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
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.88K+ 14.17% |
$92.6K - $95.8K
|
15.1K
$758K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.86K+ 12.57% |
$91.6K - $94.7K
|
16.6K
$833K
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.85K+ 4.14% |
$91.2K - $94.4K
|
46.5K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.77KNew |
$87K - $90.1K
|
1.77K
$88.4K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
1.6K+ 5.33% |
$79.1K - $81.8K
|
31.7K
$1.59M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.6K+ 10.09% |
$78.9K - $81.6K
|
17.4K
$874K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.59K+ 0.57% |
$78.5K - $81.2K
|
283K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.59K+ 17.91% |
$78.3K - $81K
|
10.5K
$524K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.58K+ 12.16% |
$77.9K - $80.6K
|
14.6K
$729K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.56K+ 24.49% |
$77.1K - $79.8K
|
7.95K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55K+ 8.46% |
$76.2K - $78.9K
|
19.8K
$992K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.52K+ 1.63% |
$75K - $77.6K
|
94.7K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.51K+ 28.44% |
$74.2K - $76.8K
|
6.8K
$340K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.42K+ 24.37% |
$70.1K - $72.6K
|
7.26K
$363K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
1.42K+ 12.12% |
$70K - $72.4K
|
13.1K
$658K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.38K+ 2.64% |
$68.2K - $70.5K
|
53.7K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.36K+ 7.55% |
$67.1K - $69.4K
|
19.4K
$971K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.33K+ 4.38% |
$65.5K - $67.8K
|
31.7K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 1.41% |
$64.2K - $66.4K
|
93.5K
$4.68M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.26K+ 15.95% |
$62.3K - $64.5K
|
9.19K
$460K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.21K+ 1113.76% |
$59.9K - $61.9K
|
1.32K
$66.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.2KNew |
$59.2K - $61.3K
|
1.2K
$60.1K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.2K+ 16.55% |
$58.9K - $61K
|
8.42K
$422K
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
1.14K+ 3.76% |
$56.3K - $58.3K
|
31.5K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.13K+ 9.98% |
$55.5K - $57.4K
|
12.4K
$621K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.1K+ 2.18% |
$54.2K - $56.1K
|
51.6K
$2.58M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.1K+ 2.18% |
$54.2K - $56.1K
|
51.6K
$2.58M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.09K+ 26.84% |
$53.9K - $55.8K
|
5.17K
$259K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.09K+ 0.56% |
$53.9K - $55.7K
|
196K
$9.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.07K+ 7.23% |
$52.8K - $54.6K
|
15.9K
$795K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
1.05K+ 2.91% |
$51.9K - $53.7K
|
37.2K
$1.86M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.05K+ 12.04% |
$51.8K - $53.6K
|
9.78K
$490K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05KNew |
$51.8K - $53.6K
|
1.05K
$52.6K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.05K+ 16.37% |
$51.5K - $53.3K
|
7.43K
$372K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.04K+ 3.81% |
$51.1K - $52.9K
|
28.2K
$1.41M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.02K+ 10.9% |
$50.5K - $52.2K
|
10.4K
$521K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.02K+ 2.97% |
$50.1K - $51.8K
|
35.2K
$1.76M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1K+ 1.88% |
$49.3K - $51K
|
54.1K
$2.71M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
988+ 7.38% |
$48.7K - $50.4K
|
14.4K
$720K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
967+ 4.11% |
$47.7K - $49.3K
|
24.5K
$1.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
919+ 0.18% |
$45.3K - $46.9K
|
506K
$25.3M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
913+ 3.51% |
$45K - $46.6K
|
26.9K
$1.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
910+ 20.68% |
$44.9K - $46.4K
|
5.31K
$266K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
905+ 1.59% |
$44.6K - $46.2K
|
57.7K
$2.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
905+ 4.4% |
$44.6K - $46.2K
|
21.5K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
875New |
$43.2K - $44.6K
|
875
$43.8K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
861+ 5.95% |
$42.5K - $43.9K
|
15.3K
$768K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
840New |
$41.4K - $42.9K
|
840
$42.1K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
806+ 1.06% |
$39.8K - $41.1K
|
76.8K
$3.84M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
786+ 8.89% |
$38.8K - $40.1K
|
9.63K
$482K
|