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 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-30.2K- 87.01% |
$1.43M - $1.55M
|
4.52K
$226K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-30.5K- 12.39% |
$1.44M - $1.56M
|
215K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-30.5K- 41.7% |
$1.44M - $1.56M
|
42.7K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-31.3K- 29.4% |
$1.48M - $1.6M
|
75.1K
$3.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-31.4K- 67.48% |
$1.48M - $1.6M
|
15.1K
$757K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-32.9K- 35.04% |
$1.56M - $1.68M
|
60.9K
$3.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-33.1K- 15.72% |
$1.57M - $1.69M
|
178K
$8.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-35.3K- 62.1% |
$1.67M - $1.81M
|
21.5K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-36.7K- 29.49% |
$1.74M - $1.88M
|
87.7K
$4.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-36.7K- 91.16% |
$1.74M - $1.88M
|
3.56K
$178K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-36.8K- 7.06% |
$1.74M - $1.88M
|
485K
$24.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-37.3K- 2.96% |
$1.77M - $1.91M
|
1.22M
$61.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-41.3K- 11.23% |
$1.95M - $2.11M
|
326K
$16.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-41.8K- 82.22% |
$1.98M - $2.14M
|
9.05K
$453K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-42.2K- 51.95% |
$2M - $2.16M
|
39.1K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-42.7K- 61.42% |
$2.02M - $2.18M
|
26.8K
$1.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-43.1K- 7.22% |
$2.04M - $2.2M
|
554K
$27.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-43.8K- 4.13% |
$2.07M - $2.24M
|
1.02M
$50.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-43.8K- 13.84% |
$2.07M - $2.24M
|
273K
$13.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-44.6K- 42.96% |
$2.11M - $2.28M
|
59.2K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-44.8K- 64.8% |
$2.12M - $2.29M
|
24.3K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-45.6K- 48.91% |
$2.16M - $2.33M
|
47.6K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-46.8K- 4.43% |
$2.21M - $2.39M
|
1.01M
$50.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-47.3K- 76.3% |
$2.24M - $2.42M
|
14.7K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-47.4K- 8.34% |
$2.25M - $2.43M
|
521K
$26.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-53.4K- 15.33% |
$2.53M - $2.73M
|
295K
$14.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-57.8K- 25.03% |
$2.74M - $2.96M
|
173K
$8.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-64.8K- 11.41% |
$3.07M - $3.31M
|
503K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-69.5K- 74.29% |
$3.29M - $3.55M
|
24K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-69.6K- 35.55% |
$3.29M - $3.56M
|
126K
$6.31M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-71.9K- 73.89% |
$3.4M - $3.68M
|
25.4K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-72K- 24.46% |
$3.41M - $3.68M
|
222K
$11.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-72.9K- 12.85% |
$3.45M - $3.73M
|
494K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-74.3K- 3.26% |
$3.52M - $3.8M
|
2.21M
$110M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-77.1K- 30.6% |
$3.65M - $3.94M
|
175K
$8.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-78K- 75.44% |
$3.69M - $3.99M
|
25.4K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-79K- 21.06% |
$3.74M - $4.04M
|
296K
$14.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-80.1K- 17.25% |
$3.79M - $4.1M
|
384K
$19.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-80.9K- 93.49% |
$3.83M - $4.14M
|
5.63K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-92.1K- 57.9% |
$4.36M - $4.71M
|
67K
$3.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94.1K- 4.53% |
$4.46M - $4.81M
|
1.98M
$99.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-98.3K- 35.57% |
$4.65M - $5.03M
|
178K
$8.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-100K- 80.31% |
$4.76M - $5.14M
|
24.6K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-112K- 62.04% |
$5.28M - $5.71M
|
68.3K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-115K- 17.9% |
$5.44M - $5.87M
|
527K
$26.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-128K- 47.92% |
$6.04M - $6.52M
|
139K
$6.94M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-129K- 13.56% |
$6.12M - $6.61M
|
823K
$41.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-139K- 10.24% |
$6.59M - $7.12M
|
1.22M
$61.1M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-139K- 10.24% |
$6.59M - $7.12M
|
1.22M
$61.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
SELL
|
- |
-162K- 52.02% |
$7.65M - $8.26M
|
149K
$7.46M
|