Purchases and Sales Made in Q1 2024 in Vanguard Mun Bd Fds Tax Exempt (VTEB)

VTEB Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Mun Bd Fds Tax Exempt (VTEB) during Q1 2024. 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
May 08, 2024 Q1 2024
Schneider Downs Wealth Management Advisors, LP

BUY
 -
315
+ 0.69%
$15.9K - $16.1K
45.7K $2.28M
Apr 10, 2024 Q1 2024
Cva Family Office, LLC

BUY
 -
311
+ 11.29%
$15.7K - $15.9K
3.07K $153K
May 15, 2024 Q1 2024
Kitching Partners, LLC

Conshohocken, PA
BUY
 -
310
+ 0.64%
$15.6K - $15.8K
49.1K $2.45M
May 02, 2024 Q1 2024
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
309
+ 0.97%
$15.6K - $15.8K
32K $1.6M
May 09, 2024 Q1 2024
Landaas & CO

Milwaukee, WI
BUY
 -
297
+ 1.98%
$15K - $15.2K
15.3K $765K
Apr 15, 2024 Q1 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
287
+ 5.36%
$14.5K - $14.7K
5.64K $281K
Apr 18, 2024 Q1 2024
Mosaic Advisors LLC

Houston, TX
BUY
 -
284
+ 0.51%
$14.3K - $14.5K
55.9K $2.79M
May 09, 2024 Q1 2024
Plante Moran Financial Advisors, LLC

BUY
 -
281
+ 13.01%
$14.2K - $14.3K
2.44K $122K
Apr 12, 2024 Q1 2024
Lane & Associates LLC

Moorestown, NJ
BUY
 -
279
+ 0.9%
$14.1K - $14.2K
31.2K $1.56M
Apr 19, 2024 Q1 2024
Level Financial Advisors, Inc.

BUY
 -
275
+ 3.64%
$13.8K - $14K
7.84K $391K
Apr 15, 2024 Q1 2024
Eagle Wealth Strategies LLC

West Deptford, NJ
BUY
 -
267
+ 1.97%
$13.4K - $13.6K
13.8K $689K
May 10, 2024 Q1 2024
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
263
+ 0.43%
$13.2K - $13.4K
61.8K $3.08M
Apr 11, 2024 Q1 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
250
+ 1.72%
$12.6K - $12.8K
14.8K $739K
May 15, 2024 Q1 2024
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
249
+ 1.16%
$12.5K - $12.7K
21.8K $1.09M
May 15, 2024 Q1 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
245
+ 2.14%
$12.3K - $12.5K
11.7K $583K
Apr 16, 2024 Q1 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
243
+ 1.67%
$12.2K - $12.4K
14.8K $738K
Apr 15, 2024 Q1 2024
Rmr Wealth Builders

BUY
 -
235
+ 2.68%
$11.8K - $12K
9.01K $450K
May 13, 2024 Q1 2024
Vista Private Wealth Partners. LLC

BUY
 -
228
+ 0.63%
$11.5K - $11.6K
36.3K $1.81M
Apr 11, 2024 Q1 2024
Trust CO

BUY
 -
219
New
$11K - $11.2K
219 $10.9K
May 06, 2024 Q1 2024
Penobscot Wealth Management

BUY
 -
218
+ 3.72%
$11K - $11.1K
6.08K $303K
Apr 17, 2024 Q1 2024
Vicus Capital

State College, PA
BUY
 -
206
+ 0.34%
$10.4K - $10.5K
60.1K $3M
Apr 10, 2024 Q1 2024
Perennial Advisors, LLC

New York, NY
BUY
 -
204
+ 0.67%
$10.3K - $10.4K
30.6K $1.53M
Apr 09, 2024 Q1 2024
Curbstone Financial Management Corp

BUY
 -
200
+ 1.95%
$10.1K - $10.2K
10.5K $522K
Apr 17, 2024 Q1 2024
Cranbrook Wealth Management, LLC

BUY
 -
196
+ 5.18%
$9.87K - $10K
3.98K $199K
Apr 23, 2024 Q1 2024
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
196
+ 1.13%
$9.87K - $10K
17.5K $874K
May 14, 2024 Q1 2024
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
174
+ 0.51%
$8.76K - $8.88K
34.1K $1.7M
Apr 11, 2024 Q1 2024
Compton Wealth Advisory Group, LLC

BUY
 -
166
+ 3.89%
$8.36K - $8.48K
4.44K $221K
May 02, 2024 Q1 2024
Western Wealth Management, LLC

BUY
 -
152
+ 1.77%
$7.65K - $7.76K
8.76K $437K
May 01, 2024 Q1 2024
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
151
+ 1.53%
$7.6K - $7.71K
10K $500K
May 02, 2024 Q1 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
150
+ 49.83%
$7.55K - $7.66K
451 $22.5K
Apr 22, 2024 Q1 2024
American Financial Advisors, LLC

BUY
 -
149
+ 2.0%
$7.5K - $7.61K
7.61K $380K
Oct 07, 2024 Q1 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
147
+ 46.82%
$7.4K - $7.51K
461 $23K
Apr 30, 2024 Q1 2024
J.W. Cole Advisors, Inc.

BUY
 -
145
+ 0.42%
$7.3K - $7.4K
34.4K $1.72M
May 13, 2024 Q1 2024
Long Island Wealth Management, Inc.

Melville, NY
BUY
 -
144
+ 0.72%
$7.25K - $7.35K
20.2K $1.01M
Apr 15, 2024 Q1 2024
Apeiron Ria LLC

BUY
 -
142
+ 0.89%
$7.15K - $7.25K
16K $801K
Apr 30, 2024 Q1 2024
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
141
+ 0.5%
$7.1K - $7.2K
28.1K $1.4M
Apr 25, 2024 Q1 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
137
+ 0.81%
$6.9K - $7K
17.1K $853K
Apr 17, 2024 Q1 2024
Optas, LLC

BUY
 -
136
+ 0.74%
$6.85K - $6.94K
18.6K $927K
Apr 19, 2024 Q1 2024
Spinnaker Investment Group, LLC

BUY
 -
125
+ 0.97%
$6.3K - $6.38K
13K $651K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
112
+ 2.27%
$5.64K - $5.72K
5.06K $252K
May 03, 2024 Q1 2024
One Degree Advisors Inc

San Diego, CA
BUY
 -
107
+ 0.23%
$5.39K - $5.46K
46.7K $2.33M
Apr 15, 2024 Q1 2024
Ellis Investment Partners, LLC

BUY
 -
103
+ 1.22%
$5.19K - $5.26K
8.57K $428K
Jun 21, 2024 Q1 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
103
+ 20.4%
$5.19K - $5.26K
608 $30.4K
Apr 25, 2024 Q1 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
100
+ 0.93%
$5.04K - $5.11K
10.8K $540K
May 15, 2024 Q1 2024
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
100
+ 1.6%
$5.04K - $5.11K
6.34K $316K
May 08, 2024 Q1 2024
Sheets Smith Wealth Management

BUY
 -
83
+ 2.05%
$4.18K - $4.24K
4.14K $206K
Aug 09, 2024 Q1 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
73
New
$3.68K - $3.73K
73 $3.64K
May 15, 2024 Q1 2024
Western Pacific Wealth Management, LP

BUY
 -
69
+ 45.7%
$3.47K - $3.52K
220 $11K
May 03, 2024 Q1 2024
Commerce Bank

Kansas City, MO
BUY
 -
68
+ 0.18%
$3.42K - $3.47K
38.8K $1.94M

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