Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-8K- 34.71% |
$385K - $409K
|
15K
$761K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.06K- 22.93% |
$388K - $412K
|
27.1K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-8.19K- 12.04% |
$394K - $419K
|
59.8K
$3.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.21K- 97.12% |
$395K - $420K
|
243
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.53K- 66.94% |
$410K - $436K
|
4.21K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-8.53K- 98.13% |
$411K - $436K
|
163
$8.25K
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9.14K- 24.76% |
$440K - $468K
|
27.8K
$1.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-9.48K- 34.89% |
$456K - $485K
|
17.7K
$895K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-9.63K- 58.84% |
$463K - $492K
|
6.74K
$341K
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-9.72K- 30.51% |
$467K - $497K
|
22.1K
$1.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-9.88K- 8.3% |
$475K - $505K
|
109K
$5.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10.3K- 2.73% |
$496K - $527K
|
367K
$18.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-10.4K- 21.51% |
$502K - $533K
|
38.1K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.4K- 36.26% |
$502K - $534K
|
18.4K
$929K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-10.6K- 56.61% |
$510K - $542K
|
8.12K
$411K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.7K- 7.57% |
$515K - $548K
|
131K
$6.62M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-11.3K- 2.24% |
$545K - $579K
|
494K
$25M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.7K- 3.45% |
$561K - $596K
|
326K
$16.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.8K- 29.24% |
$567K - $603K
|
28.5K
$1.44M
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 14.26% |
$570K - $606K
|
71.2K
$3.6M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-11.9K- 47.44% |
$570K - $606K
|
13.1K
$664K
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-12.1K- 49.06% |
$581K - $617K
|
12.5K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 49.07% |
$603K - $641K
|
13K
$658K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13.2K- 45.46% |
$634K - $674K
|
15.8K
$800K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-13.3K- 9.21% |
$640K - $681K
|
131K
$6.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-13.4K- 10.19% |
$645K - $686K
|
118K
$5.98M
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-13.9K- 35.2% |
$669K - $711K
|
25.6K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.9K- 13.42% |
$669K - $712K
|
89.8K
$4.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14.1K- 66.55% |
$680K - $723K
|
7.1K
$359K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15.3K- 21.02% |
$734K - $780K
|
57.3K
$2.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 46.43% |
$741K - $788K
|
17.8K
$899K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-16.4K- 37.97% |
$790K - $840K
|
26.8K
$1.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 71.35% |
$825K - $877K
|
6.89K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-17.2K- 34.89% |
$830K - $882K
|
32.2K
$1.63M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-17.3K- 5.79% |
$830K - $883K
|
281K
$14.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-17.5K- 14.71% |
$843K - $897K
|
102K
$5.14M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-18K- 44.34% |
$866K - $920K
|
22.6K
$1.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-18.2KClosed |
$874K - $930K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.5K- 21.86% |
$888K - $944K
|
66K
$3.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-18.5K- 7.36% |
$889K - $945K
|
233K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.8K- 78.03% |
$906K - $964K
|
5.31K
$268K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-19K- 3.6% |
$915K - $973K
|
510K
$25.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-19.3K- 23.96% |
$930K - $988K
|
61.3K
$3.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-19.6K- 39.03% |
$943K - $1M
|
30.6K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-19.7K- 33.6% |
$946K - $1.01M
|
38.9K
$1.97M
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-20.3KClosed |
$974K - $1.04M
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-20.3K- 7.33% |
$975K - $1.04M
|
256K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20.3K- 18.74% |
$977K - $1.04M
|
88.1K
$4.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21K- 7.19% |
$1.01M - $1.07M
|
271K
$13.7M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21K- 7.19% |
$1.01M - $1.07M
|
271K
$13.7M
|