Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-28- 0.64% |
$1.38K - $1.43K
|
4.32K
$216K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-40- 0.66% |
$1.97K - $2.04K
|
5.99K
$299K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-49- 0.22% |
$2.42K - $2.5K
|
22.5K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-51- 0.04% |
$2.52K - $2.6K
|
129K
$6.45M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-53- 0.79% |
$2.61K - $2.7K
|
6.65K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-75- 0.81% |
$3.7K - $3.83K
|
9.23K
$461K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-76- 0.47% |
$3.75K - $3.88K
|
16K
$798K
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-79- 0.5% |
$3.9K - $4.03K
|
15.6K
$780K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-80- 1.65% |
$3.95K - $4.08K
|
4.77K
$238K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-82- 27.06% |
$4.04K - $4.18K
|
221
$11K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-84- 1.97% |
$4.14K - $4.29K
|
4.18K
$209K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-85- 1.05% |
$4.19K - $4.34K
|
8.01K
$400K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-95- 0.28% |
$4.69K - $4.85K
|
34.1K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-110- 1.65% |
$5.43K - $5.61K
|
6.54K
$326K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-118- 0.63% |
$5.82K - $6.02K
|
18.7K
$936K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-124- 2.04% |
$6.12K - $6.33K
|
5.96K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-136- 0.64% |
$6.71K - $6.94K
|
21.1K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-154- 0.94% |
$7.6K - $7.86K
|
16.3K
$812K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-156- 1.38% |
$7.69K - $7.96K
|
11.1K
$555K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-167- 2.86% |
$8.24K - $8.52K
|
5.67K
$283K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-178- 2.0% |
$8.78K - $9.08K
|
8.72K
$435K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-179- 0.85% |
$8.83K - $9.13K
|
20.9K
$1.04M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-187- 1.39% |
$9.22K - $9.54K
|
13.2K
$661K
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-192- 2.12% |
$9.47K - $9.8K
|
8.88K
$443K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-197- 0.37% |
$9.72K - $10.1K
|
52.6K
$2.63M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-203- 0.74% |
$10K - $10.4K
|
27.1K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-209- 1.49% |
$10.3K - $10.7K
|
13.8K
$688K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-214- 0.53% |
$10.6K - $10.9K
|
40.5K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-215- 1.74% |
$10.6K - $11K
|
12.1K
$605K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-254- 3.49% |
$12.5K - $13K
|
7.01K
$350K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-288- 0.83% |
$14.2K - $14.7K
|
34.4K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-309- 1.06% |
$15.2K - $15.8K
|
28.8K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-310- 1.06% |
$15.3K - $15.8K
|
28.8K
$1.44M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-322- 5.41% |
$15.9K - $16.4K
|
5.63K
$281K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-358- 0.06% |
$17.7K - $18.3K
|
581K
$29M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-372- 12.86% |
$18.3K - $19K
|
2.52K
$126K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-375- 1.0% |
$18.5K - $19.1K
|
37.1K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-402- 3.53% |
$19.8K - $20.5K
|
11K
$548K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-413- 4.82% |
$20.4K - $21.1K
|
8.15K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-422- 0.29% |
$20.8K - $21.5K
|
143K
$7.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-451- 3.36% |
$22.2K - $23K
|
13K
$647K
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-466- 4.24% |
$23K - $23.8K
|
10.5K
$526K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-486- 39.87% |
$24K - $24.8K
|
733
$36.6K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-486- 1.43% |
$24K - $24.8K
|
33.5K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-530- 1.36% |
$26.1K - $27K
|
38.4K
$1.92M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-541- 9.27% |
$26.7K - $27.6K
|
5.29K
$264K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-547- 0.37% |
$27K - $27.9K
|
149K
$7.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-557- 0.39% |
$27.5K - $28.4K
|
141K
$7.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-559- 3.77% |
$27.6K - $28.5K
|
14.3K
$712K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-566- 2.46% |
$27.9K - $28.9K
|
22.4K
$1.12M
|