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
|
S.A. Mason LLC
|
SELL
|
- |
-700- 3.31% |
$33.2K - $35.8K
|
20.5K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-726- 2.59% |
$34.4K - $37.1K
|
27.4K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-765- 15.17% |
$36.2K - $39.1K
|
4.28K
$215K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-771- 0.92% |
$36.5K - $39.4K
|
83.4K
$4.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-780- 4.06% |
$36.9K - $39.9K
|
18.4K
$928K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-792- 3.58% |
$37.5K - $40.5K
|
21.3K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-908- 1.26% |
$43K - $46.4K
|
71.3K
$3.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-912- 9.56% |
$43.2K - $46.6K
|
8.62K
$434K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-924- 14.02% |
$43.8K - $47.3K
|
5.67K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-932- 15.38% |
$44.1K - $47.7K
|
5.13K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-950- 5.97% |
$45K - $48.6K
|
15K
$753K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-958- 6.13% |
$45.4K - $49K
|
14.7K
$738K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-966- 16.46% |
$45.7K - $49.4K
|
4.9K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-988- 18.47% |
$46.8K - $50.5K
|
4.36K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-995- 18.21% |
$47.1K - $50.9K
|
4.47K
$225K
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1K- 19.7% |
$47.4K - $51.1K
|
4.08K
$205K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.02K- 6.14% |
$48.2K - $52K
|
15.5K
$782K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.04K- 4.25% |
$49.4K - $53.3K
|
23.5K
$1.18M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.07K- 2.05% |
$50.5K - $54.6K
|
51.1K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.08K- 4.54% |
$51K - $55.1K
|
22.7K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.08K- 16.51% |
$51.1K - $55.1K
|
5.45K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.13K- 16.0% |
$53.7K - $58K
|
5.95K
$300K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.16K- 3.59% |
$55.1K - $59.5K
|
31.2K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.23K- 98.8% |
$58.4K - $63.1K
|
15
$755
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.25K- 1.35% |
$59.1K - $63.8K
|
91.2K
$4.59M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.28K- 1.67% |
$60.4K - $65.2K
|
75.2K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.3K- 7.92% |
$61.4K - $66.3K
|
15.1K
$759K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.3K- 11.26% |
$61.6K - $66.5K
|
10.3K
$516K
|
|
|
Oct 01, 2025
Q4 2023
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-1.36K- 28.85% |
$64.3K - $69.4K
|
3.35K
$168K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.36K- 10.74% |
$64.5K - $69.7K
|
11.3K
$570K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.37K- 1.97% |
$64.7K - $69.9K
|
68.1K
$3.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.37K- 24.43% |
$64.7K - $69.9K
|
4.23K
$213K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.38K- 13.77% |
$65.4K - $70.6K
|
8.65K
$435K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.41K- 10.19% |
$66.5K - $71.9K
|
12.4K
$623K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.41K- 10.51% |
$66.7K - $72.1K
|
12K
$604K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.44K- 22.72% |
$68.3K - $73.8K
|
4.91K
$247K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.5K- 5.21% |
$71K - $76.7K
|
27.3K
$1.37M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.5K- 9.22% |
$71K - $76.7K
|
14.8K
$743K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.52K- 18.23% |
$71.9K - $77.7K
|
6.82K
$343K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.55K- 5.68% |
$73.5K - $79.3K
|
25.7K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.56K- 67.72% |
$73.9K - $79.8K
|
744
$37.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.59K- 38.76% |
$75.3K - $81.3K
|
2.51K
$126K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.6K- 21.74% |
$75.9K - $81.9K
|
5.77K
$290K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.71K- 4.09% |
$81.1K - $87.6K
|
40.1K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.73K- 23.01% |
$82.1K - $88.7K
|
5.8K
$292K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.79K- 0.55% |
$84.8K - $91.5K
|
324K
$16.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.83K- 7.83% |
$86.5K - $93.4K
|
21.5K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1.84K- 6.88% |
$87.3K - $94.3K
|
25K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1.92K- 12.77% |
$90.7K - $97.9K
|
13.1K
$658K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.97K- 22.03% |
$93.1K - $101K
|
6.96K
$350K
|