Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.97M+ 23.19% |
$296M - $305M
|
31.7M
$1.6B
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.24M+ 9.35% |
$111M - $114M
|
26.2M
$1.32B
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.18M+ 1698.72% |
$108M - $111M
|
2.3M
$116M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.72M+ 22.43% |
$85.2M - $87.9M
|
9.39M
$475M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.67M+ 2.88% |
$82.7M - $85.3M
|
59.7M
$3.02B
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.22M+ 957.48% |
$60.2M - $62.1M
|
1.34M
$68M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.06M+ 17.33% |
$52.4M - $54M
|
7.17M
$362M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
997K+ 9925.66% |
$49.3M - $50.9M
|
1.01M
$50.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
940K+ 37.66% |
$46.5M - $48M
|
3.44M
$174M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
939K+ 6.03% |
$46.5M - $48M
|
16.5M
$836M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
805K+ 426.57% |
$39.8M - $41.1M
|
994K
$50.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
747K+ 24.54% |
$37M - $38.1M
|
3.79M
$192M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
641K+ 100.2% |
$31.7M - $32.7M
|
1.28M
$64.8M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
618K+ 179.2% |
$30.6M - $31.5M
|
962K
$48.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
584K+ 5.45% |
$28.9M - $29.8M
|
11.3M
$571M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
523KNew |
$25.9M - $26.7M
|
523K
$26.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
514K+ 258.25% |
$25.5M - $26.3M
|
713K
$36.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
510K+ 1.46% |
$25.2M - $26M
|
35.3M
$1.79B
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
472K+ 91.95% |
$23.4M - $24.1M
|
986K
$49.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
424K+ 431.58% |
$21M - $21.6M
|
522K
$26.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
408K+ 7.24% |
$20.2M - $20.8M
|
6.05M
$306M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
400K+ 4.14% |
$19.8M - $20.4M
|
10.1M
$509M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
325K+ 322.25% |
$16.1M - $16.6M
|
425K
$21.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
295KNew |
$14.6M - $15M
|
295K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
216K+ 51.01% |
$10.7M - $11M
|
640K
$32.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
214K+ 9.52% |
$10.6M - $10.9M
|
2.46M
$125M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
212K+ 3.03% |
$10.5M - $10.8M
|
7.19M
$364M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
210K+ 5254.05% |
$10.4M - $10.7M
|
214K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
189K+ 3.2% |
$9.36M - $9.65M
|
6.1M
$309M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
184K+ 8.65% |
$9.11M - $9.4M
|
2.31M
$117M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
177K+ 7.56% |
$8.77M - $9.04M
|
2.52M
$127M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
166KNew |
$8.2M - $8.46M
|
166K
$8.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
156K+ 19.03% |
$7.74M - $7.99M
|
979K
$49.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
154KNew |
$7.6M - $7.84M
|
154K
$7.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
150K+ 100.83% |
$7.41M - $7.64M
|
298K
$15.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
139K+ 48.48% |
$6.89M - $7.11M
|
427K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 6.66% |
$6.75M - $6.96M
|
2.18M
$110M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
135K+ 71.2% |
$6.68M - $6.89M
|
324K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
132K+ 1.75% |
$6.52M - $6.73M
|
7.65M
$387M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
132K+ 49.98% |
$6.51M - $6.72M
|
395K
$20M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
125K+ 11.31% |
$6.18M - $6.37M
|
1.23M
$62.1M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
123K+ 56.93% |
$6.08M - $6.27M
|
339K
$17.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
114K+ 3.98% |
$5.66M - $5.84M
|
2.99M
$151M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
109K+ 25.27% |
$5.4M - $5.57M
|
541K
$27.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
102K+ 16.79% |
$5.03M - $5.19M
|
707K
$35.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
101KNew |
$5M - $5.15M
|
101K
$5.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
101K+ 22.42% |
$5M - $5.15M
|
551K
$27.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.7K+ 5.43% |
$4.89M - $5.04M
|
1.92M
$96.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
92.1K+ 15.94% |
$4.56M - $4.7M
|
670K
$33.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
86K+ 121.71% |
$4.26M - $4.39M
|
157K
$7.92M
|