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 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12.9K- 61.38% |
$635K - $657K
|
8.1K
$410K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-12.9K- 74.19% |
$635K - $657K
|
4.48K
$227K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-12.9K- 9.13% |
$637K - $659K
|
129K
$6.51M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-14.3K- 25.46% |
$705K - $729K
|
41.9K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.5K- 31.37% |
$714K - $739K
|
31.7K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-15.1K- 2.55% |
$743K - $769K
|
576K
$29.2M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.9K- 0.73% |
$783K - $810K
|
2.17M
$110M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-15.9K- 4.38% |
$785K - $812K
|
348K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-17.3K- 70.69% |
$854K - $884K
|
7.18K
$364K
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 68.1% |
$896K - $927K
|
8.51K
$430K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-19.3K- 4.29% |
$953K - $985K
|
431K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-19.3K- 38.72% |
$954K - $987K
|
30.6K
$1.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-19.5K- 43.98% |
$962K - $995K
|
24.8K
$1.26M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20.1K- 24.93% |
$994K - $1.03M
|
60.7K
$3.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-20.5K- 4.98% |
$1.01M - $1.05M
|
392K
$19.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21.6K- 51.01% |
$1.06M - $1.1M
|
20.7K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-23.7K- 4.97% |
$1.17M - $1.21M
|
453K
$22.9M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-25.4K- 2.37% |
$1.25M - $1.3M
|
1.05M
$53M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-26.7K- 16.51% |
$1.32M - $1.36M
|
135K
$6.83M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-26.7K- 8.14% |
$1.32M - $1.36M
|
301K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27.1K- 9.32% |
$1.33M - $1.38M
|
263K
$13.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-27.2K- 10.09% |
$1.34M - $1.39M
|
242K
$12.3M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-29.2K- 5.18% |
$1.44M - $1.49M
|
534K
$27M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-29.4K- 18.75% |
$1.45M - $1.5M
|
127K
$6.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-30.7K- 76.48% |
$1.51M - $1.57M
|
9.44K
$478K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-31K- 52.26% |
$1.53M - $1.58M
|
28.3K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-31.8K- 46.02% |
$1.57M - $1.62M
|
37.3K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-34.9K- 45.17% |
$1.72M - $1.78M
|
42.4K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-38.3K- 4.56% |
$1.89M - $1.96M
|
802K
$40.6M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42.6K- 70.03% |
$2.1M - $2.18M
|
18.2K
$923K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-45.2K- 62.57% |
$2.23M - $2.31M
|
27K
$1.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-45.8K- 56.25% |
$2.26M - $2.34M
|
35.6K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-46.2K- 91.16% |
$2.28M - $2.36M
|
4.48K
$226K
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-49.3K- 65.15% |
$2.43M - $2.52M
|
26.4K
$1.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-51.8K- 27.66% |
$2.55M - $2.64M
|
135K
$6.85M
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-56K- 36.11% |
$2.76M - $2.86M
|
99.1K
$5.01M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-61.8K- 93.79% |
$3.05M - $3.15M
|
4.09K
$207K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-62.2K- 21.13% |
$3.07M - $3.17M
|
232K
$11.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-67K- 70.4% |
$3.3M - $3.42M
|
28.2K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-69.4K- 82.35% |
$3.42M - $3.54M
|
14.9K
$753K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-76.9K- 42.81% |
$3.79M - $3.92M
|
103K
$5.2M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-87.9K- 33.99% |
$4.34M - $4.49M
|
171K
$8.64M
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-89.7K- 94.32% |
$4.43M - $4.58M
|
5.4K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.3K- 3.6% |
$4.6M - $4.76M
|
2.5M
$126M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-129K- 13.55% |
$6.36M - $6.57M
|
822K
$41.6M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-134K- 6.53% |
$6.62M - $6.85M
|
1.92M
$97.2M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-135K- 75.86% |
$6.64M - $6.87M
|
42.8K
$2.17M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-148K- 79.89% |
$7.29M - $7.54M
|
37.2K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-157K- 67.75% |
$7.75M - $8.01M
|
74.7K
$3.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-161K- 69.24% |
$7.93M - $8.21M
|
71.5K
$3.62M
|