Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51.9M+ 573.36% |
$2.46B - $2.6B
|
60.9M
$3.08B
|
|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41M+ 127360.02% |
$1.95B - $2.05B
|
41M
$2.08B
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
9.12M+ 54.76% |
$433M - $457M
|
25.8M
$1.3B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.8MNew |
$228M - $240M
|
4.8M
$243M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
4.49M+ 198.92% |
$213M - $225M
|
6.74M
$341M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.16M+ 61.29% |
$150M - $158M
|
8.32M
$421M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.12M+ 18.17% |
$148M - $156M
|
20.3M
$1.03B
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.04MNew |
$144M - $152M
|
3.04M
$154M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.12M+ 78.77% |
$101M - $106M
|
4.81M
$243M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.92M+ 2456.02% |
$91.3M - $96.2M
|
2M
$101M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.73M+ 27.59% |
$82.4M - $86.8M
|
8.02M
$406M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.52M+ 21.01% |
$72.2M - $76.1M
|
8.76M
$443M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.48MNew |
$70.1M - $73.9M
|
1.48M
$74.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.41MNew |
$66.9M - $70.5M
|
1.41M
$71.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.4M+ 27.7% |
$66.4M - $70M
|
6.44M
$326M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.23M+ 148.51% |
$58.3M - $61.5M
|
2.06M
$104M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.21M+ 74.37% |
$57.3M - $60.4M
|
2.83M
$143M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2M+ 80.65% |
$57.1M - $60.2M
|
2.69M
$136M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.14M+ 27.17% |
$54.3M - $57.3M
|
5.35M
$271M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.03M+ 5.57% |
$48.9M - $51.6M
|
19.5M
$988M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1M+ 21.42% |
$47.6M - $50.2M
|
5.68M
$288M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
949K+ 62.86% |
$45.1M - $47.5M
|
2.46M
$124M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
937KNew |
$44.5M - $46.9M
|
937K
$47.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
906K+ 19.17% |
$43M - $45.4M
|
5.63M
$285M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
834K+ 13484.28% |
$39.6M - $41.7M
|
840K
$42.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
770K+ 42.31% |
$36.6M - $38.5M
|
2.59M
$131M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
735K+ 15.78% |
$34.9M - $36.8M
|
5.39M
$273M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
730KNew |
$34.7M - $36.6M
|
730K
$37M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
709KNew |
$33.7M - $35.5M
|
709K
$35.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
633K+ 570.95% |
$30.1M - $31.7M
|
743K
$37.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
621K+ 82827.2% |
$29.5M - $31.1M
|
622K
$31.5M
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
592KNew |
$28.1M - $29.6M
|
592K
$29.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
569K+ 4652.86% |
$27M - $28.5M
|
581K
$29.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
537KNew |
$25.5M - $26.9M
|
537K
$27.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
530K+ 12.19% |
$25.2M - $26.6M
|
4.88M
$247M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
526KNew |
$25M - $26.3M
|
526K
$26.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
494K+ 4.87% |
$23.5M - $24.7M
|
10.6M
$539M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
444K+ 101.21% |
$21.1M - $22.2M
|
882K
$44.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
433KNew |
$20.6M - $21.7M
|
433K
$21.9M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
428K+ 4593.9% |
$20.4M - $21.4M
|
438K
$22.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
413KNew |
$19.6M - $20.7M
|
413K
$20.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
366K+ 555.28% |
$17.4M - $18.3M
|
432K
$21.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
337K+ 416.78% |
$16M - $16.8M
|
417K
$21.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
328K+ 90.62% |
$15.6M - $16.4M
|
690K
$34.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
320KNew |
$15.2M - $16M
|
320K
$16.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
314KNew |
$14.9M - $15.7M
|
314K
$15.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
314K+ 3114.09% |
$14.9M - $15.7M
|
324K
$16.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
312K+ 18.98% |
$14.8M - $15.6M
|
1.96M
$99M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
299K+ 91.78% |
$14.2M - $15M
|
626K
$31.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
294K+ 252.04% |
$14M - $14.7M
|
410K
$20.8M
|