Purchases and Sales Made in Q4 2023 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 Q4 2023. 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
Feb 06, 2024 Q4 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
142
+ 1.97%
$6.73K - $7.26K
7.36K $367K
Oct 18, 2024 Q4 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
136
+ 0.24%
$6.44K - $6.96K
56.2K $2.81M
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
134
New
$6.35K - $6.85K
134 $6.69K
Jan 25, 2024 Q4 2023
Hanson & Doremus Investment Management

BUY
 -
120
+ 0.16%
$5.68K - $6.14K
74.6K $3.72M
Feb 01, 2024 Q4 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
119
New
$5.64K - $6.09K
119 $5.94K
Jan 25, 2024 Q4 2023
Wolff Financial Management LLC

BUY
 -
112
+ 0.57%
$5.3K - $5.73K
19.7K $983K
Jan 19, 2024 Q4 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
108
+ 0.04%
$5.11K - $5.52K
260K $13M
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
105
New
$4.97K - $5.37K
105 $5.24K
Jan 22, 2024 Q4 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
93
+ 0.95%
$4.4K - $4.76K
9.86K $492K
Feb 08, 2024 Q4 2023
Apexium Financial, LP

BUY
 -
80
+ 0.61%
$3.79K - $4.09K
13.2K $660K
Feb 07, 2024 Q4 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
71
+ 1.63%
$3.36K - $3.63K
4.43K $221K
Feb 14, 2024 Q4 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
63
+ 0.69%
$2.98K - $3.22K
9.16K $457K
Jan 24, 2024 Q4 2023
Rkl Wealth Management LLC

BUY
 -
61
+ 1.22%
$2.89K - $3.12K
5.05K $252K
Feb 02, 2024 Q4 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
54
+ 1.01%
$2.56K - $2.76K
5.38K $269K
Jan 04, 2024 Q4 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
53
+ 0.76%
$2.51K - $2.71K
7.02K $351K
Feb 14, 2024 Q4 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
49
+ 5.27%
$2.32K - $2.51K
978 $48.8K
Jan 18, 2024 Q4 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
39
+ 0.66%
$1.85K - $1.99K
5.92K $296K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
37
New
$1.75K - $1.89K
37 $1.85K
Jan 19, 2024 Q4 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
36
New
$1.7K - $1.84K
36 $1.8K
Jan 05, 2024 Q4 2023
Wiser Wealth Management, Inc

BUY
 -
36
+ 0.81%
$1.7K - $1.84K
4.49K $224K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
34
+ 7.04%
$1.61K - $1.74K
517 $25.8K
Jan 19, 2024 Q4 2023
Destiny Wealth Partners, LLC

BUY
 -
33
+ 0.32%
$1.56K - $1.69K
10.5K $525K
Feb 14, 2024 Q4 2023
Concorde Asset Management, LLC

BUY
 -
32
+ 0.53%
$1.52K - $1.64K
6.08K $303K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
25
+ 5.07%
$1.18K - $1.28K
518 $25.9K
Jan 31, 2024 Q4 2023
Ade, LLC

BUY
 -
8
+ 0.02%
$379 - $409
47.8K $2.39M
Jan 02, 2024 Q4 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
8
+ 66.67%
$379 - $409
20 $998
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

BUY
 -
5
+ 1.19%
$237 - $256
425 $21.2K
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
3
+ 0.05%
$142 - $153
6.01K $300K
Jan 08, 2024 Q4 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
2
+ 0.01%
$94.7 - $102
14.9K $744K
Feb 09, 2024 Q4 2023
Western Pacific Wealth Management, LP

BUY
 -
2
+ 1.34%
$94.7 - $102
151 $7.54K
Jan 22, 2024 Q4 2023
Princeton Global Asset Management LLC

BUY
 -
1
+ 0.89%
$47.4 - $51.1
113 $5.64K
Feb 05, 2024 Q4 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
1
+ 0.01%
$47.4 - $51.1
9.58K $478K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
0
Closed
$0 - $0
0 $0
Apr 04, 2024 Q4 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-1
- 2.13%
$47.4 - $51.1
46 $2.3K
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-3
- 0.59%
$142 - $153
505 $25.2K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-4
- -0.0%
$189 - $205
296K $14.8M
Feb 12, 2024 Q4 2023
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-5
- 0.08%
$237 - $256
5.92K $296K
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-9
- 60.0%
$426 - $460
6 $300
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

SELL
 -
-15
- 4.13%
$710 - $767
348 $17.4K
Jan 17, 2024 Q4 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-16
- 0.11%
$758 - $818
15K $747K
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
SELL
 -
-20
- 32.26%
$947 - $1.02K
42 $2.1K
Jan 23, 2024 Q4 2023
Erts Wealth Advisors, LLC

SELL
 -
-23
- 0.29%
$1.09K - $1.18K
7.97K $398K
Jan 22, 2024 Q4 2023
Waypoint Capital Advisors, LLC

SELL
 -
-27
- 0.54%
$1.28K - $1.38K
4.97K $248K
Jan 10, 2024 Q4 2023
Wealth Alliance Advisory Group, LLC

SELL
 -
-39
- 0.44%
$1.85K - $1.99K
8.88K $443K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

SELL
 -
-39
- 2.17%
$1.85K - $1.99K
1.76K $87.9K
Feb 05, 2024 Q4 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-44
- 0.25%
$2.08K - $2.25K
17.7K $881K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-62
- 1.81%
$2.94K - $3.17K
3.37K $168K
Jan 31, 2024 Q4 2023
American Financial Advisors, LLC

SELL
 -
-65
- 0.86%
$3.08K - $3.32K
7.46K $372K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-65
- 0.06%
$3.08K - $3.32K
108K $5.37M

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