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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
828+ 9.4% |
$41.7K - $42.3K
|
9.63K
$486K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
802+ 3.74% |
$40.4K - $41K
|
22.2K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
776+ 17.52% |
$39.1K - $39.6K
|
5.21K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
766+ 1.26% |
$38.6K - $39.1K
|
61.5K
$3.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
765+ 0.71% |
$38.5K - $39.1K
|
108K
$5.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
744+ 16.12% |
$37.5K - $38K
|
5.36K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
730+ 5.98% |
$36.8K - $37.3K
|
12.9K
$653K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
721+ 3.9% |
$36.3K - $36.8K
|
19.2K
$968K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
700+ 2.6% |
$35.3K - $35.7K
|
27.6K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
694New |
$34.9K - $35.4K
|
694
$35K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
690+ 7.65% |
$34.7K - $35.2K
|
9.71K
$490K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
690+ 1.96% |
$34.7K - $35.2K
|
35.8K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
676New |
$34K - $34.5K
|
676
$34.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
671+ 1.25% |
$33.8K - $34.3K
|
54.2K
$2.74M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
648+ 0.3% |
$32.6K - $33.1K
|
217K
$11M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
637+ 11.59% |
$32.1K - $32.5K
|
6.13K
$309K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
632+ 0.63% |
$31.8K - $32.3K
|
101K
$5.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
614+ 5.75% |
$30.9K - $31.4K
|
11.3K
$569K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
600+ 1.2% |
$30.2K - $30.6K
|
50.6K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
579+ 4.54% |
$29.2K - $29.6K
|
13.3K
$672K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
576+ 6.68% |
$29K - $29.4K
|
9.2K
$464K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
570+ 1.58% |
$28.7K - $29.1K
|
36.6K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
566+ 1.68% |
$28.5K - $28.9K
|
34.2K
$1.73M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
563+ 9.46% |
$28.4K - $28.7K
|
6.52K
$329K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
542+ 11.55% |
$27.3K - $27.7K
|
5.24K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
540+ 1.16% |
$27.2K - $27.6K
|
47.2K
$2.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
525+ 0.68% |
$26.4K - $26.8K
|
77.8K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
476+ 1.14% |
$24K - $24.3K
|
42.3K
$2.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
470+ 6.23% |
$23.7K - $24K
|
8.02K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
459+ 1.18% |
$23.1K - $23.4K
|
39.4K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
456+ 2.55% |
$23K - $23.3K
|
18.3K
$924K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
450+ 1.07% |
$22.7K - $23K
|
42.5K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
444+ 3.26% |
$22.4K - $22.7K
|
14.1K
$710K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
440+ 9.32% |
$22.2K - $22.5K
|
5.16K
$260K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
422+ 3.19% |
$21.3K - $21.5K
|
13.6K
$688K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
419+ 21.54% |
$21.1K - $21.4K
|
2.36K
$119K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
419+ 2.39% |
$21.1K - $21.4K
|
18K
$907K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
413+ 4.97% |
$20.8K - $21.1K
|
8.72K
$440K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
401+ 1.88% |
$20.2K - $20.5K
|
21.7K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
394+ 1.87% |
$19.8K - $20.1K
|
21.5K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
391+ 3.69% |
$19.7K - $20K
|
11K
$554K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
388+ 0.43% |
$19.5K - $19.8K
|
90.3K
$4.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
385+ 1.06% |
$19.4K - $19.7K
|
36.8K
$1.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
382+ 4.34% |
$19.2K - $19.5K
|
9.19K
$463K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
374+ 1.09% |
$18.8K - $19.1K
|
34.6K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
332+ 3.57% |
$16.7K - $17K
|
9.62K
$485K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
332+ 6.09% |
$16.7K - $17K
|
5.78K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
323+ 0.46% |
$16.3K - $16.5K
|
71K
$3.58M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
315+ 0.69% |
$15.9K - $16.1K
|
45.7K
$2.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
311+ 11.29% |
$15.7K - $15.9K
|
3.07K
$155K
|