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
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
150New |
$7.47K - $7.67K
|
150
$7.55K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
149+ 2.08% |
$7.42K - $7.62K
|
7.33K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
140New |
$6.97K - $7.16K
|
140
$7.05K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
133New |
$6.62K - $6.8K
|
133
$6.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
126+ 0.35% |
$6.27K - $6.44K
|
36.1K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
119+ 0.89% |
$5.93K - $6.09K
|
13.6K
$683K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
119+ 0.96% |
$5.93K - $6.09K
|
12.5K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
114New |
$5.68K - $5.83K
|
114
$5.74K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
107+ 0.93% |
$5.33K - $5.47K
|
11.6K
$582K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
106+ 0.79% |
$5.28K - $5.42K
|
13.6K
$685K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
102+ 0.95% |
$5.08K - $5.22K
|
10.8K
$546K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
101+ 0.73% |
$5.03K - $5.17K
|
14K
$706K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
99+ 0.51% |
$4.93K - $5.06K
|
19.3K
$973K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
97+ 1.05% |
$4.83K - $4.96K
|
9.31K
$469K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
97+ 0.98% |
$4.83K - $4.96K
|
10K
$504K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
95+ 0.93% |
$4.73K - $4.86K
|
10.4K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
89+ 0.7% |
$4.43K - $4.55K
|
12.7K
$641K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
86+ 1.04% |
$4.28K - $4.4K
|
8.36K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
85+ 1.85% |
$4.23K - $4.35K
|
4.68K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
79+ 11.3% |
$3.93K - $4.04K
|
778
$39.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
78New |
$3.88K - $3.99K
|
78
$3.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
73+ 17.85% |
$3.63K - $3.73K
|
482
$24.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
67+ 0.64% |
$3.34K - $3.43K
|
10.5K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
64New |
$3.19K - $3.27K
|
64
$3.22K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
60+ 0.62% |
$2.99K - $3.07K
|
9.73K
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
60+ 0.74% |
$2.99K - $3.07K
|
8.19K
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
54+ 1.06% |
$2.69K - $2.76K
|
5.17K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
50+ 0.59% |
$2.49K - $2.56K
|
8.48K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
50+ 0.08% |
$2.49K - $2.56K
|
62.8K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
48+ 0.37% |
$2.39K - $2.45K
|
13K
$654K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
44+ 0.33% |
$2.19K - $2.25K
|
13.3K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
42+ 0.56% |
$2.09K - $2.15K
|
7.57K
$381K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
37+ 3.37% |
$1.84K - $1.89K
|
1.14K
$57.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
32+ 0.43% |
$1.59K - $1.64K
|
7.48K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
32New |
$1.59K - $1.64K
|
32
$1.61K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
31+ 0.35% |
$1.54K - $1.59K
|
8.97K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
29+ 0.44% |
$1.44K - $1.48K
|
6.66K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
27+ 0.46% |
$1.34K - $1.38K
|
5.94K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.25% |
$1.29K - $1.33K
|
10.3K
$519K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 0.73% |
$1.19K - $1.23K
|
3.32K
$167K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
24+ 0.34% |
$1.19K - $1.23K
|
7.08K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
24+ 0.33% |
$1.19K - $1.23K
|
7.36K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.52% |
$1.1K - $1.13K
|
4.22K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20+ 0.24% |
$996 - $1.02K
|
8.22K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16+ 0.27% |
$797 - $818
|
5.98K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
14New |
$697 - $716
|
14
$705
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
12+ 0.27% |
$597 - $614
|
4.54K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
10+ 0.01% |
$498 - $511
|
102K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6+ 1.43% |
$299 - $307
|
427
$21.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
6+ 0.02% |
$299 - $307
|
38.9K
$1.96M
|