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 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.4K+ 28.48% |
$1.3M - $1.4M
|
124K
$6.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26.4K+ 1.1% |
$1.25M - $1.35M
|
2.43M
$123M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
26.3KNew |
$1.24M - $1.34M
|
26.3K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26.1KNew |
$1.23M - $1.33M
|
26.1K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
25.9K+ 133.06% |
$1.23M - $1.33M
|
45.4K
$2.3M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
25.5KNew |
$1.21M - $1.3M
|
25.5K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
25.2KNew |
$1.19M - $1.29M
|
25.2K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
25K+ 167.75% |
$1.19M - $1.28M
|
40K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
24.8KNew |
$1.17M - $1.27M
|
24.8K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
24.7K+ 5.68% |
$1.17M - $1.26M
|
460K
$23.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 41.73% |
$1.15M - $1.24M
|
82.5K
$4.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
23.9K+ 190.55% |
$1.13M - $1.22M
|
36.4K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
23.7K+ 266.35% |
$1.12M - $1.21M
|
32.6K
$1.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
23.2K+ 13.66% |
$1.1M - $1.19M
|
193K
$9.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.8K+ 59.88% |
$1.08M - $1.17M
|
60.9K
$3.08M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
22.7KNew |
$1.07M - $1.16M
|
22.7K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.5K+ 27.05% |
$1.07M - $1.15M
|
106K
$5.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
22K+ 61.17% |
$1.04M - $1.13M
|
58.1K
$2.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
21.9K+ 28.07% |
$1.04M - $1.12M
|
99.9K
$5.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
21.6KNew |
$1.02M - $1.11M
|
21.6K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
21.3K+ 5.7% |
$1.01M - $1.09M
|
395K
$20M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
21.3K+ 35.55% |
$1.01M - $1.09M
|
81.1K
$4.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
21.1K+ 37.62% |
$1M - $1.08M
|
77.3K
$3.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.6K+ 10.19% |
$976K - $1.05M
|
223K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
20.2K+ 19.28% |
$959K - $1.04M
|
125K
$6.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.2K+ 19565.05% |
$954K - $1.03M
|
20.3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
20.1KNew |
$950K - $1.03M
|
20.1K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
20K+ 7.9% |
$948K - $1.02M
|
273K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
19.7KNew |
$931K - $1.01M
|
19.7K
$994K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19.4K+ 386.8% |
$917K - $990K
|
24.4K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
19.3KNew |
$914K - $987K
|
19.3K
$976K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
19.3KNew |
$913K - $986K
|
19.3K
$975K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.2KNew |
$911K - $984K
|
19.2K
$973K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.2K+ 7.74% |
$908K - $981K
|
267K
$13.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
18.3K+ 307.06% |
$867K - $936K
|
24.3K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
18.1K+ 313.99% |
$859K - $928K
|
23.9K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.8KNew |
$843K - $910K
|
17.8K
$900K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
17.7KNew |
$840K - $907K
|
17.7K
$897K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
17.7K+ 14.3% |
$839K - $906K
|
142K
$7.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.7K+ 17.4% |
$839K - $905K
|
119K
$6.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
17.6K+ 7.81% |
$831K - $898K
|
242K
$12.3M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
17.6K+ 7.81% |
$831K - $898K
|
242K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.5K+ 27.95% |
$828K - $894K
|
80.1K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17.4K+ 7.04% |
$826K - $891K
|
265K
$13.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
17.3KNew |
$820K - $886K
|
17.3K
$876K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
17.3K+ 22.6% |
$819K - $885K
|
93.9K
$4.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
17.3K+ 7.77% |
$817K - $883K
|
239K
$12.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
16.9K+ 53.2% |
$803K - $867K
|
48.8K
$2.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
16.8K+ 22.66% |
$795K - $858K
|
90.8K
$4.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16.8KNew |
$794K - $857K
|
16.8K
$848K
|