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 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5New |
$249 - $256
|
5
$252
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4+ 0.01% |
$199 - $205
|
35.6K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.77% |
$149 - $153
|
395
$19.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 1.74% |
$99.6 - $102
|
117
$5.89K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.65% |
$49.8 - $51.1
|
155
$7.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.03% |
$149 - $153
|
8.93K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-16- 0.07% |
$797 - $818
|
23.8K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16- 0.09% |
$797 - $818
|
18.6K
$934K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-29- 0.64% |
$1.44K - $1.48K
|
4.5K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-35- 0.06% |
$1.74K - $1.79K
|
57.3K
$2.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-37- 0.21% |
$1.84K - $1.89K
|
17.8K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-38- 0.19% |
$1.89K - $1.94K
|
19.9K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-49- 5.24% |
$2.44K - $2.51K
|
887
$44.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-51- 41.13% |
$2.54K - $2.61K
|
73
$3.68K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-54- 22.31% |
$2.69K - $2.76K
|
188
$9.47K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-60- 0.6% |
$2.99K - $3.07K
|
9.96K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-66- 65.35% |
$3.29K - $3.38K
|
35
$1.76K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-67- 0.91% |
$3.34K - $3.43K
|
7.26K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-70- 0.13% |
$3.49K - $3.58K
|
51.9K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-80- 0.38% |
$3.98K - $4.09K
|
20.8K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-87- 0.88% |
$4.33K - $4.45K
|
9.83K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-88- 0.87% |
$4.38K - $4.5K
|
10K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-90- 0.54% |
$4.48K - $4.6K
|
16.6K
$837K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-100- 1.67% |
$4.98K - $5.11K
|
5.9K
$297K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-105- 0.29% |
$5.23K - $5.37K
|
36.1K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-109- 0.78% |
$5.43K - $5.57K
|
13.9K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-114- 0.76% |
$5.68K - $5.83K
|
14.9K
$750K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-114- 2.3% |
$5.68K - $5.83K
|
4.84K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-115- 36.05% |
$5.73K - $5.88K
|
204
$10.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-120- 0.77% |
$5.97K - $6.14K
|
15.5K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-133- 0.42% |
$6.62K - $6.8K
|
31.9K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-145- 0.67% |
$7.22K - $7.42K
|
21.5K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-149- 0.84% |
$7.42K - $7.62K
|
17.6K
$888K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-151- 2.61% |
$7.52K - $7.72K
|
5.64K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-158- 2.84% |
$7.87K - $8.08K
|
5.41K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-158- 0.62% |
$7.87K - $8.08K
|
25.3K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-160- 2.92% |
$7.97K - $8.18K
|
5.32K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-160- 1.1% |
$7.97K - $8.18K
|
14.4K
$727K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-162- 1.02% |
$8.07K - $8.28K
|
15.7K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-167- 96.53% |
$8.31K - $8.54K
|
6
$302
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-174- 10.39% |
$8.66K - $8.9K
|
1.5K
$75.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-198- 17.08% |
$9.86K - $10.1K
|
961
$48.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-200- 2.65% |
$9.96K - $10.2K
|
7.34K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-200- 2.01% |
$9.96K - $10.2K
|
9.73K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-203- 0.36% |
$10.1K - $10.4K
|
56.4K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-222- 36.39% |
$11.1K - $11.4K
|
388
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-226- 0.76% |
$11.3K - $11.6K
|
29.6K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-238- 1.12% |
$11.9K - $12.2K
|
21K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-246- 0.66% |
$12.2K - $12.6K
|
37.1K
$1.87M
|