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 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.16K+ 15.78% |
$244K - $264K
|
37.8K
$1.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.11KNew |
$242K - $261K
|
5.11K
$256K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
4.99KNew |
$236K - $255K
|
4.99K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.96K+ 10.91% |
$235K - $253K
|
50.4K
$2.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.91KNew |
$233K - $251K
|
4.91K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
4.83KNew |
$229K - $247K
|
4.83K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.79K+ 22.73% |
$227K - $245K
|
25.9K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.79KNew |
$227K - $245K
|
4.79K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
4.75K+ 3.21% |
$225K - $243K
|
153K
$7.64M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4.73KNew |
$224K - $242K
|
4.73K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.72KNew |
$224K - $241K
|
4.72K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.72K+ 9.91% |
$223K - $241K
|
52.3K
$2.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.63KNew |
$219K - $237K
|
4.63K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
4.62KNew |
$219K - $236K
|
4.62K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.5K+ 10.99% |
$213K - $230K
|
45.4K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.5KNew |
$213K - $230K
|
4.5K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.46K+ 6.77% |
$211K - $228K
|
70.4K
$3.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.43KNew |
$210K - $226K
|
4.43K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4.43K+ 2.93% |
$210K - $226K
|
156K
$7.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.42KNew |
$210K - $226K
|
4.42K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.41K+ 16.94% |
$209K - $225K
|
30.4K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.38KNew |
$207K - $224K
|
4.38K
$219K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
4.36K+ 12.76% |
$207K - $223K
|
38.6K
$1.93M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.36KNew |
$207K - $223K
|
4.36K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.34K+ 75.06% |
$206K - $222K
|
10.1K
$507K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.3K+ 14.63% |
$204K - $220K
|
33.7K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.29K+ 6.32% |
$203K - $219K
|
72.1K
$3.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.28K+ 13.87% |
$203K - $219K
|
35.1K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.27K+ 34.23% |
$202K - $219K
|
16.8K
$838K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.26K+ 2.35% |
$202K - $218K
|
185K
$9.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
4.24KNew |
$201K - $217K
|
4.24K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.21KNew |
$200K - $215K
|
4.21K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.21K+ 12.29% |
$199K - $215K
|
38.5K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.19K+ 8.75% |
$198K - $214K
|
52.1K
$2.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4.12K+ 63.55% |
$195K - $210K
|
10.6K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.11KNew |
$194K - $210K
|
4.11K
$205K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$194K - $210K
|
4.1K
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.08KNew |
$193K - $208K
|
4.08K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.05KNew |
$192K - $207K
|
4.05K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.03KNew |
$191K - $206K
|
4.03K
$202K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4KNew |
$189K - $205K
|
4K
$200K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.99K+ 8.16% |
$189K - $204K
|
52.9K
$2.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.99KNew |
$189K - $204K
|
3.99K
$200K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3.96KNew |
$187K - $202K
|
3.96K
$198K
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.91K+ 8.18% |
$185K - $200K
|
51.7K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.85K+ 43.2% |
$182K - $197K
|
12.7K
$638K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.82K+ 8.96% |
$181K - $195K
|
46.4K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.81K+ 23.03% |
$181K - $195K
|
20.4K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.78KNew |
$179K - $193K
|
3.78K
$189K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
3.68K+ 23.19% |
$174K - $188K
|
19.5K
$977K
|