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 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
35.2K+ 8.89% |
$1.77M - $1.8M
|
431K
$21.5M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.4K+ 56.38% |
$1.73M - $1.76M
|
95.5K
$4.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
34.2KNew |
$1.72M - $1.75M
|
34.2K
$1.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.5K+ 24.64% |
$1.68M - $1.71M
|
169K
$8.47M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
33.4K+ 409.66% |
$1.68M - $1.7M
|
41.5K
$2.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
33.3K+ 9.19% |
$1.68M - $1.7M
|
396K
$19.8M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
31.4K+ 6.47% |
$1.58M - $1.6M
|
516K
$25.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
30.3K+ 21.83% |
$1.52M - $1.55M
|
169K
$8.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
29.9K+ 15.44% |
$1.5M - $1.53M
|
223K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.6K+ 2.47% |
$1.49M - $1.51M
|
1.22M
$61.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
29.1K+ 11.21% |
$1.47M - $1.49M
|
289K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
28.3K+ 498.91% |
$1.42M - $1.44M
|
33.9K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.3K+ 18.3% |
$1.42M - $1.44M
|
183K
$9.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
27.9K+ 10.73% |
$1.4M - $1.42M
|
288K
$14.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.8K+ 1.89% |
$1.4M - $1.42M
|
1.5M
$75M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27.1K+ 63.44% |
$1.36M - $1.38M
|
69.7K
$3.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
26.5K+ 32.62% |
$1.33M - $1.35M
|
108K
$5.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
26.4K+ 12.18% |
$1.33M - $1.35M
|
243K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
25.8K+ 11.33% |
$1.3M - $1.32M
|
254K
$12.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
25.7K+ 36.48% |
$1.3M - $1.31M
|
96.3K
$4.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
25.7K+ 9.41% |
$1.3M - $1.31M
|
299K
$15M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25.5K+ 43.42% |
$1.29M - $1.3M
|
84.3K
$4.22M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
25.2KNew |
$1.27M - $1.29M
|
25.2K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
24.9KNew |
$1.26M - $1.27M
|
24.9K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
24.8K+ 24.1% |
$1.25M - $1.27M
|
128K
$6.4M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.8K+ 14.0% |
$1.25M - $1.27M
|
202K
$10.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
24.8K+ 2.46% |
$1.25M - $1.26M
|
1.03M
$51.7M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.4K+ 100.29% |
$1.23M - $1.25M
|
48.7K
$2.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
24.3K+ 274.09% |
$1.23M - $1.24M
|
33.2K
$1.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.22M - $1.23M
|
24.1K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
23.4K+ 107.12% |
$1.18M - $1.19M
|
45.2K
$2.26M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
23.3K+ 47.7% |
$1.17M - $1.19M
|
72.1K
$3.61M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
22.8K+ 6.13% |
$1.15M - $1.16M
|
395K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22.8K+ 555.28% |
$1.15M - $1.16M
|
26.9K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
22.7K+ 4.94% |
$1.14M - $1.16M
|
483K
$24.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
22.5K+ 82.37% |
$1.13M - $1.15M
|
49.8K
$2.49M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
22.4KNew |
$1.13M - $1.14M
|
22.4K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
22.4K+ 562.32% |
$1.13M - $1.14M
|
26.3K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
22.2KNew |
$1.12M - $1.13M
|
22.2K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
22.2KNew |
$1.12M - $1.13M
|
22.2K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
21.6K+ 12.15% |
$1.09M - $1.1M
|
200K
$9.99M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21.6K+ 6.67% |
$1.09M - $1.1M
|
345K
$17.3M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
21.5KNew |
$1.08M - $1.1M
|
21.5K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
21.5K+ 11.35% |
$1.08M - $1.1M
|
211K
$10.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
21.5K+ 71.83% |
$1.08M - $1.1M
|
51.4K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
20.8K+ 372.91% |
$1.05M - $1.06M
|
26.3K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
20.7K+ 14.24% |
$1.04M - $1.06M
|
166K
$8.31M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.5K+ 19.87% |
$1.03M - $1.05M
|
124K
$6.18M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20K+ 38.41% |
$1.01M - $1.02M
|
72.1K
$3.61M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
19.8K+ 2.24% |
$999K - $1.01M
|
904K
$45.2M
|