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 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.91K+ 9.37% |
$96.3K - $97.6K
|
22.3K
$1.12M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.85K+ 0.25% |
$93.2K - $94.5K
|
742K
$37.1M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.83K+ 0.26% |
$92.3K - $93.5K
|
695K
$34.8M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.78K+ 30.9% |
$89.8K - $91.1K
|
7.56K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.75KNew |
$87.9K - $89.1K
|
1.75K
$87.3K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.74K+ 21.23% |
$87.4K - $88.6K
|
9.91K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.73K+ 2.45% |
$87K - $88.2K
|
72.1K
$3.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.72K+ 1.95% |
$86.8K - $88K
|
90.1K
$4.51M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.72K+ 2.73% |
$86.7K - $87.9K
|
64.7K
$3.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.68K+ 2.34% |
$84.5K - $85.7K
|
73.5K
$3.68M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.67K+ 22.16% |
$84.2K - $85.3K
|
9.21K
$461K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 0.61% |
$84K - $85.2K
|
275K
$13.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
1.67K+ 9.48% |
$83.9K - $85.1K
|
19.2K
$962K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.63K+ 8.8% |
$82.1K - $83.3K
|
20.2K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 9.86% |
$80.6K - $81.7K
|
17.8K
$892K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.57K+ 2.81% |
$79.3K - $80.4K
|
57.7K
$2.88M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.52K+ 7.69% |
$76.5K - $77.6K
|
21.3K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.51K+ 5.54% |
$76K - $77K
|
28.7K
$1.44M
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.51K+ 5.55% |
$75.8K - $76.8K
|
28.6K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.41K+ 5.57% |
$71K - $72K
|
26.7K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.38K+ 2.73% |
$69.5K - $70.5K
|
51.9K
$2.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.37K+ 15.58% |
$69.1K - $70.1K
|
10.2K
$509K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.37K+ 8.3% |
$68.9K - $69.9K
|
17.9K
$894K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.36K+ 1.37% |
$68.6K - $69.6K
|
101K
$5.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
1.35K+ 2.55% |
$68K - $68.9K
|
54.4K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 4.77% |
$67K - $68K
|
29.2K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.28K+ 3.44% |
$64.7K - $65.6K
|
38.6K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.27K+ 6.44% |
$64.1K - $65K
|
21K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.27K+ 1.2% |
$64K - $64.8K
|
107K
$5.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.25K+ 1.87% |
$62.7K - $63.6K
|
68K
$3.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.22K+ 18.25% |
$61.4K - $62.2K
|
7.9K
$395K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.21K+ 7.34% |
$60.8K - $61.6K
|
17.6K
$883K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.2K+ 5.3% |
$60.5K - $61.4K
|
23.9K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.2K+ 19.43% |
$60.5K - $61.3K
|
7.38K
$369K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.16K+ 312.4% |
$58.4K - $59.2K
|
1.53K
$76.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.15K+ 2.75% |
$58.1K - $58.9K
|
43.2K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.1K+ 0.97% |
$55.6K - $56.4K
|
114K
$5.72M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.1K+ 6.9% |
$55.5K - $56.3K
|
17.1K
$854K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1.09K+ 8.67% |
$54.8K - $55.6K
|
13.6K
$682K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.06K+ 4.51% |
$53.4K - $54.1K
|
24.6K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.03K+ 1.51% |
$52K - $52.7K
|
69.3K
$3.47M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.02K+ 6.55% |
$51.2K - $51.9K
|
16.6K
$828K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.02K+ 5.47% |
$51.2K - $51.9K
|
19.6K
$981K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1K+ 138.89% |
$50.4K - $51.1K
|
1.72K
$86.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
996+ 0.8% |
$50.2K - $50.9K
|
126K
$6.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
985+ 3.46% |
$49.6K - $50.3K
|
29.5K
$1.48M
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
975+ 1.69% |
$49.1K - $49.8K
|
58.5K
$2.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
890+ 15.96% |
$44.8K - $45.4K
|
6.47K
$323K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
885+ 19.32% |
$44.6K - $45.2K
|
5.47K
$273K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
883+ 11.83% |
$44.5K - $45.1K
|
8.35K
$418K
|