Purchases and Sales Made in Q1 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-341- 7.79% |
$17.2K - $17.4K
|
4.03K
$201K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-347- 3.57% |
$17.5K - $17.7K
|
9.38K
$468K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-360- 3.25% |
$18.1K - $18.4K
|
10.7K
$536K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-372- 1.97% |
$18.7K - $19K
|
18.6K
$926K
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-375- 8.36% |
$18.9K - $19.1K
|
4.11K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-376- 58.11% |
$18.9K - $19.2K
|
271
$13.5K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-385- 1.59% |
$19.4K - $19.7K
|
23.9K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-413- 2.77% |
$20.8K - $21.1K
|
14.5K
$723K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-423- 4.89% |
$21.3K - $21.6K
|
8.23K
$411K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-430- 20.24% |
$21.7K - $22K
|
1.7K
$84.6K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-430- 9.76% |
$21.7K - $22K
|
3.98K
$199K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-432- 3.48% |
$21.8K - $22.1K
|
12K
$599K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-433- 2.13% |
$21.8K - $22.1K
|
19.9K
$995K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-438- 2.16% |
$22.1K - $22.4K
|
19.8K
$989K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-441- 9.96% |
$22.2K - $22.5K
|
3.99K
$199K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-455- 20.18% |
$22.9K - $23.2K
|
1.8K
$89.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-461- 4.13% |
$23.2K - $23.5K
|
10.7K
$534K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-464- 3.04% |
$23.4K - $23.7K
|
14.8K
$740K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-479- 7.25% |
$24.1K - $24.5K
|
6.13K
$306K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-515- 2.88% |
$25.9K - $26.3K
|
17.4K
$867K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-557- 3.22% |
$28.1K - $28.4K
|
16.8K
$837K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-600- 3.98% |
$30.2K - $30.6K
|
14.5K
$723K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-611- 1.57% |
$30.8K - $31.2K
|
38.2K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-627- 66.63% |
$31.6K - $32K
|
314
$15.7K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-631- 1.71% |
$31.8K - $32.2K
|
36.3K
$1.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-632- 2.98% |
$31.8K - $32.3K
|
20.6K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-647- 4.58% |
$32.6K - $33K
|
13.5K
$673K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-647- 1.19% |
$32.6K - $33K
|
53.7K
$2.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-650- 0.71% |
$32.7K - $33.2K
|
91.1K
$4.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-657- 4.05% |
$33.1K - $33.5K
|
15.6K
$777K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-660- 1.59% |
$33.2K - $33.7K
|
40.7K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-668- 5.9% |
$33.6K - $34.1K
|
10.7K
$532K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-672- 13.31% |
$33.8K - $34.3K
|
4.38K
$218K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-681- 2.49% |
$34.3K - $34.8K
|
26.7K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-705- 0.65% |
$35.5K - $36K
|
107K
$5.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-709- 2.91% |
$35.7K - $36.2K
|
23.7K
$1.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-761- 0.71% |
$38.3K - $38.9K
|
106K
$5.32M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-784- 1.97% |
$39.5K - $40K
|
39K
$1.94M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-804- 4.64% |
$40.5K - $41.1K
|
16.5K
$824K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-830- 2.86% |
$41.8K - $42.4K
|
28.2K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-857- 34.12% |
$43.2K - $43.8K
|
1.66K
$82.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-872- 84.25% |
$43.9K - $44.5K
|
163
$8.14K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-878- 7.47% |
$44.2K - $44.8K
|
10.9K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-914- 10.82% |
$46K - $46.7K
|
7.53K
$376K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-938- 1.11% |
$47.2K - $47.9K
|
83.9K
$4.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-975- 3.16% |
$49.1K - $49.8K
|
29.9K
$1.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-987- 5.12% |
$49.7K - $50.4K
|
18.3K
$913K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 1.33% |
$50.5K - $51.2K
|
74.1K
$3.7M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.03K- 8.37% |
$51.7K - $52.4K
|
11.2K
$561K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.04K- 0.17% |
$52.4K - $53.1K
|
625K
$31.2M
|