Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
182+ 0.13% |
$8.74K - $9.19K
|
140K
$7.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
179+ 0.38% |
$8.6K - $9.04K
|
47.7K
$2.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
164+ 1.21% |
$7.88K - $8.28K
|
13.8K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
161+ 2.46% |
$7.73K - $8.13K
|
6.71K
$339K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
157+ 1.21% |
$7.54K - $7.93K
|
13.1K
$664K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
154+ 1.96% |
$7.4K - $7.78K
|
8K
$404K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
145+ 0.67% |
$6.96K - $7.32K
|
21.8K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
144+ 0.83% |
$6.92K - $7.27K
|
17.5K
$883K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
143+ 0.04% |
$6.87K - $7.22K
|
324K
$16.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
133+ 35.47% |
$6.39K - $6.72K
|
508
$25.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
131+ 1.56% |
$6.29K - $6.62K
|
8.54K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
117+ 1.03% |
$5.62K - $5.91K
|
11.5K
$581K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
112+ 0.64% |
$5.38K - $5.66K
|
17.7K
$896K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
105+ 2.55% |
$5.04K - $5.3K
|
4.22K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
103New |
$4.95K - $5.2K
|
103
$5.21K
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
94+ 0.72% |
$4.51K - $4.75K
|
13.1K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
90+ 0.5% |
$4.32K - $4.55K
|
18.1K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
89New |
$4.27K - $4.49K
|
89
$4.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
89+ 2.05% |
$4.27K - $4.49K
|
4.44K
$225K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
83+ 0.1% |
$3.99K - $4.19K
|
84.2K
$4.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
77+ 0.38% |
$3.7K - $3.89K
|
20.3K
$1.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
77+ 1.23% |
$3.7K - $3.89K
|
6.32K
$319K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
75+ 0.3% |
$3.6K - $3.79K
|
24.8K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
69New |
$3.31K - $3.48K
|
69
$3.49K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
66+ 0.71% |
$3.17K - $3.33K
|
9.31K
$471K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
64+ 0.64% |
$3.07K - $3.23K
|
10.1K
$509K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
60+ 1.03% |
$2.88K - $3.03K
|
5.89K
$298K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
59+ 1.52% |
$2.83K - $2.98K
|
3.94K
$199K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
53+ 0.73% |
$2.55K - $2.68K
|
7.36K
$372K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
50+ 0.72% |
$2.4K - $2.53K
|
6.97K
$352K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
50+ 0.18% |
$2.4K - $2.53K
|
28.3K
$1.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
48+ 0.12% |
$2.31K - $2.42K
|
40.4K
$2.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
44+ 0.3% |
$2.11K - $2.22K
|
14.9K
$751K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
37+ 0.7% |
$1.78K - $1.87K
|
5.33K
$269K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
35+ 0.71% |
$1.68K - $1.77K
|
4.94K
$250K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
34New |
$1.63K - $1.72K
|
34
$1.72K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
34New |
$1.63K - $1.72K
|
34
$1.72K
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
32+ 0.2% |
$1.54K - $1.62K
|
15.7K
$793K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
32+ 0.72% |
$1.54K - $1.62K
|
4.45K
$225K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
32+ 0.1% |
$1.54K - $1.62K
|
31.7K
$1.6M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
31+ 0.17% |
$1.49K - $1.57K
|
18.2K
$923K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
31+ 0.25% |
$1.49K - $1.57K
|
12.4K
$628K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
30+ 0.6% |
$1.44K - $1.52K
|
4.99K
$252K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
23+ 0.37% |
$1.1K - $1.16K
|
6.26K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
20+ 0.12% |
$961 - $1.01K
|
16.6K
$839K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
13+ 0.16% |
$624 - $657
|
8.37K
$423K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$528 - $556
|
4.73K
$239K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$480 - $505
|
10
$506
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
8+ 0.16% |
$384 - $404
|
4.9K
$248K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 1.26% |
$288 - $303
|
483
$24.4K
|