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
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-11.4K- 60.79% |
$567K - $582K
|
7.34K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11.6K- 8.6% |
$577K - $593K
|
123K
$6.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.8K- 17.31% |
$587K - $603K
|
56.4K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-12K- 97.56% |
$597K - $614K
|
300
$15.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.2K- 35.3% |
$609K - $626K
|
22.4K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-12.3K- 5.65% |
$614K - $631K
|
206K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13K- 12.08% |
$646K - $663K
|
94.4K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-13.1K- 15.86% |
$653K - $671K
|
69.6K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13.2K- 2.77% |
$657K - $675K
|
463K
$23.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 1.66% |
$657K - $675K
|
783K
$39.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-13.6K- 44.08% |
$677K - $696K
|
17.3K
$869K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.6K- 40.95% |
$678K - $696K
|
19.6K
$989K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14.7K- 1.78% |
$733K - $752K
|
812K
$40.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-15.2K- 15.33% |
$754K - $775K
|
83.7K
$4.21M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-15.6K- 35.89% |
$776K - $797K
|
27.9K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 8.99% |
$787K - $808K
|
160K
$8.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-16.2K- 25.66% |
$805K - $827K
|
46.8K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.7K- 31.89% |
$832K - $855K
|
35.7K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16.9K- 5.49% |
$843K - $866K
|
292K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17K- 10.37% |
$847K - $870K
|
147K
$7.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-18.4K- 66.67% |
$915K - $940K
|
9.19K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-18.4K- 17.4% |
$916K - $941K
|
87.3K
$4.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-18.8K- 89.67% |
$935K - $961K
|
2.16K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 8.63% |
$949K - $975K
|
202K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.9K- 15.98% |
$990K - $1.02M
|
105K
$5.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-20.5K- 25.84% |
$1.02M - $1.05M
|
58.7K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21K- 32.08% |
$1.04M - $1.07M
|
44.4K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-21.5K- 54.16% |
$1.07M - $1.1M
|
18.2K
$918K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-21.8K- 41.51% |
$1.09M - $1.12M
|
30.8K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22.3K- 84.51% |
$1.11M - $1.14M
|
4.09K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-22.4K- 2.87% |
$1.12M - $1.15M
|
759K
$38.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-22.5K- 25.34% |
$1.12M - $1.15M
|
66.4K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-22.9K- 11.17% |
$1.14M - $1.17M
|
182K
$9.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-23K- 5.93% |
$1.15M - $1.18M
|
365K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-23K- 80.69% |
$1.15M - $1.18M
|
5.51K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-23.5K- 0.45% |
$1.17M - $1.2M
|
5.17M
$260M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.8K- 23.12% |
$1.18M - $1.22M
|
79K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-24.9K- 11.29% |
$1.24M - $1.27M
|
196K
$9.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-26K- 57.91% |
$1.3M - $1.33M
|
18.9K
$953K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-26.6K- 3.9% |
$1.32M - $1.36M
|
655K
$33M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.8K- 2.56% |
$1.34M - $1.37M
|
1.02M
$51.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-29.3K- 25.64% |
$1.46M - $1.5M
|
85K
$4.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29.9K- 29.91% |
$1.49M - $1.53M
|
70K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-30.4K- 26.59% |
$1.51M - $1.55M
|
83.9K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.8K- 11.48% |
$1.53M - $1.58M
|
238K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-31.5K- 9.08% |
$1.57M - $1.61M
|
316K
$15.9M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-33K- 44.46% |
$1.64M - $1.69M
|
41.2K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-36.4K- 27.59% |
$1.81M - $1.86M
|
95.5K
$4.81M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-36.7K- 7.78% |
$1.83M - $1.88M
|
435K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-37.7K- 89.96% |
$1.88M - $1.93M
|
4.21K
$212K
|