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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-164K- 96.95% |
$8.09M - $8.37M
|
5.16K
$258K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-167K- 11.8% |
$8.22M - $8.5M
|
1.25M
$62.4M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-168K- 96.58% |
$8.26M - $8.55M
|
5.93K
$297K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-169K- 69.89% |
$8.35M - $8.64M
|
72.9K
$3.65M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-190K- 9.57% |
$9.36M - $9.68M
|
1.79M
$89.8M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-213K- 77.11% |
$10.5M - $10.9M
|
63.2K
$3.17M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-219K- 82.26% |
$10.8M - $11.2M
|
47.2K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-230K- 4.8% |
$11.4M - $11.7M
|
4.57M
$229M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-248K- 30.31% |
$12.2M - $12.6M
|
570K
$28.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-254K- 40.86% |
$12.5M - $13M
|
368K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-266K- 38.58% |
$13.1M - $13.6M
|
424K
$21.2M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-286K- 3.44% |
$14.1M - $14.6M
|
8.04M
$402M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-315K- 76.18% |
$15.5M - $16M
|
98.4K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-327K- 12.13% |
$16.1M - $16.7M
|
2.37M
$119M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-414K- 97.8% |
$20.4M - $21.1M
|
9.33K
$467K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.13M- 89.88% |
$55.7M - $57.6M
|
127K
$6.36M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.24M- 14.17% |
$61.2M - $63.3M
|
7.52M
$377M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.38M- 25.51% |
$67.8M - $70.2M
|
4.02M
$201M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.57M- 78.3% |
$77.2M - $79.9M
|
434K
$21.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.29M- 8.17% |
$113M - $117M
|
25.7M
$1.29B
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.92M- 4.8% |
$144M - $149M
|
58M
$2.9B
|