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 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7.5K- 49.52% |
$378K - $383K
|
7.65K
$386K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.54K- 2.8% |
$380K - $385K
|
262K
$13.2M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.56K- 3.79% |
$381K - $386K
|
192K
$9.69M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.69K- 1.44% |
$387K - $393K
|
525K
$26.5M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-7.88K- 10.38% |
$397K - $403K
|
68.1K
$3.43M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-8.06K- 36.17% |
$406K - $411K
|
14.2K
$717K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.24K- 43.1% |
$415K - $421K
|
10.9K
$549K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-8.29K- 21.21% |
$417K - $423K
|
30.8K
$1.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-8.31K- 31.88% |
$419K - $424K
|
17.8K
$896K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-9.39K- 8.1% |
$473K - $480K
|
107K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-9.43K- 10.02% |
$475K - $482K
|
84.7K
$4.27M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-9.48K- 6.69% |
$477K - $484K
|
132K
$6.67M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.62K- 7.25% |
$484K - $491K
|
123K
$6.21M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-9.62K- 36.64% |
$485K - $491K
|
16.6K
$839K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.71K- 35.91% |
$489K - $496K
|
17.3K
$874K
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-9.8K- 42.93% |
$493K - $500K
|
13K
$657K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-10.1K- 7.98% |
$508K - $515K
|
116K
$5.87M
|
|
|
May 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-10.4K- 8.43% |
$522K - $529K
|
113K
$5.68M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.3K- 70.54% |
$571K - $579K
|
4.74K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-11.5K- 6.5% |
$581K - $589K
|
166K
$8.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 5.38% |
$604K - $612K
|
211K
$10.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.2K- 50.96% |
$616K - $624K
|
11.8K
$593K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-12.3K- 4.64% |
$619K - $628K
|
253K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.4K- 13.34% |
$624K - $632K
|
80.4K
$4.06M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-12.5K- 11.29% |
$627K - $636K
|
97.8K
$4.93M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-12.6K- 75.93% |
$635K - $643K
|
3.99K
$201K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-12.8K- 6.68% |
$643K - $652K
|
178K
$9M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-13K- 13.8% |
$652K - $661K
|
80.9K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13K- 10.51% |
$654K - $663K
|
111K
$5.58M
|
|
|
Oct 30, 2024
Q1 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-13.1K- 3.7% |
$659K - $668K
|
341K
$17.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-13.1K- 28.34% |
$660K - $669K
|
33.1K
$1.67M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.2K- 14.39% |
$664K - $673K
|
78.4K
$3.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-13.6K- 25.97% |
$685K - $695K
|
38.8K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.9K- 2.06% |
$700K - $710K
|
662K
$33.4M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14K- 31.66% |
$705K - $715K
|
30.2K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14.5K- 58.44% |
$728K - $738K
|
10.3K
$518K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14.8K- 24.39% |
$745K - $755K
|
45.9K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-16.8K- 3.23% |
$847K - $858K
|
504K
$25.4M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-17.1K- 3.55% |
$862K - $874K
|
465K
$23.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-19.6K- 21.54% |
$985K - $998K
|
71.2K
$3.59M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-19.7K- 16.93% |
$992K - $1.01M
|
96.6K
$4.87M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-20.3K- 80.84% |
$1.02M - $1.04M
|
4.82K
$243K
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-20.4K- 82.86% |
$1.03M - $1.04M
|
4.22K
$213K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-20.9K- 35.32% |
$1.05M - $1.07M
|
38.3K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-22.1K- 17.52% |
$1.11M - $1.13M
|
104K
$5.25M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-22.1K- 14.93% |
$1.12M - $1.13M
|
126K
$6.36M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-22.4K- 36.75% |
$1.13M - $1.14M
|
38.5K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-23.3K- 14.52% |
$1.17M - $1.19M
|
137K
$6.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-24K- 13.74% |
$1.21M - $1.23M
|
151K
$7.61M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-24.6K- 5.69% |
$1.24M - $1.25M
|
407K
$20.5M
|