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 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
9.97K+ 79.54% |
$473K - $499K
|
22.5K
$1.14M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9.88KNew |
$469K - $494K
|
9.88K
$500K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9.65K+ 1579.38% |
$458K - $483K
|
10.3K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.42K+ 56.88% |
$447K - $472K
|
26K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
8.98KNew |
$427K - $450K
|
8.98K
$455K
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
8.93K+ 4.21% |
$424K - $447K
|
221K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
8.9KNew |
$423K - $446K
|
8.9K
$450K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
8.9K+ 50.08% |
$423K - $445K
|
26.7K
$1.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.9KNew |
$423K - $445K
|
8.9K
$450K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.82KNew |
$419K - $442K
|
8.82K
$446K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
8.78KNew |
$417K - $439K
|
8.78K
$444K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8.56K+ 1040.1% |
$407K - $429K
|
9.38K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.5K+ 26.2% |
$404K - $425K
|
40.9K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
8.48KNew |
$403K - $425K
|
8.48K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.35KNew |
$397K - $418K
|
8.35K
$422K
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
8.24K+ 9.7% |
$391K - $412K
|
93.2K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
8.02KNew |
$381K - $401K
|
8.02K
$406K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.01K+ 1.33% |
$381K - $401K
|
610K
$30.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7.92K+ 87.03% |
$376K - $396K
|
17K
$861K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.9KNew |
$375K - $395K
|
7.9K
$400K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
7.77K+ 10.47% |
$369K - $389K
|
82K
$4.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7.72KNew |
$367K - $386K
|
7.72K
$391K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7.53K+ 20.92% |
$358K - $377K
|
43.5K
$2.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.51KNew |
$356K - $376K
|
7.51K
$380K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
7.46KNew |
$354K - $373K
|
7.46K
$377K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
7.3K+ 96.45% |
$347K - $366K
|
14.9K
$753K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
7.26K+ 19.59% |
$345K - $363K
|
44.3K
$2.24M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
7.2K+ 84.71% |
$342K - $360K
|
15.7K
$794K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.08KNew |
$336K - $355K
|
7.08K
$358K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7.08K+ 41.16% |
$336K - $355K
|
24.3K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
7.08KNew |
$336K - $354K
|
7.08K
$358K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.97K+ 17.78% |
$331K - $349K
|
46.2K
$2.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.97K+ 63.05% |
$331K - $349K
|
18K
$912K
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.84KNew |
$325K - $342K
|
6.84K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6.81KNew |
$323K - $341K
|
6.81K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.79K+ 61.53% |
$323K - $340K
|
17.8K
$902K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6.74KNew |
$320K - $338K
|
6.74K
$341K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6.62K+ 34.34% |
$315K - $332K
|
25.9K
$1.31M
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.56K+ 11.6% |
$312K - $328K
|
63.1K
$3.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
6.5KNew |
$309K - $326K
|
6.5K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.47K+ 14.89% |
$307K - $324K
|
50K
$2.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.46KNew |
$307K - $324K
|
6.46K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.4K+ 2.79% |
$304K - $320K
|
236K
$11.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.39KNew |
$303K - $320K
|
6.39K
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.38KNew |
$303K - $319K
|
6.38K
$323K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
6.36KNew |
$302K - $318K
|
6.36K
$322K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.28KNew |
$298K - $314K
|
6.28K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
6.09K+ 90.37% |
$289K - $305K
|
12.8K
$649K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
6.02K+ 111.28% |
$286K - $301K
|
11.4K
$578K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
5.99KNew |
$285K - $300K
|
5.99K
$303K
|