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 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.94K+ 33.12% |
$187K - $197K
|
15.8K
$806K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.93K+ 81.9% |
$187K - $197K
|
8.73K
$444K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.92K+ 21.01% |
$186K - $196K
|
22.6K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.83K+ 90.89% |
$182K - $192K
|
8.04K
$409K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.82KNew |
$181K - $191K
|
3.82K
$194K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.74KNew |
$178K - $187K
|
3.74K
$190K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
3.73K+ 20.66% |
$177K - $187K
|
21.8K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.66K+ 16.54% |
$174K - $183K
|
25.8K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.58K+ 1.95% |
$170K - $179K
|
187K
$9.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
3.56KNew |
$169K - $178K
|
3.56K
$181K
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
BUY
|
- |
3.48K+ 5.72% |
$165K - $174K
|
64.3K
$3.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.41K+ 18.54% |
$162K - $171K
|
21.8K
$1.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
3.35K+ 4.31% |
$159K - $168K
|
81.2K
$4.13M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
3.35K+ 60.97% |
$159K - $168K
|
8.84K
$450K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
3.3K+ 52.53% |
$157K - $165K
|
9.58K
$487K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
3.22K+ 2.3% |
$153K - $161K
|
143K
$7.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
3.2K+ 14.18% |
$152K - $160K
|
25.8K
$1.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.2K+ 24.13% |
$152K - $160K
|
16.5K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.2K+ 15.71% |
$152K - $160K
|
23.5K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.19K+ 4.13% |
$152K - $160K
|
80.6K
$4.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.19K+ 27.57% |
$152K - $160K
|
14.8K
$752K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.15K+ 157700.0% |
$150K - $158K
|
3.16K
$161K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3.1KNew |
$147K - $155K
|
3.1K
$157K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.05K+ 2.08% |
$145K - $153K
|
150K
$7.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.05K+ 27.72% |
$145K - $153K
|
14.1K
$715K
|
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
BUY
|
- |
3K+ 0.39% |
$143K - $150K
|
774K
$39.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.93K+ 137.72% |
$139K - $147K
|
5.05K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.91K+ 3.74% |
$138K - $146K
|
80.7K
$4.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.9K+ 60.28% |
$138K - $145K
|
7.7K
$392K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.66K+ 7.43% |
$126K - $133K
|
38.5K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2.61K+ 2.69% |
$124K - $131K
|
100K
$5.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.55KNew |
$121K - $128K
|
2.55K
$130K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.54K+ 14.1% |
$121K - $127K
|
20.6K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.51K+ 9.42% |
$119K - $125K
|
29.1K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.45K+ 10.17% |
$117K - $123K
|
26.6K
$1.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.45K+ 15.47% |
$116K - $122K
|
18.3K
$929K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.18K+ 3.47% |
$103K - $109K
|
64.8K
$3.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.16K+ 26.06% |
$102K - $108K
|
10.4K
$530K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.1K+ 2.31% |
$99.8K - $105K
|
93K
$4.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.07K+ 5.44% |
$98.3K - $104K
|
40.1K
$2.04M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
2.06K+ 12.24% |
$97.7K - $103K
|
18.9K
$959K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
2.03K+ 5.96% |
$96.6K - $102K
|
36.2K
$1.84M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.02K+ 31.9% |
$95.9K - $101K
|
8.35K
$425K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.77K+ 28.28% |
$84K - $88.6K
|
8.03K
$408K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.76K+ 1.28% |
$83.4K - $87.9K
|
139K
$7.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.7K+ 23.11% |
$80.8K - $85.2K
|
9.07K
$461K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
1.68K+ 9.71% |
$79.8K - $84.1K
|
19K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.55K+ 0.78% |
$73.6K - $77.6K
|
201K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.52K+ 8.86% |
$72.1K - $76K
|
18.7K
$949K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.5K+ 5.82% |
$71.1K - $74.9K
|
27.2K
$1.38M
|