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 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35.3K- 78.91% |
$1.68M - $1.77M
|
9.43K
$477K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.6K- 18.39% |
$1.88M - $1.98M
|
176K
$8.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-39.7K- 66.31% |
$1.88M - $1.99M
|
20.2K
$1.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
SELL
|
- |
-41.5K- 20.84% |
$1.97M - $2.08M
|
158K
$7.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-44.2K- 95.89% |
$2.1M - $2.21M
|
1.89K
$95.7K
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-45.4K- 76.82% |
$2.16M - $2.27M
|
13.7K
$693K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-48.3K- 90.47% |
$2.29M - $2.42M
|
5.08K
$257K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-48.3K- 26.2% |
$2.29M - $2.42M
|
136K
$6.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-48.9K- 23.27% |
$2.32M - $2.45M
|
161K
$8.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-49.7K- 41.02% |
$2.36M - $2.49M
|
71.5K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-49.9K- 76.07% |
$2.37M - $2.5M
|
15.7K
$794K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-53.7K- 87.96% |
$2.55M - $2.69M
|
7.35K
$372K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-54.6K- 83.2% |
$2.59M - $2.73M
|
11K
$558K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-54.7K- 10.15% |
$2.6M - $2.74M
|
484K
$24.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-55.2K- 8.15% |
$2.62M - $2.76M
|
622K
$31.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-56.9K- 27.98% |
$2.7M - $2.85M
|
147K
$7.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-63K- 10.43% |
$2.99M - $3.15M
|
541K
$27.4M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-64.3K- 43.95% |
$3.05M - $3.22M
|
82K
$4.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-65.4K- 13.88% |
$3.11M - $3.28M
|
406K
$20.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-71.5K- 29.88% |
$3.4M - $3.58M
|
168K
$8.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-71.6K- 85.94% |
$3.4M - $3.59M
|
11.7K
$593K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-75K- 6.97% |
$3.56M - $3.75M
|
1M
$50.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-75.2K- 81.77% |
$3.57M - $3.76M
|
16.8K
$848K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-77.2K- 31.35% |
$3.67M - $3.86M
|
169K
$8.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-78.4K- 35.91% |
$3.72M - $3.93M
|
140K
$7.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-79.1K- 20.13% |
$3.76M - $3.96M
|
314K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-79.3K- 53.99% |
$3.77M - $3.97M
|
67.6K
$3.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-80.4K- 8.04% |
$3.82M - $4.03M
|
920K
$46.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-84.4K- 77.31% |
$4.01M - $4.23M
|
24.8K
$1.25M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-87.9K- 6.54% |
$4.18M - $4.4M
|
1.26M
$63.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-93.3K- 79.2% |
$4.43M - $4.67M
|
24.5K
$1.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-94.4K- 83.95% |
$4.49M - $4.73M
|
18.1K
$913K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-97K- 26.19% |
$4.61M - $4.86M
|
273K
$13.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-97.9K- 19.2% |
$4.65M - $4.9M
|
412K
$20.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-101K- 68.53% |
$4.78M - $5.03M
|
46.2K
$2.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-107K- 81.1% |
$5.06M - $5.33M
|
24.8K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-120KClosed |
$5.71M - $6.02M
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Fiduciary Counselling Inc
|
SELL
|
- |
-124K- 61.81% |
$5.9M - $6.22M
|
76.8K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-126K- 79.32% |
$5.97M - $6.29M
|
32.8K
$1.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-128K- 71.64% |
$6.09M - $6.42M
|
50.8K
$2.57M
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
SELL
|
- |
-130K- 32.71% |
$6.16M - $6.5M
|
267K
$13.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-137K- 22.32% |
$6.51M - $6.86M
|
477K
$24.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-153K- 26.32% |
$7.29M - $7.68M
|
430K
$21.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-158K- 25.94% |
$7.49M - $7.9M
|
450K
$22.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-175K- 62.26% |
$8.3M - $8.75M
|
106K
$5.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-185K- 57.82% |
$8.77M - $9.24M
|
135K
$6.82M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-197K- 28.39% |
$9.38M - $9.88M
|
498K
$25.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-233K- 96.17% |
$11.1M - $11.7M
|
9.3K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-248K- 10.11% |
$11.8M - $12.4M
|
2.2M
$111M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-282K- 37.81% |
$13.4M - $14.1M
|
464K
$23.5M
|