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 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
16.8K+ 22.66% |
$795K - $858K
|
90.8K
$4.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16.8KNew |
$794K - $857K
|
16.8K
$838K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
16.7K+ 243.09% |
$791K - $854K
|
23.6K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
16.6KNew |
$788K - $851K
|
16.6K
$833K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
16.6K+ 10.57% |
$788K - $851K
|
174K
$8.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
16.5KNew |
$781K - $844K
|
16.5K
$826K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15.9K+ 74.2% |
$754K - $814K
|
37.4K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
15.8KNew |
$750K - $810K
|
15.8K
$793K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
15.8K+ 17.5% |
$748K - $808K
|
106K
$5.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
15.6K+ 221.27% |
$737K - $796K
|
22.6K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
15.3K+ 72.63% |
$723K - $780K
|
36.3K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.1K+ 9.04% |
$716K - $773K
|
182K
$9.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
15.1K+ 67.65% |
$714K - $771K
|
37.4K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
15K+ 13.2% |
$711K - $768K
|
129K
$6.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
15KNew |
$709K - $765K
|
15K
$749K
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14.8K+ 10.94% |
$702K - $758K
|
150K
$7.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
14.8K+ 175.37% |
$700K - $756K
|
23.2K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.6K+ 3.04% |
$694K - $749K
|
497K
$24.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14.6K+ 145510.0% |
$689K - $744K
|
14.6K
$728K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.5KNew |
$688K - $743K
|
14.5K
$727K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.3K+ 1533.37% |
$679K - $733K
|
15.3K
$764K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.1KNew |
$666K - $720K
|
14.1K
$704K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
14K+ 1.61% |
$665K - $718K
|
884K
$44.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
14K+ 7.5% |
$663K - $716K
|
201K
$10M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
13.9K+ 203.22% |
$657K - $710K
|
20.7K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
13.7K+ 52.49% |
$647K - $698K
|
39.7K
$1.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
13.5KNew |
$641K - $692K
|
13.5K
$677K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
13.4K+ 17.26% |
$635K - $685K
|
91.1K
$4.56M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
13.3KNew |
$630K - $680K
|
13.3K
$665K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$623K - $673K
|
13.2K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13K+ 45.98% |
$617K - $666K
|
41.4K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13K+ 67.16% |
$614K - $663K
|
32.3K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
12.9K+ 13.96% |
$613K - $662K
|
106K
$5.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.9K+ 17.02% |
$612K - $661K
|
88.8K
$4.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
12.9KNew |
$611K - $660K
|
12.9K
$646K
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
12.9KNew |
$610K - $659K
|
12.9K
$644K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
12.7K+ 57.26% |
$602K - $650K
|
34.9K
$1.75M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
12.6KNew |
$597K - $644K
|
12.6K
$630K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.5K+ 50.97% |
$591K - $638K
|
37K
$1.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
12.4KNew |
$589K - $636K
|
12.4K
$622K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
12.3K+ 42.25% |
$582K - $629K
|
41.4K
$2.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.3K+ 9.67% |
$582K - $628K
|
139K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
12.2K+ 2.99% |
$577K - $623K
|
419K
$21M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
12.1KNew |
$572K - $618K
|
12.1K
$605K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12K+ 58.42% |
$571K - $616K
|
32.7K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
12KNew |
$567K - $612K
|
12K
$599K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
11.9K+ 131.14% |
$564K - $609K
|
21K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.7K+ 52.25% |
$556K - $601K
|
34.2K
$1.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
11.5K+ 11.05% |
$545K - $589K
|
116K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 12.48% |
$539K - $582K
|
103K
$5.13M
|