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 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10.1K- 97.44% |
$479K - $517K
|
266
$13.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.3K- 39.13% |
$490K - $529K
|
16.1K
$803K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 3.81% |
$506K - $546K
|
269K
$13.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10.8K- 16.13% |
$514K - $555K
|
56.4K
$2.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-10.9K- 17.91% |
$514K - $555K
|
49.8K
$2.48M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-11K- 49.68% |
$519K - $560K
|
11.1K
$554K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11.4K- 12.82% |
$539K - $582K
|
77.4K
$3.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-11.5K- 20.93% |
$545K - $589K
|
43.5K
$2.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.7K- 23.25% |
$554K - $598K
|
38.6K
$1.93M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-12.3K- 26.23% |
$581K - $627K
|
34.5K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-12.5K- 46.17% |
$592K - $639K
|
14.6K
$728K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-12.9K- 15.58% |
$610K - $659K
|
69.8K
$3.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-13K- 41.16% |
$614K - $663K
|
18.5K
$926K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-13.4K- 12.92% |
$634K - $684K
|
90.2K
$4.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-13.4K- 8.33% |
$634K - $685K
|
147K
$7.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-13.8K- 16.94% |
$656K - $708K
|
67.9K
$3.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14K- 0.31% |
$661K - $713K
|
4.53M
$226M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-14K- 63.24% |
$664K - $717K
|
8.15K
$407K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-14K- 56.2% |
$665K - $718K
|
10.9K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-14.7K- 18.94% |
$697K - $752K
|
63K
$3.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-15.2K- 10.48% |
$719K - $776K
|
130K
$6.47M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-15.4K- 27.1% |
$728K - $786K
|
41.3K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.6K- 45.38% |
$785K - $848K
|
20K
$996K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 30.94% |
$786K - $848K
|
37K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17K- 4.2% |
$805K - $870K
|
388K
$19.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-17.7K- 4.93% |
$841K - $908K
|
343K
$17.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-18.2K- 45.03% |
$864K - $933K
|
22.3K
$1.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.7K- 24.19% |
$885K - $956K
|
58.6K
$2.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.1K- 0.84% |
$904K - $976K
|
2.26M
$113M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-19.3K- 81.38% |
$912K - $985K
|
4.41K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-19.5K- 26.7% |
$922K - $995K
|
53.4K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20.4K- 6.94% |
$964K - $1.04M
|
273K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-20.7K- 21.44% |
$982K - $1.06M
|
76K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.5K- 21.91% |
$1.02M - $1.1M
|
76.7K
$3.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22.2K- 84.81% |
$1.05M - $1.14M
|
3.98K
$199K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-22.7K- 8.08% |
$1.07M - $1.16M
|
258K
$12.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-22.7K- 57.65% |
$1.08M - $1.16M
|
16.7K
$834K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-23.3K- 73.38% |
$1.1M - $1.19M
|
8.45K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-24.6K- 0.65% |
$1.17M - $1.26M
|
3.79M
$189M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-24.8K- 3.41% |
$1.18M - $1.27M
|
703K
$35.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-25.7K- 48.27% |
$1.22M - $1.31M
|
27.5K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25.8K- 27.35% |
$1.22M - $1.32M
|
68.4K
$3.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-26.5K- 71.96% |
$1.25M - $1.35M
|
10.3K
$515K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-26.6K- 53.84% |
$1.26M - $1.36M
|
22.8K
$1.14M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-26.7K- 57.09% |
$1.27M - $1.37M
|
20.1K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-26.7K- 57.09% |
$1.27M - $1.37M
|
20.1K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-27.3K- 73.06% |
$1.3M - $1.4M
|
10.1K
$503K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-28.1K- 24.01% |
$1.33M - $1.44M
|
88.9K
$4.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-28.1K- 5.05% |
$1.33M - $1.44M
|
528K
$26.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-29.2K- 22.43% |
$1.38M - $1.49M
|
101K
$5.04M
|