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 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.12K- 6.68% |
$56.4K - $57.2K
|
15.6K
$789K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.13K- 4.2% |
$56.9K - $57.7K
|
25.8K
$1.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.16K- 9.08% |
$58.4K - $59.2K
|
11.6K
$585K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.23K- 5.45% |
$61.8K - $62.7K
|
21.3K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.29K- 15.9% |
$64.8K - $65.7K
|
6.81K
$343K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.3K- 1.17% |
$65.3K - $66.2K
|
110K
$5.54M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.31K- 1.62% |
$66K - $66.9K
|
79.5K
$4.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 0.12% |
$67.3K - $68.2K
|
1.16M
$58.5M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.4K- 0.58% |
$70.5K - $71.5K
|
241K
$12.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.42K- 9.86% |
$71.3K - $72.2K
|
12.9K
$652K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.42K- 20.78% |
$71.3K - $72.3K
|
5.4K
$272K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.42K- 7.22% |
$71.4K - $72.4K
|
18.2K
$919K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 0.68% |
$71.6K - $72.6K
|
209K
$10.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.45K- 3.66% |
$73.2K - $74.2K
|
38.2K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.52K- 20.52% |
$76.7K - $77.8K
|
5.9K
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.57K- 23.6% |
$79K - $80.1K
|
5.08K
$256K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.57K- 26.14% |
$79.1K - $80.2K
|
4.44K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.58K- 46.39% |
$79.5K - $80.6K
|
1.83K
$92.1K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 8.34% |
$81.2K - $82.4K
|
17.7K
$894K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-1.7K- 11.47% |
$85.6K - $86.8K
|
13.1K
$662K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.71K- 2.5% |
$86K - $87.2K
|
66.7K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.72K- 2.52% |
$86.5K - $87.7K
|
66.3K
$3.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.76K- 1.2% |
$88.8K - $90K
|
145K
$7.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.77K- 0.21% |
$89K - $90.3K
|
848K
$42.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.84K- 28.33% |
$92.8K - $94.1K
|
4.66K
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.84K- 3.03% |
$92.8K - $94.1K
|
59K
$2.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.88K- 2.34% |
$94.4K - $95.7K
|
78.3K
$3.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.92K- 13.08% |
$96.6K - $97.9K
|
12.7K
$643K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.98K- 5.43% |
$99.5K - $101K
|
34.4K
$1.74M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.98K- 3.43% |
$99.5K - $101K
|
55.6K
$2.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.98K- 21.41% |
$99.6K - $101K
|
7.26K
$366K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2K- 3.7% |
$101K - $102K
|
52.1K
$2.63M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.04K- 5.66% |
$103K - $104K
|
34K
$1.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-2.08K- 3.44% |
$104K - $106K
|
58.3K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.14K- 9.49% |
$108K - $109K
|
20.4K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2.17K- 7.92% |
$109K - $111K
|
25.3K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.21K- 10.22% |
$111K - $113K
|
19.4K
$979K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.31K- 1.79% |
$116K - $118K
|
126K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.38K- 9.89% |
$120K - $121K
|
21.7K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.39K- 34.2% |
$120K - $122K
|
4.59K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.44K- 10.1% |
$123K - $124K
|
21.7K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.47K- 7.57% |
$124K - $126K
|
30.2K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.51K- 21.58% |
$126K - $128K
|
9.11K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.59K- 13.47% |
$131K - $132K
|
16.7K
$840K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.62K- 2.09% |
$132K - $134K
|
123K
$6.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.66K- 0.77% |
$134K - $136K
|
341K
$17.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.67K- 17.18% |
$134K - $136K
|
12.9K
$649K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.67K- 4.19% |
$134K - $136K
|
61K
$3.07M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-2.74K- 2.25% |
$138K - $140K
|
119K
$5.99M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.78K- 14.08% |
$140K - $142K
|
17K
$856K
|