Purchases and Sales Made in Q1 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 Q1 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 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
9.06M+ 35.15% |
$447M - $462M
|
34.8M
$1.76B
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.65M+ 17.98% |
$180M - $186M
|
24M
$1.21B
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.06MNew |
$101M - $105M
|
2.06M
$104M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.64M+ 20.43% |
$80.9M - $83.7M
|
9.66M
$489M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.52M+ 10.77% |
$74.8M - $77.3M
|
15.6M
$788M
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.23M+ 19.07% |
$60.6M - $62.7M
|
7.67M
$388M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.02M+ 204.64% |
$50.5M - $52.3M
|
1.53M
$77.2M
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
969KNew |
$47.8M - $49.5M
|
969K
$49M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
963K+ 92.43% |
$47.5M - $49.1M
|
2M
$101M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
933K+ 66.17% |
$46M - $47.6M
|
2.34M
$118M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
829K+ 17.24% |
$40.9M - $42.3M
|
5.64M
$285M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
701K+ 97.97% |
$34.6M - $35.8M
|
1.42M
$71.7M
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
698K+ 14.3% |
$34.4M - $35.6M
|
5.58M
$282M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
685K+ 22.54% |
$33.8M - $35M
|
3.73M
$188M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
668K+ 5206.35% |
$32.9M - $34.1M
|
680K
$34.4M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
633K+ 134.62% |
$31.2M - $32.3M
|
1.1M
$55.8M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
588K+ 23.91% |
$29M - $30M
|
3.05M
$154M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
558K+ 10.42% |
$27.5M - $28.5M
|
5.91M
$299M
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
552KNew |
$27.2M - $28.1M
|
552K
$27.9M
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
541K+ 2531.31% |
$26.7M - $27.6M
|
563K
$28.5M
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
505K+ 737.97% |
$24.9M - $25.8M
|
573K
$29M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
502K+ 2183.04% |
$24.8M - $25.6M
|
525K
$26.6M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
481K+ 8.54% |
$23.7M - $24.5M
|
6.11M
$309M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
423K+ 2.17% |
$20.9M - $21.6M
|
20M
$1.01B
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
422K+ 7.42% |
$20.8M - $21.5M
|
6.11M
$309M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
388KNew |
$19.1M - $19.8M
|
388K
$19.6M
|
|
Apr 04, 2023
Q1 2023
|
Stairway Partners, LLC
|
BUY
|
- |
357KNew |
$17.6M - $18.2M
|
357K
$18.1M
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
346KNew |
$17M - $17.6M
|
346K
$17.5M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
299KNew |
$14.7M - $15.2M
|
299K
$15.1M
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
294K+ 252.47% |
$14.5M - $15M
|
411K
$20.8M
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
286K+ 80.74% |
$14.1M - $14.6M
|
640K
$32.4M
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
280K+ 37.6% |
$13.8M - $14.3M
|
1.02M
$51.7M
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
270K+ 1087.74% |
$13.3M - $13.8M
|
295K
$14.9M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
261K+ 22.56% |
$12.9M - $13.3M
|
1.42M
$71.7M
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
BUY
|
- |
253K+ 476.71% |
$12.5M - $12.9M
|
305K
$15.5M
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
231K+ 3.43% |
$11.4M - $11.8M
|
6.98M
$353M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
216K+ 268.96% |
$10.6M - $11M
|
296K
$15M
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
211K+ 642.96% |
$10.4M - $10.7M
|
243K
$12.3M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
205K+ 514.91% |
$10.1M - $10.5M
|
245K
$12.4M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
205K+ 12.69% |
$10.1M - $10.4M
|
1.82M
$91.9M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
199KNew |
$9.82M - $10.2M
|
199K
$10.1M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
199KNew |
$9.82M - $10.2M
|
199K
$10.1M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
189KNew |
$9.31M - $9.63M
|
189K
$9.54M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 8.78% |
$8.47M - $8.76M
|
2.13M
$108M
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
155K+ 53.81% |
$7.63M - $7.9M
|
442K
$22.4M
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
133K+ 856.02% |
$6.56M - $6.78M
|
148K
$7.51M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
121K+ 12.14% |
$5.96M - $6.16M
|
1.12M
$56.4M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
121K+ 30.7% |
$5.95M - $6.16M
|
514K
$26M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
118K+ 6.13% |
$5.83M - $6.03M
|
2.05M
$103M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
118KNew |
$5.83M - $6.03M
|
118K
$5.97M
|