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 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
243+ 4.22% |
$12K - $12.4K
|
6K
$306K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
241New |
$11.9K - $12.3K
|
241
$12.3K
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
238+ 1.66% |
$11.8K - $12.2K
|
14.6K
$742K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
221New |
$10.9K - $11.3K
|
221
$11.3K
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
199+ 2.03% |
$9.85K - $10.2K
|
10K
$509K
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
197+ 3.36% |
$9.75K - $10.1K
|
6.06K
$309K
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
189+ 22.5% |
$9.36K - $9.65K
|
1.03K
$52.4K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
183New |
$9.06K - $9.34K
|
183
$9.32K
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
179+ 0.3% |
$8.86K - $9.14K
|
60K
$3.06M
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
160+ 2.59% |
$7.92K - $8.17K
|
6.34K
$323K
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
157+ 1.43% |
$7.77K - $8.02K
|
11.1K
$568K
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
151+ 0.35% |
$7.47K - $7.71K
|
43.6K
$2.22M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
151New |
$7.47K - $7.71K
|
151
$7.69K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
150+ 3.59% |
$7.43K - $7.66K
|
4.33K
$221K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
150New |
$7.43K - $7.66K
|
150
$7.64K
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
140+ 1.51% |
$6.93K - $7.15K
|
9.44K
$481K
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
134+ 0.04% |
$6.63K - $6.84K
|
324K
$16.5M
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
128+ 0.35% |
$6.34K - $6.54K
|
36.9K
$1.88M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
120+ 0.77% |
$5.94K - $6.13K
|
15.7K
$801K
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
115+ 0.19% |
$5.69K - $5.87K
|
62.3K
$3.17M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
114+ 1.14% |
$5.64K - $5.82K
|
10.1K
$515K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
113+ 0.07% |
$5.59K - $5.77K
|
171K
$8.72M
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
111+ 0.62% |
$5.49K - $5.67K
|
18K
$916K
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
105+ 0.6% |
$5.2K - $5.36K
|
17.6K
$896K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
104+ 0.66% |
$5.15K - $5.31K
|
15.9K
$809K
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
92+ 0.68% |
$4.55K - $4.7K
|
13.6K
$693K
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
90+ 0.96% |
$4.46K - $4.6K
|
9.48K
$483K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77New |
$3.81K - $3.93K
|
77
$3.92K
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
75+ 0.09% |
$3.71K - $3.83K
|
83.3K
$4.24M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 0.92% |
$3.66K - $3.78K
|
8.09K
$412K
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
73+ 0.75% |
$3.61K - $3.73K
|
9.81K
$500K
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
68+ 6.83% |
$3.37K - $3.47K
|
1.06K
$54.2K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
66+ 1100.0% |
$3.27K - $3.37K
|
72
$3.67K
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
51+ 0.69% |
$2.52K - $2.6K
|
7.48K
$381K
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
49+ 0.68% |
$2.43K - $2.5K
|
7.31K
$372K
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
47+ 0.68% |
$2.33K - $2.4K
|
6.92K
$352K
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
46+ 1.07% |
$2.28K - $2.35K
|
4.35K
$222K
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
45+ 0.04% |
$2.23K - $2.3K
|
127K
$6.49M
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
43+ 0.54% |
$2.13K - $2.2K
|
7.94K
$405K
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
36+ 0.69% |
$1.78K - $1.84K
|
5.29K
$269K
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
34+ 0.55% |
$1.68K - $1.74K
|
6.23K
$318K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
33+ 0.68% |
$1.63K - $1.68K
|
4.9K
$250K
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
32+ 0.23% |
$1.58K - $1.63K
|
13.8K
$704K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
32New |
$1.58K - $1.63K
|
32
$1.63K
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
31+ 0.69% |
$1.53K - $1.58K
|
4.5K
$229K
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
29+ 0.27% |
$1.44K - $1.48K
|
10.8K
$549K
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
28+ 0.57% |
$1.39K - $1.43K
|
4.96K
$253K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
22+ 4.87% |
$1.09K - $1.12K
|
474
$24.1K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21+ 5.93% |
$1.04K - $1.07K
|
375
$19.1K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
17+ 0.17% |
$842 - $868
|
10.1K
$516K
|