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 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
5.22KNew |
$263K - $266K
|
5.22K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
5.22K+ 20.26% |
$263K - $266K
|
31K
$1.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
5.21K+ 5.22% |
$262K - $266K
|
105K
$5.31M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.2K+ 34.42% |
$262K - $266K
|
20.3K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.17KNew |
$260K - $264K
|
5.17K
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.15K+ 15.14% |
$259K - $263K
|
39.2K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.15K+ 0.69% |
$259K - $263K
|
754K
$38.1M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
5.04KNew |
$254K - $257K
|
5.04K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.99K+ 104.3% |
$251K - $255K
|
9.78K
$494K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.98KNew |
$251K - $254K
|
4.98K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.9KNew |
$247K - $250K
|
4.9K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.81K+ 4.78% |
$242K - $245K
|
105K
$5.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.78K+ 2.76% |
$241K - $244K
|
178K
$8.98M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.76K+ 512.38% |
$240K - $243K
|
5.69K
$287K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.75KNew |
$239K - $243K
|
4.75K
$240K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
4.72K+ 77.95% |
$237K - $241K
|
10.8K
$544K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.61KNew |
$232K - $235K
|
4.61K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.59K+ 10.73% |
$231K - $234K
|
47.3K
$2.39M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.55K+ 6.79% |
$229K - $232K
|
71.6K
$3.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.5K+ 78.26% |
$227K - $230K
|
10.3K
$518K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.47KNew |
$225K - $228K
|
4.47K
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.45K+ 31.85% |
$224K - $227K
|
18.4K
$930K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.38K+ 40.81% |
$221K - $224K
|
15.1K
$764K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.38KNew |
$220K - $223K
|
4.38K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.38K+ 11.37% |
$220K - $223K
|
42.8K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.35KNew |
$219K - $222K
|
4.35K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.33K+ 1.67% |
$218K - $221K
|
264K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.2KNew |
$212K - $214K
|
4.2K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.18K+ 19.98% |
$210K - $213K
|
25.1K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.09K+ 18.92% |
$206K - $209K
|
25.7K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.09K+ 56.62% |
$206K - $209K
|
11.3K
$571K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.08K+ 12.35% |
$206K - $209K
|
37.2K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.02K+ 10.06% |
$203K - $205K
|
44K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.99K+ 5.13% |
$201K - $204K
|
81.8K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.99KNew |
$201K - $204K
|
3.99K
$201K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.95K+ 44.67% |
$199K - $202K
|
12.8K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.86K+ 36.48% |
$194K - $197K
|
14.4K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.8K+ 8.15% |
$192K - $194K
|
50.4K
$2.55M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.76K+ 2.7% |
$189K - $192K
|
143K
$7.22M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.58K+ 6.83% |
$180K - $183K
|
56K
$2.83M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.57K+ 7.9% |
$180K - $182K
|
48.8K
$2.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.55K+ 59.86% |
$179K - $181K
|
9.47K
$478K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.46KNew |
$174K - $177K
|
3.46K
$175K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
3.43K+ 1.32% |
$173K - $175K
|
262K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.42KNew |
$172K - $174K
|
3.42K
$173K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.38K+ 2.21% |
$170K - $173K
|
156K
$7.88M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 18.52% |
$167K - $169K
|
21.2K
$1.07M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.27K+ 5.6% |
$165K - $167K
|
61.7K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.27K+ 7.19% |
$164K - $167K
|
48.7K
$2.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.24K+ 5.81% |
$163K - $165K
|
59K
$2.98M
|