Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4M+ 21.63% |
$728M - $786M
|
86.4M
$4.37B
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.28M+ 27.0% |
$250M - $270M
|
24.8M
$1.26B
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.26M+ 15.16% |
$154M - $167M
|
24.8M
$1.25B
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.25M+ 42.23% |
$154M - $166M
|
10.9M
$553M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.35M+ 7.71% |
$111M - $120M
|
32.8M
$1.66B
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.87M+ 30.73% |
$88.8M - $95.9M
|
7.97M
$403M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.82M+ 4240.58% |
$86.3M - $93.2M
|
1.87M
$94.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.82M+ 19.73% |
$86.2M - $93.1M
|
11M
$559M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.44M+ 20373.56% |
$68.2M - $73.7M
|
1.45M
$73.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.31M+ 82.8% |
$61.8M - $66.8M
|
2.88M
$146M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.28M+ 97.76% |
$60.6M - $65.4M
|
2.59M
$131M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.24M+ 29.07% |
$58.7M - $63.4M
|
5.51M
$278M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
961K+ 482.25% |
$45.5M - $49.1M
|
1.16M
$58.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
937K+ 193.05% |
$44.4M - $47.9M
|
1.42M
$71.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
913K+ 127.22% |
$43.2M - $46.7M
|
1.63M
$82.5M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
890K+ 109.06% |
$42.1M - $45.5M
|
1.71M
$86.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
882K+ 13.58% |
$41.8M - $45.1M
|
7.37M
$373M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
822K+ 3.01% |
$38.9M - $42M
|
28.2M
$1.42B
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
768KNew |
$36.4M - $39.3M
|
768K
$38.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
739K+ 6.31% |
$35M - $37.8M
|
12.5M
$630M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
721KNew |
$34.2M - $36.9M
|
721K
$36.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
702K+ 36.24% |
$33.2M - $35.9M
|
2.64M
$133M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
672K+ 6.08% |
$31.8M - $34.4M
|
11.7M
$593M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
636K+ 8.24% |
$30.1M - $32.5M
|
8.36M
$423M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
617K+ 19.06% |
$29.2M - $31.5M
|
3.85M
$195M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
540K+ 112.53% |
$25.6M - $27.6M
|
1.02M
$51.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
518K+ 135.67% |
$24.6M - $26.5M
|
901K
$45.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
514K+ 20.72% |
$24.3M - $26.3M
|
2.99M
$151M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
463KNew |
$21.9M - $23.7M
|
463K
$23.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
461K+ 996.63% |
$21.8M - $23.6M
|
508K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
460K+ 72.98% |
$21.8M - $23.5M
|
1.09M
$55.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
455K+ 38.81% |
$21.6M - $23.3M
|
1.63M
$82.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
453KNew |
$21.4M - $23.2M
|
453K
$22.9M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
436KNew |
$20.6M - $22.3M
|
436K
$22M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
411K+ 574.72% |
$19.5M - $21M
|
482K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
406KNew |
$19.2M - $20.8M
|
406K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
381K+ 8.95% |
$18M - $19.5M
|
4.64M
$234M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
364KNew |
$17.3M - $18.6M
|
364K
$18.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
362KNew |
$17.2M - $18.5M
|
362K
$18.3M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
354KNew |
$16.8M - $18.1M
|
354K
$17.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
345K+ 68.22% |
$16.3M - $17.6M
|
850K
$43M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
342K+ 84.08% |
$16.2M - $17.5M
|
749K
$37.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
319KNew |
$15.1M - $16.3M
|
319K
$16.1M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
305K+ 56.98% |
$14.4M - $15.6M
|
841K
$42.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283K+ 29.55% |
$13.4M - $14.5M
|
1.24M
$62.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
274KNew |
$13M - $14M
|
274K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
272K+ 221.42% |
$12.9M - $13.9M
|
395K
$20M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
267K+ 1.58% |
$12.7M - $13.7M
|
17.2M
$872M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
243K+ 19.79% |
$11.5M - $12.4M
|
1.47M
$74.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
236K+ 93.21% |
$11.2M - $12.1M
|
490K
$24.8M
|