Purchases and Sales Made in Q1 2023 in Vanguard Mun Bd Fds Tax Exempt (VTEB)

VTEB Quotes by TradingView

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 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
4K
New
$197K - $204K
4K $202K
Apr 28, 2023 Q1 2023
Summit Place Financial Advisors, LLC

BUY
 -
4K
New
$197K - $204K
4K $202K
May 02, 2023 Q1 2023
Progressive Investment Management Corp

BUY
 -
3.99K
New
$197K - $203K
3.99K $202K
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

BUY
 -
3.96K
New
$195K - $202K
3.96K $200K
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
3.93K
+ 2.89%
$194K - $200K
140K $7.07M
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
3.92K
+ 13.33%
$193K - $200K
33.3K $1.69M
May 12, 2023 Q1 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
3.88K
+ 1.94%
$191K - $198K
204K $10.3M
Apr 18, 2023 Q1 2023
Hanson & Doremus Investment Management

BUY
 -
3.86K
+ 7.61%
$190K - $197K
54.5K $2.76M
May 11, 2023 Q1 2023
High Pines Wealth Management, LLC

Duxbury, MA
BUY
 -
3.81K
+ 7.51%
$188K - $194K
54.5K $2.76M
Oct 02, 2024 Q1 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
3.78K
+ 6.74%
$186K - $193K
59.9K $3.03M
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
3.46K
+ 2.19%
$171K - $177K
161K $8.16M
May 22, 2023 Q1 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
3.46K
+ 7.18%
$171K - $176K
51.7K $2.61M
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
3.42K
+ 56.47%
$169K - $175K
9.49K $480K
Apr 26, 2023 Q1 2023
Flc Capital Advisors

BUY
 -
3.39K
+ 10.15%
$167K - $173K
36.8K $1.86M
Apr 14, 2023 Q1 2023
Capital Advisors Wealth Management, LLC

BUY
 -
3.37K
+ 16.54%
$166K - $172K
23.8K $1.2M
May 08, 2023 Q1 2023
Fiducient Advisors LLC

BUY
 -
3.35K
+ 17.68%
$165K - $171K
22.3K $1.13M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
3.32K
+ 56.93%
$164K - $169K
9.15K $463K
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
3.31K
+ 2.26%
$163K - $169K
150K $7.58M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
3.31K
+ 41.2%
$163K - $169K
11.3K $573K
Apr 12, 2024 Q1 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
3.29K
+ 18.88%
$162K - $168K
20.7K $1.05M
Apr 20, 2023 Q1 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
3.13K
+ 3.59%
$154K - $160K
90.3K $4.57M
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

BUY
 -
3.13K
+ 55.26%
$154K - $159K
8.78K $444K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
3.11K
+ 61.59%
$154K - $159K
8.17K $413K
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

BUY
 -
3.07K
+ 11.6%
$151K - $156K
29.5K $1.49M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
3.03K
+ 4.64%
$149K - $154K
68.3K $3.45M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
3K
+ 2.46%
$148K - $153K
125K $6.32M
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

BUY
 -
3K
+ 117.65%
$148K - $153K
5.55K $281K
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
2.93K
+ 18.72%
$145K - $150K
18.6K $941K
Apr 11, 2023 Q1 2023
Olio Financial Planning

BUY
 -
2.87K
+ 4.46%
$141K - $146K
67.1K $3.4M
Jul 28, 2023 Q1 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
2.85K
+ 0.57%
$141K - $145K
501K $25.3M
Apr 20, 2023 Q1 2023
Sage Rhino Capital LLC

BUY
 -
2.76K
+ 11.86%
$136K - $141K
26.1K $1.32M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
2.65K
+ 6.16%
$131K - $135K
45.7K $2.31M
May 11, 2023 Q1 2023
Firestone Capital Management

BUY
 -
2.65K
+ 1.73%
$131K - $135K
156K $7.88M
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
2.6K
New
$128K - $133K
2.6K $132K
May 02, 2023 Q1 2023
Wealth Alliance Advisory Group, LLC

BUY
 -
2.46K
+ 38.01%
$121K - $125K
8.92K $451K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
2.44K
New
$120K - $124K
2.44K $123K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
2.29K
+ 14.52%
$113K - $117K
18.1K $915K
May 16, 2023 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
2.09K
+ 3.27%
$103K - $107K
66K $3.34M
Apr 25, 2023 Q1 2023
Everhart Financial Group, Inc.

BUY
 -
2.07K
+ 6.83%
$102K - $106K
32.4K $1.64M
May 04, 2023 Q1 2023
Brio Consultants, LLC

BUY
 -
2.07K
+ 5.25%
$102K - $106K
41.5K $2.1M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
2.03K
New
$100K - $104K
2.03K $103K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
2.01K
+ 47.69%
$99.1K - $103K
6.23K $315K
Apr 10, 2023 Q1 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
2.01K
+ 18.96%
$98.9K - $102K
12.6K $636K
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

BUY
 -
2K
+ 20.89%
$98.7K - $102K
11.6K $586K
May 12, 2023 Q1 2023
Curbstone Financial Management Corp

BUY
 -
2K
+ 17.54%
$98.6K - $102K
13.4K $678K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.96K
+ 4.63%
$96.8K - $100K
44.4K $2.25M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.96K
+ 4.63%
$96.8K - $100K
44.4K $2.25M
May 03, 2023 Q1 2023
Facet Wealth, Inc.

BUY
 -
1.92K
+ 3.39%
$94.8K - $98.1K
58.6K $2.96M
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
1.9K
+ 0.22%
$93.6K - $96.8K
884K $44.7M

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