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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
BUY
|
- |
5+ 0.01% |
$240 - $253
|
47.8K
$2.42M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.72% |
$144 - $152
|
420
$21.2K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.63% |
$144 - $152
|
477
$24.1K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.9% |
$48 - $50.5
|
112
$5.66K
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 5.26% |
$48 - $50.5
|
20
$1.01K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$48 - $50.5
|
18K
$909K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 2.94% |
$48 - $50.5
|
35
$1.77K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- -0.0% |
$48 - $50.5
|
62.6K
$3.16M
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-15- 0.11% |
$720 - $758
|
13.1K
$661K
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-24- 0.03% |
$1.15K - $1.21K
|
89.3K
$4.51M
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-34- 0.08% |
$1.63K - $1.72K
|
44.4K
$2.24M
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-42- 0.73% |
$2.02K - $2.12K
|
5.71K
$289K
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-50- 0.97% |
$2.4K - $2.53K
|
5.12K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-57- 79.17% |
$2.74K - $2.88K
|
15
$759
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-78- 9.48% |
$3.75K - $3.94K
|
745
$37.7K
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-92- 1.11% |
$4.42K - $4.65K
|
8.19K
$414K
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-96- 0.43% |
$4.61K - $4.85K
|
22.2K
$1.12M
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-100- 2.33% |
$4.8K - $5.05K
|
4.2K
$212K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-100- 0.16% |
$4.8K - $5.05K
|
60.9K
$3.08M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-128- 0.79% |
$6.15K - $6.46K
|
16.1K
$817K
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-139- 0.36% |
$6.68K - $7.02K
|
38.7K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-140- 1.89% |
$6.72K - $7.07K
|
7.25K
$367K
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-142- 0.64% |
$6.82K - $7.17K
|
21.9K
$1.11M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-147- 1.9% |
$7.06K - $7.42K
|
7.57K
$383K
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-150- 3.26% |
$7.2K - $7.58K
|
4.45K
$225K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-154- 1.13% |
$7.4K - $7.78K
|
13.5K
$684K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-156- 2.34% |
$7.49K - $7.88K
|
6.5K
$329K
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-160- 1.33% |
$7.68K - $8.08K
|
11.8K
$599K
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-175- 1.19% |
$8.41K - $8.84K
|
14.5K
$733K
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-200- 1.77% |
$9.61K - $10.1K
|
11.1K
$561K
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-204- 1.76% |
$9.8K - $10.3K
|
11.4K
$574K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-207- 1.98% |
$9.94K - $10.5K
|
10.3K
$519K
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-212- 0.36% |
$10.2K - $10.7K
|
58.8K
$2.97M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-223- 0.83% |
$10.7K - $11.3K
|
26.8K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-224- 2.93% |
$10.8K - $11.3K
|
7.42K
$375K
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-229- 0.73% |
$11K - $11.6K
|
31.2K
$1.58M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-231- 1.46% |
$11.1K - $11.7K
|
15.6K
$790K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-236- 1.22% |
$11.3K - $11.9K
|
19.1K
$965K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-243- 1.83% |
$11.7K - $12.3K
|
13.1K
$661K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-277- 1.1% |
$13.3K - $14K
|
25K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-301- 3.84% |
$14.5K - $15.2K
|
7.54K
$381K
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-326- 1.36% |
$15.7K - $16.5K
|
23.7K
$1.2M
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-352- 3.48% |
$16.9K - $17.8K
|
9.77K
$494K
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-369- 1.88% |
$17.7K - $18.6K
|
19.2K
$972K
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-398- 0.41% |
$19.1K - $20.1K
|
95.7K
$4.84M
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-410- 39.05% |
$19.7K - $20.7K
|
640
$32.4K
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-411- 4.75% |
$19.7K - $20.8K
|
8.25K
$417K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-413- 1.99% |
$19.8K - $20.9K
|
20.4K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-415- 1.44% |
$19.9K - $21K
|
28.5K
$1.44M
|