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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11.3K+ 182.06% |
$536K - $579K
|
17.6K
$879K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
11.3K+ 29.84% |
$536K - $579K
|
49.3K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11.3K+ 27.43% |
$534K - $577K
|
52.4K
$2.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
11.3K+ 27.43% |
$534K - $577K
|
52.4K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$528K - $570K
|
11.2K
$559K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
11.1K+ 76.18% |
$527K - $569K
|
25.7K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$524K - $566K
|
11.1K
$554K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
11K+ 4.43% |
$522K - $564K
|
260K
$13M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
11K+ 14.25% |
$522K - $564K
|
88.4K
$4.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
10.6K+ 12.17% |
$501K - $541K
|
97.6K
$4.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10.6K+ 41.8% |
$501K - $541K
|
35.9K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
10.6KNew |
$501K - $540K
|
10.6K
$529K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
10.5KNew |
$495K - $535K
|
10.5K
$523K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
10.4KNew |
$491K - $530K
|
10.4K
$519K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10.3K+ 285.17% |
$490K - $529K
|
14K
$700K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10.3K+ 201.66% |
$489K - $528K
|
15.4K
$774K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.2K+ 216.55% |
$483K - $521K
|
14.9K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
9.96KNew |
$471K - $509K
|
9.96K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.92K+ 38.05% |
$470K - $507K
|
36K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.66K+ 6.76% |
$457K - $494K
|
153K
$7.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.41K+ 1.73% |
$446K - $481K
|
554K
$27.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.38K+ 91.44% |
$444K - $480K
|
19.6K
$984K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.36K+ 53.41% |
$443K - $479K
|
26.9K
$1.35M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9.29KNew |
$440K - $475K
|
9.29K
$465K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
9.03K+ 35.45% |
$428K - $462K
|
34.5K
$1.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
9.02KNew |
$427K - $461K
|
9.02K
$452K
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
8.98K+ 5.53% |
$425K - $459K
|
172K
$8.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.96K+ 7.91% |
$424K - $458K
|
122K
$6.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8.83KNew |
$418K - $452K
|
8.83K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
8.81KNew |
$417K - $450K
|
8.81K
$441K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
8.78KNew |
$416K - $449K
|
8.78K
$440K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
8.53KNew |
$404K - $436K
|
8.53K
$427K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
8.44K+ 190.09% |
$400K - $432K
|
12.9K
$645K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
8.44K+ 61.34% |
$400K - $432K
|
22.2K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.41K+ 26.06% |
$398K - $430K
|
40.7K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8.4KNew |
$398K - $430K
|
8.4K
$421K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.36KNew |
$396K - $427K
|
8.36K
$418K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.3KNew |
$393K - $424K
|
8.3K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.23K+ 13.77% |
$390K - $421K
|
68K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8.23KNew |
$390K - $421K
|
8.23K
$412K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.23KNew |
$390K - $421K
|
8.23K
$412K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.16KNew |
$386K - $417K
|
8.16K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
8.12K+ 1.92% |
$385K - $415K
|
431K
$21.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.05KNew |
$381K - $411K
|
8.05K
$403K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
8KNew |
$379K - $409K
|
8K
$401K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
7.95KNew |
$376K - $406K
|
7.95K
$398K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
7.88K+ 65.68% |
$373K - $403K
|
19.9K
$996K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
7.84K+ 9.07% |
$371K - $401K
|
94.2K
$4.72M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
7.79KNew |
$369K - $398K
|
7.79K
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.75KNew |
$367K - $396K
|
7.75K
$388K
|