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 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
15.6K+ 63.47% |
$739K - $778K
|
40.1K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
15.5K+ 31.19% |
$737K - $777K
|
65.2K
$3.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
15.5K+ 103.85% |
$735K - $775K
|
30.4K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
15.1K+ 8.43% |
$719K - $757K
|
195K
$9.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
14.9K+ 39.13% |
$709K - $747K
|
53.1K
$2.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
14.8KNew |
$703K - $741K
|
14.8K
$753K
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
14.6KNew |
$695K - $732K
|
14.6K
$744K
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
14.5KNew |
$688K - $725K
|
14.5K
$737K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14.3K+ 46.45% |
$681K - $718K
|
45.2K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14.1KNew |
$670K - $707K
|
14.1K
$718K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
14KNew |
$666K - $702K
|
14K
$713K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
13.9KNew |
$660K - $695K
|
13.9K
$706K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
13.8K+ 59.77% |
$657K - $692K
|
37K
$1.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
13.7K+ 55.06% |
$650K - $685K
|
38.5K
$1.96M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
13.6KNew |
$646K - $681K
|
13.6K
$691K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
13.4K+ 36.77% |
$638K - $672K
|
49.9K
$2.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.4KNew |
$637K - $671K
|
13.4K
$682K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
13.4KNew |
$636K - $670K
|
13.4K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
13.4K+ 3.93% |
$635K - $669K
|
354K
$18M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13.4KNew |
$635K - $669K
|
13.4K
$680K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.3K+ 64.3% |
$632K - $666K
|
34K
$1.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.1K+ 23.46% |
$622K - $656K
|
69K
$3.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
13KNew |
$617K - $650K
|
13K
$660K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 6.09% |
$607K - $640K
|
223K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
12.4K+ 8.91% |
$587K - $619K
|
151K
$7.68M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
12.3KNew |
$585K - $617K
|
12.3K
$627K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
12.3KNew |
$583K - $615K
|
12.3K
$625K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
12.3K+ 230.18% |
$583K - $615K
|
17.6K
$896K
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.9KNew |
$566K - $597K
|
11.9K
$606K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
11.8K+ 1.53% |
$560K - $590K
|
783K
$39.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11.6KNew |
$553K - $582K
|
11.6K
$592K
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.6K+ 59.72% |
$552K - $581K
|
31.1K
$1.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 8.87% |
$551K - $581K
|
142K
$7.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11.6KNew |
$551K - $581K
|
11.6K
$590K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.3KNew |
$539K - $568K
|
11.3K
$577K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
11.3K+ 74.97% |
$538K - $567K
|
26.4K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
11.2K+ 15.18% |
$533K - $562K
|
85.1K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11.2KNew |
$532K - $561K
|
11.2K
$570K
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
11.2K+ 80.11% |
$530K - $558K
|
25.1K
$1.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
11.1KNew |
$527K - $555K
|
11.1K
$564K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
11K+ 21.07% |
$522K - $550K
|
63.2K
$3.21M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
11KNew |
$522K - $550K
|
11K
$559K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
11K+ 98.71% |
$520K - $548K
|
22K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
10.9K+ 32.49% |
$520K - $548K
|
44.6K
$2.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
10.8K+ 10.39% |
$514K - $542K
|
115K
$5.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10.7K+ 216.51% |
$510K - $538K
|
15.7K
$799K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
10.6K+ 214.29% |
$503K - $530K
|
15.5K
$790K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10.6KNew |
$503K - $530K
|
10.6K
$538K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
10.5KNew |
$498K - $525K
|
10.5K
$533K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10K+ 22.43% |
$476K - $501K
|
54.6K
$2.78M
|