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 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-3.23K- 0.29% |
$155K - $163K
|
1.11M
$56.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-3.28K- 32.93% |
$158K - $166K
|
6.68K
$338K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.32K- 38.27% |
$159K - $167K
|
5.35K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.47K- 3.62% |
$167K - $175K
|
92.4K
$4.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.53K- 7.9% |
$169K - $178K
|
41.1K
$2.08M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.53K- 7.9% |
$169K - $178K
|
41.1K
$2.08M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-3.76KClosed |
$181K - $190K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-3.77K- 13.62% |
$181K - $190K
|
23.9K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-3.79K- 2.44% |
$182K - $191K
|
151K
$7.66M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.85K- 1.3% |
$185K - $194K
|
293K
$14.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.92K- 10.72% |
$188K - $198K
|
32.7K
$1.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.01K- 0.04% |
$193K - $203K
|
9.39M
$475M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.06K- 5.83% |
$195K - $205K
|
65.5K
$3.32M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.15K- 20.04% |
$199K - $209K
|
16.6K
$837K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.25K- 12.52% |
$204K - $214K
|
29.7K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.43K- 41.11% |
$213K - $224K
|
6.35K
$321K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.89K- 5.09% |
$235K - $247K
|
91.2K
$4.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-5.06K- 6.09% |
$243K - $255K
|
78.1K
$3.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.13K- 19.21% |
$246K - $259K
|
21.6K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-5.28K- 5.34% |
$254K - $267K
|
93.6K
$4.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.38K- 11.12% |
$258K - $272K
|
43K
$2.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-5.51K- 0.52% |
$265K - $278K
|
1.06M
$53.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-5.64K- 48.29% |
$271K - $285K
|
6.04K
$306K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5.65K- 32.14% |
$271K - $285K
|
11.9K
$603K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.67K- 16.67% |
$272K - $286K
|
28.3K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-5.67KClosed |
$272K - $286K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-5.68K- 1.52% |
$273K - $287K
|
367K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.9K- 20.94% |
$283K - $298K
|
22.3K
$1.13M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.91K- 9.96% |
$284K - $298K
|
53.4K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-5.94K- 52.06% |
$285K - $300K
|
5.47K
$277K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-6.05K- 5.32% |
$290K - $305K
|
108K
$5.45M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-6.1K- 10.21% |
$293K - $308K
|
53.6K
$2.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.2K- 2.44% |
$298K - $313K
|
248K
$12.5M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-6.22K- 41.77% |
$299K - $314K
|
8.67K
$439K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-6.3K- 65.74% |
$303K - $318K
|
3.28K
$166K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.5K- 0.48% |
$312K - $328K
|
1.36M
$68.8M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.5K- 0.48% |
$312K - $328K
|
1.36M
$68.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-6.51K- 4.97% |
$312K - $329K
|
125K
$6.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-6.66K- 6.63% |
$320K - $336K
|
93.8K
$4.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-6.89K- 2.32% |
$331K - $348K
|
290K
$14.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-6.97K- 1.26% |
$335K - $352K
|
544K
$27.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7.14K- 40.07% |
$343K - $360K
|
10.7K
$540K
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-7.15K- 11.2% |
$343K - $361K
|
56.7K
$2.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-7.3K- 22.44% |
$351K - $369K
|
25.2K
$1.28M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.31K- 14.03% |
$351K - $369K
|
44.8K
$2.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-7.31K- 21.44% |
$351K - $369K
|
26.8K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7.47K- 6.42% |
$359K - $377K
|
109K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-7.48K- 21.65% |
$359K - $378K
|
27.1K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-7.51K- 1.79% |
$361K - $379K
|
412K
$20.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-7.55K- 14.68% |
$363K - $381K
|
43.9K
$2.22M
|