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 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.4K- 11.48% |
$67.4K - $70.9K
|
10.8K
$547K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.45K- 1.98% |
$69.7K - $73.3K
|
72K
$3.64M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
SELL
|
- |
-1.49K- 0.66% |
$71.5K - $75.1K
|
224K
$11.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.56K- 2.6% |
$74.9K - $78.8K
|
58.5K
$2.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.6K- 22.64% |
$76.8K - $80.7K
|
5.46K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.6K- 3.77% |
$77K - $81K
|
40.9K
$2.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.61K- 4.22% |
$77.3K - $81.3K
|
36.5K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.63K- 5.79% |
$78K - $82.1K
|
26.4K
$1.34M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.64K- 3.77% |
$78.8K - $82.8K
|
41.8K
$2.12M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.67K- 17.33% |
$80.2K - $84.3K
|
7.96K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.68K- 22.45% |
$80.5K - $84.6K
|
5.79K
$293K
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.69K- 2.5% |
$81.2K - $85.4K
|
65.9K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.7K- 15.78% |
$81.7K - $85.9K
|
9.07K
$459K
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.71K- 0.34% |
$82.2K - $86.5K
|
503K
$25.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.75K- 3.32% |
$83.8K - $88.1K
|
50.9K
$2.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.75K- 4.3% |
$84.1K - $88.4K
|
38.9K
$1.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.76K- 26.62% |
$84.7K - $89K
|
4.86K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.79K- 13.28% |
$86.1K - $90.5K
|
11.7K
$592K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.85K- 91.96% |
$89K - $93.6K
|
162
$8.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.91K- 1.38% |
$91.7K - $96.5K
|
137K
$6.92M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.94K- 5.87% |
$93K - $97.8K
|
31K
$1.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1.95K- 6.71% |
$93.7K - $98.5K
|
27.1K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 8.36% |
$94.8K - $99.6K
|
21.6K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2K- 15.44% |
$96.1K - $101K
|
11K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2K- 4.54% |
$96.1K - $101K
|
42.1K
$2.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.08K- 1.96% |
$99.9K - $105K
|
104K
$5.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.08K- 25.73% |
$100K - $105K
|
6.01K
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.11K- 20.21% |
$101K - $107K
|
8.33K
$422K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.18K- 3.04% |
$104K - $110K
|
69.4K
$3.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.18K- 1.59% |
$105K - $110K
|
135K
$6.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.34K- 25.87% |
$112K - $118K
|
6.71K
$339K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 12.43% |
$113K - $118K
|
16.5K
$836K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.38K- 4.45% |
$114K - $120K
|
51.1K
$2.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.5K- 35.78% |
$120K - $126K
|
4.48K
$227K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.62K- 8.56% |
$126K - $132K
|
28K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.65K- 3.15% |
$127K - $134K
|
81.7K
$4.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.7K- 7.71% |
$129K - $136K
|
32.3K
$1.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.76K- 9.6% |
$133K - $139K
|
26K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-2.77K- 6.5% |
$133K - $140K
|
39.8K
$2.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.78K- 11.07% |
$133K - $140K
|
22.3K
$1.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-2.89K- 8.26% |
$139K - $146K
|
32.1K
$1.63M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-2.9K- 16.86% |
$139K - $146K
|
14.3K
$724K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.93K- 30.96% |
$141K - $148K
|
6.53K
$330K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.95K- 6.76% |
$141K - $149K
|
40.6K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.95K- 69.3% |
$142K - $149K
|
1.31K
$66.1K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.96K- 4.9% |
$142K - $149K
|
57.5K
$2.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-2.98K- 16.64% |
$143K - $151K
|
14.9K
$756K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-3.01K- 4.62% |
$145K - $152K
|
62.1K
$3.14M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.16K- 3.81% |
$152K - $159K
|
79.6K
$4.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-3.23K- 29.33% |
$155K - $163K
|
7.79K
$394K
|