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 18, 2023
Q4 2022
|
Divergent Planning, LLC
|
BUY
|
- |
5.98K+ 5.95% |
$284K - $299K
|
106K
$5.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
5.97K+ 168.69% |
$284K - $299K
|
9.51K
$484K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.92KNew |
$281K - $296K
|
5.92K
$301K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.84K+ 116.41% |
$278K - $293K
|
10.9K
$553K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.84KNew |
$277K - $292K
|
5.84K
$297K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.79KNew |
$275K - $290K
|
5.79K
$294K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.75KNew |
$273K - $288K
|
5.75K
$293K
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
5.67KNew |
$269K - $284K
|
5.67K
$288K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
5.65KNew |
$268K - $283K
|
5.65K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
5.64K+ 156.0% |
$268K - $282K
|
9.25K
$471K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
5.64K+ 22.79% |
$268K - $282K
|
30.4K
$1.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.62KNew |
$267K - $281K
|
5.62K
$286K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
5.6KNew |
$266K - $280K
|
5.6K
$285K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.56KNew |
$264K - $278K
|
5.56K
$283K
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.51KNew |
$261K - $276K
|
5.51K
$280K
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.32KNew |
$252K - $266K
|
5.32K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
5.29KNew |
$251K - $265K
|
5.29K
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
5.26K+ 43.52% |
$250K - $263K
|
17.4K
$883K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5.23KNew |
$248K - $262K
|
5.23K
$266K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
5.22K+ 78.4% |
$248K - $261K
|
11.9K
$604K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.18KNew |
$246K - $259K
|
5.18K
$263K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.17K+ 23.53% |
$246K - $259K
|
27.1K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.15KNew |
$245K - $258K
|
5.15K
$262K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.07K+ 387.55% |
$241K - $254K
|
6.38K
$325K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
5.03KNew |
$239K - $252K
|
5.03K
$256K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.93K+ 102.07% |
$234K - $247K
|
9.77K
$497K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.93K+ 116.65% |
$234K - $247K
|
9.15K
$465K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.85K+ 4.43% |
$231K - $243K
|
115K
$5.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.84K+ 119.7% |
$230K - $242K
|
8.89K
$452K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
4.81KNew |
$229K - $241K
|
4.81K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.71KNew |
$224K - $236K
|
4.71K
$239K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.69KNew |
$223K - $235K
|
4.69K
$239K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.69KNew |
$223K - $235K
|
4.69K
$239K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.62K+ 31.13% |
$220K - $231K
|
19.5K
$990K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.54KNew |
$216K - $227K
|
4.54K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.52K+ 15.4% |
$215K - $226K
|
33.9K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
4.46K+ 11.77% |
$212K - $223K
|
42.3K
$2.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.43K+ 41.33% |
$211K - $222K
|
15.2K
$771K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.4KNew |
$209K - $220K
|
4.4K
$224K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.39KNew |
$209K - $220K
|
4.39K
$223K
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
BUY
|
- |
4.34KNew |
$206K - $217K
|
4.34K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.31KNew |
$205K - $216K
|
4.31K
$219K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.26K+ 52.46% |
$202K - $213K
|
12.4K
$629K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.22KNew |
$200K - $211K
|
4.22K
$214K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.2KNew |
$200K - $210K
|
4.2K
$214K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.19K+ 70.36% |
$199K - $210K
|
10.1K
$516K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.18K+ 3.09% |
$199K - $209K
|
140K
$7.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.12KNew |
$196K - $206K
|
4.12K
$209K
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4.11K+ 4.82% |
$195K - $206K
|
89.3K
$4.54M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.07KNew |
$193K - $204K
|
4.07K
$207K
|