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 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-433- 7.55% |
$20.8K - $21.9K
|
5.3K
$268K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-434- 1.92% |
$20.8K - $21.9K
|
22.1K
$1.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-491- 3.55% |
$23.6K - $24.8K
|
13.3K
$674K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-505- 8.72% |
$24.3K - $25.5K
|
5.28K
$267K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-529- 1.02% |
$25.4K - $26.7K
|
51.1K
$2.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-538- 1.04% |
$25.8K - $27.2K
|
51K
$2.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-546- 16.13% |
$26.2K - $27.6K
|
2.84K
$144K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-546- 10.6% |
$26.2K - $27.6K
|
4.6K
$233K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-586- 9.48% |
$28.1K - $29.6K
|
5.6K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-588- 3.76% |
$28.2K - $29.7K
|
15K
$760K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-612- 4.67% |
$29.4K - $30.9K
|
12.5K
$631K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-646- 11.2% |
$31K - $32.6K
|
5.12K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-654- 2.26% |
$31.4K - $33K
|
28.2K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-663- 4.04% |
$31.8K - $33.5K
|
15.8K
$797K
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
SELL
|
- |
-688- 0.92% |
$33K - $34.7K
|
73.9K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-715- 0.24% |
$34.3K - $36.1K
|
294K
$14.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-722- 3.15% |
$34.7K - $36.5K
|
22.2K
$1.12M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-749- 18.18% |
$36K - $37.8K
|
3.37K
$171K
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-770- 2.99% |
$37K - $38.9K
|
25K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-776- 45.51% |
$37.3K - $39.2K
|
929
$47K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-792- 1.59% |
$38K - $40K
|
48.9K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-797- 5.61% |
$38.3K - $40.2K
|
13.4K
$678K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-800- 4.7% |
$38.4K - $40.4K
|
16.2K
$820K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-821- 4.8% |
$39.4K - $41.5K
|
16.3K
$823K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-831- 3.56% |
$39.9K - $42K
|
22.5K
$1.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-855- 2.7% |
$41.1K - $43.2K
|
30.9K
$1.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-862- 14.99% |
$41.4K - $43.5K
|
4.89K
$247K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-865- 4.09% |
$41.5K - $43.7K
|
20.3K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-912- 1.93% |
$43.8K - $46.1K
|
46.3K
$2.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-915- 4.58% |
$43.9K - $46.2K
|
19.1K
$964K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-960- 72.56% |
$46.1K - $48.5K
|
363
$18.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-971- 10.33% |
$46.6K - $49K
|
8.43K
$426K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-1.04K- 1.81% |
$49.8K - $52.4K
|
56.2K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.05K- 6.02% |
$50.4K - $53K
|
16.4K
$828K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 17.52% |
$51K - $53.6K
|
5K
$253K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.13K- 7.8% |
$54.4K - $57.2K
|
13.4K
$676K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 4.45% |
$56.2K - $59.1K
|
25.1K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.2K- 3.0% |
$57.6K - $60.6K
|
38.9K
$1.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.22K- 3.22% |
$58.7K - $61.7K
|
36.8K
$1.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.22K- 4.74% |
$58.7K - $61.7K
|
24.5K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.24K- 8.6% |
$59.4K - $62.5K
|
13.1K
$665K
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.26K- 5.81% |
$60.3K - $63.4K
|
20.4K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 0.45% |
$61.1K - $64.3K
|
280K
$14.2M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-1.27K- 8.01% |
$61.1K - $64.3K
|
14.6K
$739K
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.32K- 7.31% |
$63.2K - $66.4K
|
16.7K
$843K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.32K- 2.17% |
$63.2K - $66.4K
|
59.3K
$3M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.32K- 3.75% |
$63.2K - $66.5K
|
33.8K
$1.71M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.32K- 3.75% |
$63.2K - $66.5K
|
33.8K
$1.71M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-1.34K- 0.55% |
$64.5K - $67.8K
|
245K
$12.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.36K- 8.33% |
$65.4K - $68.7K
|
15K
$757K
|