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 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.1K- 6.86% |
$548K - $565K
|
150K
$7.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.6K- 6.78% |
$573K - $591K
|
159K
$8.11M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-12.1K- 1.37% |
$600K - $618K
|
871K
$44.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.3K- 0.52% |
$609K - $628K
|
2.35M
$120M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-13K- 54.64% |
$642K - $663K
|
10.8K
$549K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.2K- 31.87% |
$652K - $673K
|
28.2K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-13.3K- 5.45% |
$656K - $677K
|
230K
$11.7M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.3K- 53.29% |
$659K - $680K
|
11.7K
$594K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.7K- 11.07% |
$729K - $752K
|
118K
$6.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.8K- 3.45% |
$733K - $756K
|
415K
$21.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-14.8K- 49.9% |
$734K - $757K
|
14.9K
$758K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15.1K- 3.27% |
$745K - $769K
|
445K
$22.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-15.4K- 22.49% |
$760K - $784K
|
52.9K
$2.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-15.7K- 12.18% |
$775K - $800K
|
113K
$5.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
SELL
|
- |
-15.9K- 50.34% |
$785K - $810K
|
15.6K
$797K
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-16.6K- 37.48% |
$820K - $846K
|
27.6K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-17.4K- 14.8% |
$863K - $890K
|
100K
$5.12M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-18.2KClosed |
$901K - $929K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18.3K- 18.36% |
$907K - $936K
|
81.5K
$4.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-18.6K- 3.47% |
$920K - $949K
|
517K
$26.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-19K- 50.82% |
$938K - $968K
|
18.3K
$934K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.1K- 44.66% |
$947K - $976K
|
23.7K
$1.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-19.3K- 2.77% |
$956K - $986K
|
677K
$34.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-19.6K- 17.72% |
$968K - $998K
|
90.8K
$4.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20.4K- 68.81% |
$1.01M - $1.04M
|
9.24K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-22.3K- 32.92% |
$1.1M - $1.14M
|
45.4K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-22.7K- 16.25% |
$1.12M - $1.16M
|
117K
$5.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22.7K- 9.37% |
$1.12M - $1.16M
|
220K
$11.2M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-22.8K- 16.89% |
$1.13M - $1.16M
|
112K
$5.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-23.3K- 47.16% |
$1.15M - $1.19M
|
26.1K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-23.4K- 76.78% |
$1.16M - $1.19M
|
7.07K
$360K
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-23.7K- 37.66% |
$1.17M - $1.21M
|
39.2K
$2M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.4K- 8.59% |
$1.31M - $1.35M
|
281K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-27.1K- 35.28% |
$1.34M - $1.38M
|
49.7K
$2.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
SELL
|
- |
-27.3K- 19.59% |
$1.35M - $1.4M
|
112K
$5.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-29.1K- 68.59% |
$1.44M - $1.48M
|
13.3K
$678K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-29.9K- 87.29% |
$1.48M - $1.53M
|
4.36K
$222K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-30.7K- 48.52% |
$1.52M - $1.57M
|
32.5K
$1.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-31.1K- 27.8% |
$1.54M - $1.59M
|
80.7K
$4.11M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-34.3K- 59.57% |
$1.7M - $1.75M
|
23.3K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-36.7K- 39.34% |
$1.82M - $1.87M
|
56.6K
$2.88M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-39K- 39.68% |
$1.93M - $1.99M
|
59.3K
$3.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-44.1K- 8.72% |
$2.19M - $2.25M
|
462K
$23.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-47.7K- 81.49% |
$2.36M - $2.44M
|
10.8K
$552K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-51.3K- 3.62% |
$2.54M - $2.62M
|
1.37M
$69.6M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-51.3K- 3.62% |
$2.54M - $2.62M
|
1.37M
$69.6M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-51.7K- 9.08% |
$2.56M - $2.64M
|
518K
$26.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-56.4K- 28.33% |
$2.79M - $2.88M
|
143K
$7.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-59.1K- 36.66% |
$2.93M - $3.02M
|
102K
$5.2M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.6K- 13.49% |
$3.05M - $3.15M
|
395K
$20.1M
|