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 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.67KNew |
$363K - $392K
|
7.67K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.66KNew |
$363K - $392K
|
7.66K
$388K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.54KNew |
$357K - $386K
|
7.54K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.42KNew |
$351K - $380K
|
7.42K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.38K+ 59.88% |
$350K - $378K
|
19.7K
$997K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.17K+ 42.33% |
$340K - $367K
|
24.1K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.15K+ 10.48% |
$339K - $366K
|
75.4K
$3.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.15K+ 22.58% |
$339K - $366K
|
38.8K
$1.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.15K+ 13.95% |
$339K - $366K
|
58.4K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.12KNew |
$337K - $364K
|
7.12K
$360K
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
7.09K+ 26.15% |
$336K - $362K
|
34.2K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.07K+ 14.34% |
$335K - $361K
|
56.4K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.07K+ 14.48% |
$335K - $361K
|
55.9K
$2.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
7.06KNew |
$334K - $361K
|
7.06K
$357K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
6.98K+ 47.15% |
$331K - $357K
|
21.8K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.98K+ 10.76% |
$330K - $357K
|
71.8K
$3.63M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.86KNew |
$325K - $351K
|
6.86K
$347K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.85K+ 24.0% |
$324K - $350K
|
35.4K
$1.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.83K+ 38.06% |
$323K - $349K
|
24.8K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.82KNew |
$323K - $349K
|
6.82K
$345K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6.77K+ 35.92% |
$320K - $346K
|
25.6K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.62K+ 23.99% |
$314K - $339K
|
34.2K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.62KNew |
$314K - $339K
|
6.62K
$335K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
6.6K+ 4.78% |
$313K - $338K
|
145K
$7.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
6.42K+ 110.71% |
$304K - $328K
|
12.2K
$618K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.28K+ 25.22% |
$297K - $321K
|
31.2K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
6.27K+ 29.6% |
$297K - $321K
|
27.4K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.19K+ 6.32% |
$293K - $316K
|
104K
$5.27M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.18KNew |
$293K - $316K
|
6.18K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.1K+ 31.06% |
$289K - $312K
|
25.7K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.03KNew |
$286K - $308K
|
6.03K
$305K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
6.01KNew |
$284K - $307K
|
6.01K
$304K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.93K+ 0.77% |
$281K - $303K
|
780K
$39.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.85KNew |
$277K - $299K
|
5.85K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.8K+ 62.09% |
$275K - $297K
|
15.1K
$766K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.8K+ 117.52% |
$275K - $297K
|
10.7K
$543K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.66K+ 11.88% |
$268K - $289K
|
53.3K
$2.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.58KNew |
$264K - $285K
|
5.58K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.55KNew |
$263K - $284K
|
5.55K
$281K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.53K+ 19.67% |
$262K - $283K
|
33.6K
$1.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.37K+ 14.09% |
$254K - $275K
|
43.5K
$2.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.35KNew |
$253K - $273K
|
5.35K
$270K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
5.31KNew |
$252K - $272K
|
5.31K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
5.3K+ 5.43% |
$251K - $271K
|
103K
$5.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.3KNew |
$251K - $271K
|
5.3K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.26KNew |
$249K - $269K
|
5.26K
$266K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
5.26K+ 4.0% |
$249K - $269K
|
137K
$6.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.25K+ 20.6% |
$248K - $268K
|
30.7K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.16K+ 15.78% |
$244K - $264K
|
37.8K
$1.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.11KNew |
$242K - $261K
|
5.11K
$259K
|