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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.91K- 19.42% |
$90.7K - $95.6K
|
7.93K
$401K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.95K- 3.7% |
$92.4K - $97.4K
|
50.6K
$2.56M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.98K- 97.73% |
$94K - $99.1K
|
46
$2.33K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.04K- 13.36% |
$96.9K - $102K
|
13.2K
$670K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.07K- 11.71% |
$98.3K - $104K
|
15.6K
$790K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.09K- 5.89% |
$99.1K - $104K
|
33.3K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.11K- 11.85% |
$100K - $105K
|
15.7K
$793K
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
SELL
|
- |
-2.15K- 6.61% |
$102K - $108K
|
30.4K
$1.54M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.19K- 16.64% |
$104K - $109K
|
10.9K
$554K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.23K- 5.44% |
$106K - $112K
|
38.8K
$1.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.24K- 7.98% |
$106K - $112K
|
25.8K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.36K- 28.81% |
$112K - $118K
|
5.83K
$295K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.39K- 3.74% |
$114K - $120K
|
61.6K
$3.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-2.4K- 1.2% |
$114K - $120K
|
198K
$10M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.46K- 16.25% |
$117K - $123K
|
12.7K
$642K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.77K- 7.49% |
$131K - $139K
|
34.2K
$1.73M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.78K- 12.24% |
$132K - $139K
|
20K
$1.01M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.79K- 5.23% |
$132K - $140K
|
50.5K
$2.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.8K- 14.61% |
$133K - $140K
|
16.4K
$829K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.82K- 85.73% |
$134K - $141K
|
470
$23.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.83K- 32.94% |
$135K - $142K
|
5.77K
$292K
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.86K- 4.39% |
$136K - $143K
|
62.2K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.98K- 34.02% |
$141K - $149K
|
5.77K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.13K- 5.24% |
$149K - $157K
|
56.7K
$2.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-3.14K- 6.41% |
$149K - $157K
|
45.8K
$2.32M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.23K- 4.41% |
$153K - $161K
|
70K
$3.54M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.37K- 28.05% |
$160K - $169K
|
8.64K
$437K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.43K- 7.47% |
$163K - $172K
|
42.4K
$2.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.43K- 7.47% |
$163K - $172K
|
42.4K
$2.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-3.44K- 3.2% |
$163K - $172K
|
104K
$5.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-3.5K- 2.47% |
$166K - $175K
|
138K
$6.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-3.52K- 3.79% |
$167K - $176K
|
89.4K
$4.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.52K- 26.5% |
$167K - $176K
|
9.77K
$494K
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.55K- 18.83% |
$168K - $177K
|
15.3K
$773K
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.55K- 16.57% |
$169K - $178K
|
17.9K
$904K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.78K- 4.91% |
$179K - $189K
|
73.2K
$3.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.82K- 14.81% |
$181K - $191K
|
22K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.9K- 13.65% |
$185K - $195K
|
24.7K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.96K- 24.75% |
$188K - $198K
|
12K
$609K
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-4K- 5.62% |
$190K - $200K
|
67.2K
$3.4M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.01K- 0.94% |
$190K - $201K
|
423K
$21.4M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.11K- 7.31% |
$195K - $206K
|
52.1K
$2.64M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-4.18K- 22.59% |
$199K - $209K
|
14.3K
$725K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.28K- 4.86% |
$203K - $214K
|
83.8K
$4.24M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-4.42K- 17.27% |
$210K - $221K
|
21.2K
$1.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-4.47K- 29.7% |
$212K - $224K
|
10.6K
$535K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.49K- 1.59% |
$213K - $225K
|
277K
$14M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.54K- 30.94% |
$216K - $227K
|
10.1K
$513K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.56K- 5.34% |
$217K - $228K
|
80.9K
$4.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.81K- 19.76% |
$229K - $241K
|
19.5K
$989K
|