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 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
109K+ 101.81% |
$5.37M - $5.56M
|
216K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
103K+ 84.38% |
$5.07M - $5.25M
|
225K
$11.2M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
99.1KNew |
$4.89M - $5.06M
|
99.1K
$4.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
95.7K+ 9.98% |
$4.72M - $4.88M
|
1.05M
$52.8M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
94.7K+ 284.02% |
$4.67M - $4.83M
|
128K
$6.41M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
94.2K+ 110.6% |
$4.65M - $4.81M
|
179K
$8.98M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
89.8K+ 636.06% |
$4.43M - $4.58M
|
104K
$5.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
86.8K+ 350.34% |
$4.28M - $4.43M
|
112K
$5.58M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
85.5K+ 66.08% |
$4.22M - $4.36M
|
215K
$10.8M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
84.2K+ 23.45% |
$4.15M - $4.29M
|
443K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
82.7K+ 15.81% |
$4.08M - $4.22M
|
605K
$30.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
81.9K+ 76.11% |
$4.04M - $4.18M
|
189K
$9.48M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
81.7K+ 23.5% |
$4.03M - $4.17M
|
429K
$21.5M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
80.5K+ 22.91% |
$3.97M - $4.11M
|
432K
$21.6M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
80.1K+ 25.5% |
$3.95M - $4.09M
|
394K
$19.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
78.9K+ 360.15% |
$3.89M - $4.02M
|
101K
$5.04M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
78.2K+ 14.46% |
$3.86M - $3.99M
|
619K
$31M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
77.4KNew |
$3.82M - $3.95M
|
77.4K
$3.87M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
76.8K+ 43.73% |
$3.79M - $3.92M
|
253K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
76.2KNew |
$3.76M - $3.89M
|
76.2K
$3.81M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
73.9K+ 31.62% |
$3.65M - $3.77M
|
308K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
73.2K+ 22.86% |
$3.61M - $3.73M
|
393K
$19.7M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
71.1K+ 511.83% |
$3.51M - $3.63M
|
85K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
70.9K+ 7.57% |
$3.5M - $3.62M
|
1.01M
$50.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
66.1K+ 47.56% |
$3.26M - $3.37M
|
205K
$10.3M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
65.7K+ 129.79% |
$3.24M - $3.35M
|
116K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.8K+ 0.6% |
$3.15M - $3.25M
|
10.7M
$536M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
61.4K+ 83.56% |
$3.03M - $3.13M
|
135K
$6.75M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
61KNew |
$3.01M - $3.11M
|
61K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.1K+ 8.56% |
$2.96M - $3.06M
|
762K
$38.1M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
59.9K+ 93.93% |
$2.96M - $3.06M
|
124K
$6.19M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
59.4K+ 112.82% |
$2.93M - $3.03M
|
112K
$5.61M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.9K+ 24.98% |
$2.9M - $3M
|
294K
$14.7M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
54.8K+ 47.19% |
$2.7M - $2.8M
|
171K
$8.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
53.2KNew |
$2.62M - $2.71M
|
53.2K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
50K+ 3.39% |
$2.47M - $2.55M
|
1.53M
$76.3M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48K+ 2.18% |
$2.37M - $2.45M
|
2.25M
$112M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
46.8K+ 5.98% |
$2.31M - $2.39M
|
830K
$41.5M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
46.6K+ 1.65% |
$2.3M - $2.38M
|
2.88M
$144M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46K+ 139.16% |
$2.27M - $2.35M
|
79.1K
$3.96M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
45.2K+ 2389.64% |
$2.23M - $2.31M
|
47.1K
$2.36M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
44.9KNew |
$2.21M - $2.29M
|
44.9K
$2.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
44.2KNew |
$2.18M - $2.25M
|
44.2K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
43.8K+ 88.37% |
$2.16M - $2.23M
|
93.3K
$4.67M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.5K+ 13.3% |
$2M - $2.06M
|
345K
$17.2M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
40.4KNew |
$1.99M - $2.06M
|
40.4K
$2.02M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.4K+ 15.9% |
$1.99M - $2.06M
|
294K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
38.6K+ 245.6% |
$1.9M - $1.97M
|
54.3K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
38.5K+ 34.29% |
$1.9M - $1.96M
|
151K
$7.54M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37K+ 8.76% |
$1.83M - $1.89M
|
460K
$23M
|