Purchases and Sales Made in Q2 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 Q2 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
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
5.97M
+ 23.19%
$296M - $305M
31.7M $1.6B
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.24M
+ 9.35%
$111M - $114M
26.2M $1.33B
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.18M
+ 1698.72%
$108M - $111M
2.3M $117M
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
1.72M
+ 22.43%
$85.2M - $87.9M
9.39M $475M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.67M
+ 2.88%
$82.7M - $85.3M
59.7M $3.02B
Aug 02, 2023 Q2 2023
Winthrop Advisory Group LLC

BUY
 -
1.22M
+ 957.48%
$60.2M - $62.1M
1.34M $68M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
1.06M
+ 17.33%
$52.4M - $54M
7.17M $363M
Jul 26, 2023 Q2 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
997K
+ 9925.66%
$49.3M - $50.9M
1.01M $50.9M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
940K
+ 37.66%
$46.5M - $48M
3.44M $174M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
939K
+ 6.03%
$46.5M - $48M
16.5M $836M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
747K
+ 24.54%
$37M - $38.1M
3.79M $192M
Aug 15, 2023 Q2 2023
Crestwood Advisors Group LLC

BUY
 -
641K
+ 100.2%
$31.7M - $32.7M
1.28M $64.8M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
618K
+ 179.2%
$30.6M - $31.5M
962K $48.7M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
584K
+ 5.45%
$28.9M - $29.8M
11.3M $571M
Jul 31, 2023 Q2 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
523K
New
$25.9M - $26.7M
523K $26.4M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
514K
+ 258.25%
$25.5M - $26.3M
713K $36.1M
Aug 09, 2023 Q2 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
510K
+ 1.46%
$25.2M - $26M
35.3M $1.79B
Aug 14, 2023 Q2 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
472K
+ 91.95%
$23.4M - $24.1M
986K $49.9M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
424K
+ 431.58%
$21M - $21.6M
522K $26.4M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
408K
+ 7.24%
$20.2M - $20.8M
6.05M $306M
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
400K
+ 4.14%
$19.8M - $20.4M
10.1M $509M
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
325K
+ 322.25%
$16.1M - $16.6M
425K $21.5M
Jul 20, 2023 Q2 2023
Exchange Traded Concepts, LLC

BUY
 -
295K
New
$14.6M - $15M
295K $14.9M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
216K
+ 51.01%
$10.7M - $11M
640K $32.4M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
214K
+ 9.52%
$10.6M - $10.9M
2.46M $125M
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
212K
+ 3.03%
$10.5M - $10.8M
7.19M $364M
Jul 21, 2023 Q2 2023
Salomon & Ludwin, LLC

BUY
 -
210K
+ 5254.05%
$10.4M - $10.7M
214K $10.8M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
189K
+ 3.2%
$9.36M - $9.65M
6.1M $309M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
184K
+ 8.65%
$9.11M - $9.4M
2.31M $117M
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
177K
+ 7.56%
$8.77M - $9.04M
2.52M $127M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
166K
New
$8.2M - $8.46M
166K $8.38M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
156K
+ 19.03%
$7.74M - $7.99M
979K $49.5M
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
154K
New
$7.6M - $7.84M
154K $7.77M
Jul 21, 2023 Q2 2023
Gen Trust, LLC

BUY
 -
150K
+ 100.83%
$7.41M - $7.64M
298K $15.1M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
139K
+ 48.48%
$6.89M - $7.11M
427K $21.6M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
136K
+ 6.66%
$6.75M - $6.96M
2.18M $110M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
135K
+ 71.2%
$6.68M - $6.89M
324K $16.4M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
132K
+ 1.75%
$6.52M - $6.73M
7.65M $387M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
132K
+ 49.98%
$6.51M - $6.72M
395K $20M
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
125K
+ 11.31%
$6.18M - $6.37M
1.23M $62.1M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
123K
+ 56.93%
$6.08M - $6.27M
339K $17.1M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
114K
+ 3.98%
$5.66M - $5.84M
2.99M $151M
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
109K
+ 25.27%
$5.4M - $5.57M
541K $27.4M
Aug 11, 2023 Q2 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
102K
+ 16.79%
$5.03M - $5.19M
707K $35.8M
Aug 10, 2023 Q2 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
101K
New
$5M - $5.15M
101K $5.11M
Jul 26, 2023 Q2 2023
Manning & Napier Group, LLC

BUY
 -
101K
+ 22.42%
$5M - $5.15M
551K $27.9M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
98.7K
+ 5.43%
$4.89M - $5.04M
1.92M $97M
Aug 04, 2023 Q2 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
92.1K
+ 15.94%
$4.56M - $4.7M
670K $33.9M
Jul 17, 2023 Q2 2023
Forth Right Wealth Management, LLC

BUY
 -
86K
+ 121.71%
$4.26M - $4.39M
157K $7.93M

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