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 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
190New |
$9.37K - $9.69K
|
190
$9.61K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
189+ 3.76% |
$9.32K - $9.64K
|
5.21K
$264K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
179+ 0.29% |
$8.83K - $9.13K
|
61.8K
$3.13M
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
178+ 103.49% |
$8.78K - $9.08K
|
350
$17.7K
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
177+ 1.97% |
$8.73K - $9.03K
|
9.15K
$463K
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
172+ 1.8% |
$8.48K - $8.78K
|
9.74K
$492K
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
166+ 0.37% |
$8.19K - $8.47K
|
45.4K
$2.29M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
162New |
$7.99K - $8.27K
|
162
$8.19K
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
161+ 0.2% |
$7.94K - $8.21K
|
80.8K
$4.08M
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
159+ 2.06% |
$7.84K - $8.11K
|
7.89K
$399K
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
154+ 0.42% |
$7.6K - $7.86K
|
36.7K
$1.86M
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
149+ 0.03% |
$7.35K - $7.6K
|
450K
$22.8M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
140+ 6.52% |
$6.9K - $7.14K
|
2.29K
$116K
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
121+ 0.84% |
$5.97K - $6.17K
|
14.6K
$739K
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
114+ 0.45% |
$5.62K - $5.82K
|
25.2K
$1.27M
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
110New |
$5.43K - $5.61K
|
110
$5.56K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
107+ 0.11% |
$5.28K - $5.46K
|
95.9K
$4.85M
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
92+ 0.03% |
$4.54K - $4.69K
|
324K
$16.4M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
89+ 6.31% |
$4.39K - $4.54K
|
1.5K
$75.9K
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
75+ 0.61% |
$3.7K - $3.83K
|
12.4K
$626K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
56New |
$2.76K - $2.86K
|
56
$2.83K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
46+ 0.71% |
$2.27K - $2.35K
|
6.55K
$331K
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
42+ 0.14% |
$2.07K - $2.14K
|
29.6K
$1.5M
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
35+ 0.25% |
$1.73K - $1.79K
|
14.1K
$711K
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
31+ 0.45% |
$1.53K - $1.58K
|
6.87K
$348K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
28New |
$1.38K - $1.43K
|
28
$1.42K
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24+ 0.46% |
$1.18K - $1.22K
|
5.25K
$266K
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
20+ 0.02% |
$986 - $1.02K
|
82.4K
$4.17M
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
20+ 0.04% |
$986 - $1.02K
|
45.8K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
16+ 0.05% |
$789 - $816
|
30.4K
$1.54M
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
BUY
|
- |
14+ 0.01% |
$690 - $714
|
140K
$7.06M
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
13+ 0.06% |
$641 - $663
|
21.9K
$1.11M
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
12+ 0.03% |
$592 - $612
|
48K
$2.43M
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
12+ 0.08% |
$592 - $612
|
15.2K
$767K
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9+ 0.01% |
$444 - $459
|
103K
$5.2M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 8.64% |
$345 - $357
|
88
$4.45K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.09% |
$345 - $357
|
8.05K
$407K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$296 - $306
|
6
$303
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3+ 0.03% |
$148 - $153
|
10.5K
$529K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2New |
$98.6 - $102
|
2
$101
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.44% |
$98.6 - $102
|
452
$22.9K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$49.3 - $51
|
348
$17.6K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 2.17% |
$49.3 - $51
|
47
$2.38K
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.01% |
$49.3 - $51
|
17.9K
$904K
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$49.3 - $51
|
18K
$909K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8- 0.05% |
$395 - $408
|
16.9K
$855K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8- 0.18% |
$395 - $408
|
4.53K
$229K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10- 0.22% |
$493 - $510
|
4.52K
$228K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10- 0.25% |
$493 - $510
|
4.02K
$203K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-18- 60.0% |
$888 - $918
|
12
$607
|