Who owns Vanguard Mun Bd Fd Inc tax-exempt bd?
- Ticker: VTEB
- CUSIP Number: 922907746
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Analyze quarterly positions in Vanguard Mun Bd Fd Inc tax-exempt bd with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Vanguard Mun Bd Fd Inc tax-exempt bd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Jpmorgan Chase & Co | 75M | $3.8B | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 33M | $1.7B | 3% | Sep 2024 |
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Charles Schwab Investment Management | 32M | $1.6B | 3% | Sep 2024 |
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Wealthfront Advisers | 32M | $1.6B | 5% | Sep 2024 |
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Creative Planning | 25M | $1.3B | -2% | Sep 2024 |
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Raymond James & Associates | 18M | $919M | 0% | Sep 2024 |
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Northern Trust | 16M | $792M | 18% | Sep 2024 |
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Tiaa Trust, National Association | 14M | $693M | 21% | Jun 2024 |
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Morgan Stanley | 12M | $621M | 0% | Jun 2024 |
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Wells Fargo & Company | 12M | $608M | 55% | Sep 2024 |
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Envestnet Asset Management | 9.9M | $506M | 6% | Sep 2024 |
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Sei Investments | 9.8M | $501M | -8% | Sep 2024 |
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Bank of America Corporation | 9.1M | $465M | -3% | Sep 2024 |
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Mercer Global Advisors | 5.6M | $283M | 13% | Jun 2024 |
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Franklin Resources | 5.3M | $269M | 18% | Sep 2024 |
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Aspiriant | 5.2M | $266M | -1% | Sep 2024 |
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LPL Financial | 5.0M | $255M | 10% | Sep 2024 |
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CI Private Wealth | 4.1M | $211M | 3% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 3.6M | $185M | 8% | Sep 2024 |
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Us Bancorp | 3.4M | $175M | 1% | Sep 2024 |
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Adviser Investments | 3.3M | $168M | 3% | Sep 2024 |
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HPM Partners | 3.2M | $165M | 2% | Sep 2024 |
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Jones Financial Companies, L.L | 2.9M | $147M | 24% | Sep 2024 |
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SCS Capital Management | 2.6M | $128M | -7% | Jun 2024 |
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Mariner Wealth Advisors | 2.5M | $129M | 6% | Sep 2024 |
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Orgel Wealth Management | 2.5M | $127M | 19% | Sep 2024 |
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MEMBERS Trust | 2.4M | $125B | -3% | Sep 2024 |
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Pnc Financial Services | 2.4M | $122M | 1% | Sep 2024 |
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Advisor Group Holdings | 2.2M | $114M | 15% | Sep 2024 |
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Raymond James Financial Services Advisors | 2.2M | $110M | 7% | Sep 2024 |
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Vanguard Group | 2.0M | $101M | 25% | Jun 2024 |
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Prime Capital Investment Advisors | 1.9M | $96M | 2% | Sep 2024 |
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HighTower Advisors | 1.8M | $92M | 2% | Jun 2024 |
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GeoWealth Management | 1.8M | $90M | 7% | Sep 2024 |
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Royal Bank of Canada | 1.6M | $80M | 26% | Sep 2024 |
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Sequoia Financial Advisors | 1.5M | $78M | 0% | Sep 2024 |
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Wealth Enhancement Advisory Services | 1.5M | $76M | 0% | Jun 2024 |
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Meeder Advisory Services | 1.5M | $77M | 6% | Sep 2024 |
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Bleakley Financial Group | 1.4M | $74M | 2% | Sep 2024 |
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Resources Investment Advisors | 1.4M | $72M | -3% | Sep 2024 |
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Sanctuary Advisors | 1.4M | $69M | -4% | Sep 2024 |
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Lutz Financial Services | 1.3M | $69M | 4% | Sep 2024 |
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Morningstar Investment Services | 1.3M | $68M | 4% | Sep 2024 |
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Full Sail Capital | 1.2M | $64M | 8% | Sep 2024 |
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Baker Boyer National Bank | 1.2M | $63M | -2% | Sep 2024 |
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Ackerman Capital Advisors | 1.2M | $62M | -1% | Sep 2024 |
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Stifel Financial | 1.2M | $61M | -1% | Jun 2024 |
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Crestwood Advisors | 1.2M | $61M | 1% | Sep 2024 |
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Commonwealth Equity Services | 1.2M | $61M | 2% | Sep 2024 |
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Waldron | 1.2M | $59M | 0% | Sep 2024 |
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Bank of New York Mellon | 1.1M | $57M | 13% | Sep 2024 |
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Savant Capital Management | 1.1M | $57M | 4% | Sep 2024 |
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Cetera Investment Advisers | 1.1M | $55M | 0% | Jun 2024 |
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Independent Advisor Alliance | 1.1M | $54M | 13% | Jun 2024 |
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Wedmont Private Capital | 1.1M | $54M | 17% | Sep 2024 |
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Streettalk Advisors | 1.1M | $54M | 4% | Sep 2024 |
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Mml Investors Services | 1.0M | $54M | 5% | Sep 2024 |
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Regions Bank | 1.0M | $52M | 0% | Sep 2024 |
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Thompson, Siegel, & Walmsley | 999k | $51M | 4% | Sep 2024 |
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West Financial Advisors | 967k | $50M | 4% | Sep 2024 |
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Beaird Harris Wealth Management | 950k | $49M | 6% | Sep 2024 |
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Mather Group | 939k | $48M | 3% | Sep 2024 |
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Renaissance Technologies | 869k | $44M | 45% | Sep 2024 |
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Goldman Sachs Group | 843k | $42M | 1% | Jun 2024 |
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Sunflower Bank | 827k | $42M | 7% | Sep 2024 |
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Foster Group | 826k | $42M | -3% | Sep 2024 |
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Callan Capital | 820k | $42M | 0% | Sep 2024 |
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Financial Engines Advisors L.L.C | 809k | $41M | 17% | Sep 2024 |
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Integrated Wealth Concepts | 802k | $41M | 5% | Sep 2024 |
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JFS Wealth Advisors | 797k | $41M | 25% | Sep 2024 |
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BSW Wealth Partners | 781k | $40M | 4% | Sep 2024 |
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EP Wealth Advisors | 772k | $40M | 6% | Sep 2024 |
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Sontag Advisory | 748k | $38M | 17% | Sep 2024 |
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Heritage Investment Group | 737k | $38M | -1% | Sep 2024 |
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Rockwood Wealth Management | 718k | $37M | 12% | Sep 2024 |
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Merriman Wealth Management | 708k | $36M | -5% | Sep 2024 |
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Kestra Investment Management | 705k | $36M | 44% | Sep 2024 |
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GenTrust | 704k | $36M | 17% | Sep 2024 |
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M^T Bank Corporation | 703k | $36M | 1% | Sep 2024 |
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One Capital Management | 701k | $36M | -3% | Sep 2024 |
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Passive Capital Management | 682k | $35M | 0% | Sep 2024 |
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Koss-Olinger Consulting | 672k | $34M | -1% | Sep 2024 |
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Astoria Strategic Wealth | 658k | $34M | 100% | Sep 2024 |
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Modera Wealth Management | 655k | $34M | -1% | Sep 2024 |
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Allen Investment Management | 639k | $33M | -5% | Sep 2024 |
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Bedel Financial Consulting | 622k | $32M | 1% | Sep 2024 |
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CWM | 598k | $31M | -14% | Sep 2024 |
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Hanson McClain Advisors | 563k | $29M | 9% | Sep 2024 |
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Old Mission Capital | 562k | $28M | 100% | Jun 2024 |
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Branch Banking & Trust Company | 555k | $28M | 7% | Jun 2024 |
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Nicolet Advisory Services | 550k | $28M | 5% | Sep 2024 |
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Pinnacle Financial Partners | 548k | $28M | 3% | Sep 2024 |
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Beacon Pointe Advisors | 518k | $27M | -2% | Sep 2024 |
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Salomon & Ludwin | 500k | $26M | 12% | Sep 2024 |
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Bank Of Hawaii | 496k | $25M | 4% | Sep 2024 |
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HBK Sorce Advisory | 493k | $25M | 15% | Sep 2024 |
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Manning & Napier Advisors | 489k | $25M | -6% | Sep 2024 |
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Bragg Financial Advisors | 486k | $24M | 1% | Jun 2024 |
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Lazard Asset Management | 476k | $24M | -1% | Sep 2024 |
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New York Life Investment Management | 473k | $24M | -8% | Sep 2024 |
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San Luis Wealth Advisors | 471k | $24M | 55% | Sep 2024 |
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One Wealth Advisors | 466k | $24M | 100% | Sep 2024 |
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a16z Perennial Management | 436k | $22M | 0% | Sep 2024 |
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Lido Advisors | 420k | $21M | -7% | Jun 2024 |
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Hilltop Wealth Advisors | 419k | $21M | 2% | Sep 2024 |
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Hirtle Callaghan & Co | 406k | $20M | 0% | Jun 2024 |
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Facet Wealth | 406k | $20M | 4% | Sep 2024 |
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Resonant Capital Advisors | 400k | $21M | 2% | Sep 2024 |
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Fort Point Capital Partners | 396k | $20M | 20% | Sep 2024 |
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McKinley Carter Wealth Services | 388k | $20M | 11% | Sep 2024 |
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Orion Portfolio Solutions | 379k | $19M | 8% | Sep 2024 |
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CX Institutional | 377k | $19M | 3% | Sep 2024 |
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Quotient Wealth Partners | 375k | $19M | 1% | Sep 2024 |
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Luminvest Wealth Management | 373k | $19M | 2% | Sep 2024 |
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Heartwood Wealth Advisors | 366k | $19M | 3% | Sep 2024 |
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Cullen Frost Bankers | 362k | $19M | 0% | Sep 2024 |
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FTB Advisors | 355k | $18M | 6% | Sep 2024 |
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Aspire Private Capital | 350k | $18M | 12% | Sep 2024 |
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Blue Chip Partners | 347k | $18M | 12% | Sep 2024 |
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Citadel Advisors | 335k | $17M | 794% | Sep 2024 |
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Atria Wealth Solutions | 330k | $17M | -3% | Sep 2024 |
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Enclave Advisors | 328k | $17M | 100% | Sep 2024 |
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Goodman Advisory Group | 326k | $17M | -1% | Sep 2024 |
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Unison Advisors | 326k | $17M | 0% | Sep 2024 |
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Hengehold Capital Management | 325k | $17M | 2% | Sep 2024 |
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Leonard Rickey Investment Advisors P | 325k | $17M | 1% | Sep 2024 |
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Stairway Partners | 322k | $16M | 3% | Sep 2024 |
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Eagle Ridge Investment Management | 319k | $16M | 7% | Sep 2024 |
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Empower Advisory Group | 314k | $16M | 5% | Sep 2024 |
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Moller Financial Services | 311k | $16M | 5% | Sep 2024 |
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GPWM | 311k | $16M | 2% | Sep 2024 |
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Envestnet Portfolio Solutions | 311k | $16M | -9% | Sep 2024 |
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Deutsche Bank Aktiengesellschaft | 309k | $16M | 19% | Sep 2024 |
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Brookstone Capital Management | 308k | $16M | 8% | Sep 2024 |
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Baron Silver Stevens Financial Advisors | 306k | $16M | 4% | Sep 2024 |
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Goss Wealth Management | 305k | $15M | 138% | Jun 2024 |
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Cahaba Wealth Management | 302k | $15M | 1% | Sep 2024 |
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Apella Capital | 302k | $15M | 3% | Sep 2024 |
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Foster Victor Wealth Advisors | 295k | $15M | 0% | Sep 2024 |
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Captrust Financial Advisors | 295k | $15M | 19% | Sep 2024 |
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Elm Partners Management | 289k | $15M | -24% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 282k | $14M | 17% | Jun 2024 |
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Physician Wealth Solutions | 280k | $14M | 50% | Sep 2024 |
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Kestra Advisory Services | 274k | $14M | -35% | Sep 2024 |
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Coconut Grove Bank | 270k | $14M | 2% | Sep 2024 |
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ABLE Financial Group | 268k | $14M | 53% | Sep 2024 |
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Newton One Investments | 268k | $14M | 23% | Sep 2024 |
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Raymond James Trust | 267k | $14M | 7% | Sep 2024 |
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Roth Financial Partners | 266k | $13M | 0% | Sep 2024 |
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Atria Investments | 240k | $12M | -30% | Sep 2024 |
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Colony | 198k | $10M | -35% | Sep 2024 |
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SigFig Wealth Management | 189k | $9.5M | -40% | Jun 2024 |
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Jane Street | 159k | $8.1M | -86% | Sep 2024 |
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Susquehanna International | 27k | $1.4M | -95% | Sep 2024 |
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Who sold out of Vanguard Mun Bd Fd Inc tax-exempt bd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Simplicity Wealth | Jun 2024 | 1.4M | $71M |
Flow Traders US | Jun 2024 | 624k | $31M |