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 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.22K+ 7.66% |
$162K - $164K
|
45.2K
$2.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.17K+ 45.54% |
$160K - $162K
|
10.1K
$511K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.16K+ 10.27% |
$159K - $161K
|
33.9K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3.15K+ 15.57% |
$159K - $161K
|
23.4K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.14K+ 7.41% |
$158K - $160K
|
45.5K
$2.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.13K+ 2.96% |
$157K - $160K
|
109K
$5.48M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.11K+ 55.3% |
$157K - $159K
|
8.73K
$441K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.1K+ 39.95% |
$156K - $158K
|
10.8K
$547K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.07K+ 11.12% |
$155K - $157K
|
30.7K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.05K+ 57.06% |
$154K - $156K
|
8.4K
$423K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.04K+ 25.38% |
$153K - $155K
|
15K
$758K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3K+ 7.78% |
$151K - $153K
|
41.6K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.96K+ 32.26% |
$149K - $151K
|
12.1K
$612K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.92K+ 7.05% |
$147K - $149K
|
44.3K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.88K+ 16.24% |
$145K - $147K
|
20.6K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.76K+ 6.58% |
$139K - $141K
|
44.6K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.68K+ 27.79% |
$135K - $137K
|
12.3K
$621K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.65K+ 16.33% |
$134K - $135K
|
18.9K
$952K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.62K+ 2.02% |
$132K - $134K
|
132K
$6.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.6K+ 13.47% |
$131K - $133K
|
21.9K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.59K+ 48.79% |
$130K - $132K
|
7.88K
$398K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.55K+ 2.82% |
$128K - $130K
|
93K
$4.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.55K+ 1.09% |
$128K - $130K
|
237K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.53K+ 17.48% |
$127K - $129K
|
17K
$857K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.51K+ 2.83% |
$126K - $128K
|
91.3K
$4.6M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.5K+ 600.96% |
$126K - $128K
|
2.92K
$147K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.48K+ 4.43% |
$125K - $126K
|
58.3K
$2.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.48K+ 4.39% |
$125K - $126K
|
58.8K
$2.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.43K+ 7.05% |
$122K - $124K
|
36.9K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.38K+ 12.09% |
$120K - $122K
|
22.1K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.33K+ 5.01% |
$117K - $119K
|
48.8K
$2.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.27K+ 150.83% |
$114K - $116K
|
3.78K
$190K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.26K+ 46.08% |
$114K - $115K
|
7.16K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.24K+ 15.83% |
$113K - $114K
|
16.4K
$826K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.17K+ 5.62% |
$109K - $111K
|
40.7K
$2.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2.16K+ 1.26% |
$109K - $110K
|
174K
$8.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.14K+ 6.25% |
$108K - $109K
|
36.3K
$1.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.12K+ 10.54% |
$107K - $108K
|
22.2K
$1.12M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.12K+ 10.54% |
$107K - $108K
|
22.2K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.04K+ 338.21% |
$103K - $104K
|
2.64K
$133K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2K+ 10.81% |
$101K - $102K
|
20.5K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2K+ 14.18% |
$100K - $102K
|
16.1K
$810K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.99K+ 1.85% |
$100K - $102K
|
110K
$5.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.98K+ 15.67% |
$99.6K - $101K
|
14.6K
$736K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.98K+ 32.05% |
$99.6K - $101K
|
8.15K
$411K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.97K+ 10.56% |
$99.2K - $101K
|
20.6K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
1.92K+ 1.25% |
$96.9K - $98.2K
|
156K
$7.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.92K+ 14.68% |
$96.7K - $98K
|
15K
$757K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.91K+ 9.37% |
$96.3K - $97.6K
|
22.3K
$1.13M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.85K+ 0.25% |
$93.2K - $94.5K
|
742K
$37.4M
|