Purchases and Sales Made in Q4 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-68- 0.37% |
$3.22K - $3.48K
|
18.5K
$922K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-77- 0.38% |
$3.65K - $3.94K
|
20.3K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-97- 0.21% |
$4.59K - $4.96K
|
46.2K
$2.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-103- 1.64% |
$4.88K - $5.27K
|
6.17K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-127- 7.25% |
$6.01K - $6.49K
|
1.63K
$81.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-140- 1.31% |
$6.63K - $7.16K
|
10.5K
$525K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-143- 19.19% |
$6.77K - $7.31K
|
602
$30.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-208- 4.24% |
$9.85K - $10.6K
|
4.69K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-215- 0.41% |
$10.2K - $11K
|
52.2K
$2.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-239- 3.68% |
$11.3K - $12.2K
|
6.26K
$312K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-248- 2.26% |
$11.7K - $12.7K
|
10.7K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-273- 40.56% |
$12.9K - $14K
|
400
$20K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-307- 0.26% |
$14.5K - $15.7K
|
116K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-330- 2.81% |
$15.6K - $16.9K
|
11.4K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-354- 6.68% |
$16.8K - $18.1K
|
4.95K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-366- 28.0% |
$17.3K - $18.7K
|
941
$47K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-405- 0.41% |
$19.2K - $20.7K
|
99.5K
$4.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-405- 2.13% |
$19.2K - $20.7K
|
18.6K
$931K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-431- 7.41% |
$20.4K - $22K
|
5.39K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-440- 4.93% |
$20.8K - $22.5K
|
8.49K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-458- 96.02% |
$21.7K - $23.4K
|
19
$948
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-458- 0.33% |
$21.7K - $23.4K
|
139K
$6.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-485- 0.8% |
$23K - $24.8K
|
60.4K
$3.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-490- 8.39% |
$23.2K - $25.1K
|
5.35K
$267K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-533- 8.34% |
$25.2K - $27.3K
|
5.86K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-540- 5.78% |
$25.6K - $27.6K
|
8.8K
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-548- 10.0% |
$26K - $28K
|
4.93K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-578- 11.82% |
$27.4K - $29.6K
|
4.31K
$215K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-587- 0.97% |
$27.8K - $30K
|
59.9K
$2.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-611- 12.25% |
$28.9K - $31.2K
|
4.38K
$218K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-628- 63.89% |
$29.7K - $32.1K
|
355
$17.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-662- 11.59% |
$31.4K - $33.9K
|
5.05K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-667- 6.5% |
$31.6K - $34.1K
|
9.59K
$479K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-667- 5.37% |
$31.6K - $34.1K
|
11.8K
$587K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-691- 4.15% |
$32.7K - $35.3K
|
16K
$798K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-697- 4.17% |
$33K - $35.6K
|
16K
$800K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-700- 3.31% |
$33.2K - $35.8K
|
20.5K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-726- 2.59% |
$34.4K - $37.1K
|
27.4K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-765- 15.17% |
$36.2K - $39.1K
|
4.28K
$214K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-771- 0.92% |
$36.5K - $39.4K
|
83.4K
$4.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-780- 4.06% |
$36.9K - $39.9K
|
18.4K
$920K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-792- 3.58% |
$37.5K - $40.5K
|
21.3K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-908- 1.26% |
$43K - $46.4K
|
71.3K
$3.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-912- 9.56% |
$43.2K - $46.6K
|
8.62K
$431K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-924- 14.02% |
$43.8K - $47.3K
|
5.67K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-932- 15.38% |
$44.1K - $47.7K
|
5.13K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-950- 5.97% |
$45K - $48.6K
|
15K
$747K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-958- 6.13% |
$45.4K - $49K
|
14.7K
$732K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-966- 16.46% |
$45.7K - $49.4K
|
4.9K
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-988- 18.47% |
$46.8K - $50.5K
|
4.36K
$218K
|