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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.58K+ 21.25% |
$169K - $183K
|
20.4K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.57K+ 14.02% |
$169K - $182K
|
29K
$1.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.56K+ 15.03% |
$169K - $182K
|
27.2K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.52K+ 34.85% |
$167K - $180K
|
13.6K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.49K+ 2.27% |
$165K - $178K
|
157K
$8M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.35KNew |
$159K - $171K
|
3.35K
$171K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.35K+ 10.74% |
$159K - $171K
|
34.5K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.21K+ 2.48% |
$152K - $164K
|
133K
$6.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.2K+ 8.24% |
$152K - $164K
|
42.1K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.18KNew |
$151K - $163K
|
3.18K
$162K
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
BUY
|
- |
3.17K+ 2.63% |
$150K - $162K
|
124K
$6.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.17K+ 3.03% |
$150K - $162K
|
108K
$5.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.02K+ 45.05% |
$143K - $154K
|
9.72K
$495K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.88K+ 9.99% |
$136K - $147K
|
31.7K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.8K+ 7.19% |
$133K - $143K
|
41.7K
$2.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.76KNew |
$130K - $141K
|
2.76K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.75K+ 38.82% |
$130K - $141K
|
9.83K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.75K+ 10.92% |
$130K - $140K
|
27.9K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.73K+ 6.22% |
$129K - $140K
|
46.6K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.7K+ 42.22% |
$128K - $138K
|
9.09K
$463K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.62K+ 2.94% |
$124K - $134K
|
91.7K
$4.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.43K+ 20.39% |
$115K - $124K
|
14.3K
$731K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.37K+ 0.56% |
$112K - $121K
|
427K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
2.35KNew |
$111K - $120K
|
2.35K
$120K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.35K+ 12.29% |
$111K - $120K
|
21.4K
$1.09M
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
2.33K+ 28.41% |
$110K - $119K
|
10.5K
$536K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.3K+ 27.54% |
$109K - $118K
|
10.7K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.28K+ 3.54% |
$108K - $117K
|
66.7K
$3.4M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.28K+ 3.54% |
$108K - $117K
|
66.7K
$3.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
2.26KNew |
$107K - $115K
|
2.26K
$115K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.23K+ 16.81% |
$106K - $114K
|
15.5K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.18K+ 7.11% |
$103K - $111K
|
32.9K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.13K+ 12.82% |
$101K - $109K
|
18.7K
$953K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.08K+ 7.88% |
$98.6K - $106K
|
28.5K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.07K+ 46.13% |
$98.2K - $106K
|
6.57K
$335K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.07K+ 10.59% |
$98.2K - $106K
|
21.6K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.05K+ 8.25% |
$97.1K - $105K
|
26.9K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.05K+ 6.41% |
$97K - $105K
|
34K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.04K+ 0.67% |
$96.8K - $104K
|
308K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.04K+ 31.86% |
$96.7K - $104K
|
8.45K
$430K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.03K+ 3.47% |
$96.2K - $104K
|
60.6K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.03K+ 16.71% |
$95.9K - $104K
|
14.1K
$720K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99K+ 13.24% |
$94.4K - $102K
|
17.1K
$869K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 0.07% |
$92.4K - $99.8K
|
2.67M
$136M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.95KNew |
$92.1K - $99.5K
|
1.95K
$99.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1.9K+ 3.72% |
$90K - $97.2K
|
53K
$2.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.88K+ 39.11% |
$88.9K - $96K
|
6.68K
$340K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.87K+ 40.36% |
$88.6K - $95.6K
|
6.5K
$331K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.84KNew |
$87.1K - $94.1K
|
1.84K
$93.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
1.81K+ 11.5% |
$85.8K - $92.7K
|
17.6K
$895K
|