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 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-53- 0.33% |
$2.67K - $2.71K
|
16K
$806K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-57- 0.09% |
$2.87K - $2.91K
|
65.7K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-63- 0.63% |
$3.17K - $3.22K
|
9.89K
$499K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-76- 0.48% |
$3.83K - $3.88K
|
15.8K
$795K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-80- 0.8% |
$4.03K - $4.08K
|
9.98K
$503K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-88- 0.17% |
$4.43K - $4.49K
|
50.6K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-99- 0.76% |
$4.99K - $5.05K
|
13K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-101- 0.31% |
$5.09K - $5.16K
|
32.8K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-110- 3.27% |
$5.54K - $5.62K
|
3.26K
$164K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-110- 0.34% |
$5.54K - $5.62K
|
32.7K
$1.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-111- 0.01% |
$5.59K - $5.67K
|
1.19M
$60.2M
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-111- 1.48% |
$5.59K - $5.67K
|
7.39K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-115- 11.76% |
$5.79K - $5.87K
|
863
$43.5K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-127- 0.2% |
$6.4K - $6.48K
|
62.9K
$3.17M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-135- 2.59% |
$6.8K - $6.89K
|
5.08K
$256K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-147- 0.43% |
$7.4K - $7.51K
|
34.4K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-155- 1.7% |
$7.81K - $7.91K
|
8.94K
$451K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-161- 31.63% |
$8.11K - $8.22K
|
348
$17.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-164- 0.2% |
$8.26K - $8.37K
|
83.2K
$4.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-165- 0.18% |
$8.31K - $8.42K
|
89.3K
$4.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-176- 1.06% |
$8.86K - $8.99K
|
16.5K
$831K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-178- 3.92% |
$8.96K - $9.09K
|
4.37K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-179- 1.13% |
$9.01K - $9.14K
|
15.6K
$789K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-179- 0.23% |
$9.01K - $9.14K
|
78.7K
$3.97M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-183- 0.78% |
$9.22K - $9.34K
|
23.4K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-186- 0.63% |
$9.37K - $9.5K
|
29.5K
$1.49M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-199- 0.4% |
$10K - $10.2K
|
49.3K
$2.48M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-200- 4.53% |
$10.1K - $10.2K
|
4.22K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-200- 3.62% |
$10.1K - $10.2K
|
5.32K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-205- 0.55% |
$10.3K - $10.5K
|
37.2K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-207- 68.32% |
$10.4K - $10.6K
|
96
$4.84K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-214- 12.16% |
$10.8K - $10.9K
|
1.55K
$78K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-222- 1.13% |
$11.2K - $11.3K
|
19.4K
$980K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-228- 3.29% |
$11.5K - $11.6K
|
6.71K
$338K
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-231- 0.31% |
$11.6K - $11.8K
|
74.7K
$3.77M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.67% |
$12.6K - $12.8K
|
14.7K
$742K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-266- 1.22% |
$13.4K - $13.6K
|
21.5K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-270- 1.24% |
$13.6K - $13.8K
|
21.5K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-275- 2.13% |
$13.8K - $14K
|
12.6K
$636K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-285- 5.9% |
$14.4K - $14.6K
|
4.55K
$229K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-290- 2.3% |
$14.6K - $14.8K
|
12.3K
$621K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-294- 1.48% |
$14.8K - $15K
|
19.6K
$988K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-299- 4.52% |
$15.1K - $15.3K
|
6.32K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-300- 0.96% |
$15.1K - $15.3K
|
30.9K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-305- 0.98% |
$15.4K - $15.6K
|
30.8K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-316- 0.54% |
$15.9K - $16.1K
|
57.8K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-330- 6.69% |
$16.6K - $16.8K
|
4.6K
$232K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-330- 0.37% |
$16.6K - $16.8K
|
89.8K
$4.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-341- 7.79% |
$17.2K - $17.4K
|
4.03K
$203K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-347- 3.57% |
$17.5K - $17.7K
|
9.38K
$473K
|