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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.76K- 7.54% |
$86.7K - $89.7K
|
21.6K
$1.08M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.83K- 13.87% |
$90.3K - $93.4K
|
11.4K
$567K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-1.83K- 10.41% |
$90.5K - $93.6K
|
15.8K
$788K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.87K- 11.56% |
$92K - $95.2K
|
14.3K
$713K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.92K- 1.58% |
$94.5K - $97.8K
|
119K
$5.94M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.94K- 2.85% |
$95.6K - $98.9K
|
66K
$3.3M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.94K- 19.89% |
$95.8K - $99.1K
|
7.83K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.97K- 2.58% |
$97.3K - $101K
|
74.5K
$3.72M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-2.01K- 14.02% |
$99.1K - $102K
|
12.3K
$615K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.02K- 3.56% |
$99.4K - $103K
|
54.6K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.02K- 24.19% |
$99.6K - $103K
|
6.33K
$316K
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.1K- 1.49% |
$103K - $107K
|
138K
$6.9M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.1K- 19.23% |
$104K - $107K
|
8.84K
$441K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.16K- 9.59% |
$106K - $110K
|
20.3K
$1.02M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.21K- 69.96% |
$109K - $113K
|
948
$47.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.24K- 10.16% |
$111K - $114K
|
19.8K
$989K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-2.26K- 14.65% |
$112K - $115K
|
13.2K
$657K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.31K- 8.9% |
$114K - $118K
|
23.6K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.31K- 3.3% |
$114K - $118K
|
67.7K
$3.38M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.48K- 2.29% |
$122K - $127K
|
106K
$5.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-2.49K- 6.07% |
$123K - $127K
|
38.5K
$1.92M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.51K- 15.55% |
$124K - $128K
|
13.6K
$681K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.58K- 3.69% |
$127K - $132K
|
67.3K
$3.36M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-2.59K- 3.04% |
$128K - $132K
|
82.6K
$4.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.62K- 2.62% |
$129K - $133K
|
97.3K
$4.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.63K- 6.63% |
$129K - $134K
|
37K
$1.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.66K- 3.39% |
$131K - $135K
|
75.6K
$3.78M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.7K- 0.76% |
$133K - $138K
|
352K
$17.6M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.79K- 24.59% |
$138K - $142K
|
8.55K
$427K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.8K- 4.57% |
$138K - $143K
|
58.4K
$2.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.82K- 6.78% |
$139K - $144K
|
38.8K
$1.94M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.9K- 37.61% |
$143K - $148K
|
4.8K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.94K- 4.64% |
$145K - $150K
|
60.4K
$3.01M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.08K- 8.45% |
$152K - $157K
|
33.3K
$1.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.13K- 33.83% |
$154K - $160K
|
6.12K
$305K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.17K- 11.45% |
$156K - $162K
|
24.5K
$1.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.17K- 12.2% |
$156K - $162K
|
22.8K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.39K- 6.2% |
$167K - $173K
|
51.4K
$2.56M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.46K- 0.6% |
$171K - $177K
|
578K
$28.8M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-3.55K- 0.86% |
$175K - $181K
|
407K
$20.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.55K- 0.94% |
$175K - $181K
|
375K
$18.7M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.56K- 22.82% |
$176K - $182K
|
12K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.68K- 10.8% |
$182K - $188K
|
30.4K
$1.52M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-3.7K- 37.47% |
$182K - $189K
|
6.18K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.71K- 15.05% |
$183K - $189K
|
21K
$1.05M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-3.84K- 22.19% |
$189K - $196K
|
13.5K
$672K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.85K- 24.55% |
$190K - $196K
|
11.8K
$591K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.87K- 33.11% |
$191K - $198K
|
7.83K
$391K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-3.92K- 15.21% |
$193K - $200K
|
21.9K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.96K- 0.65% |
$195K - $202K
|
606K
$30.2M
|