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 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.6K- 13.49% |
$3.05M - $3.15M
|
395K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-70K- 16.25% |
$3.47M - $3.58M
|
361K
$18.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-70.6K- 19.2% |
$3.5M - $3.61M
|
297K
$15M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-71.2K- 1.77% |
$3.53M - $3.64M
|
3.95M
$200M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-75.2K- 14.29% |
$3.72M - $3.84M
|
451K
$22.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-75.4K- 29.85% |
$3.73M - $3.85M
|
177K
$8.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-83.1K- 46.41% |
$4.11M - $4.24M
|
95.9K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-83.3K- 4.33% |
$4.12M - $4.25M
|
1.84M
$93M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-85.9K- 13.87% |
$4.25M - $4.38M
|
533K
$27M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-91.3K- 48.76% |
$4.52M - $4.66M
|
95.9K
$4.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-93K- 81.53% |
$4.6M - $4.75M
|
21.1K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-109K- 79.97% |
$5.37M - $5.54M
|
27.2K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-109K- 15.02% |
$5.37M - $5.54M
|
614K
$31.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-127K- 28.04% |
$6.29M - $6.49M
|
326K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-151K- 28.79% |
$7.48M - $7.72M
|
374K
$18.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-166K- 81.24% |
$8.22M - $8.48M
|
38.4K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-199K- 80.91% |
$9.83M - $10.1M
|
46.8K
$2.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-201K- 1.01% |
$9.95M - $10.3M
|
19.8M
$1B
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-206K- 3.36% |
$10.2M - $10.5M
|
5.91M
$299M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-211K- 5.66% |
$10.4M - $10.8M
|
3.51M
$178M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-271K- 24.27% |
$13.4M - $13.8M
|
845K
$42.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-393K- 48.97% |
$19.4M - $20M
|
409K
$20.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-394K- 4.91% |
$19.5M - $20.1M
|
7.64M
$387M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-507K- 25.3% |
$25.1M - $25.9M
|
1.5M
$75.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-680K- 12.19% |
$33.7M - $34.7M
|
4.9M
$248M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.4M- 40.6% |
$69.1M - $71.2M
|
2.04M
$103M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.74M- 97.3% |
$86.4M - $89.1M
|
48.4K
$2.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.01M- 97.65% |
$99.5M - $103M
|
48.4K
$2.45M
|