
$246K - $253K
|
4.94K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.88K+ 48.28% |
$243K - $250K
|
15K
$759K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.88K+ 5.1% |
$243K - $250K
|
101K
$5.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.86K+ 16.09% |
$242K - $249K
|
35.1K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.86K+ 9.37% |
$242K - $248K
|
56.7K
$2.87M
|