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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-569- 10.1% |
$28.1K - $29K
|
5.07K
$256K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-579- 0.41% |
$28.6K - $29.5K
|
139K
$7.05M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-584- 10.12% |
$28.8K - $29.8K
|
5.19K
$262K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-585- 9.29% |
$28.9K - $29.8K
|
5.71K
$289K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-590- 19.06% |
$29.1K - $30.1K
|
2.51K
$127K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-599- 6.0% |
$29.5K - $30.6K
|
9.39K
$475K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-607- 6.89% |
$29.9K - $31K
|
8.2K
$415K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-641- 50.0% |
$31.6K - $32.7K
|
641
$32.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-652- 11.54% |
$32.2K - $33.3K
|
5K
$253K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-669- 11.6% |
$33K - $34.1K
|
5.1K
$258K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-673- 0.43% |
$33.2K - $34.3K
|
156K
$7.88M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-730- 14.52% |
$36K - $37.2K
|
4.3K
$217K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-747- 0.45% |
$36.8K - $38.1K
|
164K
$8.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-764- 13.28% |
$37.7K - $39K
|
4.99K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-816- 43.04% |
$40.2K - $41.6K
|
1.08K
$54.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-843- 1.69% |
$41.6K - $43K
|
49.1K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-865- 2.05% |
$42.7K - $44.1K
|
41.4K
$2.09M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-874- 2.27% |
$43.1K - $44.6K
|
37.6K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-879- 4.35% |
$43.4K - $44.8K
|
19.3K
$977K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-880- 3.41% |
$43.4K - $44.9K
|
24.9K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-906- 0.79% |
$44.7K - $46.2K
|
114K
$5.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-912- 3.23% |
$45K - $46.5K
|
27.3K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-948- 0.18% |
$46.8K - $48.4K
|
536K
$27.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-967- 16.57% |
$47.7K - $49.3K
|
4.87K
$246K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-978- 30.03% |
$48.2K - $49.9K
|
2.28K
$115K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-979- 3.39% |
$48.3K - $49.9K
|
27.9K
$1.41M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1K- 1.06% |
$49.3K - $51K
|
93.5K
$4.73M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.02K- 11.82% |
$50.2K - $51.9K
|
7.59K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.03K- 5.1% |
$50.8K - $52.5K
|
19.1K
$968K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.04K- 4.04% |
$51K - $52.8K
|
24.6K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.05K- 15.4% |
$51.7K - $53.5K
|
5.76K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.1K- 1.84% |
$54.3K - $56.1K
|
58.7K
$2.97M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.11K- 10.94% |
$54.7K - $56.6K
|
9.03K
$457K
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.15K- 5.04% |
$56.7K - $58.7K
|
21.7K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.2K- 4.41% |
$59.2K - $61.2K
|
26K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.24K- 1.04% |
$61K - $63.1K
|
118K
$5.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.38K- 8.39% |
$68.1K - $70.5K
|
15.1K
$762K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.41K- 12.21% |
$69.4K - $71.8K
|
10.1K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.48K- 17.18% |
$73.2K - $75.7K
|
7.15K
$362K
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.5K- 2.04% |
$74K - $76.5K
|
72K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.5K- 11.62% |
$74.1K - $76.6K
|
11.4K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.56K- 27.13% |
$76.9K - $79.6K
|
4.19K
$212K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.62K- 4.78% |
$79.7K - $82.4K
|
32.2K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-1.62K- 8.97% |
$79.9K - $82.7K
|
16.4K
$831K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-1.65K- 3.08% |
$81.5K - $84.3K
|
52K
$2.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.66K- 24.6% |
$81.8K - $84.6K
|
5.08K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.66K- 18.36% |
$82.1K - $84.9K
|
7.4K
$374K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.7K- 2.6% |
$83.6K - $86.5K
|
63.5K
$3.21M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.71K- 0.86% |
$84.1K - $87K
|
196K
$9.93M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.71K- 1.27% |
$84.3K - $87.2K
|
133K
$6.73M
|