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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-128K- 25.31% |
$6.46M - $6.55M
|
379K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-130K- 12.23% |
$6.53M - $6.62M
|
930K
$47M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-156K- 1.25% |
$7.87M - $7.98M
|
12.3M
$621M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-156K- 1.25% |
$7.87M - $7.98M
|
12.3M
$621M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-159K- 38.18% |
$8.03M - $8.14M
|
258K
$13M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-160K- 4.15% |
$8.04M - $8.16M
|
3.69M
$187M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-172K- 33.9% |
$8.66M - $8.78M
|
335K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-179K- 7.43% |
$8.99M - $9.12M
|
2.23M
$112M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-185K- 18.17% |
$9.33M - $9.46M
|
835K
$42.2M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-187K- 30.35% |
$9.4M - $9.53M
|
428K
$21.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-192K- 39.2% |
$9.68M - $9.81M
|
298K
$15.1M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-215K- 90.33% |
$10.8M - $11M
|
23K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-242K- 52.14% |
$12.2M - $12.3M
|
222K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-249K- 3.91% |
$12.5M - $12.7M
|
6.1M
$308M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-308K- 24.87% |
$15.5M - $15.7M
|
930K
$47M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-317K- 4.3% |
$16M - $16.2M
|
7.06M
$356M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-319K- 14.11% |
$16.1M - $16.3M
|
1.94M
$98M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-386K- 20.66% |
$19.4M - $19.7M
|
1.48M
$74.8M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-427K- 3.87% |
$21.5M - $21.8M
|
10.6M
$536M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-483K- 8.78% |
$24.3M - $24.7M
|
5.02M
$254M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-638K- 44.08% |
$32.1M - $32.6M
|
810K
$40.9M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-671K- 41.17% |
$33.8M - $34.3M
|
959K
$48.5M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.3M- 50.42% |
$65.7M - $66.6M
|
1.28M
$64.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.37M- 10.85% |
$472M - $478M
|
77M
$3.89B
|