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 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-21K- 28.57% |
$1.01M - $1.08M
|
52.6K
$2.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-21.4K- 30.85% |
$1.03M - $1.09M
|
48K
$2.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.7K- 13.41% |
$1.09M - $1.16M
|
147K
$7.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-23.6K- 48.77% |
$1.13M - $1.2M
|
24.7K
$1.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-25.1K- 18.48% |
$1.21M - $1.28M
|
111K
$5.61M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-25.6K- 60.84% |
$1.23M - $1.31M
|
16.5K
$834K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-26.9K- 3.81% |
$1.29M - $1.37M
|
678K
$34.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.9K- 43.26% |
$1.29M - $1.37M
|
35.2K
$1.78M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-27K- 36.28% |
$1.3M - $1.38M
|
47.4K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-27.5K- 82.51% |
$1.32M - $1.41M
|
5.83K
$295K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-28K- 34.93% |
$1.35M - $1.43M
|
52.2K
$2.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-29.1K- 46.37% |
$1.4M - $1.49M
|
33.7K
$1.7M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.1K- 11.6% |
$1.45M - $1.54M
|
229K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-30.6K- 2.97% |
$1.47M - $1.56M
|
1M
$50.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-31.2K- 4.88% |
$1.5M - $1.6M
|
608K
$30.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-31.2K- 13.31% |
$1.5M - $1.6M
|
203K
$10.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-32.2K- 44.0% |
$1.55M - $1.65M
|
41K
$2.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-32.4K- 21.73% |
$1.56M - $1.66M
|
117K
$5.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-33.6K- 9.52% |
$1.62M - $1.72M
|
319K
$16.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-34K- 13.9% |
$1.64M - $1.74M
|
211K
$10.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-34.2K- 33.75% |
$1.65M - $1.75M
|
67.1K
$3.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-35.5K- 46.15% |
$1.71M - $1.82M
|
41.4K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-36.4K- 57.17% |
$1.75M - $1.86M
|
27.3K
$1.38M
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-36.4K- 69.37% |
$1.75M - $1.86M
|
16.1K
$813K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-37.5K- 25.89% |
$1.8M - $1.92M
|
107K
$5.43M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-37.8K- 84.27% |
$1.82M - $1.93M
|
7.06K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-39.6K- 22.37% |
$1.9M - $2.02M
|
137K
$6.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-42.5K- 44.38% |
$2.04M - $2.17M
|
53.3K
$2.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-43.3K- 59.14% |
$2.08M - $2.21M
|
29.9K
$1.51M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-43.3K- 89.71% |
$2.08M - $2.21M
|
4.97K
$251K
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-44K- 16.57% |
$2.12M - $2.25M
|
221K
$11.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-46.1K- 26.44% |
$2.22M - $2.36M
|
128K
$6.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-47.6K- 61.6% |
$2.29M - $2.43M
|
29.7K
$1.5M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-48.5K- 50.51% |
$2.33M - $2.48M
|
47.5K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-50.2K- 9.51% |
$2.42M - $2.57M
|
478K
$24.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-59K- 76.2% |
$2.84M - $3.02M
|
18.4K
$932K
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-61.1K- 95.23% |
$2.94M - $3.12M
|
3.06K
$155K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-62.7K- 15.54% |
$3.02M - $3.2M
|
341K
$17.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-65.8K- 40.67% |
$3.17M - $3.37M
|
96.1K
$4.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-66.1K- 56.19% |
$3.18M - $3.38M
|
51.5K
$2.61M
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-66.2K- 76.59% |
$3.18M - $3.38M
|
20.2K
$1.02M
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
SELL
|
- |
-66.9K- 92.62% |
$3.22M - $3.42M
|
5.34K
$270K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-67.5K- 54.19% |
$3.25M - $3.45M
|
57.1K
$2.89M
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-73.4K- 25.7% |
$3.53M - $3.76M
|
212K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-83.5K- 13.44% |
$4.02M - $4.27M
|
538K
$27.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-85.6K- 36.9% |
$4.12M - $4.38M
|
146K
$7.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-90.4K- 41.49% |
$4.35M - $4.62M
|
127K
$6.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-91.8K- 49.84% |
$4.42M - $4.69M
|
92.4K
$4.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92.2K- 5.31% |
$4.44M - $4.72M
|
1.64M
$83.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-101K- 71.78% |
$4.87M - $5.18M
|
39.8K
$2.01M
|