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 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 520.69% |
$85.8K - $92.7K
|
2.16K
$109K
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.79K+ 3.42% |
$84.8K - $91.5K
|
54.1K
$2.74M
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.79K+ 5.29% |
$84.7K - $91.4K
|
35.6K
$1.8M
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.71K+ 2.93% |
$80.8K - $87.3K
|
60K
$3.04M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.7KNew |
$80.5K - $86.9K
|
1.7K
$86K
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.7K+ 14.93% |
$80.3K - $86.7K
|
13.1K
$660K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.67KNew |
$79.3K - $85.6K
|
1.67K
$84.7K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.62K+ 1819.1% |
$76.7K - $82.8K
|
1.71K
$86.4K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.57K+ 30.89% |
$74.3K - $80.2K
|
6.65K
$336K
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
1.56K+ 37.03% |
$73.6K - $79.5K
|
5.75K
$291K
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 21.43% |
$73.6K - $79.5K
|
8.81K
$446K
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.55K+ 36.9% |
$73.4K - $79.3K
|
5.75K
$291K
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.53K+ 25.39% |
$72.4K - $78.2K
|
7.55K
$382K
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.51K+ 8.29% |
$71.6K - $77.3K
|
19.8K
$1M
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
1.49K+ 3.69% |
$70.6K - $76.2K
|
41.9K
$2.12M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.49K+ 2.27% |
$70.3K - $75.9K
|
67K
$3.39M
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.48K+ 28.96% |
$70.2K - $75.8K
|
6.6K
$334K
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.46K+ 24.22% |
$69.3K - $74.8K
|
7.5K
$380K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.43K+ 72.35% |
$67.7K - $73.1K
|
3.4K
$172K
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.39K+ 3.41% |
$65.6K - $70.9K
|
42K
$2.13M
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 8.37% |
$65.5K - $70.8K
|
17.9K
$906K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.36K+ 0.41% |
$64.3K - $69.4K
|
336K
$17M
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.33K+ 1.22% |
$63K - $68.1K
|
110K
$5.58M
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.31K+ 12.27% |
$62K - $67K
|
12K
$606K
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.26K+ 20.23% |
$59.5K - $64.2K
|
7.47K
$378K
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.25K+ 5.05% |
$59.3K - $64.1K
|
26.1K
$1.32M
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.24K+ 3635.29% |
$58.5K - $63.2K
|
1.27K
$64.3K
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.19K+ 11.32% |
$56.3K - $60.8K
|
11.7K
$591K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.19K+ 18.78% |
$56.2K - $60.7K
|
7.5K
$380K
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.16K+ 3.01% |
$55K - $59.4K
|
39.7K
$2.01M
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.16K+ 2.94% |
$54.7K - $59.1K
|
40.5K
$2.05M
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.11K+ 22.52% |
$52.7K - $56.9K
|
6.05K
$306K
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.08K+ 6.67% |
$51.2K - $55.3K
|
17.3K
$875K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08K+ 102.38% |
$50.9K - $55K
|
2.13K
$108K
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
1.06K+ 6.08% |
$50.3K - $54.3K
|
18.5K
$937K
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.06K+ 8.11% |
$50.2K - $54.3K
|
14.1K
$715K
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.05K+ 9.09% |
$49.5K - $53.4K
|
12.5K
$635K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.04K+ 7.01% |
$49.3K - $53.3K
|
15.9K
$804K
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
1.01K+ 1.36% |
$47.7K - $51.5K
|
74.9K
$3.79M
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1K+ 4.32% |
$47.5K - $51.3K
|
24.3K
$1.23M
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
985+ 0.3% |
$46.6K - $50.4K
|
325K
$16.5M
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
982New |
$46.5K - $50.2K
|
982
$49.7K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
979+ 16.32% |
$46.4K - $50.1K
|
6.98K
$353K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
978+ 13.35% |
$46.3K - $50K
|
8.31K
$420K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
948+ 7.01% |
$44.9K - $48.5K
|
14.5K
$732K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
929New |
$44K - $47.5K
|
929
$47K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
927New |
$43.9K - $47.4K
|
927
$46.9K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
923+ 14.66% |
$43.7K - $47.2K
|
7.22K
$365K
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
921+ 1.11% |
$43.6K - $47.1K
|
84.1K
$4.26M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
896New |
$42.4K - $45.8K
|
896
$45.3K
|