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 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
36.9K+ 45.56% |
$1.82M - $1.88M
|
118K
$5.9M
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
35.3KNew |
$1.74M - $1.8M
|
35.3K
$1.77M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
35.2K+ 19.96% |
$1.73M - $1.79M
|
211K
$10.6M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
34.8K+ 3.48% |
$1.72M - $1.78M
|
1.04M
$51.8M
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
34.7KNew |
$1.71M - $1.77M
|
34.7K
$1.74M
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
34.4KNew |
$1.7M - $1.75M
|
34.4K
$1.72M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
33.4KNew |
$1.65M - $1.7M
|
33.4K
$1.67M
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
33.1K+ 81.08% |
$1.63M - $1.69M
|
74K
$3.71M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
31.8K+ 142.2% |
$1.57M - $1.62M
|
54.2K
$2.71M
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
31.3KNew |
$1.55M - $1.6M
|
31.3K
$1.57M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
31.3K+ 16.13% |
$1.54M - $1.6M
|
225K
$11.3M
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
30.8K+ 4.34% |
$1.52M - $1.57M
|
740K
$37.1M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
30.7KNew |
$1.51M - $1.57M
|
30.7K
$1.54M
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
28.7K+ 516.12% |
$1.42M - $1.46M
|
34.3K
$1.72M
|
|
May 03, 2023
Q1 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
27.4K+ 27.39% |
$1.35M - $1.4M
|
127K
$6.38M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
27.4K+ 12.29% |
$1.35M - $1.4M
|
250K
$12.5M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.9K+ 14.32% |
$1.33M - $1.37M
|
215K
$10.8M
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
26.7K+ 9.77% |
$1.32M - $1.36M
|
300K
$15M
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
26.4K+ 59.46% |
$1.3M - $1.34M
|
70.7K
$3.54M
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
25.8K+ 30.83% |
$1.27M - $1.32M
|
110K
$5.49M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25K+ 178.23% |
$1.24M - $1.28M
|
39.1K
$1.96M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
25K+ 16.57% |
$1.23M - $1.27M
|
176K
$8.8M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
24.7K+ 16.38% |
$1.22M - $1.26M
|
175K
$8.78M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
24.3KNew |
$1.2M - $1.24M
|
24.3K
$1.22M
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
23.5K+ 138.69% |
$1.16M - $1.2M
|
40.5K
$2.03M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 1170.97% |
$1.15M - $1.19M
|
25.3K
$1.27M
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
23K+ 8.29% |
$1.13M - $1.17M
|
300K
$15M
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
22.7K+ 15.05% |
$1.12M - $1.16M
|
174K
$8.7M
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
22.7K+ 15.05% |
$1.12M - $1.16M
|
174K
$8.7M
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
22.7K+ 102.43% |
$1.12M - $1.16M
|
44.9K
$2.25M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
22.7K+ 14.14% |
$1.12M - $1.16M
|
183K
$9.17M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
22.6K+ 17.58% |
$1.12M - $1.15M
|
151K
$7.58M
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
22.6K+ 34.99% |
$1.12M - $1.15M
|
87.3K
$4.37M
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
22.5K+ 39.47% |
$1.11M - $1.15M
|
79.4K
$3.98M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22.4K+ 18.45% |
$1.11M - $1.14M
|
144K
$7.2M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
21.8KNew |
$1.08M - $1.11M
|
21.8K
$1.09M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
21.7K+ 18.27% |
$1.07M - $1.11M
|
140K
$7.03M
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
21.5KNew |
$1.06M - $1.1M
|
21.5K
$1.08M
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
21.5K+ 362.72% |
$1.06M - $1.1M
|
27.4K
$1.37M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
20.3K+ 3.0% |
$1M - $1.04M
|
696K
$34.9M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.7KNew |
$971K - $1M
|
19.7K
$986K
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.6K+ 97.01% |
$965K - $999K
|
39.7K
$1.99M
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
19.5K+ 3.12% |
$963K - $996K
|
645K
$32.3M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
19.4K+ 11.55% |
$956K - $989K
|
187K
$9.38M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.1K+ 80.69% |
$943K - $976K
|
42.8K
$2.14M
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
19.1KNew |
$943K - $975K
|
19.1K
$957K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.8K+ 13.21% |
$928K - $960K
|
161K
$8.08M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
18.1K+ 8.27% |
$895K - $926K
|
238K
$11.9M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.9K+ 11.09% |
$882K - $912K
|
179K
$8.97M
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
17.6KNew |
$870K - $900K
|
17.6K
$884K
|