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 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-671- 1.34% |
$33.2K - $34.3K
|
49.3K
$2.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-687- 0.49% |
$34K - $35.1K
|
139K
$7.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-701- 3.07% |
$34.7K - $35.8K
|
22.1K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-706- 28.18% |
$34.9K - $36K
|
1.8K
$91K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-782- 1.93% |
$38.7K - $39.9K
|
39.7K
$2.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-788- 0.18% |
$39K - $40.2K
|
427K
$21.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-794- 8.68% |
$39.3K - $40.5K
|
8.35K
$423K
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-800- 14.81% |
$39.6K - $40.8K
|
4.6K
$233K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-825- 0.13% |
$40.8K - $42.1K
|
644K
$32.6M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-836- 1.86% |
$41.4K - $42.7K
|
44.1K
$2.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-838- 2.03% |
$41.5K - $42.8K
|
40.5K
$2.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-907- 3.7% |
$44.9K - $46.3K
|
23.6K
$1.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-915- 1.3% |
$45.3K - $46.7K
|
69.6K
$3.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-916- 1.08% |
$45.3K - $46.8K
|
84.1K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-932- 6.16% |
$46.1K - $47.6K
|
14.2K
$719K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-943- 11.9% |
$46.7K - $48.1K
|
6.98K
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-946- 10.25% |
$46.8K - $48.3K
|
8.29K
$419K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-946- 1.8% |
$46.8K - $48.3K
|
51.7K
$2.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-946- 99.79% |
$46.8K - $48.3K
|
2
$101
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-999- 6.51% |
$49.5K - $51K
|
14.3K
$726K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1K- 9.57% |
$49.5K - $51.1K
|
9.46K
$478K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.04K- 10.04% |
$51.6K - $53.2K
|
9.34K
$473K
|
|
|
Aug 07, 2023
Q2 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-1.05K- 0.82% |
$51.7K - $53.4K
|
126K
$6.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.07K- 0.77% |
$52.8K - $54.5K
|
137K
$6.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.07K- 9.43% |
$52.9K - $54.5K
|
10.3K
$519K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.08K- 11.01% |
$53.3K - $55K
|
8.71K
$440K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.09K- 13.33% |
$53.8K - $55.5K
|
7.06K
$357K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.09K- 0.18% |
$54.1K - $55.8K
|
605K
$30.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.12K- 5.32% |
$55.5K - $57.2K
|
20K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 8.69% |
$56K - $57.8K
|
11.9K
$602K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.13K- 3.13% |
$56.1K - $57.9K
|
35.1K
$1.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.13K- 3.13% |
$56.1K - $57.9K
|
35.1K
$1.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.14K- 4.58% |
$56.5K - $58.3K
|
23.8K
$1.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.15K- 1.18% |
$56.7K - $58.5K
|
96.1K
$4.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.23K- 10.29% |
$60.7K - $62.6K
|
10.7K
$541K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.24K- 1.32% |
$61.1K - $63.1K
|
92.2K
$4.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.24K- 7.87% |
$61.3K - $63.3K
|
14.5K
$734K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.27K- 5.67% |
$62.9K - $64.8K
|
21.1K
$1.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.32K- 5.0% |
$65.3K - $67.3K
|
25.1K
$1.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.33K- 9.99% |
$65.9K - $68K
|
12K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.36K- 1.09% |
$67.1K - $69.2K
|
122K
$6.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.44K- 96.27% |
$71.5K - $73.7K
|
56
$2.83K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.46K- 4.48% |
$72K - $74.3K
|
31K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.49K- 4.9% |
$73.7K - $76K
|
28.9K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.49K- 32.3% |
$73.8K - $76.1K
|
3.12K
$158K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 8.62% |
$74.3K - $76.6K
|
15.9K
$805K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.53K- 1.13% |
$75.9K - $78.3K
|
134K
$6.77M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.58K- 22.45% |
$78.4K - $80.9K
|
5.47K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.6K- 13.28% |
$79.2K - $81.7K
|
10.4K
$529K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.7K- 11.47% |
$84K - $86.6K
|
13.1K
$662K
|