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
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.04K- 4.25% |
$49.4K - $53.3K
|
23.5K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.08K- 4.54% |
$51K - $55.1K
|
22.7K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.08K- 16.51% |
$51.1K - $55.1K
|
5.45K
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.13K- 16.0% |
$53.7K - $58K
|
5.95K
$301K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.16K- 3.59% |
$55.1K - $59.5K
|
31.2K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.23K- 98.8% |
$58.4K - $63.1K
|
15
$759
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.25K- 1.35% |
$59.1K - $63.8K
|
91.2K
$4.61M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.28K- 1.67% |
$60.4K - $65.2K
|
75.2K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.3K- 7.92% |
$61.4K - $66.3K
|
15.1K
$763K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.3K- 11.26% |
$61.6K - $66.5K
|
10.3K
$519K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.36K- 10.74% |
$64.5K - $69.7K
|
11.3K
$573K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.37K- 1.97% |
$64.7K - $69.9K
|
68.1K
$3.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.37K- 24.43% |
$64.7K - $69.9K
|
4.23K
$214K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.38K- 13.77% |
$65.4K - $70.6K
|
8.65K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.41K- 10.51% |
$66.7K - $72.1K
|
12K
$607K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.44K- 22.72% |
$68.3K - $73.8K
|
4.91K
$248K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.5K- 5.21% |
$71K - $76.7K
|
27.3K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.5K- 9.22% |
$71K - $76.7K
|
14.8K
$748K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.52K- 18.23% |
$71.9K - $77.7K
|
6.82K
$345K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.55K- 5.68% |
$73.5K - $79.3K
|
25.7K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.56K- 67.72% |
$73.9K - $79.8K
|
744
$37.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.59K- 38.76% |
$75.3K - $81.3K
|
2.51K
$127K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.6K- 21.74% |
$75.9K - $81.9K
|
5.77K
$292K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.71K- 4.09% |
$81.1K - $87.6K
|
40.1K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.73K- 23.01% |
$82.1K - $88.7K
|
5.8K
$294K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.79K- 0.55% |
$84.8K - $91.5K
|
324K
$16.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.83K- 7.83% |
$86.5K - $93.4K
|
21.5K
$1.09M
|
|
|
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
$662K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.97K- 22.03% |
$93.1K - $101K
|
6.96K
$352K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.97K- 1.55% |
$93.4K - $101K
|
125K
$6.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.99K- 29.76% |
$94.2K - $102K
|
4.69K
$237K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.99K- 11.09% |
$94.4K - $102K
|
16K
$809K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.06K- 30.69% |
$97.5K - $105K
|
4.65K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.11K- 4.42% |
$99.8K - $108K
|
45.5K
$2.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-2.11K- 8.83% |
$100K - $108K
|
21.8K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.12K- 8.61% |
$101K - $109K
|
22.5K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.15K- 10.37% |
$102K - $110K
|
18.6K
$941K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.21K- 16.49% |
$104K - $113K
|
11.2K
$565K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.22K- 78.08% |
$105K - $113K
|
622
$31.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.23K- 2.79% |
$106K - $114K
|
77.8K
$3.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.25K- 2.71% |
$107K - $115K
|
80.9K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.3K- 10.61% |
$109K - $117K
|
19.3K
$978K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-2.38K- 11.72% |
$112K - $121K
|
17.9K
$905K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.4K- 3.86% |
$114K - $123K
|
59.7K
$3.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.44K- 61.8% |
$115K - $125K
|
1.51K
$76.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-2.5K- 6.25% |
$118K - $128K
|
37.5K
$1.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-2.53K- 10.65% |
$120K - $129K
|
21.2K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.63K- 34.71% |
$124K - $134K
|
4.94K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.66K- 26.34% |
$126K - $136K
|
7.43K
$376K
|