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 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-25K- 62.63% |
$1.26M - $1.28M
|
14.9K
$755K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-26.2K- 4.73% |
$1.32M - $1.34M
|
528K
$26.6M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.4K- 61.7% |
$1.33M - $1.35M
|
16.4K
$827K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-27K- 69.6% |
$1.36M - $1.38M
|
11.8K
$596K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.2K- 1.37% |
$1.37M - $1.39M
|
1.96M
$98.8M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-27.2K- 8.83% |
$1.37M - $1.39M
|
281K
$14.2M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-27.9K- 4.6% |
$1.4M - $1.42M
|
578K
$29.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-28.8K- 50.18% |
$1.45M - $1.47M
|
28.5K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-29.7K- 41.27% |
$1.5M - $1.52M
|
42.3K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-30.3K- 6.02% |
$1.52M - $1.55M
|
473K
$23.9M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-30.6K- 45.69% |
$1.54M - $1.56M
|
36.4K
$1.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-32.1K- 67.08% |
$1.61M - $1.64M
|
15.7K
$795K
|
|
|
Apr 03, 2024
Q1 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-33K- 9.64% |
$1.66M - $1.69M
|
309K
$15.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-33.4K- 6.03% |
$1.68M - $1.7M
|
520K
$26.3M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-34.7K- 3.42% |
$1.75M - $1.77M
|
981K
$49.5M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-36.2K- 35.07% |
$1.82M - $1.85M
|
67K
$3.38M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-37.6K- 3.08% |
$1.89M - $1.92M
|
1.18M
$59.7M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-37.9K- 43.16% |
$1.91M - $1.93M
|
49.9K
$2.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-38.5K- 75.0% |
$1.94M - $1.97M
|
12.8K
$648K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-42.8K- 5.81% |
$2.15M - $2.18M
|
693K
$35M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-45.7K- 81.76% |
$2.3M - $2.33M
|
10.2K
$514K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-48.1K- 52.78% |
$2.42M - $2.45M
|
43K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.1K- 64.08% |
$2.48M - $2.51M
|
27.5K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52K- 17.57% |
$2.62M - $2.65M
|
244K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-53.5K- 2.2% |
$2.7M - $2.73M
|
2.38M
$120M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-55.2K- 71.24% |
$2.78M - $2.82M
|
22.3K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-56.4K- 7.03% |
$2.84M - $2.88M
|
746K
$37.7M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-57.9K- 34.33% |
$2.92M - $2.96M
|
111K
$5.59M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-60.3K- 38.91% |
$3.04M - $3.08M
|
94.7K
$4.78M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-60.8K- 36.24% |
$3.06M - $3.1M
|
107K
$5.4M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-63.5K- 41.44% |
$3.2M - $3.24M
|
89.7K
$4.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-63.7K- 81.04% |
$3.21M - $3.25M
|
14.9K
$753K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-64.8K- 42.44% |
$3.26M - $3.31M
|
87.8K
$4.44M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-65.7K- 2.33% |
$3.31M - $3.35M
|
2.75M
$139M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-65.7K- 2.33% |
$3.31M - $3.35M
|
2.75M
$139M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.2K- 5.41% |
$3.39M - $3.43M
|
1.18M
$59.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-69.7K- 88.17% |
$3.51M - $3.56M
|
9.35K
$472K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-70K- 87.95% |
$3.52M - $3.57M
|
9.59K
$484K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-72.1K- 18.59% |
$3.63M - $3.68M
|
316K
$15.9M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-74.1K- 82.14% |
$3.73M - $3.78M
|
16.1K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-76.3K- 14.48% |
$3.84M - $3.9M
|
451K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-80.3K- 7.37% |
$4.04M - $4.1M
|
1.01M
$51M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-80.6K- 40.57% |
$4.06M - $4.12M
|
118K
$5.96M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-82.3K- 18.18% |
$4.14M - $4.2M
|
370K
$18.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-89.5K- 33.53% |
$4.51M - $4.57M
|
177K
$8.96M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-92.5K- 12.04% |
$4.66M - $4.72M
|
676K
$34.1M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-97K- 5.69% |
$4.88M - $4.95M
|
1.61M
$81.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-98.4K- 41.76% |
$4.96M - $5.02M
|
137K
$6.93M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-105K- 6.72% |
$5.27M - $5.35M
|
1.45M
$73.4M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-119K- 14.21% |
$6.01M - $6.1M
|
721K
$36.4M
|