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 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
80.8K
+ 10.61%
$4M - $4.13M
843K $42.7M
Jul 20, 2023 Q2 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
73.6K
+ 16.61%
$3.64M - $3.76M
517K $26.1M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
71.7K
+ 4.7%
$3.55M - $3.66M
1.6M $80.8M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
71.7K
+ 4.7%
$3.55M - $3.66M
1.6M $80.8M
Aug 09, 2023 Q2 2023
Texas Capital Bank Wealth Management Services Inc

BUY
 -
70K
+ 132.83%
$3.47M - $3.58M
123K $6.21M
Aug 10, 2023 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
68.7K
+ 94.21%
$3.4M - $3.51M
142K $7.17M
May 01, 2024 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
68.7K
+ 94.21%
$3.4M - $3.51M
142K $7.17M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
68.6K
+ 1366.75%
$3.39M - $3.5M
73.6K $3.72M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
68.5K
+ 459.8%
$3.39M - $3.5M
83.3K $4.22M
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
65.9K
+ 16.71%
$3.26M - $3.36M
460K $23.3M
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
60K
New
$2.97M - $3.06M
60K $3.03M
Jul 11, 2023 Q2 2023
Baker Boyer National Bank

BUY
 -
59.9K
+ 5.68%
$2.96M - $3.06M
1.11M $56.4M
Aug 10, 2023 Q2 2023
Davidson Investment Advisors

BUY
 -
56K
+ 56.51%
$2.77M - $2.86M
155K $7.85M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
55.4K
+ 8.14%
$2.74M - $2.83M
736K $37.2M
Aug 11, 2023 Q2 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
54.5K
+ 5.41%
$2.7M - $2.78M
1.06M $53.7M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
53K
+ 6.39%
$2.63M - $2.71M
883K $44.7M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
51.7K
+ 2.38%
$2.56M - $2.64M
2.22M $113M
Jul 18, 2023 Q2 2023
Financial Life Advisors

BUY
 -
50.2K
+ 102.93%
$2.48M - $2.56M
98.9K $5.01M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
49.5K
+ 11.85%
$2.45M - $2.53M
467K $23.6M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
49K
+ 10.11%
$2.42M - $2.5M
533K $27M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
48.2K
New
$2.39M - $2.46M
48.2K $2.44M
Aug 14, 2023 Q2 2023
Trellis Advisors, LLC

BUY
 -
48K
+ 14.9%
$2.37M - $2.45M
370K $18.7M
Jul 25, 2023 Q2 2023
Resonant Capital Advisors, LLC

BUY
 -
47.2K
+ 15.75%
$2.34M - $2.41M
347K $17.6M
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
46.6K
+ 3.74%
$2.31M - $2.38M
1.29M $65.4M
Aug 07, 2023 Q2 2023
Lutz Financial Services LLC

BUY
 -
46K
+ 4.5%
$2.28M - $2.35M
1.07M $54.1M
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
44.4K
+ 31.06%
$2.2M - $2.27M
187K $9.48M
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
43.9K
+ 10.7%
$2.17M - $2.24M
454K $23M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
43.7K
+ 8.8%
$2.17M - $2.23M
541K $27.3M
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
43.4K
+ 56.94%
$2.15M - $2.21M
120K $6.05M
Aug 09, 2023 Q2 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
42.9K
+ 12.19%
$2.12M - $2.19M
395K $20M
Jul 28, 2023 Q2 2023
Middleton & CO Inc

BUY
 -
40.8K
New
$2.02M - $2.08M
40.8K $2.06M
Jul 07, 2023 Q2 2023
West Financial Advisors, LLC

BUY
 -
40.6K
+ 5.48%
$2.01M - $2.07M
780K $39.5M
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
36.1K
+ 90.92%
$1.79M - $1.85M
75.9K $3.84M
Jul 09, 2024 Q2 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
35.3K
New
$1.75M - $1.8M
35.3K $1.78M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
34.9K
+ 20.35%
$1.73M - $1.78M
207K $10.5M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
34.1K
+ 131.41%
$1.69M - $1.74M
60.1K $3.04M
Aug 14, 2023 Q2 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
34.1K
+ 3.52%
$1.69M - $1.74M
1M $50.8M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
33.1K
New
$1.64M - $1.69M
33.1K $1.68M
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
31.4K
+ 18.06%
$1.55M - $1.6M
205K $10.4M
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
31.3K
+ 14.83%
$1.55M - $1.6M
243K $12.3M
Aug 03, 2023 Q2 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
31.3K
+ 91.35%
$1.55M - $1.6M
65.6K $3.32M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
31.2K
+ 26.48%
$1.54M - $1.59M
149K $7.54M
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
30.7K
+ 8.13%
$1.52M - $1.57M
409K $20.7M
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
30.6K
+ 35.71%
$1.52M - $1.56M
116K $5.89M
Jul 06, 2023 Q2 2023
Glassy Mountain Advisors, Inc.

BUY
 -
29.1K
New
$1.44M - $1.48M
29.1K $1.47M
Aug 09, 2023 Q2 2023
Texas Capital Bancshares Inc

BUY
 -
27.9K
+ 15.54%
$1.38M - $1.42M
207K $10.5M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
27.6K
+ 3.44%
$1.37M - $1.41M
830K $42M
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
27.6K
+ 11.55%
$1.37M - $1.41M
266K $13.5M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
27.4K
+ 50.51%
$1.36M - $1.4M
81.6K $4.13M

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