Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
11.3M
+ 19.01%
$545M - $573M
71M $3.59B
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
7.69M
New
$369M - $388M
7.69M $389M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
4.25M
+ 16.23%
$204M - $215M
30.4M $1.54B
Oct 06, 2023 Q3 2023
Members Trust CO

BUY
 -
1.94M
New
$93M - $97.8M
1.94M $97.9M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
1.74M
+ 8.82%
$83.7M - $88M
21.5M $1.09B
Nov 14, 2023 Q3 2023
Sei Investments CO

Oaks, PA
BUY
 -
1.58M
+ 20.74%
$76.1M - $80M
9.23M $467M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.03M
+ 121.85%
$49.5M - $52M
1.87M $94.8M
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
984K
+ 9.78%
$47.3M - $49.7M
11M $559M
Nov 14, 2023 Q3 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
748K
+ 75.87%
$35.9M - $37.8M
1.73M $87.7M
Oct 30, 2023 Q3 2023
Blue Chip Partners, Inc.

BUY
 -
711K
+ 17751.77%
$34.2M - $35.9M
715K $36.2M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
554K
+ 7.73%
$26.6M - $28M
7.72M $390M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
514K
+ 109.96%
$24.7M - $25.9M
981K $49.6M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
470K
+ 2085.04%
$22.6M - $23.7M
493K $24.9M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
463K
+ 12.21%
$22.2M - $23.4M
4.26M $215M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
441K
+ 2.67%
$21.2M - $22.3M
17M $858M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
426K
+ 3.77%
$20.5M - $21.5M
11.7M $593M
Oct 13, 2023 Q3 2023
Global Strategic Investment Solutions, LLC

BUY
 -
415K
New
$19.9M - $21M
415K $21M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
400K
+ 854.68%
$19.2M - $20.2M
447K $22.6M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
389K
+ 405.87%
$18.7M - $19.7M
485K $24.5M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
372K
+ 5261.97%
$17.9M - $18.8M
379K $19.2M
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

BUY
 -
367K
+ 3379.83%
$17.6M - $18.5M
377K $19.1M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
340K
+ 148.82%
$16.3M - $17.1M
568K $28.7M
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
320K
+ 8.1%
$15.3M - $16.1M
4.27M $216M
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
305K
+ 30.38%
$14.6M - $15.4M
1.31M $66.2M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
298K
+ 13.67%
$14.3M - $15.1M
2.48M $125M
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
296K
+ 8.43%
$14.2M - $15M
3.81M $193M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
265K
+ 3.69%
$12.7M - $13.4M
7.45M $377M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
258K
+ 11.17%
$12.4M - $13M
2.57M $130M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
254K
New
$12.2M - $12.8M
254K $12.8M
Nov 08, 2023 Q3 2023
Thompson Siegel & Walmsley LLC

BUY
 -
249K
+ 48.11%
$11.9M - $12.6M
766K $38.7M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
245K
+ 8.2%
$11.8M - $12.4M
3.24M $164M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
236K
+ 11.59%
$11.4M - $11.9M
2.28M $115M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
233K
+ 44.69%
$11.2M - $11.8M
756K $38.2M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
225K
+ 26.69%
$10.8M - $11.4M
1.07M $54M
Nov 02, 2023 Q3 2023
Nisa Investment Advisors, LLC

BUY
 -
212K
+ 47.06%
$10.2M - $10.7M
663K $33.5M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
210K
+ 21.84%
$10.1M - $10.6M
1.17M $59.3M
Nov 03, 2023 Q3 2023
Lutz Financial Services LLC

BUY
 -
196K
+ 18.3%
$9.4M - $9.88M
1.26M $64M
Nov 13, 2023 Q3 2023
Robinson Capital Management, LLC

BUY
 -
173K
New
$8.31M - $8.74M
173K $8.75M
Oct 12, 2023 Q3 2023
Single Point Partners, LLC

BUY
 -
167K
New
$8.02M - $8.43M
167K $8.45M
Oct 23, 2023 Q3 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
164K
+ 160.56%
$7.88M - $8.28M
266K $13.5M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
161K
+ 8.41%
$7.74M - $8.14M
2.08M $105M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
151K
New
$7.27M - $7.64M
151K $7.66M
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
151K
+ 5.98%
$7.24M - $7.61M
2.67M $135M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
142K
+ 66.46%
$6.84M - $7.19M
356K $18M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
136K
+ 5.51%
$6.52M - $6.86M
2.6M $131M
Nov 08, 2023 Q3 2023
First Ascent Asset Management, LLC

BUY
 -
132K
+ 10.22%
$6.34M - $6.67M
1.42M $72M
Nov 01, 2023 Q3 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
123K
New
$5.91M - $6.21M
123K $6.22M
Oct 24, 2023 Q3 2023
Catalyst Private Wealth, LLC

BUY
 -
117K
+ 1475.33%
$5.63M - $5.92M
125K $6.33M
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
106K
+ 117.93%
$5.09M - $5.35M
196K $9.9M

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