Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.54M+ 14.27% |
$178M - $181M
|
28.4M
$1.43B
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.37M+ 925.89% |
$170M - $172M
|
3.74M
$189M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.81M+ 5.51% |
$91M - $92.3M
|
34.6M
$1.75B
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.64MNew |
$82.5M - $83.6M
|
1.64M
$82.7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.55M+ 20239.99% |
$78.1M - $79.2M
|
1.56M
$78.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.48M+ 56.18% |
$74.7M - $75.7M
|
4.12M
$208M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.43MNew |
$72.2M - $73.2M
|
1.43M
$72.4M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.43M+ 12.17% |
$71.8M - $72.8M
|
13.1M
$664M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.33M+ 4.74% |
$67.2M - $68.1M
|
29.5M
$1.49B
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
819K+ 1098.54% |
$41.3M - $41.8M
|
894K
$45.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
768K+ 600.92% |
$38.7M - $39.2M
|
896K
$45.2M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
728K+ 19.23% |
$36.7M - $37.2M
|
4.51M
$228M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
670K+ 8.4% |
$33.7M - $34.2M
|
8.64M
$437M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
615K+ 124.9% |
$31M - $31.4M
|
1.11M
$55.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
515K+ 6.16% |
$25.9M - $26.3M
|
8.87M
$448M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
487K+ 16.25% |
$24.5M - $24.8M
|
3.48M
$176M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
456K+ 4.17% |
$23M - $23.3M
|
11.4M
$575M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
453K+ 16.96% |
$22.8M - $23.1M
|
3.12M
$158M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
404K+ 2.34% |
$20.3M - $20.6M
|
17.6M
$891M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
376K+ 60.93% |
$18.9M - $19.2M
|
993K
$50.1M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
363K+ 7.82% |
$18.3M - $18.5M
|
5M
$252M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
263K+ 4995.13% |
$13.2M - $13.4M
|
268K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
248K+ 8.61% |
$12.5M - $12.7M
|
3.13M
$158M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
205K+ 18.24% |
$10.3M - $10.4M
|
1.33M
$67M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
176KNew |
$8.85M - $8.97M
|
176K
$8.87M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
169K+ 10.41% |
$8.53M - $8.65M
|
1.8M
$90.7M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
161K+ 17.92% |
$8.13M - $8.24M
|
1.06M
$53.6M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
151K+ 251.13% |
$7.59M - $7.69M
|
211K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
146KNew |
$7.35M - $7.45M
|
146K
$7.37M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
145K+ 64.73% |
$7.3M - $7.4M
|
369K
$18.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Gpwm LLC
|
BUY
|
- |
144K+ 96.81% |
$7.26M - $7.36M
|
293K
$14.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
140K+ 227.55% |
$7.06M - $7.16M
|
202K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
138K+ 13.11% |
$6.94M - $7.04M
|
1.19M
$60M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
121K+ 6.58% |
$6.08M - $6.17M
|
1.96M
$98.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
112KNew |
$5.64M - $5.72M
|
112K
$5.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
110K+ 3.59% |
$5.52M - $5.6M
|
3.16M
$160M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
106K+ 52.37% |
$5.35M - $5.42M
|
309K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
103K+ 4.65% |
$5.17M - $5.24M
|
2.31M
$117M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
102K+ 82.71% |
$5.15M - $5.22M
|
226K
$11.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
102K+ 15.27% |
$5.12M - $5.19M
|
767K
$38.8M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
97KNew |
$4.89M - $4.95M
|
97K
$4.9M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
95.1KNew |
$4.79M - $4.86M
|
95.1K
$4.8M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
89.8KNew |
$4.52M - $4.59M
|
89.8K
$4.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88K+ 6.18% |
$4.43M - $4.49M
|
1.51M
$76.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
86K+ 17.4% |
$4.33M - $4.39M
|
580K
$29.3M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
84.4KNew |
$4.25M - $4.31M
|
84.4K
$4.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
83.6K+ 105.56% |
$4.21M - $4.27M
|
163K
$8.22M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
82.7KNew |
$4.17M - $4.22M
|
82.7K
$4.18M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
80.6K+ 34.68% |
$4.06M - $4.12M
|
313K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
80.3K+ 4.5% |
$4.04M - $4.1M
|
1.86M
$94M
|