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 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
116K+ 6.8% |
$5.57M - $5.92M
|
1.82M
$92M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
116K+ 876.72% |
$5.56M - $5.91M
|
129K
$6.51M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
111K+ 107.09% |
$5.36M - $5.69M
|
215K
$10.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
111K+ 8.07% |
$5.36M - $5.69M
|
1.49M
$75.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
110K+ 52.97% |
$5.29M - $5.63M
|
318K
$16.1M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
104K+ 32.52% |
$5M - $5.31M
|
423K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
104K+ 32.02% |
$4.98M - $5.29M
|
427K
$21.6M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
92.2K+ 33.13% |
$4.44M - $4.72M
|
371K
$18.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
89.6K+ 615.32% |
$4.31M - $4.58M
|
104K
$5.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
88.1K+ 9.97% |
$4.24M - $4.51M
|
972K
$49.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
BUY
|
- |
87.3K+ 345.61% |
$4.2M - $4.46M
|
113K
$5.69M
|
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
75.8K+ 5.98% |
$3.65M - $3.88M
|
1.34M
$68M
|
|
|
Feb 14, 2023
Q3 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
75.1K+ 166.25% |
$3.61M - $3.84M
|
120K
$6.09M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
73.8K+ 15.9% |
$3.55M - $3.78M
|
538K
$27.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
73.6K+ 7.34% |
$3.54M - $3.76M
|
1.08M
$54.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
67.8K+ 387.84% |
$3.26M - $3.47M
|
85.2K
$4.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
66.6K+ 468.92% |
$3.2M - $3.4M
|
80.8K
$4.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
65.4KNew |
$3.15M - $3.35M
|
65.4K
$3.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
65.3KNew |
$3.14M - $3.34M
|
65.3K
$3.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
65KNew |
$3.13M - $3.32M
|
65K
$3.29M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
62.6KNew |
$3.01M - $3.2M
|
62.6K
$3.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
61.7K+ 52.39% |
$2.97M - $3.16M
|
179K
$9.08M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
61.1K+ 33.05% |
$2.94M - $3.13M
|
246K
$12.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
60.9K+ 14.84% |
$2.93M - $3.12M
|
472K
$23.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
60.2K+ 18.08% |
$2.89M - $3.08M
|
393K
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
59.1KNew |
$2.84M - $3.02M
|
59.1K
$2.99M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
55.9K+ 30.06% |
$2.69M - $2.86M
|
242K
$12.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
55.9K+ 120.62% |
$2.69M - $2.86M
|
102K
$5.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
55.2K+ 24.23% |
$2.66M - $2.82M
|
283K
$14.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
53.5K+ 27.53% |
$2.57M - $2.73M
|
248K
$12.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
53K+ 2.41% |
$2.55M - $2.71M
|
2.26M
$114M
|
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
51.7KNew |
$2.49M - $2.65M
|
51.7K
$2.62M
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
50.8K+ 219.58% |
$2.44M - $2.6M
|
73.9K
$3.74M
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
49.1KNew |
$2.36M - $2.51M
|
49.1K
$2.48M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
48.9K+ 6.28% |
$2.35M - $2.5M
|
827K
$41.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
44.7K+ 51.62% |
$2.15M - $2.29M
|
131K
$6.65M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
44.7K+ 90.59% |
$2.15M - $2.29M
|
94K
$4.76M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43.6K+ 356.62% |
$2.1M - $2.23M
|
55.8K
$2.82M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
42.3KNew |
$2.04M - $2.16M
|
42.3K
$2.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
41.3K+ 62.82% |
$1.99M - $2.11M
|
107K
$5.41M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
40.6K+ 44.67% |
$1.95M - $2.08M
|
132K
$6.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
40.5KNew |
$1.95M - $2.07M
|
40.5K
$2.05M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
39.8KNew |
$1.91M - $2.03M
|
39.8K
$2.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.6K+ 5.06% |
$1.91M - $2.03M
|
823K
$41.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
39.5K+ 56.52% |
$1.9M - $2.02M
|
109K
$5.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
38.9K+ 19.08% |
$1.87M - $1.99M
|
242K
$12.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
38.4KNew |
$1.85M - $1.96M
|
38.4K
$1.94M
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
38K+ 36.61% |
$1.83M - $1.94M
|
142K
$7.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
37.8KNew |
$1.82M - $1.94M
|
37.8K
$1.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
37K+ 33.7% |
$1.78M - $1.89M
|
147K
$7.42M
|