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 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-164K- 18.11% |
$7.75M - $8.37M
|
740K
$37.1M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-192K- 23.06% |
$9.09M - $9.81M
|
640K
$32.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-193K- 7.42% |
$9.13M - $9.85M
|
2.4M
$120M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-213K- 16.88% |
$10.1M - $10.9M
|
1.05M
$52.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-241K- 55.75% |
$11.4M - $12.3M
|
191K
$9.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-280K- 62.52% |
$13.2M - $14.3M
|
168K
$8.39M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-288K- 81.41% |
$13.7M - $14.7M
|
65.8K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-352K- 92.86% |
$16.7M - $18M
|
27.1K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-357K- 86.53% |
$16.9M - $18.3M
|
55.6K
$2.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-403K- 97.09% |
$19.1M - $20.6M
|
12.1K
$604K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-456K- 63.69% |
$21.6M - $23.3M
|
260K
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-464K- 20.66% |
$22M - $23.7M
|
1.78M
$89.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-578K- 76.54% |
$27.4M - $29.6M
|
177K
$8.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-621K- 99.0% |
$29.4M - $31.7M
|
6.28K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-690K- 19.68% |
$32.7M - $35.3M
|
2.81M
$141M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-815K- 43.49% |
$38.6M - $41.7M
|
1.06M
$53.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-825K- 99.05% |
$39.1M - $42.2M
|
7.93K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-856K- 11.88% |
$40.6M - $43.8M
|
6.35M
$318M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-919K- 52.97% |
$43.5M - $47M
|
816K
$40.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.01M- 55.79% |
$47.9M - $51.8M
|
802K
$40.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.19M- 88.04% |
$56.5M - $61M
|
162K
$8.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-4.4M- 59.02% |
$208M - $225M
|
3.05M
$153M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7.55M- 80.44% |
$358M - $386M
|
1.84M
$92M
|