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 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.66K- 17.25% |
$126K - $136K
|
12.8K
$646K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.67K- 23.02% |
$126K - $137K
|
8.93K
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-2.69K- 0.64% |
$127K - $137K
|
418K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.75K- 33.5% |
$130K - $140K
|
5.45K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.77K- 22.31% |
$131K - $142K
|
9.64K
$488K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.78K- 26.86% |
$132K - $142K
|
7.56K
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.81K- 32.38% |
$133K - $144K
|
5.86K
$297K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.81K- 3.43% |
$133K - $144K
|
79.2K
$4.01M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.82K- 3.45% |
$133K - $144K
|
78.9K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.82K- 15.59% |
$134K - $144K
|
15.3K
$773K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.98K- 13.61% |
$141K - $152K
|
18.9K
$958K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-3K- 19.64% |
$142K - $153K
|
12.3K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-3.03K- 2.43% |
$144K - $155K
|
121K
$6.15M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.06K- 5.98% |
$145K - $156K
|
48.1K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.11K- 5.41% |
$147K - $159K
|
54.4K
$2.75M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.15K- 25.53% |
$149K - $161K
|
9.18K
$464K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.2K- 36.75% |
$152K - $164K
|
5.51K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.2K- 6.75% |
$152K - $164K
|
44.3K
$2.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.28K- 11.71% |
$155K - $168K
|
24.7K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.41K- 18.07% |
$161K - $174K
|
15.5K
$782K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.42K- 15.44% |
$162K - $175K
|
18.7K
$947K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.53K- 3.61% |
$167K - $180K
|
94.2K
$4.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.6K- 43.64% |
$170K - $184K
|
4.65K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.67K- 18.02% |
$174K - $188K
|
16.7K
$846K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.68K- 24.04% |
$174K - $188K
|
11.6K
$587K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.7K- 2.15% |
$175K - $189K
|
169K
$8.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-3.71K- 5.34% |
$176K - $190K
|
65.9K
$3.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.79K- 10.05% |
$179K - $194K
|
33.9K
$1.72M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.94K- 12.71% |
$186K - $201K
|
27K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.95K- 14.02% |
$187K - $202K
|
24.2K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.96K- 3.84% |
$187K - $202K
|
99K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-3.97K- 88.79% |
$188K - $203K
|
501
$25.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.99K- 85.12% |
$189K - $204K
|
698
$35.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4K- 5.56% |
$189K - $205K
|
68K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-4.04K- 30.83% |
$191K - $207K
|
9.06K
$458K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-4.19K- 13.05% |
$199K - $214K
|
27.9K
$1.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.23K- 19.64% |
$200K - $216K
|
17.3K
$876K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.34K- 33.04% |
$206K - $222K
|
8.8K
$445K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.34K- 17.2% |
$206K - $222K
|
20.9K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-4.5K- 11.03% |
$213K - $230K
|
36.3K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.61K- 34.26% |
$218K - $236K
|
8.85K
$448K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.63K- 20.83% |
$219K - $237K
|
17.6K
$890K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-4.7K- 16.65% |
$223K - $240K
|
23.5K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.71K- 12.93% |
$223K - $241K
|
31.7K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-4.79K- 16.83% |
$227K - $245K
|
23.7K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.94K- 52.33% |
$234K - $253K
|
4.5K
$228K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-4.94K- 5.16% |
$234K - $253K
|
90.8K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.98K- 21.75% |
$236K - $255K
|
17.9K
$907K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-5.06K- 5.94% |
$240K - $259K
|
80.1K
$4.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-5.08K- 3.97% |
$241K - $260K
|
123K
$6.22M
|