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 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.12K+ 5.17% |
$294K - $309K
|
124K
$6.29M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.05K+ 96.3% |
$290K - $305K
|
12.3K
$623K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.02K+ 31.23% |
$289K - $304K
|
25.3K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
6.02K+ 39.67% |
$289K - $304K
|
21.2K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.98K+ 2.36% |
$287K - $302K
|
260K
$13.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.96KNew |
$286K - $301K
|
5.96K
$302K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.92K+ 29.4% |
$285K - $299K
|
26.1K
$1.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5.87K+ 974.13% |
$282K - $297K
|
6.48K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
5.8KNew |
$278K - $293K
|
5.8K
$293K
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
5.79K+ 6.3% |
$278K - $292K
|
97.7K
$4.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
5.78KNew |
$277K - $292K
|
5.78K
$292K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
5.73K+ 134.82% |
$275K - $289K
|
9.98K
$505K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.69KNew |
$273K - $287K
|
5.69K
$288K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.6KNew |
$269K - $283K
|
5.6K
$283K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.59K+ 6.87% |
$268K - $282K
|
87K
$4.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.48K+ 1.36% |
$263K - $277K
|
407K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.48KNew |
$263K - $277K
|
5.48K
$277K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.37KNew |
$258K - $271K
|
5.37K
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
BUY
|
- |
5.36KNew |
$257K - $271K
|
5.36K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.29K+ 4.31% |
$254K - $267K
|
128K
$6.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.22KNew |
$251K - $263K
|
5.22K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.1KNew |
$245K - $258K
|
5.1K
$258K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.07KNew |
$244K - $256K
|
5.07K
$256K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
5.07KNew |
$244K - $256K
|
5.07K
$256K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.06K+ 2.45% |
$243K - $255K
|
212K
$10.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.01KNew |
$240K - $253K
|
5.01K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.93K+ 21.06% |
$237K - $249K
|
28.3K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.9KNew |
$235K - $247K
|
4.9K
$248K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.83K+ 7.96% |
$232K - $244K
|
65.5K
$3.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.8KNew |
$231K - $243K
|
4.8K
$243K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.7K+ 1.1% |
$226K - $238K
|
432K
$21.8M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
4.63K+ 1492.9% |
$222K - $234K
|
4.94K
$250K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.55KNew |
$219K - $230K
|
4.55K
$230K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.55KNew |
$218K - $230K
|
4.55K
$230K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.5K+ 6.11% |
$216K - $227K
|
78.1K
$3.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.5KNew |
$216K - $227K
|
4.5K
$227K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.46KNew |
$214K - $225K
|
4.46K
$226K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.45K+ 34.95% |
$214K - $225K
|
17.2K
$870K
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.45K+ 36.18% |
$213K - $224K
|
16.7K
$846K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4.42K+ 54.95% |
$212K - $223K
|
12.5K
$631K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.36KNew |
$209K - $220K
|
4.36K
$220K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
4.31K+ 22.21% |
$207K - $218K
|
23.7K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.25K+ 11.07% |
$204K - $215K
|
42.6K
$2.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.2K+ 87.68% |
$202K - $212K
|
8.99K
$455K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
4.2KNew |
$202K - $212K
|
4.2K
$212K
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
BUY
|
- |
4.18K+ 1.36% |
$201K - $211K
|
310K
$15.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.17K+ 38.28% |
$200K - $211K
|
15.1K
$762K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.12K+ 1170.17% |
$198K - $208K
|
4.47K
$226K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.97K+ 2.24% |
$191K - $201K
|
181K
$9.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.91K+ 11.44% |
$188K - $197K
|
38.1K
$1.93M
|