Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.41M+ 17.99% |
$260M - $277M
|
35.5M
$1.8B
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.88M+ 46.74% |
$139M - $147M
|
9.05M
$458M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.75M+ 24.63% |
$132M - $140M
|
13.9M
$703M
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.68M+ 159.7% |
$129M - $137M
|
4.35M
$220M
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.34M+ 35.14% |
$64.5M - $68.6M
|
5.16M
$261M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.18M+ 78.21% |
$56.8M - $60.4M
|
2.69M
$136M
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.12MNew |
$53.7M - $57M
|
1.12M
$56.4M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
978K+ 5.58% |
$47M - $50M
|
18.5M
$936M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
914K+ 9.89% |
$44M - $46.7M
|
10.2M
$514M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
869K+ 55.02% |
$41.8M - $44.4M
|
2.45M
$124M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
851K+ 13.33% |
$41M - $43.5M
|
7.24M
$366M
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
BUY
|
- |
769K+ 597.47% |
$37M - $39.3M
|
897K
$45.4M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
591K+ 379.35% |
$28.4M - $30.2M
|
747K
$37.8M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
591K+ 379.35% |
$28.4M - $30.2M
|
747K
$37.8M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
551K+ 33.15% |
$26.5M - $28.2M
|
2.21M
$112M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
504K+ 11.95% |
$24.3M - $25.8M
|
4.73M
$239M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
502K+ 8.68% |
$24.2M - $25.7M
|
6.29M
$318M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
482K+ 54.7% |
$23.2M - $24.6M
|
1.36M
$69M
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
476KNew |
$22.9M - $24.3M
|
476K
$24.1M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
432K+ 11.42% |
$20.8M - $22.1M
|
4.21M
$213M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
427K+ 39.46% |
$20.5M - $21.8M
|
1.51M
$76.4M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
426K+ 222.46% |
$20.5M - $21.8M
|
618K
$31.3M
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
423KNew |
$20.4M - $21.7M
|
423K
$21.4M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
382K+ 172.49% |
$18.4M - $19.6M
|
604K
$30.6M
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
371KNew |
$17.9M - $19M
|
371K
$18.8M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
369K+ 3318.29% |
$17.8M - $18.9M
|
380K
$19.2M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
357K+ 8.26% |
$17.2M - $18.3M
|
4.68M
$237M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
323K+ 71.84% |
$15.5M - $16.5M
|
772K
$39M
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
315K+ 61.7% |
$15.2M - $16.1M
|
826K
$41.8M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
295K+ 4567.77% |
$14.2M - $15.1M
|
302K
$15.3M
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
282K+ 3653.1% |
$13.6M - $14.4M
|
290K
$14.7M
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
279K+ 3217.25% |
$13.4M - $14.3M
|
288K
$14.6M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
256K+ 78.04% |
$12.3M - $13.1M
|
583K
$29.5M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
252K+ 20.72% |
$12.1M - $12.9M
|
1.47M
$74.3M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233K+ 16.54% |
$11.2M - $11.9M
|
1.64M
$83.2M
|
|
Nov 09, 2022
Q3 2022
|
Fiduciary Counselling Inc
|
BUY
|
- |
201KNew |
$9.67M - $10.3M
|
201K
$10.2M
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
199KNew |
$9.58M - $10.2M
|
199K
$10.1M
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
182K+ 70.84% |
$8.74M - $9.29M
|
438K
$22.2M
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
174K+ 11.68% |
$8.36M - $8.89M
|
1.66M
$84.1M
|
|
Oct 21, 2022
Q3 2022
|
Brown Financial Advisory
|
BUY
|
- |
168K+ 1592.7% |
$8.1M - $8.61M
|
179K
$9.06M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
156K+ 8.31% |
$7.48M - $7.96M
|
2.03M
$103M
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
154K+ 3.14% |
$7.39M - $7.86M
|
5.05M
$255M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
146K+ 23.57% |
$7.01M - $7.45M
|
764K
$38.7M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
130K+ 23.66% |
$6.27M - $6.66M
|
681K
$34.5M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
127K+ 412.84% |
$6.13M - $6.52M
|
158K
$8.01M
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
126KNew |
$6.06M - $6.44M
|
126K
$6.37M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
126K+ 209.55% |
$6.05M - $6.44M
|
186K
$9.41M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
123KNew |
$5.94M - $6.31M
|
123K
$6.25M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
117K+ 890.31% |
$5.65M - $6M
|
131K
$6.61M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
117K+ 7.75% |
$5.62M - $5.97M
|
1.62M
$82.1M
|