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 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
45.2KNew |
$2.14M - $2.31M
|
45.2K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
44.5K+ 494.99% |
$2.11M - $2.28M
|
53.5K
$2.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
44.2K+ 338.57% |
$2.09M - $2.26M
|
57.3K
$2.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
43.4KNew |
$2.05M - $2.22M
|
43.4K
$2.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
43.4K+ 23.55% |
$2.05M - $2.22M
|
228K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.8K+ 113.63% |
$2.03M - $2.19M
|
80.5K
$4.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
42.4KNew |
$2.01M - $2.17M
|
42.4K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
41.9KNew |
$1.98M - $2.14M
|
41.9K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
41.4K+ 458.05% |
$1.96M - $2.12M
|
50.5K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
40.6K+ 83.03% |
$1.92M - $2.08M
|
89.5K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
39.4K+ 7.99% |
$1.87M - $2.02M
|
533K
$27M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
38.8KNew |
$1.84M - $1.98M
|
38.8K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
38.8KNew |
$1.84M - $1.98M
|
38.8K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
38.5KNew |
$1.83M - $1.97M
|
38.5K
$1.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
37.4KNew |
$1.77M - $1.91M
|
37.4K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
36.9KNew |
$1.75M - $1.89M
|
36.9K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.9K+ 95.98% |
$1.75M - $1.89M
|
75.3K
$3.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
36.8K+ 49.46% |
$1.74M - $1.88M
|
111K
$5.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
36.4KNew |
$1.72M - $1.86M
|
36.4K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
35.4K+ 96.97% |
$1.68M - $1.81M
|
72K
$3.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35.4K+ 6.09% |
$1.68M - $1.81M
|
617K
$31.2M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
35.4KNew |
$1.68M - $1.81M
|
35.4K
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
35.3K+ 2.6% |
$1.67M - $1.81M
|
1.39M
$70.4M
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
35.3KNew |
$1.67M - $1.8M
|
35.3K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
34.7K+ 129.77% |
$1.65M - $1.78M
|
61.5K
$3.11M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
34.7KNew |
$1.64M - $1.78M
|
34.7K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
34.4K+ 15.34% |
$1.63M - $1.76M
|
259K
$13.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33.6KNew |
$1.59M - $1.72M
|
33.6K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33K+ 117.47% |
$1.56M - $1.69M
|
61.1K
$3.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
32.8K+ 585.79% |
$1.55M - $1.68M
|
38.4K
$1.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
32.8KNew |
$1.55M - $1.68M
|
32.8K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
32.3K+ 13.28% |
$1.53M - $1.65M
|
276K
$13.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
32K+ 5.39% |
$1.52M - $1.64M
|
626K
$31.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
31.9K+ 2.35% |
$1.51M - $1.63M
|
1.39M
$70.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
31.6K+ 24.65% |
$1.49M - $1.61M
|
160K
$8.07M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.4K+ 275.96% |
$1.49M - $1.61M
|
42.8K
$2.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
31.1KNew |
$1.47M - $1.59M
|
31.1K
$1.57M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
31KNew |
$1.47M - $1.58M
|
31K
$1.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
30.8KNew |
$1.46M - $1.58M
|
30.8K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
30.8K+ 12.59% |
$1.46M - $1.57M
|
275K
$13.9M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
30.5K+ 97.68% |
$1.45M - $1.56M
|
61.8K
$3.13M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
30.3KNew |
$1.43M - $1.55M
|
30.3K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
30.1KNew |
$1.43M - $1.54M
|
30.1K
$1.52M
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
30.1K+ 43.06% |
$1.42M - $1.54M
|
99.9K
$5.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
29.7K+ 297.73% |
$1.41M - $1.52M
|
39.7K
$2.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
29.4KNew |
$1.39M - $1.51M
|
29.4K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
28.9K+ 46.03% |
$1.37M - $1.48M
|
91.6K
$4.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
28.8K+ 39.5% |
$1.37M - $1.48M
|
102K
$5.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
28.3K+ 241.88% |
$1.34M - $1.45M
|
40K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
27.7KNew |
$1.31M - $1.41M
|
27.7K
$1.4M
|