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
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.83K- 4.16% |
$142K - $144K
|
65.1K
$3.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.85K- 37.13% |
$143K - $145K
|
4.82K
$243K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.91K- 4.6% |
$147K - $149K
|
60.4K
$3.04M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.95K- 4.87% |
$148K - $151K
|
57.6K
$2.91M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.96K- 14.12% |
$149K - $151K
|
18K
$909K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.14K- 19.49% |
$158K - $160K
|
13K
$655K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-3.17K- 2.48% |
$160K - $162K
|
125K
$6.29M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-3.2K- 2.76% |
$161K - $163K
|
113K
$5.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 3.91% |
$162K - $165K
|
79.3K
$4M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.25K- 22.11% |
$164K - $166K
|
11.4K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.45K- 3.6% |
$174K - $176K
|
92.4K
$4.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-3.55K- 10.23% |
$179K - $181K
|
31.2K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-3.64K- 15.44% |
$183K - $186K
|
19.9K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-3.65K- 14.73% |
$184K - $186K
|
21.1K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.76K- 17.49% |
$189K - $192K
|
17.7K
$895K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.82K- 4.84% |
$192K - $195K
|
75.1K
$3.79M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.88K- 5.31% |
$195K - $198K
|
69.2K
$3.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-3.9K- 48.77% |
$197K - $199K
|
4.1K
$207K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-4.07K- 1.34% |
$205K - $208K
|
300K
$15.1M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.09K- 8.59% |
$206K - $209K
|
43.5K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.16K- 34.84% |
$209K - $212K
|
7.77K
$392K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 1.05% |
$209K - $212K
|
391K
$19.7M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.17K- 1.99% |
$210K - $213K
|
206K
$10.4M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.23K- 4.47% |
$213K - $216K
|
90.3K
$4.56M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.24K- 28.8% |
$214K - $217K
|
10.5K
$529K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 8.11% |
$214K - $217K
|
48.1K
$2.43M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.28K- 5.4% |
$216K - $219K
|
74.9K
$3.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.36K- 1.34% |
$219K - $222K
|
322K
$16.2M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.51K- 41.18% |
$227K - $230K
|
6.44K
$325K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.75K- 6.53% |
$239K - $243K
|
68K
$3.43M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4.82K- 11.94% |
$242K - $246K
|
35.5K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.88K- 0.98% |
$246K - $249K
|
492K
$24.8M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4.95K- 13.66% |
$249K - $253K
|
31.3K
$1.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-4.96K- 16.84% |
$250K - $253K
|
24.5K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.17K- 91.88% |
$260K - $264K
|
457
$23.1K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.37K- 11.8% |
$271K - $274K
|
40.2K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-5.38K- 10.54% |
$271K - $275K
|
45.7K
$2.3M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5.39KClosed |
$271K - $275K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.5K- 10.29% |
$277K - $281K
|
47.9K
$2.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5.53K- 3.41% |
$278K - $282K
|
157K
$7.9M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-5.74K- 22.21% |
$289K - $293K
|
20.1K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.76K- 0.13% |
$290K - $294K
|
4.52M
$228M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.78K- 2.64% |
$291K - $295K
|
213K
$10.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.85K- 3.06% |
$295K - $299K
|
185K
$9.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-6.33K- 10.59% |
$319K - $323K
|
53.4K
$2.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.41K- 6.8% |
$323K - $327K
|
87.8K
$4.43M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.85K- 19.36% |
$345K - $350K
|
28.5K
$1.44M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.85K- 19.36% |
$345K - $350K
|
28.5K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6.9K- 53.51% |
$347K - $352K
|
5.99K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-7.21K- 49.49% |
$363K - $368K
|
7.36K
$371K
|