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 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
26.9K+ 60.05% |
$1.33M - $1.37M
|
71.6K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26.7K+ 8.87% |
$1.32M - $1.36M
|
328K
$16.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.1K+ 8.47% |
$1.24M - $1.28M
|
321K
$16.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
24.9K+ 366.66% |
$1.23M - $1.27M
|
31.7K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.9KNew |
$1.23M - $1.27M
|
24.9K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.7K+ 5.49% |
$1.22M - $1.26M
|
474K
$24M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
24.2K+ 118.78% |
$1.2M - $1.23M
|
44.5K
$2.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
24.1K+ 41.08% |
$1.19M - $1.23M
|
82.9K
$4.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
24K+ 21.93% |
$1.19M - $1.23M
|
134K
$6.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.9K+ 15.84% |
$1.18M - $1.22M
|
175K
$8.83M
|
|
|
Aug 16, 2023
Q2 2023
|
Tenret CO LLC
|
BUY
|
- |
23.7K+ 16.56% |
$1.17M - $1.21M
|
167K
$8.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
23.5K+ 63.34% |
$1.16M - $1.2M
|
60.6K
$3.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.8K+ 9.39% |
$1.08M - $1.11M
|
254K
$12.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
21.7KNew |
$1.07M - $1.11M
|
21.7K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
21.6KNew |
$1.07M - $1.1M
|
21.6K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21.6K+ 64.48% |
$1.07M - $1.1M
|
55.1K
$2.79M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
21K+ 299.83% |
$1.04M - $1.07M
|
28K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20.1K+ 11.44% |
$993K - $1.02M
|
195K
$9.88M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
20K+ 8.86% |
$988K - $1.02M
|
245K
$12.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
19.9K+ 132.46% |
$986K - $1.02M
|
35K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
19.7K+ 11.22% |
$976K - $1.01M
|
195K
$9.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
19.6KNew |
$970K - $1M
|
19.6K
$991K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19.1K+ 97.09% |
$943K - $973K
|
38.7K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18.8K+ 18.29% |
$930K - $959K
|
122K
$6.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
18.4K+ 67.19% |
$911K - $940K
|
45.8K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18.1K+ 2455.9% |
$896K - $924K
|
18.8K
$953K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
17.7KNew |
$874K - $902K
|
17.7K
$893K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
17.5K+ 5.04% |
$867K - $894K
|
365K
$18.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
17.5K+ 1.67% |
$864K - $891K
|
1.06M
$53.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.9K+ 55.11% |
$835K - $861K
|
47.5K
$2.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.9K+ 93.24% |
$835K - $861K
|
35K
$1.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
16.8KNew |
$830K - $856K
|
16.8K
$848K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.7K+ 22.46% |
$829K - $855K
|
91.3K
$4.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
16.7K+ 5.57% |
$829K - $855K
|
317K
$16M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
16.6K+ 51.03% |
$821K - $847K
|
49.1K
$2.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
16.5KNew |
$818K - $844K
|
16.5K
$836K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16.4K+ 45.3% |
$812K - $838K
|
52.6K
$2.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.4K+ 11.4% |
$812K - $838K
|
160K
$8.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
16.2K+ 50.71% |
$803K - $828K
|
48.2K
$2.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.2K+ 21.87% |
$801K - $826K
|
90.2K
$4.56M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
15.2K+ 22.57% |
$754K - $778K
|
82.8K
$4.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
15.2KNew |
$753K - $777K
|
15.2K
$769K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
14.7KNew |
$725K - $748K
|
14.7K
$741K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.4K+ 5.09% |
$713K - $735K
|
297K
$15M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
14.2K+ 85.1% |
$701K - $723K
|
30.8K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
13.9K+ 15.29% |
$690K - $711K
|
105K
$5.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
13.9KNew |
$689K - $711K
|
13.9K
$704K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8K+ 17.07% |
$681K - $703K
|
94.4K
$4.77M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.4KNew |
$661K - $682K
|
13.4K
$676K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.3K+ 6.19% |
$659K - $679K
|
228K
$11.5M
|