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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.71K- 21.66% |
$84.6K - $87.3K
|
6.18K
$313K
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.74K- 4.4% |
$86.3K - $89K
|
37.9K
$1.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.74K- 1.29% |
$86.3K - $89K
|
133K
$6.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-1.79K- 9.38% |
$88.8K - $91.6K
|
17.3K
$876K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.82K- 0.49% |
$90K - $92.9K
|
373K
$18.9M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.85K- 13.81% |
$91.6K - $94.5K
|
11.6K
$584K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.9K- 16.02% |
$94.1K - $97K
|
9.96K
$504K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.03K- 18.38% |
$100K - $104K
|
9.01K
$456K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.04K- 2.7% |
$101K - $104K
|
73.4K
$3.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.08K- 6.37% |
$103K - $106K
|
30.5K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-2.1K- 9.77% |
$104K - $107K
|
19.4K
$982K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.15K- 4.43% |
$106K - $110K
|
46.3K
$2.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.18K- 3.23% |
$108K - $111K
|
65.2K
$3.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.2K- 1.83% |
$109K - $112K
|
118K
$5.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-2.22K- 8.21% |
$110K - $113K
|
24.8K
$1.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.24K- 4.49% |
$111K - $114K
|
47.6K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.25K- 24.5% |
$111K - $115K
|
6.94K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.26K- 6.61% |
$112K - $115K
|
31.9K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-2.28K- 10.44% |
$113K - $117K
|
19.6K
$991K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.3K- 19.21% |
$114K - $117K
|
9.65K
$488K
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.41K- 3.23% |
$119K - $123K
|
72.1K
$3.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.5K- 6.4% |
$124K - $128K
|
36.6K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.58K- 2.22% |
$128K - $132K
|
114K
$5.75M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 1.74% |
$129K - $133K
|
147K
$7.42M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.61K- 8.23% |
$129K - $133K
|
29.1K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.61K- 1.11% |
$129K - $133K
|
232K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-2.64K- 18.8% |
$131K - $135K
|
11.4K
$577K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.66K- 2.7% |
$132K - $136K
|
95.9K
$4.85M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.68K- 5.66% |
$133K - $137K
|
44.6K
$2.26M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.68K- 5.66% |
$133K - $137K
|
44.6K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.69K- 3.6% |
$133K - $138K
|
72K
$3.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.74K- 5.3% |
$136K - $140K
|
49K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.77K- 16.37% |
$137K - $141K
|
14.1K
$715K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.93K- 10.9% |
$145K - $150K
|
24K
$1.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.95K- 5.45% |
$146K - $151K
|
51.1K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.01K- 2.84% |
$149K - $153K
|
103K
$5.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.04K- 3.12% |
$150K - $155K
|
94.2K
$4.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.15K- 5.76% |
$156K - $161K
|
51.5K
$2.6M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.26K- 36.86% |
$161K - $166K
|
5.58K
$282K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-3.27K- 7.14% |
$162K - $167K
|
42.5K
$2.15M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.35K- 22.88% |
$166K - $171K
|
11.3K
$571K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.42K- 35.75% |
$169K - $175K
|
6.15K
$311K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-3.47K- 8.36% |
$172K - $177K
|
38K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-3.48K- 1.16% |
$172K - $177K
|
295K
$14.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.69K- 8.82% |
$183K - $189K
|
38.2K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.87K- 13.44% |
$192K - $198K
|
24.9K
$1.26M
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-3.96K- 41.07% |
$196K - $202K
|
5.68K
$287K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.97K- 20.01% |
$196K - $203K
|
15.9K
$802K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4K- 3.36% |
$198K - $204K
|
115K
$5.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-4.08K- 4.61% |
$202K - $208K
|
84.3K
$4.26M
|