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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.3K+ 6.19% |
$659K - $679K
|
228K
$11.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13.2K+ 8.75% |
$656K - $676K
|
165K
$8.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.2K+ 141.69% |
$654K - $675K
|
22.5K
$1.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
13K+ 34.66% |
$646K - $666K
|
50.7K
$2.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
13KNew |
$641K - $661K
|
13K
$650K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
12.8K+ 3.14% |
$631K - $651K
|
419K
$21M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.6K+ 5.05% |
$625K - $644K
|
263K
$13.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
12.5KNew |
$619K - $639K
|
12.5K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12K+ 25.36% |
$593K - $611K
|
59.2K
$2.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
11.9K+ 15.22% |
$587K - $605K
|
89.8K
$4.51M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11.7K+ 184.72% |
$581K - $599K
|
18.1K
$907K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.4K+ 284.5% |
$566K - $584K
|
15.5K
$776K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
11K+ 15.84% |
$545K - $562K
|
80.5K
$4.04M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.8K+ 13.93% |
$533K - $550K
|
88.2K
$4.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.6K+ 186.92% |
$525K - $541K
|
16.3K
$817K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10.4K+ 43.93% |
$516K - $533K
|
34.2K
$1.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
9.52KNew |
$471K - $486K
|
9.52K
$478K
|
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
9.3K+ 17.06% |
$460K - $475K
|
63.8K
$3.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.3K+ 68.19% |
$460K - $475K
|
22.9K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.97KNew |
$444K - $458K
|
8.97K
$450K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.89K+ 14.37% |
$440K - $454K
|
70.7K
$3.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
8.8K+ 44.12% |
$436K - $449K
|
28.8K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
8.69KNew |
$430K - $444K
|
8.69K
$436K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.58KNew |
$425K - $438K
|
8.58K
$431K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
8.16K+ 17.98% |
$404K - $416K
|
53.5K
$2.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.12KNew |
$402K - $414K
|
8.12K
$407K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8.04K+ 17.92% |
$398K - $410K
|
52.9K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.98KNew |
$395K - $407K
|
7.98K
$400K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7.74K+ 3.6% |
$383K - $395K
|
223K
$11.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
7.73KNew |
$382K - $395K
|
7.73K
$388K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.63K+ 57.2% |
$377K - $389K
|
21K
$1.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
7.58K+ 15.66% |
$375K - $387K
|
56K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.49K+ 12.35% |
$371K - $383K
|
68.2K
$3.42M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
7.48K+ 11.14% |
$370K - $382K
|
74.6K
$3.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.45KNew |
$369K - $380K
|
7.45K
$374K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.42K+ 10.25% |
$367K - $379K
|
79.8K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.34K+ 97.7% |
$363K - $375K
|
14.9K
$746K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7.29K+ 45.66% |
$361K - $372K
|
23.3K
$1.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.19K+ 11.53% |
$356K - $367K
|
69.6K
$3.49M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.15KNew |
$354K - $365K
|
7.15K
$359K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.08K+ 1.33% |
$351K - $362K
|
541K
$27.1M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7.06K+ 19.63% |
$350K - $361K
|
43.1K
$2.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.96K+ 15.65% |
$345K - $356K
|
51.4K
$2.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.75KNew |
$334K - $345K
|
6.75K
$339K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.68K+ 36.61% |
$331K - $341K
|
24.9K
$1.25M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.68K+ 36.61% |
$331K - $341K
|
24.9K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6.63K+ 3.46% |
$328K - $338K
|
198K
$9.95M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.58K+ 26.46% |
$326K - $336K
|
31.5K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
6.55K+ 8.72% |
$324K - $335K
|
81.7K
$4.1M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.55K+ 5.54% |
$324K - $334K
|
125K
$6.26M
|