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 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
287K+ 477.03% |
$13.7M - $14.4M
|
348K
$17.6M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
284K+ 17.31% |
$13.5M - $14.2M
|
1.93M
$97.5M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
281K+ 52.42% |
$13.4M - $14.1M
|
817K
$41.4M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
261KNew |
$12.4M - $13.1M
|
261K
$13.2M
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
260K+ 1611.09% |
$12.3M - $13M
|
276K
$14M
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
253K+ 2521.54% |
$12M - $12.7M
|
263K
$13.3M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
252K+ 584.54% |
$12M - $12.6M
|
296K
$15M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
233K+ 491.27% |
$11.1M - $11.7M
|
281K
$14.2M
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
218KNew |
$10.3M - $10.9M
|
218K
$11M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
217K+ 442.2% |
$10.3M - $10.9M
|
266K
$13.5M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
199K+ 23.58% |
$9.44M - $9.95M
|
1.04M
$52.7M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
192KNew |
$9.12M - $9.61M
|
192K
$9.72M
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
185KNew |
$8.78M - $9.26M
|
185K
$9.36M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
183K+ 57.55% |
$8.69M - $9.16M
|
501K
$25.3M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
177K+ 1.27% |
$8.38M - $8.84M
|
14.1M
$712M
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
174KNew |
$8.26M - $8.71M
|
174K
$8.8M
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
173KNew |
$8.24M - $8.68M
|
173K
$8.78M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
169KNew |
$8.04M - $8.47M
|
169K
$8.56M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
167KNew |
$7.95M - $8.38M
|
167K
$8.47M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
163K+ 169.16% |
$7.72M - $8.14M
|
259K
$13.1M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
161K+ 20.38% |
$7.65M - $8.06M
|
951K
$48.1M
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
160KNew |
$7.62M - $8.03M
|
160K
$8.12M
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
160K+ 7.89% |
$7.6M - $8.01M
|
2.19M
$111M
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
159K+ 2722.9% |
$7.54M - $7.95M
|
165K
$8.33M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
158K+ 41.93% |
$7.53M - $7.93M
|
536K
$27.1M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
156KNew |
$7.43M - $7.83M
|
156K
$7.91M
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
153K+ 3398.87% |
$7.28M - $7.68M
|
158K
$7.99M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
145K+ 9.89% |
$6.9M - $7.27M
|
1.61M
$81.6M
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
140KNew |
$6.66M - $7.02M
|
140K
$7.1M
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
140K+ 12.57% |
$6.66M - $7.02M
|
1.26M
$63.5M
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
BUY
|
- |
140KNew |
$6.63M - $6.99M
|
140K
$7.06M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
139K+ 150.95% |
$6.62M - $6.98M
|
232K
$11.7M
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
132K+ 440.62% |
$6.26M - $6.6M
|
162K
$8.18M
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
BUY
|
- |
125K+ 693.45% |
$5.94M - $6.26M
|
143K
$7.24M
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
122K+ 50.2% |
$5.77M - $6.08M
|
364K
$18.4M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
121K+ 13.82% |
$5.74M - $6.05M
|
995K
$50.3M
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
120KNew |
$5.68M - $5.98M
|
120K
$6.05M
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
116KNew |
$5.52M - $5.82M
|
116K
$5.88M
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
115K+ 802.27% |
$5.46M - $5.76M
|
129K
$6.54M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
114K+ 2500.31% |
$5.42M - $5.71M
|
119K
$6M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
111K+ 103.01% |
$5.29M - $5.57M
|
219K
$11.1M
|
|
Feb 14, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
101K+ 900.0% |
$4.8M - $5.06M
|
112K
$5.68M
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
99.9KNew |
$4.74M - $5M
|
99.9K
$5.05M
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
96.2K+ 314.18% |
$4.57M - $4.82M
|
127K
$6.42M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
95.5K+ 39309.05% |
$4.54M - $4.78M
|
95.8K
$4.85M
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
94.8K+ 36.96% |
$4.5M - $4.75M
|
351K
$17.8M
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
94.5KNew |
$4.49M - $4.73M
|
94.5K
$4.78M
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
92.6KNew |
$4.4M - $4.63M
|
92.6K
$4.68M
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
90K+ 174.7% |
$4.28M - $4.51M
|
142K
$7.16M
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
89K+ 1447.01% |
$4.23M - $4.45M
|
95.1K
$4.81M
|