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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
536K+ 35.56% |
$26.7M - $27.4M
|
2.04M
$101M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
33K+ 7.88% |
$1.65M - $1.69M
|
452K
$22.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
24.2K+ 7.78% |
$1.21M - $1.24M
|
336K
$16.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
21.7K+ 59.11% |
$1.08M - $1.11M
|
58.4K
$2.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
21.6K+ 24.85% |
$1.07M - $1.1M
|
108K
$5.39M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
14.1K+ 34.34% |
$700K - $719K
|
55K
$2.73M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
9.94K+ 7.77% |
$495K - $508K
|
138K
$6.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.55K+ 113.57% |
$326K - $335K
|
12.3K
$612K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.33KNew |
$265K - $272K
|
5.33K
$265K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.46KNew |
$222K - $228K
|
4.46K
$222K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.73K+ 1.02% |
$186K - $191K
|
370K
$18.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.16K+ 16.19% |
$157K - $161K
|
22.7K
$1.13M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.06KNew |
$103K - $105K
|
2.06K
$102K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.11K+ 14.66% |
$55.1K - $56.6K
|
8.65K
$430K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
498+ 5.85% |
$24.8K - $25.5K
|
9.01K
$448K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
126+ 0.35% |
$6.27K - $6.44K
|
36.1K
$1.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
37+ 3.37% |
$1.84K - $1.89K
|
1.14K
$56.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 0.73% |
$1.19K - $1.23K
|
3.32K
$165K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-572- 1.71% |
$28.5K - $29.3K
|
32.9K
$1.64M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-586- 10.18% |
$29.2K - $30K
|
5.17K
$257K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-971- 0.98% |
$48.3K - $49.7K
|
98.2K
$4.88M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.79K- 10.79% |
$88.9K - $91.3K
|
14.8K
$734K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.83K- 8.06% |
$141K - $145K
|
32.3K
$1.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.82K- 6.3% |
$240K - $246K
|
71.7K
$3.56M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-5.32K- 1.65% |
$265K - $272K
|
316K
$15.7M
|