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 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.85K+ 57.44% |
$242K - $248K
|
13.3K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.85K+ 13.27% |
$241K - $248K
|
41.4K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.81KNew |
$239K - $246K
|
4.81K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.78K+ 3.32% |
$238K - $244K
|
149K
$7.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.73K+ 1842.02% |
$236K - $242K
|
4.99K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.69K+ 69.01% |
$234K - $240K
|
11.5K
$582K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.6KNew |
$229K - $235K
|
4.6K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
4.6KNew |
$229K - $235K
|
4.6K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
4.59KNew |
$228K - $235K
|
4.59K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.56K+ 2.43% |
$227K - $233K
|
192K
$9.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
4.55KNew |
$227K - $233K
|
4.55K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
4.49K+ 4.6% |
$224K - $230K
|
102K
$5.17M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4.47K+ 12.04% |
$222K - $228K
|
41.6K
$2.11M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.46KNew |
$222K - $228K
|
4.46K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4.42KNew |
$220K - $226K
|
4.42K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
4.4KNew |
$219K - $225K
|
4.4K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
4.4K+ 8.14% |
$219K - $225K
|
58.5K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.4KNew |
$219K - $225K
|
4.4K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.38KNew |
$218K - $224K
|
4.38K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.36K+ 20.08% |
$217K - $223K
|
26.1K
$1.32M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.35KNew |
$217K - $222K
|
4.35K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$216K - $222K
|
4.34K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.32KNew |
$215K - $221K
|
4.32K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.31K+ 5.69% |
$215K - $220K
|
80.1K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.31K+ 27.29% |
$214K - $220K
|
20.1K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
4.28K+ 29.66% |
$213K - $219K
|
18.7K
$947K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.25KNew |
$212K - $217K
|
4.25K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
4.22KNew |
$210K - $216K
|
4.22K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.21KNew |
$210K - $215K
|
4.21K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.2KNew |
$209K - $215K
|
4.2K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
4.19K+ 24.29% |
$209K - $214K
|
21.4K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.19KNew |
$208K - $214K
|
4.19K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.13K+ 74.67% |
$206K - $211K
|
9.66K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.13K+ 0.39% |
$206K - $211K
|
1.06M
$53.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.13K+ 75.83% |
$206K - $211K
|
9.57K
$485K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.11KNew |
$205K - $210K
|
4.11K
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4K+ 19.75% |
$199K - $205K
|
24.3K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4K+ 22.26% |
$199K - $205K
|
22K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
3.97K+ 2.69% |
$198K - $203K
|
152K
$7.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.88K+ 5.74% |
$193K - $198K
|
71.5K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.86K+ 17.18% |
$192K - $198K
|
26.4K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.81K+ 1.29% |
$190K - $195K
|
298K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.79K+ 5.95% |
$189K - $194K
|
67.6K
$3.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.73K+ 1.02% |
$186K - $191K
|
370K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.69K+ 6.37% |
$184K - $189K
|
61.6K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.61K+ 50.38% |
$180K - $185K
|
10.8K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.55K+ 59.93% |
$177K - $181K
|
9.47K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.5K+ 10.5% |
$174K - $179K
|
36.9K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
3.46K+ 3.77% |
$172K - $177K
|
95.2K
$4.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.35KNew |
$167K - $171K
|
3.35K
$170K
|