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 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 0.72% |
$127K - $131K
|
353K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.57K- 36.9% |
$128K - $131K
|
4.39K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.61K- 20.14% |
$130K - $134K
|
10.4K
$522K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.61K- 3.71% |
$130K - $134K
|
67.9K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.62K- 8.17% |
$130K - $134K
|
29.4K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.63K- 8.23% |
$131K - $134K
|
29.3K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.64K- 13.01% |
$131K - $135K
|
17.6K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.65K- 7.73% |
$132K - $136K
|
31.6K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.67K- 28.7% |
$133K - $136K
|
6.62K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.7K- 3.93% |
$134K - $138K
|
66K
$3.32M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2.74K- 1.47% |
$136K - $140K
|
184K
$9.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.74K- 10.74% |
$136K - $140K
|
22.8K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.79K- 18.03% |
$139K - $142K
|
12.7K
$638K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.81K- 12.41% |
$140K - $144K
|
19.8K
$999K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.83K- 8.06% |
$141K - $145K
|
32.3K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.85K- 23.51% |
$142K - $146K
|
9.28K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-2.92K- 14.92% |
$146K - $149K
|
16.7K
$839K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.93K- 4.51% |
$146K - $150K
|
61.9K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.94K- 5.3% |
$146K - $150K
|
52.4K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.94K- 30.58% |
$146K - $150K
|
6.68K
$336K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.94K- 31.08% |
$147K - $151K
|
6.53K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.97K- 19.22% |
$148K - $152K
|
12.5K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.02K- 3.75% |
$150K - $154K
|
77.6K
$3.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.05K- 8.92% |
$152K - $156K
|
31.1K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.1K- 8.21% |
$154K - $159K
|
34.7K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.11K- 1.73% |
$155K - $159K
|
176K
$8.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.14K- 16.52% |
$156K - $161K
|
15.9K
$799K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.21K- 6.41% |
$160K - $164K
|
46.9K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-3.24K- 20.13% |
$161K - $165K
|
12.8K
$646K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-3.34K- 8.36% |
$166K - $171K
|
36.6K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.36K- 1.84% |
$167K - $172K
|
179K
$9.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.52K- 10.95% |
$175K - $180K
|
28.6K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.56K- 0.5% |
$177K - $182K
|
704K
$35.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-3.57K- 4.03% |
$178K - $182K
|
84.9K
$4.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-3.7K- 14.21% |
$184K - $189K
|
22.3K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.75K- 47.08% |
$186K - $192K
|
4.21K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.83K- 29.21% |
$191K - $196K
|
9.28K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-3.84K- 1.18% |
$191K - $196K
|
322K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.85K- 21.24% |
$192K - $197K
|
14.3K
$720K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.89K- 85.88% |
$194K - $199K
|
640
$32.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.9K- 3.77% |
$194K - $199K
|
99.4K
$5.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.99K- 12.51% |
$198K - $204K
|
27.9K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4K- 50.0% |
$199K - $205K
|
4K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.01K- 0.24% |
$200K - $205K
|
1.68M
$84.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4.3K- 3.48% |
$214K - $220K
|
119K
$6.01M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.3K- 13.71% |
$214K - $220K
|
27.1K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.42K- 44.63% |
$220K - $226K
|
5.48K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.48K- 17.75% |
$223K - $229K
|
20.8K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.53K- 22.35% |
$226K - $232K
|
15.7K
$793K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-4.65K- 14.3% |
$231K - $238K
|
27.9K
$1.4M
|