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 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
769
+ 4.31%
$37.9K - $39.2K
18.6K $931K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
768
+ 1.88%
$37.9K - $39.2K
41.7K $2.09M
Apr 24, 2023 Q1 2023
Windward Private Wealth Management Inc.

BUY
 -
722
+ 1.16%
$35.6K - $36.8K
62.9K $3.15M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
703
+ 13.89%
$34.7K - $35.9K
5.76K $288K
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
690
+ 6.62%
$34K - $35.2K
11.1K $556K
Apr 20, 2023 Q1 2023
Compass Advisory Group LLC

BUY
 -
682
+ 1.09%
$33.6K - $34.8K
63.2K $3.16M
Apr 28, 2023 Q1 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
677
+ 1.02%
$33.4K - $34.5K
67.1K $3.36M
May 08, 2023 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
675
+ 0.93%
$33.3K - $34.4K
72.9K $3.65M
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
651
+ 3.33%
$32.1K - $33.2K
20.2K $1.01M
Apr 17, 2023 Q1 2023
Highland Financial Advisors, LLC

BUY
 -
635
+ 2.04%
$31.3K - $32.4K
31.7K $1.59M
Apr 17, 2023 Q1 2023
Northland Capital Management LLC

BUY
 -
620
+ 14.29%
$30.6K - $31.6K
4.96K $248K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
604
New
$29.8K - $30.8K
604 $30.2K
Apr 27, 2023 Q1 2023
Capital Insight Partners, LLC

BUY
 -
600
+ 2.33%
$29.6K - $30.6K
26.4K $1.32M
Apr 20, 2023 Q1 2023
White Lighthouse Investment Management Inc.

BUY
 -
590
+ 2.43%
$29.1K - $30.1K
24.9K $1.24M
Apr 04, 2023 Q1 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
586
+ 6.52%
$28.9K - $29.9K
9.57K $479K
Apr 12, 2023 Q1 2023
Mc Naughton Wealth Management, LLC

BUY
 -
585
+ 1.27%
$28.9K - $29.8K
46.8K $2.34M
Apr 20, 2023 Q1 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
529
+ 3.49%
$26.1K - $27K
15.7K $785K
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
515
+ 4.51%
$25.4K - $26.3K
11.9K $598K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
477
New
$23.5K - $24.3K
477 $23.9K
May 05, 2023 Q1 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
443
+ 0.37%
$21.8K - $22.6K
120K $6M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
415
New
$20.5K - $21.2K
415 $20.8K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
415
+ 4.16%
$20.5K - $21.2K
10.4K $519K
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
413
+ 1.22%
$20.4K - $21.1K
34.3K $1.72M
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
411
+ 17.53%
$20.3K - $21K
2.76K $138K
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
410
+ 4.48%
$20.2K - $20.9K
9.56K $478K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
402
+ 7.06%
$19.8K - $20.5K
6.1K $305K
May 15, 2023 Q1 2023
Belvedere Trading LLC

BUY
 -
400
New
$19.7K - $20.4K
400 $20K
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
393
+ 3.02%
$19.4K - $20.1K
13.4K $671K
Apr 18, 2023 Q1 2023
New Hampshire Trust

Concord, NH
BUY
 -
390
New
$19.2K - $19.9K
390 $19.5K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
383
+ 0.09%
$18.9K - $19.5K
418K $20.9M
May 05, 2023 Q1 2023
Kraft Asset Management, LLC

BUY
 -
370
+ 2.34%
$18.2K - $18.9K
16.2K $811K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
367
+ 0.8%
$18.1K - $18.7K
46.4K $2.32M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
366
+ 2.14%
$18.1K - $18.7K
17.5K $875K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
363
+ 18.95%
$17.9K - $18.5K
2.28K $114K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
354
New
$17.5K - $18.1K
354 $17.7K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
353
+ 8.04%
$17.4K - $18K
4.75K $237K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
340
New
$16.8K - $17.3K
340 $17K
May 11, 2023 Q1 2023
Nvwm, LLC

BUY
 -
331
+ 3.58%
$16.3K - $16.9K
9.58K $479K
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
323
+ 1.7%
$15.9K - $16.5K
19.3K $966K
May 15, 2023 Q1 2023
Forum Private Client Group LLC

BUY
 -
319
+ 5.28%
$15.7K - $16.3K
6.36K $318K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
275
New
$13.6K - $14K
275 $13.8K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
261
New
$12.9K - $13.3K
261 $13.1K
Apr 19, 2023 Q1 2023
Windsor Group LTD

BUY
 -
252
+ 0.06%
$12.4K - $12.9K
406K $20.3M
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
234
+ 4.98%
$11.5K - $11.9K
4.93K $247K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
211
New
$10.4K - $10.8K
211 $10.6K
Apr 25, 2023 Q1 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
208
+ 2.12%
$10.3K - $10.6K
10K $501K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
205
+ 97.16%
$10.1K - $10.5K
416 $20.8K
Apr 13, 2023 Q1 2023
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
200
+ 2.68%
$9.86K - $10.2K
7.66K $383K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
196
+ 3.22%
$9.67K - $10K
6.28K $314K

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