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 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
77K+ 9.87% |
$3.88M - $3.93M
|
857K
$43.2M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
75.3K+ 296.7% |
$3.79M - $3.85M
|
101K
$5.08M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
75.3K+ 296.7% |
$3.79M - $3.85M
|
101K
$5.08M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
75.1K+ 36.52% |
$3.78M - $3.84M
|
281K
$14.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
70.6K+ 10.25% |
$3.56M - $3.61M
|
760K
$38.3M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
69.2K+ 129.74% |
$3.48M - $3.53M
|
122K
$6.18M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
68.9KNew |
$3.47M - $3.52M
|
68.9K
$3.47M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
66.3K+ 35.93% |
$3.34M - $3.38M
|
251K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
64.5KNew |
$3.25M - $3.29M
|
64.5K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
63.1K+ 7.66% |
$3.18M - $3.22M
|
886K
$44.7M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.4K+ 94.73% |
$3.14M - $3.19M
|
128K
$6.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
60.7K+ 25.35% |
$3.06M - $3.1M
|
300K
$15.1M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
59.8K+ 5.75% |
$3.01M - $3.05M
|
1.1M
$55.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
59.6K+ 20.11% |
$3M - $3.04M
|
356K
$17.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
55.8K+ 21.62% |
$2.81M - $2.85M
|
314K
$15.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
55.1K+ 62.08% |
$2.78M - $2.81M
|
144K
$7.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55K+ 10.41% |
$2.77M - $2.81M
|
583K
$29.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.3K+ 44.48% |
$2.74M - $2.77M
|
176K
$8.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
54.2K+ 16.98% |
$2.73M - $2.77M
|
373K
$18.8M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53.7K+ 3.87% |
$2.71M - $2.74M
|
1.44M
$72.8M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
53.7K+ 15.05% |
$2.7M - $2.74M
|
410K
$20.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
53KNew |
$2.67M - $2.71M
|
53K
$2.68M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
52.5K+ 257.83% |
$2.64M - $2.68M
|
72.9K
$3.68M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
52.3K+ 6.05% |
$2.63M - $2.67M
|
916K
$46.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.5K+ 0.41% |
$2.54M - $2.58M
|
12.3M
$621M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50K+ 0.2% |
$2.52M - $2.55M
|
24.8M
$1.25B
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
49.4K+ 52.62% |
$2.49M - $2.52M
|
143K
$7.22M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
48.6K+ 31.23% |
$2.45M - $2.48M
|
204K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
47.8KNew |
$2.41M - $2.44M
|
47.8K
$2.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
BUY
|
- |
47.3K+ 30.05% |
$2.38M - $2.42M
|
205K
$10.3M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
47.1KNew |
$2.37M - $2.4M
|
47.1K
$2.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
46.9K+ 89.84% |
$2.36M - $2.4M
|
99.2K
$5M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
44.8K+ 22.16% |
$2.26M - $2.29M
|
247K
$12.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
43.6K+ 22.07% |
$2.2M - $2.23M
|
241K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
42.9K+ 11.18% |
$2.16M - $2.19M
|
427K
$21.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
42.1K+ 1.59% |
$2.12M - $2.15M
|
2.68M
$135M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42K+ 168.57% |
$2.12M - $2.15M
|
66.9K
$3.38M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
41K+ 30.66% |
$2.07M - $2.09M
|
175K
$8.81M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
41K+ 14.97% |
$2.06M - $2.09M
|
315K
$15.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
40.9K+ 20.37% |
$2.06M - $2.09M
|
242K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
40.5KNew |
$2.04M - $2.07M
|
40.5K
$2.04M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
40.4K+ 6.32% |
$2.03M - $2.06M
|
680K
$34.3M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
39.9KNew |
$2.01M - $2.04M
|
39.9K
$2.01M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
39.7K+ 4.85% |
$2M - $2.03M
|
858K
$43.3M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
38.1K+ 96.02% |
$1.92M - $1.94M
|
77.7K
$3.92M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
36.1K+ 25.39% |
$1.82M - $1.84M
|
178K
$9M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
36K+ 47.93% |
$1.82M - $1.84M
|
111K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
35.8K+ 8.55% |
$1.8M - $1.83M
|
455K
$22.9M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35.3K+ 11.97% |
$1.78M - $1.8M
|
330K
$16.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
35.2K+ 8.89% |
$1.77M - $1.8M
|
431K
$21.7M
|