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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
137K+ 12.4% |
$6.84M - $7.03M
|
1.25M
$62.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
133K+ 52.64% |
$6.6M - $6.78M
|
384K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
124K+ 124.16% |
$6.18M - $6.35M
|
224K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
124K+ 14.25% |
$6.17M - $6.34M
|
993K
$50M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
122K+ 1141.11% |
$6.07M - $6.23M
|
133K
$6.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
120K+ 226.84% |
$5.98M - $6.14M
|
173K
$8.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
118KNew |
$5.87M - $6.03M
|
118K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
114K+ 17.78% |
$5.67M - $5.82M
|
754K
$38M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
114K+ 9.14% |
$5.66M - $5.81M
|
1.36M
$68.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
112KNew |
$5.58M - $5.73M
|
112K
$5.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
108K+ 29.83% |
$5.38M - $5.53M
|
470K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
106KNew |
$5.27M - $5.41M
|
106K
$5.33M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
103KNew |
$5.12M - $5.26M
|
103K
$5.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
103KNew |
$5.11M - $5.25M
|
103K
$5.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
100K+ 5.35% |
$4.99M - $5.13M
|
1.98M
$99.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
99KNew |
$4.93M - $5.06M
|
99K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
96.7KNew |
$4.82M - $4.95M
|
96.7K
$4.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
94.9K+ 23.97% |
$4.73M - $4.85M
|
491K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
94.2KNew |
$4.69M - $4.82M
|
94.2K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
93.8K+ 219.16% |
$4.67M - $4.8M
|
137K
$6.88M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
92.9KNew |
$4.62M - $4.75M
|
92.9K
$4.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
86.7K+ 15.41% |
$4.32M - $4.43M
|
649K
$32.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
86.4K+ 22.9% |
$4.3M - $4.42M
|
464K
$23.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
85.9K+ 68.73% |
$4.28M - $4.39M
|
211K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
85.3KNew |
$4.25M - $4.36M
|
85.3K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
83.8KNew |
$4.17M - $4.29M
|
83.8K
$4.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
78KNew |
$3.88M - $3.99M
|
78K
$3.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
78KNew |
$3.88M - $3.99M
|
78K
$3.93M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
76.3K+ 16.39% |
$3.8M - $3.9M
|
542K
$27.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
74.9K+ 7.49% |
$3.73M - $3.83M
|
1.07M
$54.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
73.4K+ 26.77% |
$3.66M - $3.76M
|
348K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
73.3K+ 90.63% |
$3.65M - $3.75M
|
154K
$7.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
72.7KNew |
$3.62M - $3.72M
|
72.7K
$3.66M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
72.3KNew |
$3.6M - $3.7M
|
72.3K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
72.2KNew |
$3.59M - $3.69M
|
72.2K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
71.9K+ 6.85% |
$3.58M - $3.68M
|
1.12M
$56.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
71.2K+ 21.75% |
$3.55M - $3.64M
|
399K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
71.1K+ 178.85% |
$3.54M - $3.63M
|
111K
$5.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
69.7K+ 5.11% |
$3.47M - $3.56M
|
1.43M
$72.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
69.2K+ 18.26% |
$3.45M - $3.54M
|
448K
$22.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
69.1K+ 176.73% |
$3.44M - $3.53M
|
108K
$5.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
68.3KNew |
$3.4M - $3.5M
|
68.3K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
67.4KNew |
$3.36M - $3.45M
|
67.4K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
67.3K+ 351.96% |
$3.35M - $3.44M
|
86.4K
$4.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
66.6K+ 1223.44% |
$3.32M - $3.41M
|
72K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
64.7KNew |
$3.22M - $3.31M
|
64.7K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
64.5KNew |
$3.21M - $3.3M
|
64.5K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
64.5KNew |
$3.21M - $3.3M
|
64.5K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
63.9K+ 49.18% |
$3.18M - $3.27M
|
194K
$9.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
63.4KNew |
$3.16M - $3.24M
|
63.4K
$3.19M
|