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 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-254- 2.15% |
$12.6K - $13K
|
11.6K
$583K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-263- 5.08% |
$13.1K - $13.4K
|
4.92K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-273- 3.89% |
$13.6K - $14K
|
6.74K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-274- 0.44% |
$13.6K - $14K
|
61.3K
$3.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-297- 1.49% |
$14.8K - $15.2K
|
19.6K
$989K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-297- 12.95% |
$14.8K - $15.2K
|
2K
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-300- 2.13% |
$14.9K - $15.3K
|
13.8K
$695K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-308- 1.14% |
$15.3K - $15.8K
|
26.7K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-320- 1.85% |
$15.9K - $16.4K
|
17K
$857K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-346- 0.35% |
$17.2K - $17.7K
|
98.9K
$4.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-349- 13.77% |
$17.4K - $17.8K
|
2.19K
$110K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-351- 3.11% |
$17.5K - $18K
|
10.9K
$551K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-354- 3.72% |
$17.6K - $18.1K
|
9.16K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-361- 1.63% |
$18K - $18.5K
|
21.9K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-380- 0.42% |
$18.9K - $19.4K
|
90.4K
$4.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-384- 1.95% |
$19.1K - $19.6K
|
19.3K
$971K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-387- 5.58% |
$19.3K - $19.8K
|
6.55K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-390- 0.8% |
$19.4K - $19.9K
|
48.6K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-391- 3.72% |
$19.5K - $20K
|
10.1K
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-396- 1.48% |
$19.7K - $20.3K
|
26.4K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-400- 6.86% |
$19.9K - $20.5K
|
5.44K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-401- 7.54% |
$20K - $20.5K
|
4.91K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-449- 0.74% |
$22.4K - $23K
|
59.9K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-480- 1.13% |
$23.9K - $24.5K
|
41.9K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-500- 3.18% |
$24.9K - $25.6K
|
15.2K
$768K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-510- 1.49% |
$25.4K - $26.1K
|
33.7K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-520- 2.24% |
$25.9K - $26.6K
|
22.7K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-538- 2.3% |
$26.8K - $27.5K
|
22.8K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-542- 10.35% |
$27K - $27.7K
|
4.69K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-545- 1.22% |
$27.1K - $27.9K
|
44K
$2.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-572- 1.71% |
$28.5K - $29.3K
|
32.9K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-583- 4.31% |
$29K - $29.8K
|
13K
$652K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-586- 10.18% |
$29.2K - $30K
|
5.17K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-588- 4.62% |
$29.3K - $30.1K
|
12.1K
$611K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-640- 0.45% |
$31.9K - $32.7K
|
140K
$7.06M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-642- 1.23% |
$32K - $32.8K
|
51.5K
$2.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-648- 56.79% |
$32.3K - $33.1K
|
493
$24.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-684- 0.55% |
$34.1K - $35K
|
124K
$6.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-695- 2.53% |
$34.6K - $35.5K
|
26.8K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-709- 0.58% |
$35.3K - $36.3K
|
121K
$6.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-712- 6.99% |
$35.5K - $36.4K
|
9.47K
$477K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-732- 4.68% |
$36.4K - $37.4K
|
14.9K
$750K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-803- 0.53% |
$40K - $41.1K
|
150K
$7.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-828- 1.71% |
$41.2K - $42.3K
|
47.5K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-833- 0.8% |
$41.5K - $42.6K
|
104K
$5.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-847- 1.17% |
$42.2K - $43.3K
|
71.9K
$3.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-874- 0.85% |
$43.5K - $44.7K
|
102K
$5.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-877- 8.35% |
$43.7K - $44.8K
|
9.62K
$485K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-899- 4.51% |
$44.8K - $46K
|
19K
$959K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-917- 2.97% |
$45.7K - $46.9K
|
29.9K
$1.51M
|