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 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.3K+ 12.16% |
$782K - $822K
|
150K
$7.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16K+ 8.07% |
$769K - $808K
|
214K
$10.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15.9K+ 2.94% |
$764K - $803K
|
556K
$28.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
15.5KNew |
$746K - $784K
|
15.5K
$785K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5K+ 4.57% |
$744K - $783K
|
354K
$17.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.1K+ 3.7% |
$728K - $765K
|
424K
$21.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
15KNew |
$720K - $757K
|
15K
$759K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
14.7K+ 3.97% |
$705K - $741K
|
384K
$19.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14.6K+ 214.56% |
$703K - $739K
|
21.4K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14.5K+ 43.67% |
$695K - $730K
|
47.6K
$2.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
13.8K+ 24.67% |
$664K - $698K
|
69.8K
$3.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 106.29% |
$662K - $696K
|
26.7K
$1.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.7K+ 231.48% |
$659K - $693K
|
19.6K
$993K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
13.6K+ 22.27% |
$651K - $685K
|
74.4K
$3.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.4K+ 116.41% |
$645K - $678K
|
25K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.2K+ 52.76% |
$632K - $664K
|
38.1K
$1.93M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
13.1K+ 25.28% |
$628K - $661K
|
64.8K
$3.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
12.9K+ 17.06% |
$622K - $654K
|
88.8K
$4.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
12.8KNew |
$614K - $646K
|
12.8K
$647K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
12.7K+ 5.47% |
$609K - $640K
|
244K
$12.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.6K+ 81.67% |
$606K - $637K
|
28.1K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.1K+ 7.57% |
$583K - $613K
|
172K
$8.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
12K+ 5.2% |
$577K - $607K
|
243K
$12.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11.9K+ 83.53% |
$572K - $602K
|
26.2K
$1.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
11.9KNew |
$572K - $602K
|
11.9K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
11.8K+ 3.0% |
$569K - $598K
|
407K
$20.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
11.8K+ 0.88% |
$565K - $594K
|
1.36M
$68.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
11.6KNew |
$559K - $588K
|
11.6K
$588K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.6K+ 12.81% |
$555K - $583K
|
102K
$5.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 5.09% |
$537K - $565K
|
231K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.2K+ 19.74% |
$537K - $564K
|
67.8K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11K+ 92.63% |
$529K - $556K
|
22.9K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10.9K+ 8.71% |
$521K - $548K
|
136K
$6.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10.8K+ 8.87% |
$518K - $545K
|
132K
$6.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$512K - $538K
|
10.7K
$539K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
10.5K+ 5.6% |
$506K - $532K
|
199K
$10.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.5K+ 29.98% |
$503K - $529K
|
45.4K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10KNew |
$482K - $507K
|
10K
$507K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.97K+ 1.84% |
$479K - $503K
|
551K
$27.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.93K+ 2.4% |
$477K - $502K
|
424K
$21.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.81KNew |
$471K - $495K
|
9.81K
$496K
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
9.62K+ 34.82% |
$462K - $486K
|
37.2K
$1.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
9.6KNew |
$461K - $485K
|
9.6K
$486K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
9.54KNew |
$458K - $482K
|
9.54K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9.34KNew |
$449K - $472K
|
9.34K
$473K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.29K+ 11.63% |
$446K - $469K
|
89.1K
$4.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.19K+ 17.17% |
$442K - $464K
|
62.7K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9.19K+ 16.63% |
$441K - $464K
|
64.4K
$3.26M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9.19K+ 16.63% |
$441K - $464K
|
64.4K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.1KNew |
$437K - $460K
|
9.1K
$460K
|