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
|
Planned Solutions, Inc.
|
BUY
|
- |
887New |
$42K - $45.4K
|
887
$45.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
850+ 5.86% |
$40.3K - $43.5K
|
15.4K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
846+ 10.26% |
$40.1K - $43.3K
|
9.09K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
844+ 11.64% |
$40K - $43.2K
|
8.09K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
802+ 0.78% |
$38K - $41K
|
103K
$5.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
791+ 1.01% |
$37.5K - $40.5K
|
78.8K
$4.02M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
790+ 16.7% |
$37.4K - $40.4K
|
5.52K
$281K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
740+ 5.29% |
$35K - $37.8K
|
14.7K
$750K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
723+ 2.44% |
$34.2K - $37K
|
30.4K
$1.55M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
722+ 10.6% |
$34.2K - $36.9K
|
7.53K
$384K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
720New |
$34.1K - $36.8K
|
720
$36.7K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
704+ 1.67% |
$33.3K - $36K
|
42.8K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
698+ 5.86% |
$33.1K - $35.7K
|
12.6K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
653+ 13.14% |
$30.9K - $33.4K
|
5.62K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
651+ 12.71% |
$30.8K - $33.3K
|
5.77K
$294K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
639+ 0.72% |
$30.3K - $32.7K
|
89.9K
$4.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
638+ 0.47% |
$30.2K - $32.6K
|
136K
$6.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
597+ 2.77% |
$28.3K - $30.5K
|
22.2K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
580+ 7.35% |
$27.5K - $29.7K
|
8.47K
$431K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
571New |
$27K - $29.2K
|
571
$29.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
569+ 2.08% |
$26.9K - $29.1K
|
27.9K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
526+ 3.68% |
$24.9K - $26.9K
|
14.8K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
510+ 0.89% |
$24.2K - $26.1K
|
57.6K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
487+ 1391.43% |
$23.1K - $24.9K
|
522
$26.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
480+ 0.45% |
$22.7K - $24.5K
|
106K
$5.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
475New |
$22.5K - $24.3K
|
475
$24.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
454+ 1.52% |
$21.5K - $23.2K
|
30.4K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
386+ 4.96% |
$18.3K - $19.7K
|
8.17K
$416K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
376+ 138.75% |
$17.8K - $19.2K
|
647
$33K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
374+ 3.73% |
$17.7K - $19.1K
|
10.4K
$530K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
371New |
$17.6K - $19K
|
371
$18.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
367+ 2.13% |
$17.4K - $18.8K
|
17.6K
$895K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
336+ 0.65% |
$15.9K - $17.2K
|
52.4K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
326+ 1.68% |
$15.4K - $16.7K
|
19.8K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
324New |
$15.3K - $16.6K
|
324
$16.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
320+ 1.28% |
$15.2K - $16.4K
|
25.3K
$1.29M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
317New |
$15K - $16.2K
|
317
$16.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
301New |
$14.3K - $15.4K
|
301
$15.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
282+ 1.4% |
$13.4K - $14.4K
|
20.5K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
271+ 3.23% |
$12.8K - $13.9K
|
8.65K
$441K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
265New |
$12.6K - $13.6K
|
265
$13.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
250+ 5.1% |
$11.8K - $12.8K
|
5.15K
$262K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
248+ 0.64% |
$11.7K - $12.7K
|
38.9K
$1.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
206+ 0.99% |
$9.76K - $10.5K
|
21.1K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
188+ 5.13% |
$8.9K - $9.61K
|
3.85K
$196K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
184+ 0.38% |
$8.71K - $9.41K
|
48.9K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
159+ 0.9% |
$7.53K - $8.13K
|
17.9K
$910K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
146+ 0.93% |
$6.91K - $7.47K
|
15.8K
$806K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
142+ 1.97% |
$6.73K - $7.26K
|
7.36K
$375K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
136+ 0.24% |
$6.44K - $6.96K
|
56.2K
$2.86M
|