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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
900+ 19.76% |
$44.6K - $46K
|
5.45K
$274K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
858+ 2.06% |
$42.5K - $43.8K
|
42.5K
$2.14M
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
847+ 8.8% |
$41.9K - $43.2K
|
10.5K
$526K
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
825+ 1.06% |
$40.8K - $42.1K
|
78.8K
$3.96M
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
823+ 11.39% |
$40.7K - $42K
|
8.05K
$404K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
815New |
$40.3K - $41.6K
|
815
$40.9K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
789+ 1.78% |
$39.1K - $40.3K
|
45.2K
$2.27M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
789+ 1.78% |
$39.1K - $40.3K
|
45.2K
$2.27M
|
|
Jul 25, 2023
Q2 2023
|
Gpwm LLC
|
BUY
|
- |
761+ 0.25% |
$37.7K - $38.9K
|
306K
$15.4M
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
750+ 5.39% |
$37.1K - $38.3K
|
14.7K
$737K
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
741+ 14.58% |
$36.7K - $37.8K
|
5.83K
$292K
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
738+ 6.33% |
$36.5K - $37.7K
|
12.4K
$622K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
688+ 14.19% |
$34.1K - $35.1K
|
5.54K
$278K
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
667+ 4.95% |
$33K - $34.1K
|
14.1K
$709K
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
667+ 4.95% |
$33K - $34.1K
|
14.1K
$709K
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
655+ 12.01% |
$32.4K - $33.4K
|
6.11K
$307K
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
652+ 0.81% |
$32.3K - $33.3K
|
81.4K
$4.09M
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
650+ 12.65% |
$32.2K - $33.2K
|
5.79K
$290K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
602+ 272.4% |
$29.8K - $30.7K
|
823
$41.3K
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
596+ 0.55% |
$29.5K - $30.4K
|
108K
$5.43M
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
578+ 3.89% |
$28.6K - $29.5K
|
15.5K
$776K
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
563+ 0.68% |
$27.9K - $28.7K
|
83.1K
$4.17M
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
563+ 9.41% |
$27.9K - $28.7K
|
6.55K
$329K
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
548+ 0.68% |
$27.1K - $28K
|
81.7K
$4.1M
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
544+ 0.52% |
$26.9K - $27.8K
|
104K
$5.24M
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
534+ 10.68% |
$26.4K - $27.3K
|
5.53K
$278K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
524+ 29.42% |
$25.9K - $26.8K
|
2.31K
$116K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
520+ 152.94% |
$25.7K - $26.6K
|
860
$43.2K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
507+ 0.79% |
$25.1K - $25.9K
|
65K
$3.26M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
500+ 15.46% |
$24.8K - $25.5K
|
3.74K
$187K
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
486+ 2.77% |
$24.1K - $24.8K
|
18K
$904K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
459+ 13.7% |
$22.7K - $23.4K
|
3.81K
$191K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
456+ 2.87% |
$22.6K - $23.3K
|
16.3K
$820K
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
447+ 4.02% |
$22.1K - $22.8K
|
11.6K
$580K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
435+ 3.29% |
$21.5K - $22.2K
|
13.7K
$686K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
432+ 0.24% |
$21.4K - $22.1K
|
184K
$9.21M
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
419+ 3.3% |
$20.7K - $21.4K
|
13.1K
$657K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
403+ 2.77% |
$19.9K - $20.6K
|
15K
$751K
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
391+ 0.25% |
$19.4K - $20K
|
156K
$7.84M
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
365+ 0.32% |
$18.1K - $18.6K
|
115K
$5.78M
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
358+ 2.89% |
$17.7K - $18.3K
|
12.7K
$640K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
353+ 3.09% |
$17.5K - $18K
|
11.8K
$591K
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
320+ 4.18% |
$15.8K - $16.3K
|
7.98K
$400K
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
310New |
$15.3K - $15.8K
|
310
$15.6K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
303New |
$15K - $15.5K
|
303
$15.2K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
292+ 0.63% |
$14.5K - $14.9K
|
46.6K
$2.34M
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
273+ 68.25% |
$13.5K - $13.9K
|
673
$33.8K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
273+ 2.86% |
$13.5K - $13.9K
|
9.83K
$493K
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
272+ 0.33% |
$13.5K - $13.9K
|
82.6K
$4.15M
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
270New |
$13.4K - $13.8K
|
270
$13.6K
|