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 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.58KNew |
$472K - $489K
|
9.58K
$479K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.22K+ 14.59% |
$455K - $470K
|
72.4K
$3.62M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.03K+ 28.04% |
$445K - $461K
|
41.2K
$2.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.93K+ 24.92% |
$440K - $455K
|
44.7K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.81K+ 73.18% |
$435K - $450K
|
20.9K
$1.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
8.63K+ 21.52% |
$426K - $440K
|
48.7K
$2.44M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
8.63K+ 77.8% |
$425K - $440K
|
19.7K
$986K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
8.62K+ 11.77% |
$425K - $440K
|
81.9K
$4.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
8.6K+ 51.32% |
$424K - $439K
|
25.4K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
8.53K+ 8.82% |
$421K - $435K
|
105K
$5.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.38K+ 23.2% |
$413K - $427K
|
44.5K
$2.23M
|
|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
8.2KNew |
$404K - $418K
|
8.2K
$410K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.13K+ 24.47% |
$401K - $415K
|
41.3K
$2.07M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8.1KNew |
$399K - $413K
|
8.1K
$405K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
8.09KNew |
$399K - $413K
|
8.09K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
8.09K+ 2.58% |
$399K - $412K
|
322K
$16.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.06K+ 25.99% |
$397K - $411K
|
39.1K
$1.95M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.04K+ 11.48% |
$396K - $410K
|
78K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
8.02K+ 100.0% |
$395K - $409K
|
16K
$802K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8KNew |
$395K - $408K
|
8K
$400K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.88KNew |
$388K - $402K
|
7.88K
$394K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.75KNew |
$382K - $395K
|
7.75K
$388K
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
7.68KNew |
$379K - $392K
|
7.68K
$384K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7.6K+ 39.48% |
$375K - $388K
|
26.9K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
7.58K+ 11.21% |
$374K - $387K
|
75.2K
$3.76M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.56K+ 43.61% |
$373K - $386K
|
24.9K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.55KNew |
$373K - $385K
|
7.55K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.51KNew |
$371K - $383K
|
7.51K
$376K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.5KNew |
$370K - $383K
|
7.5K
$375K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7.5K+ 20.82% |
$370K - $382K
|
43.5K
$2.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
7.32K+ 9.02% |
$361K - $374K
|
88.5K
$4.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.32K+ 269.39% |
$361K - $374K
|
10K
$502K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
7.26K+ 194.38% |
$358K - $371K
|
11K
$550K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
7.23K+ 115.22% |
$357K - $369K
|
13.5K
$676K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
7.23KNew |
$356K - $369K
|
7.23K
$362K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
7.17K+ 10.51% |
$354K - $366K
|
75.4K
$3.77M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.15K+ 75.32% |
$352K - $365K
|
16.6K
$832K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
7.13K+ 55.57% |
$352K - $364K
|
20K
$998K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.12K+ 120.66% |
$351K - $363K
|
13K
$651K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.06KNew |
$348K - $360K
|
7.06K
$353K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.05K+ 16.43% |
$348K - $360K
|
50K
$2.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
7.03K+ 54.55% |
$347K - $359K
|
19.9K
$996K
|
|
|
Nov 13, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
6.95KNew |
$343K - $354K
|
6.95K
$348K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
6.72K+ 107.25% |
$331K - $343K
|
13K
$649K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.7K+ 63.86% |
$330K - $342K
|
17.2K
$860K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.69KNew |
$330K - $341K
|
6.69K
$335K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.63K+ 43.08% |
$327K - $338K
|
22K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
6.6K+ 3.07% |
$326K - $337K
|
221K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.39K+ 19.83% |
$315K - $326K
|
38.6K
$1.93M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
6.36K+ 6.12% |
$314K - $325K
|
110K
$5.52M
|