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 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-5.13K- 7.78% |
$243K - $262K
|
60.8K
$3.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.33K- 32.73% |
$252K - $272K
|
10.9K
$557K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.35K- 1.42% |
$253K - $273K
|
372K
$19M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5.62K- 1.61% |
$266K - $287K
|
344K
$17.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.71K- 45.74% |
$270K - $292K
|
6.77K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.75K- 11.28% |
$272K - $294K
|
45.2K
$2.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.99K- 52.14% |
$283K - $306K
|
5.49K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.01K- 3.73% |
$284K - $307K
|
155K
$7.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6.28K- 58.01% |
$297K - $321K
|
4.54K
$231K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-6.53K- 8.21% |
$309K - $334K
|
73.1K
$3.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-6.66K- 24.77% |
$316K - $341K
|
20.2K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.69K- 42.84% |
$317K - $342K
|
8.92K
$455K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-6.78K- 17.01% |
$321K - $347K
|
33.1K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.82K- 29.33% |
$323K - $349K
|
16.4K
$837K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.87K- 0.92% |
$325K - $351K
|
736K
$37.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.88K- 11.6% |
$326K - $352K
|
52.4K
$2.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-7.07K- 3.13% |
$335K - $362K
|
219K
$11.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-7.17K- 5.31% |
$340K - $367K
|
128K
$6.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.28K- 45.84% |
$345K - $373K
|
8.61K
$438K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.29K- 94.03% |
$345K - $373K
|
463
$23.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-7.3K- 38.45% |
$345K - $373K
|
11.7K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.35K- 47.88% |
$348K - $376K
|
8K
$408K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-7.58K- 32.0% |
$359K - $388K
|
16.1K
$821K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.59K- 30.93% |
$359K - $388K
|
16.9K
$863K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-7.6K- 13.21% |
$360K - $389K
|
50K
$2.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-7.61K- 3.83% |
$361K - $389K
|
191K
$9.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-7.81K- 17.19% |
$370K - $399K
|
37.6K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-7.87K- 6.71% |
$373K - $403K
|
109K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8K- 30.92% |
$379K - $409K
|
17.9K
$911K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.1KClosed |
$383K - $414K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-8.27K- 3.38% |
$391K - $423K
|
236K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-8.31K- 18.72% |
$394K - $425K
|
36.1K
$1.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-8.54K- 8.35% |
$405K - $437K
|
93.8K
$4.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.68K- 12.07% |
$411K - $444K
|
63.3K
$3.22M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-8.78K- 9.38% |
$416K - $449K
|
84.9K
$4.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-8.86K- 56.81% |
$419K - $453K
|
6.73K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.99K- 8.57% |
$426K - $460K
|
95.9K
$4.88M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-9.03K- 47.32% |
$428K - $462K
|
10K
$512K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-9.14K- 17.87% |
$433K - $467K
|
42K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.2K- 32.49% |
$436K - $471K
|
19.1K
$974K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9.21K- 12.65% |
$436K - $471K
|
63.6K
$3.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
SELL
|
- |
-9.42K- 5.65% |
$446K - $482K
|
157K
$8.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-9.45K- 11.49% |
$447K - $483K
|
72.7K
$3.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9.65K- 90.31% |
$457K - $494K
|
1.04K
$52.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-9.68K- 43.38% |
$458K - $495K
|
12.6K
$643K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9.74K- 14.86% |
$461K - $498K
|
55.8K
$2.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-9.76K- 37.55% |
$462K - $499K
|
16.2K
$827K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-10.1K- 25.31% |
$477K - $515K
|
29.7K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10.1K- 97.44% |
$479K - $517K
|
266
$13.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.3K- 39.13% |
$490K - $529K
|
16.1K
$819K
|