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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
81.5KNew |
$3.86M - $4.17M
|
81.5K
$4.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
79.9K+ 58.41% |
$3.78M - $4.09M
|
217K
$10.9M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
79.6KNew |
$3.77M - $4.07M
|
79.6K
$3.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
78.8K+ 353.25% |
$3.73M - $4.03M
|
101K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
77.1K+ 492.07% |
$3.65M - $3.94M
|
92.8K
$4.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
74.3K+ 368.02% |
$3.52M - $3.8M
|
94.5K
$4.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
73.7K+ 11.97% |
$3.49M - $3.77M
|
689K
$34.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
73KNew |
$3.46M - $3.73M
|
73K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
72.3KNew |
$3.43M - $3.7M
|
72.3K
$3.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
70.7KNew |
$3.35M - $3.62M
|
70.7K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
69.8K+ 49.78% |
$3.31M - $3.57M
|
210K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.5K+ 2.7% |
$3.29M - $3.55M
|
2.64M
$132M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
68.5K+ 87.71% |
$3.24M - $3.5M
|
147K
$7.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
67.4K+ 40.36% |
$3.19M - $3.45M
|
234K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
66.4K+ 56.25% |
$3.14M - $3.4M
|
184K
$9.24M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
65.7K+ 2.39% |
$3.11M - $3.36M
|
2.81M
$141M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
65.5K+ 498.95% |
$3.1M - $3.35M
|
78.7K
$3.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
64.4K+ 30.06% |
$3.05M - $3.29M
|
279K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
64.3KNew |
$3.04M - $3.29M
|
64.3K
$3.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
63.4K+ 237.21% |
$3M - $3.24M
|
90.2K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
63.2K+ 398.99% |
$2.99M - $3.23M
|
79.1K
$3.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
63.1KNew |
$2.99M - $3.22M
|
63.1K
$3.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
62.6K+ 390.21% |
$2.96M - $3.2M
|
78.6K
$3.94M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
61.8KNew |
$2.93M - $3.16M
|
61.8K
$3.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
61.8KNew |
$2.92M - $3.16M
|
61.8K
$3.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
60.1K+ 178.11% |
$2.85M - $3.07M
|
93.8K
$4.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
58.8KNew |
$2.79M - $3.01M
|
58.8K
$2.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
57.5KNew |
$2.72M - $2.94M
|
57.5K
$2.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
57.4K+ 40.93% |
$2.72M - $2.94M
|
198K
$9.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
55.2K+ 10.02% |
$2.61M - $2.82M
|
606K
$30.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
54.3K+ 35.85% |
$2.57M - $2.78M
|
206K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
54.1K+ 464.98% |
$2.56M - $2.77M
|
65.7K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53.2K+ 52.59% |
$2.52M - $2.72M
|
154K
$7.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
53.1K+ 96.7% |
$2.52M - $2.72M
|
108K
$5.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
52.5K+ 647.01% |
$2.49M - $2.69M
|
60.7K
$3.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
52.3KNew |
$2.47M - $2.67M
|
52.3K
$2.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
52KNew |
$2.46M - $2.66M
|
52K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
51.4K+ 257115.0% |
$2.44M - $2.63M
|
51.4K
$2.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
51.1K+ 5.17% |
$2.42M - $2.61M
|
1.04M
$52.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
51.1K+ 8.18% |
$2.42M - $2.61M
|
676K
$33.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
50.2K+ 246.1% |
$2.38M - $2.57M
|
70.5K
$3.53M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
49.6K+ 92.91% |
$2.35M - $2.54M
|
103K
$5.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
49.6K+ 26.67% |
$2.35M - $2.54M
|
236K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
49.5K+ 32.95% |
$2.34M - $2.53M
|
200K
$10M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
49.1K+ 35.03% |
$2.33M - $2.51M
|
189K
$9.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
48.8KNew |
$2.31M - $2.5M
|
48.8K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
47.3K+ 555.05% |
$2.24M - $2.42M
|
55.9K
$2.8M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
46.6KNew |
$2.21M - $2.38M
|
46.6K
$2.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
46.4K+ 304.68% |
$2.2M - $2.37M
|
61.6K
$3.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
46KNew |
$2.18M - $2.35M
|
46K
$2.3M
|