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 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
24.2K+ 459.88% |
$1.15M - $1.21M
|
29.4K
$1.5M
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
23.7K+ 367.44% |
$1.13M - $1.19M
|
30.2K
$1.53M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
23.3KNew |
$1.11M - $1.17M
|
23.3K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23KNew |
$1.09M - $1.15M
|
23K
$1.17M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
22.8K+ 14.57% |
$1.09M - $1.14M
|
180K
$9.14M
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
22.2K+ 251.65% |
$1.05M - $1.11M
|
31K
$1.58M
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
22.2KNew |
$1.05M - $1.11M
|
22.2K
$1.13M
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
22KNew |
$1.05M - $1.1M
|
22K
$1.12M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
22K+ 17.06% |
$1.04M - $1.1M
|
151K
$7.67M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
21.9K+ 9.43% |
$1.04M - $1.1M
|
255K
$12.9M
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
21.8KNew |
$1.04M - $1.09M
|
21.8K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
21.7K+ 44.76% |
$1.03M - $1.08M
|
70K
$3.56M
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
21.5KNew |
$1.02M - $1.08M
|
21.5K
$1.09M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
21.3K+ 21.13% |
$1.01M - $1.07M
|
122K
$6.21M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.2K+ 108.22% |
$1.01M - $1.06M
|
40.9K
$2.08M
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
21.2KNew |
$1.01M - $1.06M
|
21.2K
$1.08M
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
21.1KNew |
$1M - $1.06M
|
21.1K
$1.07M
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
20.7K+ 61.33% |
$981K - $1.03M
|
54.3K
$2.76M
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
20.4KNew |
$970K - $1.02M
|
20.4K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
20.4KNew |
$968K - $1.02M
|
20.4K
$1.04M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.3K+ 68.39% |
$963K - $1.02M
|
49.9K
$2.54M
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
20.2K+ 1305.94% |
$961K - $1.01M
|
21.8K
$1.11M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.2KNew |
$959K - $1.01M
|
20.2K
$1.03M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.2KNew |
$959K - $1.01M
|
20.2K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20.1K+ 15.38% |
$954K - $1.01M
|
151K
$7.66M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20K+ 77.11% |
$951K - $1M
|
46K
$2.34M
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
19.1K+ 70.57% |
$907K - $956K
|
46.2K
$2.35M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
19.1K+ 57.31% |
$906K - $955K
|
52.4K
$2.66M
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
19KNew |
$901K - $950K
|
19K
$965K
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
18.5KNew |
$879K - $926K
|
18.5K
$941K
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
18.2KNew |
$865K - $911K
|
18.2K
$926K
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.1K+ 46.49% |
$858K - $904K
|
56.9K
$2.89M
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
18KNew |
$854K - $900K
|
18K
$914K
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
17.9K+ 253.9% |
$851K - $897K
|
25K
$1.27M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
17.9K+ 1.7% |
$850K - $896K
|
1.07M
$54.6M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.9K+ 2.61% |
$849K - $894K
|
702K
$35.7M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
17.5KNew |
$831K - $876K
|
17.5K
$890K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
17.5KNew |
$831K - $876K
|
17.5K
$890K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
17.4KNew |
$828K - $872K
|
17.4K
$886K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17.4K+ 110.2% |
$827K - $872K
|
33.2K
$1.69M
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
17.4KNew |
$826K - $870K
|
17.4K
$884K
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
17.1K+ 63.03% |
$814K - $858K
|
44.3K
$2.26M
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17KNew |
$806K - $849K
|
17K
$863K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.9K+ 128.14% |
$801K - $844K
|
30K
$1.53M
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
16.7K+ 14.78% |
$791K - $834K
|
129K
$6.58M
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
16.6KNew |
$787K - $830K
|
16.6K
$843K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16.1KNew |
$767K - $808K
|
16.1K
$821K
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.1KNew |
$763K - $804K
|
16.1K
$817K
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
15.8KNew |
$752K - $793K
|
15.8K
$805K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
15.7KNew |
$744K - $785K
|
15.7K
$797K
|