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 06, 2023
Q1 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
6.35K+ 15.1% |
$313K - $324K
|
48.4K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.35KNew |
$313K - $324K
|
6.35K
$321K
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.3K+ 17.03% |
$311K - $321K
|
43.3K
$2.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6.26K+ 88.4% |
$309K - $319K
|
13.3K
$674K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6.25K+ 8.35% |
$308K - $319K
|
81.1K
$4.1M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
6.2KNew |
$306K - $316K
|
6.2K
$314K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.91K+ 7.39% |
$291K - $301K
|
85.8K
$4.34M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.89K+ 94.02% |
$291K - $301K
|
12.2K
$615K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.87K+ 61.54% |
$290K - $300K
|
15.4K
$780K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.83K+ 5.09% |
$288K - $298K
|
120K
$6.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.82KNew |
$287K - $297K
|
5.82K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.8K+ 1.96% |
$286K - $296K
|
301K
$15.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
5.49K+ 9.95% |
$271K - $280K
|
60.6K
$3.07M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
5.46KNew |
$269K - $278K
|
5.46K
$276K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.41K+ 20.36% |
$267K - $276K
|
32K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
5.36KNew |
$264K - $273K
|
5.36K
$271K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
5.35K+ 19.7% |
$264K - $273K
|
32.5K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.26K+ 5.96% |
$259K - $268K
|
93.5K
$4.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.24K+ 42.7% |
$259K - $268K
|
17.5K
$886K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.21K+ 5.5% |
$257K - $266K
|
99.8K
$5.05M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.15KNew |
$254K - $262K
|
5.15K
$260K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.14KNew |
$253K - $262K
|
5.14K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.1KNew |
$252K - $260K
|
5.1K
$258K
|
|
|
Apr 07, 2023
Q1 2023
|
Divergent Planning, LLC
|
BUY
|
- |
4.99K+ 4.68% |
$246K - $254K
|
111K
$5.64M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.92K+ 49.93% |
$243K - $251K
|
14.8K
$748K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.88K+ 44.92% |
$241K - $249K
|
15.7K
$796K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.81KNew |
$237K - $245K
|
4.81K
$243K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.79K+ 14.08% |
$236K - $244K
|
38.8K
$1.96M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
4.73K+ 3.73% |
$233K - $242K
|
132K
$6.65M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.7K+ 9.4% |
$232K - $240K
|
54.6K
$2.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.69K+ 53.45% |
$231K - $239K
|
13.5K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.67KNew |
$231K - $238K
|
4.67K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.6K+ 49.47% |
$227K - $235K
|
13.9K
$703K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
4.58KNew |
$226K - $234K
|
4.58K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.57K+ 21.37% |
$225K - $233K
|
26K
$1.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.55KNew |
$225K - $232K
|
4.55K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.55K+ 20.86% |
$224K - $232K
|
26.4K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.48KNew |
$221K - $228K
|
4.48K
$226K
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.47KNew |
$221K - $228K
|
4.47K
$226K
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.47K+ 7.08% |
$220K - $228K
|
67.5K
$3.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.45K+ 108.16% |
$220K - $227K
|
8.57K
$434K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.44K+ 50.01% |
$219K - $227K
|
13.3K
$674K
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$217K - $224K
|
4.4K
$223K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
4.18K+ 1.89% |
$206K - $213K
|
225K
$11.4M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.09KNew |
$202K - $209K
|
4.09K
$207K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.08KNew |
$201K - $208K
|
4.08K
$206K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.03K+ 5.46% |
$199K - $206K
|
77.9K
$3.94M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.03KNew |
$199K - $206K
|
4.03K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.02KNew |
$198K - $205K
|
4.02K
$203K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4KNew |
$197K - $204K
|
4K
$202K
|