Purchases and Sales Made in Q1 2023 in Vanguard Mun Bd Fds Tax Exempt (VTEB)

VTEB Quotes by TradingView

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 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
17.3K
+ 4.0%
$852K - $881K
449K $22.5M
Apr 17, 2023 Q1 2023
Benchmark Wealth Management, LLC

BUY
 -
17.2K
+ 24.06%
$848K - $877K
88.6K $4.43M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
17K
+ 20.86%
$839K - $868K
98.5K $4.93M
Apr 26, 2023 Q1 2023
Rede Wealth, LLC

BUY
 -
16.6K
+ 18.57%
$819K - $847K
106K $5.3M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
16.5K
New
$813K - $841K
16.5K $825K
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
16.5K
+ 7.56%
$812K - $840K
234K $11.7M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
16.2K
+ 19.78%
$800K - $828K
98.2K $4.91M
May 11, 2023 Q1 2023
Texas Capital Bank Wealth Management Services Inc

BUY
 -
16K
+ 43.74%
$791K - $818K
52.7K $2.64M
Apr 27, 2023 Q1 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
15.5K
+ 83.01%
$764K - $790K
34.1K $1.71M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
15.5K
+ 16.07%
$763K - $789K
112K $5.59M
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
14.8K
New
$730K - $755K
14.8K $740K
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
14.7K
+ 51.16%
$725K - $750K
43.4K $2.17M
May 03, 2023 Q1 2023
Websterrogers Financial Advisors, LLC

BUY
 -
14.4K
+ 17.9%
$712K - $737K
95.1K $4.76M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
14.4K
+ 378.05%
$712K - $736K
18.2K $913K
Apr 19, 2023 Q1 2023
Navalign, LLC

BUY
 -
14.3K
New
$707K - $731K
14.3K $717K
May 09, 2023 Q1 2023
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
14.1K
New
$696K - $721K
14.1K $707K
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
14K
+ 89.48%
$692K - $716K
29.7K $1.49M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
14K
+ 137.84%
$690K - $713K
24.1K $1.21M
May 08, 2023 Q1 2023
Culbertson A N & CO Inc

BUY
 -
13.9K
New
$687K - $710K
13.9K $697K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
13.9K
+ 5.07%
$683K - $707K
287K $14.4M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
13.7K
+ 701.64%
$677K - $701K
15.7K $785K
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
13.7K
+ 1.74%
$676K - $699K
802K $40.1M
Jul 03, 2024 Q1 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
13.4K
+ 19.27%
$663K - $686K
83.2K $4.16M
May 02, 2023 Q1 2023
Neumann Capital Management, LLC

BUY
 -
13.4K
+ 31.68%
$661K - $684K
55.7K $2.79M
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
13.2K
+ 34.28%
$651K - $674K
51.7K $2.59M
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
13.1K
+ 2.71%
$647K - $669K
497K $24.9M
May 10, 2023 Q1 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
12.8K
New
$631K - $653K
12.8K $641K
Apr 26, 2023 Q1 2023
Ht Partners LLC

BUY
 -
12.6K
+ 1.63%
$623K - $644K
787K $39.4M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
12.3K
+ 102608.33%
$607K - $628K
12.3K $617K
Apr 06, 2023 Q1 2023
Single Point Partners, LLC

BUY
 -
12.2K
+ 7.2%
$600K - $621K
181K $9.06M
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
11.8K
+ 8.51%
$580K - $600K
150K $7.5M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
11.7K
+ 16.91%
$575K - $595K
80.6K $4.03M
May 15, 2023 Q1 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
11.7K
New
$575K - $594K
11.7K $583K
May 15, 2023 Q1 2023
Goodman Advisory Group, LLC

BUY
 -
11.6K
+ 40.93%
$574K - $594K
40.1K $2.01M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
11.6K
+ 14.91%
$573K - $593K
89.5K $4.48M
May 15, 2023 Q1 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
11.4K
+ 3.11%
$562K - $582K
378K $18.9M
Feb 28, 2024 Q1 2023
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
11.3K
+ 52.1%
$560K - $579K
33.1K $1.66M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
11.2K
+ 1.8%
$551K - $571K
634K $31.7M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
11.1K
+ 28.58%
$547K - $566K
49.9K $2.49M
May 05, 2023 Q1 2023
Prairie View Partners, LLC

BUY
 -
10.9K
+ 49.91%
$536K - $554K
32.6K $1.63M
May 11, 2023 Q1 2023
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
10.8K
New
$534K - $553K
10.8K $542K
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
10.8K
+ 55.42%
$532K - $550K
30.3K $1.51M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
10.6K
+ 2.24%
$523K - $541K
484K $24.2M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
10.4K
+ 51.32%
$511K - $529K
30.6K $1.53M
May 04, 2023 Q1 2023
Cahaba Wealth Management, Inc.

BUY
 -
10.3K
+ 5.69%
$509K - $527K
192K $9.59M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
10.2K
+ 108.17%
$503K - $520K
19.6K $982K
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
9.98K
New
$492K - $509K
9.98K $499K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
9.71K
+ 62.44%
$479K - $495K
25.3K $1.26M
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
9.65K
+ 152.75%
$476K - $492K
16K $799K

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