Purchases and Sales Made in Q2 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 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 18, 2023 Q2 2023
Hanson & Doremus Investment Management

BUY
 -
6.35K
+ 11.64%
$314K - $324K
60.9K $3.08M
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
6.31K
+ 3.85%
$312K - $322K
170K $8.6M
Jul 11, 2023 Q2 2023
Divergent Planning, LLC

BUY
 -
6.2K
+ 5.56%
$307K - $316K
118K $5.95M
Jul 07, 2023 Q2 2023
Anderson Hoagland & CO

BUY
 -
6.19K
+ 10.2%
$306K - $316K
66.8K $3.38M
Jul 17, 2023 Q2 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
6.18K
+ 15.82%
$306K - $315K
45.2K $2.29M
Aug 14, 2023 Q2 2023
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
6.15K
+ 11.32%
$305K - $314K
60.5K $3.06M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
6.1K
New
$302K - $311K
6.1K $308K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
6.07K
+ 116.88%
$300K - $310K
11.3K $569K
Aug 03, 2023 Q2 2023
Penobscot Wealth Management

BUY
 -
6.06K
New
$300K - $309K
6.06K $306K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
6.02K
+ 17.84%
$298K - $308K
39.8K $2.01M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
5.83K
+ 7.6%
$289K - $298K
82.6K $4.18M
Jul 18, 2023 Q2 2023
Eagle Ridge Investment Management

BUY
 -
5.83K
+ 2.59%
$288K - $297K
231K $11.7M
Jul 24, 2023 Q2 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
5.78K
+ 2.82%
$286K - $295K
211K $10.7M
Aug 04, 2023 Q2 2023
Smith, Salley & Associates

BUY
 -
5.7K
New
$282K - $291K
5.7K $288K
Aug 02, 2023 Q2 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
5.7K
+ 21.91%
$282K - $291K
31.7K $1.6M
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
5.67K
+ 72.39%
$280K - $289K
13.5K $682K
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
5.55K
+ 1.86%
$275K - $283K
304K $15.4M
Aug 07, 2023 Q2 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
5.52K
+ 65.61%
$273K - $282K
13.9K $705K
Jul 17, 2023 Q2 2023
Bremer Bank National Association

BUY
 -
5.41K
New
$268K - $276K
5.41K $274K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
5.33K
New
$264K - $272K
5.33K $270K
Jul 14, 2023 Q2 2023
Steph & CO

BUY
 -
5.24K
+ 10.08%
$259K - $268K
57.2K $2.89M
Jul 13, 2023 Q2 2023
Financial Strategies Group, Inc.

BUY
 -
5.15K
+ 21.8%
$255K - $263K
28.7K $1.45M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
5.15K
+ 15.43%
$255K - $263K
38.5K $1.95M
May 28, 2024 Q2 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
5.13K
+ 20.55%
$254K - $262K
30.1K $1.52M
Aug 03, 2023 Q2 2023
Private Capital Management LLC

BUY
 -
5.1K
New
$252K - $260K
5.1K $258K
Jul 21, 2023 Q2 2023
Johnson Bixby & Associates, LLC

BUY
 -
5.1K
+ 23.76%
$252K - $260K
26.6K $1.34M
Jul 17, 2023 Q2 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
5.07K
+ 87.1%
$251K - $259K
10.9K $551K
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
5.02K
New
$249K - $256K
5.02K $254K
Aug 08, 2023 Q2 2023
Mc Naughton Wealth Management, LLC

BUY
 -
4.98K
+ 10.64%
$246K - $254K
51.7K $2.62M
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
4.91K
New
$243K - $251K
4.91K $248K
Aug 14, 2023 Q2 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
4.91K
+ 60.57%
$243K - $251K
13K $658K
Aug 07, 2023 Q2 2023
Ami Investment Management Inc

Kendallville, IN
BUY
 -
4.88K
+ 3.77%
$241K - $249K
134K $6.78M
Jul 17, 2023 Q2 2023
Willis Johnson & Associates, Inc.

BUY
 -
4.87K
+ 21.63%
$241K - $249K
27.4K $1.39M
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
4.86K
+ 212.69%
$241K - $248K
7.15K $362K
Jul 18, 2023 Q2 2023
Columbia Trust CO 01012016

BUY
 -
4.82K
+ 23.57%
$238K - $246K
25.2K $1.28M
Jul 13, 2023 Q2 2023
Sunflower Bank, N.A.

Denver, CO
BUY
 -
4.8K
+ 0.85%
$237K - $245K
567K $28.7M
Jul 18, 2023 Q2 2023
Capital Advisors Inc

BUY
 -
4.76K
New
$235K - $243K
4.76K $241K
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

BUY
 -
4.73K
+ 10.34%
$234K - $241K
50.4K $2.55M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
4.7K
New
$232K - $240K
4.7K $237K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
4.66K
+ 21.15%
$231K - $238K
26.7K $1.35M
Jul 12, 2023 Q2 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
4.56K
New
$226K - $233K
4.56K $231K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
4.5K
+ 14.88%
$223K - $230K
34.8K $1.76M
Jul 20, 2023 Q2 2023
Newton One Investments LLC

BUY
 -
4.49K
+ 2.03%
$222K - $229K
226K $11.4M
Aug 14, 2023 Q2 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
4.48K
+ 9.64%
$222K - $229K
51K $2.58M
Aug 03, 2023 Q2 2023
Icon Wealth Partners, LLC

BUY
 -
4.46K
+ 55.19%
$221K - $228K
12.6K $635K
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
4.43K
+ 15.01%
$219K - $226K
33.9K $1.72M
Aug 01, 2023 Q2 2023
Wiser Wealth Management, Inc

BUY
 -
4.42K
New
$219K - $226K
4.42K $224K
Jul 18, 2023 Q2 2023
Compass Advisory Group LLC

BUY
 -
4.38K
+ 6.93%
$217K - $224K
67.6K $3.42M
Aug 30, 2023 Q2 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
4.3K
New
$213K - $220K
4.3K $217K

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