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 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.34K- 3.62% |
$215K - $222K
|
116K
$5.85M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-4.43K- 6.98% |
$219K - $226K
|
59K
$2.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.44K- 18.07% |
$220K - $227K
|
20.1K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.52K- 72.61% |
$224K - $231K
|
1.71K
$86.2K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.55K- 18.02% |
$225K - $232K
|
20.7K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-4.64K- 7.07% |
$230K - $237K
|
61K
$3.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.64K- 13.03% |
$230K - $237K
|
31K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-4.69K- 21.65% |
$232K - $240K
|
17K
$859K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.71K- 99.28% |
$233K - $241K
|
34
$1.72K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.85K- 16.27% |
$240K - $248K
|
25K
$1.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4.86K- 1.88% |
$241K - $248K
|
254K
$12.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.87K- 5.39% |
$241K - $249K
|
85.4K
$4.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.89K- 3.49% |
$242K - $250K
|
135K
$6.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-5.08K- 4.7% |
$251K - $259K
|
103K
$5.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-5.32K- 1.31% |
$264K - $272K
|
401K
$20.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.56K- 0.88% |
$275K - $284K
|
628K
$31.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.67K- 20.08% |
$281K - $290K
|
22.6K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.74K- 0.55% |
$284K - $293K
|
1.03M
$52.1M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5.77K- 55.48% |
$286K - $295K
|
4.63K
$234K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.11K- 15.74% |
$302K - $312K
|
32.7K
$1.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-6.16K- 35.87% |
$305K - $315K
|
11K
$557K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-6.33K- 17.13% |
$313K - $323K
|
30.6K
$1.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.43K- 25.42% |
$318K - $328K
|
18.9K
$955K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-6.82K- 6.11% |
$338K - $348K
|
105K
$5.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-7K- 60.45% |
$347K - $358K
|
4.58K
$232K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.07K- 77.26% |
$350K - $361K
|
2.08K
$105K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.17K- 20.41% |
$355K - $366K
|
28K
$1.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-7.18K- 1.83% |
$355K - $366K
|
385K
$19.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.25K- 17.57% |
$359K - $370K
|
34K
$1.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-7.38K- 3.77% |
$366K - $377K
|
188K
$9.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7.55K- 29.77% |
$374K - $385K
|
17.8K
$901K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7.75K- 12.83% |
$384K - $396K
|
52.6K
$2.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-7.87K- 19.0% |
$390K - $402K
|
33.5K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-7.88K- 5.99% |
$390K - $403K
|
124K
$6.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-8.51K- 29.54% |
$421K - $435K
|
20.3K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-8.61K- 21.48% |
$426K - $440K
|
31.5K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.64K- 12.13% |
$428K - $441K
|
62.6K
$3.16M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.64K- 35.82% |
$428K - $441K
|
15.5K
$783K
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-8.64K- 22.47% |
$428K - $441K
|
29.8K
$1.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-9.43K- 34.48% |
$467K - $481K
|
17.9K
$906K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.56K- 13.66% |
$473K - $488K
|
60.4K
$3.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-9.98K- 19.43% |
$494K - $510K
|
41.4K
$2.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-10.2K- 7.23% |
$505K - $521K
|
131K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.4K- 53.43% |
$513K - $529K
|
9.03K
$457K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-10.6K- 60.62% |
$524K - $540K
|
6.87K
$347K
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-10.6K- 7.07% |
$525K - $542K
|
139K
$7.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
SELL
|
- |
-10.7K- 4.18% |
$531K - $548K
|
246K
$12.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.8K- 15.07% |
$533K - $550K
|
60.7K
$3.07M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-10.8K- 16.32% |
$534K - $550K
|
55.2K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-10.8K- 16.32% |
$534K - $550K
|
55.2K
$2.79M
|