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 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.26KNew |
$211K - $218K
|
4.26K
$215K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
4.25KNew |
$210K - $217K
|
4.25K
$215K
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.15K+ 4.69% |
$206K - $212K
|
92.8K
$4.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.13K+ 1.74% |
$205K - $211K
|
242K
$12.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.11KNew |
$203K - $210K
|
4.11K
$208K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.08K+ 19.51% |
$202K - $208K
|
25K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
4.07K+ 4.83% |
$201K - $208K
|
88.3K
$4.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.01KNew |
$198K - $205K
|
4.01K
$203K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.94K+ 27.87% |
$195K - $201K
|
18.1K
$913K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
3.92K+ 31.85% |
$194K - $200K
|
16.2K
$821K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
3.86K+ 1.9% |
$191K - $197K
|
207K
$10.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.82K+ 3.05% |
$189K - $195K
|
129K
$6.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.81K+ 94.44% |
$188K - $194K
|
7.84K
$396K
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
3.76KNew |
$186K - $192K
|
3.76K
$190K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.71K+ 28.02% |
$183K - $189K
|
16.9K
$857K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.69K+ 0.74% |
$183K - $188K
|
504K
$25.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
3.67K+ 13.04% |
$182K - $187K
|
31.8K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.63K+ 23.15% |
$180K - $185K
|
19.3K
$977K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.59K+ 4.01% |
$178K - $183K
|
93.1K
$4.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.56K+ 74.04% |
$176K - $182K
|
8.37K
$423K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.55K+ 18.94% |
$176K - $181K
|
22.3K
$1.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
3.39K+ 3.83% |
$168K - $173K
|
91.9K
$4.65M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.38KNew |
$168K - $173K
|
3.38K
$171K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.2K+ 16.16% |
$159K - $164K
|
23K
$1.16M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.19K+ 37.21% |
$158K - $163K
|
11.8K
$595K
|
|
|
Nov 13, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
3.1K+ 44.62% |
$153K - $158K
|
10K
$508K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.09K+ 1.98% |
$153K - $158K
|
159K
$8.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.08K+ 27.67% |
$152K - $157K
|
14.2K
$718K
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.04K+ 1.55% |
$151K - $155K
|
199K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.03K+ 2.88% |
$150K - $155K
|
108K
$5.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
3.03K+ 6.17% |
$150K - $155K
|
52.1K
$2.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.79K+ 3.52% |
$138K - $143K
|
82.2K
$4.16M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.67KNew |
$132K - $136K
|
2.67K
$135K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.65K+ 1.18% |
$131K - $135K
|
227K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.6K+ 29.02% |
$129K - $133K
|
11.5K
$584K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.59K+ 57.77% |
$128K - $132K
|
7.06K
$357K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.56K+ 887.85% |
$127K - $131K
|
2.85K
$144K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.56K+ 9.7% |
$127K - $131K
|
28.9K
$1.46M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.53K+ 16.11% |
$125K - $129K
|
18.2K
$921K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
2.45K+ 2.99% |
$121K - $125K
|
84.4K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.44K+ 11.66% |
$121K - $125K
|
23.4K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.35K+ 2.96% |
$116K - $120K
|
81.5K
$4.12M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.31K+ 5.08% |
$114K - $118K
|
47.8K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.31K+ 7.29% |
$114K - $118K
|
34K
$1.72M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.3K+ 5.99% |
$114K - $117K
|
40.7K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.27K+ 5.87% |
$112K - $116K
|
40.9K
$2.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.24K+ 27.22% |
$111K - $114K
|
10.5K
$529K
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 3.89% |
$111K - $114K
|
59.7K
$3.02M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 7.18% |
$109K - $112K
|
32.7K
$1.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.15K+ 13.91% |
$106K - $110K
|
17.6K
$888K
|