Purchases and Sales Made in Q2 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 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 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
29+ 0.27% |
$1.44K - $1.48K
|
10.8K
$541K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
28+ 0.57% |
$1.39K - $1.43K
|
4.96K
$249K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
22+ 4.87% |
$1.09K - $1.12K
|
474
$23.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21+ 5.93% |
$1.04K - $1.07K
|
375
$18.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
17+ 0.17% |
$842 - $868
|
10.1K
$509K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
15+ 0.12% |
$743 - $766
|
12.9K
$647K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
14+ 0.22% |
$693 - $715
|
6.24K
$313K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 0.08% |
$545 - $562
|
14.3K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11+ 0.27% |
$545 - $562
|
4.1K
$206K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.07% |
$446 - $460
|
13.4K
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.07% |
$198 - $204
|
5.77K
$289K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.48% |
$99 - $102
|
417
$20.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2+ 0.57% |
$99 - $102
|
352
$17.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2+ 0.03% |
$99 - $102
|
6.65K
$334K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.0% |
$99 - $102
|
47.2K
$2.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.91% |
$49.5 - $51.1
|
111
$5.57K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.02% |
$49.5 - $51.1
|
6.28K
$315K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.01% |
$49.5 - $51.1
|
17.4K
$875K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$49.5 - $51.1
|
18K
$902K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$49.5 - $51.1
|
13K
$651K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1- -0.0% |
$49.5 - $51.1
|
34.1K
$1.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$149 - $153
|
13K
$651K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-10- 0.04% |
$495 - $511
|
25.3K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-11- 0.15% |
$545 - $562
|
7.39K
$371K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-15- 0.09% |
$743 - $766
|
16.4K
$824K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-24- 0.08% |
$1.19K - $1.23K
|
28.3K
$1.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-25- 0.2% |
$1.24K - $1.28K
|
12.3K
$617K
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-27- 0.07% |
$1.34K - $1.38K
|
38.8K
$1.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-42- 0.45% |
$2.08K - $2.14K
|
9.4K
$472K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.97% |
$2.28K - $2.35K
|
4.72K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-48- 0.23% |
$2.38K - $2.45K
|
20.8K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-50- 0.06% |
$2.48K - $2.55K
|
89.3K
$4.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-54- 61.36% |
$2.67K - $2.76K
|
34
$1.71K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-57- 0.63% |
$2.82K - $2.91K
|
8.97K
$450K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-61- 1.05% |
$3.02K - $3.11K
|
5.75K
$289K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-76- 0.07% |
$3.76K - $3.88K
|
106K
$5.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-83- 1.01% |
$4.11K - $4.24K
|
8.12K
$407K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-89- 1.71% |
$4.41K - $4.54K
|
5.12K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-92- 0.27% |
$4.55K - $4.7K
|
34.6K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-98- 0.24% |
$4.85K - $5K
|
40.3K
$2.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-103- 0.29% |
$5.1K - $5.26K
|
35K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-106- 0.74% |
$5.25K - $5.41K
|
14.2K
$711K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-107- 0.11% |
$5.3K - $5.46K
|
95.8K
$4.81M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-110- 0.44% |
$5.45K - $5.62K
|
24.8K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-120- 0.44% |
$5.94K - $6.13K
|
27K
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 16.37% |
$5.94K - $6.13K
|
613
$30.8K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-123- 2.32% |
$6.09K - $6.28K
|
5.17K
$260K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-134- 3.34% |
$6.63K - $6.84K
|
3.88K
$195K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-147- 0.25% |
$7.28K - $7.51K
|
58.3K
$2.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-150- 0.32% |
$7.43K - $7.66K
|
46.7K
$2.35M
|