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 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11K+ 6.03% |
$554K - $561K
|
193K
$9.73M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$548K - $555K
|
10.9K
$547K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$545K - $553K
|
10.8K
$545K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
10.6KNew |
$536K - $543K
|
10.6K
$536K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10.6K+ 88.09% |
$535K - $542K
|
22.7K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6K+ 18.03% |
$532K - $539K
|
69.1K
$3.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$530K - $538K
|
10.5K
$530K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
10.1K+ 19.72% |
$511K - $518K
|
61.6K
$3.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
10.1K+ 65.8% |
$509K - $516K
|
25.5K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.1K+ 23.19% |
$508K - $515K
|
53.6K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.1K+ 13.99% |
$508K - $515K
|
82.1K
$4.14M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
9.99K+ 4.64% |
$503K - $510K
|
225K
$11.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.87KNew |
$497K - $504K
|
9.87K
$497K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
9.8KNew |
$494K - $500K
|
9.8K
$493K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9.7K+ 18.32% |
$488K - $495K
|
62.6K
$3.15M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.66K+ 14.19% |
$487K - $493K
|
77.7K
$3.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
9.51K+ 210.54% |
$479K - $485K
|
14K
$706K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9.5K+ 51.35% |
$478K - $485K
|
28K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.5K+ 18.16% |
$478K - $485K
|
61.8K
$3.11M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9.3KNew |
$468K - $475K
|
9.3K
$468K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9.28K+ 16.45% |
$467K - $474K
|
65.7K
$3.31M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
9.26KNew |
$466K - $473K
|
9.26K
$466K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.16K+ 54.68% |
$461K - $468K
|
25.9K
$1.3M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
9.04KNew |
$455K - $462K
|
9.04K
$455K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
8.97K+ 24.99% |
$452K - $458K
|
44.8K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.91K+ 50.45% |
$449K - $455K
|
26.6K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
8.83K+ 25.59% |
$445K - $451K
|
43.3K
$2.18M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
8.82KNew |
$444K - $451K
|
8.82K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.81K+ 37.18% |
$443K - $450K
|
32.5K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.77KNew |
$442K - $448K
|
8.77K
$441K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
8.35K+ 5.23% |
$420K - $426K
|
168K
$8.45M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.25K+ 10.09% |
$415K - $421K
|
90K
$4.53M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
8.14KNew |
$410K - $416K
|
8.14K
$410K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8.14K+ 94.09% |
$410K - $416K
|
16.8K
$845K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
8.1K+ 78.19% |
$408K - $414K
|
18.5K
$930K
|
|
|
May 08, 2024
Q1 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
8.02K+ 7.33% |
$404K - $410K
|
117K
$5.91M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8K+ 36.1% |
$403K - $408K
|
30.2K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
7.97K+ 3.64% |
$401K - $407K
|
227K
$11.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.89K+ 23.4% |
$397K - $403K
|
41.6K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.8K+ 9.69% |
$393K - $398K
|
88.3K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.8K+ 8.71% |
$393K - $398K
|
97.3K
$4.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.79K+ 7.36% |
$392K - $398K
|
114K
$5.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.77KNew |
$391K - $397K
|
7.77K
$391K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.7KNew |
$388K - $393K
|
7.7K
$387K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
7.68K+ 30.77% |
$387K - $392K
|
32.6K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7.62K+ 7.18% |
$383K - $389K
|
114K
$5.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.53K+ 1.07% |
$379K - $384K
|
711K
$35.8M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.52KNew |
$379K - $384K
|
7.52K
$379K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
7.5K+ 4.31% |
$378K - $383K
|
181K
$9.13M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
7.47K+ 24.58% |
$376K - $381K
|
37.9K
$1.91M
|