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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
236K+ 93.21% |
$11.2M - $12.1M
|
490K
$24.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
230K+ 616.64% |
$10.9M - $11.7M
|
267K
$13.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
209K+ 2547.67% |
$9.88M - $10.7M
|
217K
$10.8M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
208K+ 687.34% |
$9.86M - $10.6M
|
238K
$11.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
207K+ 1.69% |
$9.79M - $10.6M
|
12.5M
$623M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
203KNew |
$9.6M - $10.4M
|
203K
$10.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
202KNew |
$9.58M - $10.3M
|
202K
$10.1M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
201K+ 40.79% |
$9.52M - $10.3M
|
693K
$34.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
199KNew |
$9.41M - $10.2M
|
199K
$9.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
191K+ 44.99% |
$9.04M - $9.76M
|
615K
$30.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
178KNew |
$8.41M - $9.08M
|
178K
$8.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
175KNew |
$8.28M - $8.94M
|
175K
$8.75M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
173KNew |
$8.18M - $8.83M
|
173K
$8.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
161KNew |
$7.6M - $8.21M
|
161K
$8.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
159K+ 31.34% |
$7.52M - $8.12M
|
666K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
154K+ 196.61% |
$7.3M - $7.88M
|
232K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
152K+ 10.67% |
$7.19M - $7.77M
|
1.58M
$78.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
150KNew |
$7.12M - $7.69M
|
150K
$7.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
150K+ 218.2% |
$7.12M - $7.69M
|
219K
$11M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
145KNew |
$6.89M - $7.44M
|
145K
$7.27M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
142KNew |
$6.74M - $7.28M
|
142K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
141K+ 14.38% |
$6.68M - $7.21M
|
1.12M
$56.1M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
137K+ 27.15% |
$6.47M - $6.98M
|
639K
$32M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
134KNew |
$6.33M - $6.84M
|
134K
$6.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
134KNew |
$6.32M - $6.83M
|
134K
$6.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
128K+ 507.22% |
$6.06M - $6.55M
|
153K
$7.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
127K+ 11.86% |
$6M - $6.48M
|
1.19M
$59.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
126KNew |
$5.98M - $6.46M
|
126K
$6.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124K+ 143.11% |
$5.86M - $6.33M
|
210K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
122K+ 465.17% |
$5.78M - $6.24M
|
148K
$7.42M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
122K+ 379.52% |
$5.76M - $6.22M
|
154K
$7.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
116KNew |
$5.51M - $5.95M
|
116K
$5.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
113KNew |
$5.36M - $5.79M
|
113K
$5.67M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
108KNew |
$5.12M - $5.53M
|
108K
$5.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
107K+ 92.09% |
$5.08M - $5.49M
|
224K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
101KNew |
$4.76M - $5.14M
|
101K
$5.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
100KNew |
$4.75M - $5.13M
|
100K
$5.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.4K+ 24.37% |
$4.71M - $5.08M
|
507K
$25.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
98.8K+ 1172.81% |
$4.68M - $5.05M
|
107K
$5.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
97.5K+ 12.73% |
$4.62M - $4.99M
|
863K
$43.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
95.6K+ 72.24% |
$4.53M - $4.89M
|
228K
$11.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
94.7KNew |
$4.49M - $4.84M
|
94.7K
$4.74M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
92.4KNew |
$4.38M - $4.73M
|
92.4K
$4.62M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
92.1K+ 43.51% |
$4.36M - $4.71M
|
304K
$15.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
91.1KNew |
$4.31M - $4.66M
|
91.1K
$4.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
90.4KNew |
$4.28M - $4.62M
|
90.4K
$4.52M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
89.4KNew |
$4.24M - $4.57M
|
89.4K
$4.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
83.5K+ 1575.15% |
$3.95M - $4.27M
|
88.8K
$4.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
BUY
|
- |
82.1K+ 7.39% |
$3.89M - $4.2M
|
1.19M
$59.7M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
81.8KNew |
$3.87M - $4.18M
|
81.8K
$4.09M
|