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 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$99K - $102K
|
2K
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.99K+ 15.14% |
$98.7K - $102K
|
15.2K
$767K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.93KNew |
$95.7K - $98.7K
|
1.93K
$97.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.92K+ 2.35% |
$95.2K - $98.2K
|
83.8K
$4.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.9K+ 6.98% |
$94.1K - $97K
|
29.1K
$1.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.88K+ 19.76% |
$92.8K - $95.7K
|
11.4K
$575K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.85K+ 1143.83% |
$91.7K - $94.6K
|
2.02K
$102K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.79K+ 15.32% |
$88.7K - $91.5K
|
13.5K
$683K
|
|
|
Jul 10, 2023
Q2 2023
|
Stairway Partners, LLC
|
BUY
|
- |
1.79K+ 0.5% |
$88.6K - $91.4K
|
359K
$18.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.76K+ 4.35% |
$87.3K - $90K
|
42.3K
$2.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.75K+ 34.58% |
$86.7K - $89.5K
|
6.82K
$345K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.74K+ 5.58% |
$86.2K - $88.9K
|
33K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.69K+ 3.27% |
$83.6K - $86.2K
|
53.3K
$2.7M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.69K+ 3.27% |
$83.6K - $86.2K
|
53.3K
$2.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.68K+ 28.26% |
$83.4K - $86K
|
7.64K
$387K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.68K+ 3.53% |
$83.2K - $85.8K
|
49.3K
$2.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.67K+ 2.21% |
$82.8K - $85.4K
|
77.3K
$3.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.6K+ 7.33% |
$79.4K - $81.9K
|
23.5K
$1.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.55K+ 0.03% |
$76.6K - $79K
|
4.57M
$231M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.54K+ 0.52% |
$76.2K - $78.6K
|
297K
$15M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
1.5K+ 9.55% |
$74.3K - $76.6K
|
17.2K
$870K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.48K+ 7.31% |
$73.1K - $75.4K
|
21.7K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.44K+ 13.29% |
$71.2K - $73.5K
|
12.3K
$621K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.41KNew |
$69.6K - $71.8K
|
1.41K
$71.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 5.6% |
$69.1K - $71.2K
|
26.3K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 1.41% |
$65K - $67.1K
|
94.8K
$4.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.28K+ 6.9% |
$63.6K - $65.6K
|
19.9K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.23K+ 11.75% |
$60.8K - $62.7K
|
11.7K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$59.5K - $61.4K
|
1.2K
$60.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.16KNew |
$57.6K - $59.4K
|
1.16K
$58.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.16K+ 15.49% |
$57.5K - $59.3K
|
8.66K
$438K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.16K+ 2.67% |
$57.2K - $59K
|
44.4K
$2.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.14K+ 12.96% |
$56.3K - $58.1K
|
9.92K
$502K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
1.08K+ 2.9% |
$53.5K - $55.2K
|
38.3K
$1.94M
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.08K+ 3.26% |
$53.5K - $55.1K
|
34.2K
$1.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.08K+ 4.95% |
$53.4K - $55.1K
|
22.9K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.06K+ 16.73% |
$52.7K - $54.3K
|
7.43K
$376K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.03K+ 7.04% |
$50.9K - $52.5K
|
15.6K
$791K
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1K+ 0.23% |
$49.6K - $51.2K
|
435K
$22M
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1K+ 9.12% |
$49.6K - $51.2K
|
12K
$607K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1K+ 6.1% |
$49.5K - $51.1K
|
17.4K
$880K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
994+ 4.99% |
$49.2K - $50.8K
|
20.9K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
993+ 2.11% |
$49.2K - $50.7K
|
48.1K
$2.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
969+ 1.02% |
$48K - $49.5K
|
96.1K
$4.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
934+ 0.62% |
$46.2K - $47.7K
|
151K
$7.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
921+ 14.08% |
$45.6K - $47K
|
7.46K
$377K
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
900+ 19.76% |
$44.6K - $46K
|
5.45K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
858+ 2.06% |
$42.5K - $43.8K
|
42.5K
$2.15M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
847+ 8.8% |
$41.9K - $43.2K
|
10.5K
$530K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
825+ 1.06% |
$40.8K - $42.1K
|
78.8K
$3.99M
|