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 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.41K+ 29.91% |
$373K - $378K
|
32.2K
$1.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7.34K+ 28.67% |
$370K - $375K
|
32.9K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
7.34KNew |
$369K - $375K
|
7.34K
$370K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
7.32K+ 5.35% |
$369K - $374K
|
144K
$7.27M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7.31KNew |
$368K - $373K
|
7.31K
$369K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.29K+ 9.68% |
$367K - $372K
|
82.6K
$4.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7.24K+ 16.65% |
$364K - $369K
|
50.7K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
7.22K+ 84.59% |
$364K - $369K
|
15.8K
$795K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
7.15K+ 7.22% |
$360K - $365K
|
106K
$5.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.14K+ 13.35% |
$360K - $365K
|
60.6K
$3.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
7.12K+ 7.04% |
$358K - $363K
|
108K
$5.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.86K+ 168.39% |
$346K - $350K
|
10.9K
$552K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
6.57K+ 63.76% |
$331K - $336K
|
16.9K
$851K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.53KNew |
$329K - $333K
|
6.53K
$329K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.51K+ 7.15% |
$328K - $332K
|
97.6K
$4.92M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.44K+ 24.01% |
$324K - $329K
|
33.2K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6.44KNew |
$324K - $329K
|
6.44K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
6.41K+ 50.66% |
$323K - $327K
|
19.1K
$962K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.37K+ 6.52% |
$321K - $325K
|
104K
$5.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.36KNew |
$320K - $325K
|
6.36K
$321K
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
6.34K+ 79.96% |
$319K - $324K
|
14.3K
$720K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.33K+ 3.41% |
$319K - $323K
|
192K
$9.67M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.3K+ 12.66% |
$317K - $322K
|
56.1K
$2.83M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
6.18K+ 2.24% |
$311K - $315K
|
281K
$14.2M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.12K+ 15.92% |
$308K - $312K
|
44.5K
$2.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.03K+ 14.82% |
$304K - $308K
|
46.7K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
6.03K+ 20.02% |
$303K - $308K
|
36.1K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
6KNew |
$302K - $306K
|
6K
$303K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
5.99K+ 46.52% |
$302K - $306K
|
18.9K
$952K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.98K+ 34.03% |
$301K - $305K
|
23.6K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.97K+ 11.84% |
$300K - $305K
|
56.4K
$2.84M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.96K+ 19.1% |
$300K - $304K
|
37.1K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
5.94KNew |
$299K - $304K
|
5.94K
$300K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.9K+ 31.5% |
$297K - $301K
|
24.6K
$1.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
5.85K+ 4.05% |
$295K - $299K
|
150K
$7.59M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.78K+ 6.5% |
$291K - $295K
|
94.7K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.7K+ 34.09% |
$287K - $291K
|
22.4K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
5.7K+ 1.75% |
$287K - $291K
|
331K
$16.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.68K+ 23.41% |
$286K - $290K
|
30K
$1.51M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.67K+ 2.08% |
$285K - $289K
|
278K
$14M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.67K+ 11.59% |
$285K - $289K
|
54.6K
$2.75M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.58K+ 36.07% |
$281K - $285K
|
21K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.5K+ 61.62% |
$277K - $281K
|
14.4K
$727K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
5.39K+ 14.33% |
$271K - $275K
|
43K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.38KNew |
$271K - $275K
|
5.38K
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5.33K+ 3.05% |
$268K - $272K
|
180K
$9.09M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.32K+ 55.52% |
$268K - $271K
|
14.9K
$751K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.28K+ 107.45% |
$266K - $269K
|
10.2K
$514K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.26K+ 21.74% |
$265K - $269K
|
29.5K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.25KNew |
$264K - $268K
|
5.25K
$265K
|