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 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.07K- 30.43% |
$201K - $208K
|
9.3K
$470K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-4.16K- 8.16% |
$205K - $212K
|
46.9K
$2.37M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.59K- 8.84% |
$226K - $234K
|
47.3K
$2.39M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.59K- 8.84% |
$226K - $234K
|
47.3K
$2.39M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-4.67K- 5.02% |
$230K - $238K
|
88.3K
$4.47M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.69KClosed |
$231K - $239K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.75K- 48.63% |
$234K - $242K
|
5.02K
$254K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.8K- 12.02% |
$237K - $245K
|
35.1K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.81K- 10.41% |
$237K - $245K
|
41.4K
$2.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4.85K- 1.84% |
$239K - $247K
|
258K
$13.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-4.91K- 9.04% |
$242K - $251K
|
49.4K
$2.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.91K- 11.94% |
$242K - $251K
|
36.2K
$1.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.92K- 1.14% |
$243K - $251K
|
428K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5.17K- 17.73% |
$255K - $264K
|
24K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-5.25K- 10.34% |
$259K - $268K
|
45.5K
$2.3M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-5.74K- 48.36% |
$283K - $293K
|
6.13K
$310K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.17K- 11.29% |
$304K - $315K
|
48.5K
$2.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-6.27K- 65.98% |
$309K - $320K
|
3.24K
$164K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6.28K- 46.97% |
$310K - $320K
|
7.09K
$358K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-6.4K- 21.23% |
$316K - $327K
|
23.8K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-6.5K- 7.81% |
$321K - $332K
|
76.8K
$3.88M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-6.54K- 9.06% |
$322K - $334K
|
65.6K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.84K- 8.84% |
$337K - $349K
|
70.5K
$3.57M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6.95K- 6.07% |
$343K - $354K
|
107K
$5.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6.98K- 9.76% |
$344K - $356K
|
64.5K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.98K- 39.37% |
$344K - $356K
|
10.8K
$544K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-7K- 49.79% |
$345K - $357K
|
7.06K
$357K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-7.02K- 3.34% |
$346K - $358K
|
203K
$10.3M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-7.4K- 33.57% |
$365K - $378K
|
14.6K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-7.46K- 3.03% |
$368K - $380K
|
239K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.51K- 1.03% |
$370K - $383K
|
723K
$36.6M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.55K- 1.63% |
$372K - $385K
|
457K
$23.1M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.55K- 1.63% |
$372K - $385K
|
457K
$23.1M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.61K- 9.66% |
$376K - $388K
|
71.2K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-7.97K- 14.44% |
$393K - $406K
|
47.2K
$2.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-8.2K- 5.2% |
$404K - $418K
|
150K
$7.56M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-8.51K- 15.14% |
$419K - $434K
|
47.7K
$2.41M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-8.75K- 8.26% |
$432K - $446K
|
97.2K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.83K- 12.4% |
$436K - $451K
|
62.4K
$3.16M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-9.73K- 14.47% |
$480K - $496K
|
57.5K
$2.91M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-9.77K- 19.76% |
$482K - $499K
|
39.7K
$2.01M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-10K- 45.48% |
$494K - $511K
|
12K
$607K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-10.2K- 3.32% |
$505K - $522K
|
298K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-10.3K- 28.11% |
$510K - $528K
|
26.4K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-10.4K- 8.76% |
$512K - $530K
|
108K
$5.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-10.4K- 3.9% |
$513K - $531K
|
257K
$13M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.8K- 2.65% |
$534K - $553K
|
398K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-12K- 68.84% |
$590K - $611K
|
5.42K
$274K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-12.3K- 99.9% |
$607K - $628K
|
12
$607
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-12.5K- 15.24% |
$616K - $637K
|
69.5K
$3.51M
|