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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
19.7K+ 3933.93% |
$993K - $1.01M
|
20.2K
$1.01M
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
19.5K+ 29.59% |
$982K - $995K
|
85.4K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$978K - $992K
|
19.4K
$973K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
18.8K+ 407.01% |
$948K - $961K
|
23.4K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.6K+ 6.98% |
$938K - $951K
|
286K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
18.4K+ 17.9% |
$925K - $938K
|
121K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 100.76% |
$909K - $922K
|
36K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
17.6K+ 43.43% |
$885K - $897K
|
58K
$2.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.4KNew |
$877K - $889K
|
17.4K
$872K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.2K+ 7.57% |
$867K - $879K
|
245K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
17K+ 1.39% |
$858K - $870K
|
1.24M
$62.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
17KNew |
$854K - $866K
|
17K
$849K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.9K+ 84.79% |
$852K - $864K
|
36.9K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16.9K+ 11.45% |
$850K - $862K
|
164K
$8.23M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16.5K+ 222.16% |
$830K - $842K
|
23.9K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
16.5K+ 136.2% |
$829K - $840K
|
28.5K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16.1K+ 275.79% |
$812K - $824K
|
22K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
16KNew |
$806K - $817K
|
16K
$801K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16KNew |
$803K - $815K
|
16K
$799K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.8K+ 10.04% |
$794K - $805K
|
173K
$8.66M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
15.7KNew |
$792K - $803K
|
15.7K
$787K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
15.5KNew |
$782K - $793K
|
15.5K
$777K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
15.5KNew |
$780K - $791K
|
15.5K
$776K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
15KNew |
$757K - $768K
|
15K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
14.8K+ 45.35% |
$745K - $755K
|
47.4K
$2.37M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
14.8K+ 16.26% |
$744K - $754K
|
106K
$5.29M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.7K+ 4.38% |
$742K - $752K
|
351K
$17.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
14.3K+ 5.17% |
$718K - $728K
|
290K
$14.5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14.1K+ 19.85% |
$712K - $722K
|
85.4K
$4.28M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
14.1K+ 26.99% |
$709K - $719K
|
66.2K
$3.32M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
14.1K+ 40.32% |
$709K - $719K
|
49K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
14K+ 6.31% |
$707K - $717K
|
236K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.6K+ 49.61% |
$687K - $697K
|
41.2K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 86.81% |
$668K - $677K
|
28.5K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
13.2K+ 9.89% |
$665K - $674K
|
147K
$7.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.1K+ 40.44% |
$657K - $667K
|
45.3K
$2.27M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
12.9KNew |
$650K - $659K
|
12.9K
$646K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
12.4K+ 12.21% |
$627K - $635K
|
114K
$5.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.3K+ 10.34% |
$622K - $630K
|
132K
$6.6M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
12.2K+ 19.69% |
$613K - $621K
|
74K
$3.71M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
12.1K+ 8.02% |
$607K - $616K
|
162K
$8.13M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12K+ 278.42% |
$604K - $613K
|
16.3K
$817K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
11.7K+ 52.58% |
$588K - $596K
|
33.9K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
11.6K+ 13.79% |
$584K - $592K
|
95.7K
$4.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11.6K+ 4.15% |
$583K - $591K
|
290K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.6K+ 2.71% |
$582K - $590K
|
438K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$577K - $585K
|
11.4K
$573K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11.4K+ 12.12% |
$573K - $581K
|
105K
$5.27M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
11.2K+ 4.75% |
$565K - $573K
|
247K
$12.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
11K+ 125.53% |
$556K - $564K
|
19.8K
$993K
|