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
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-821- 3.8% |
$39.5K - $42K
|
20.8K
$1.06M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-922- 7.99% |
$44.4K - $47.2K
|
10.6K
$541K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-930- 4.28% |
$44.7K - $47.6K
|
20.8K
$1.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-934- 6.24% |
$44.9K - $47.8K
|
14K
$715K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-941- 5.61% |
$45.3K - $48.1K
|
15.8K
$806K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-980- 4.1% |
$47.1K - $50.1K
|
22.9K
$1.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
SELL
|
- |
-1K- 24.4% |
$48.1K - $51.1K
|
3.1K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.06K- 1.22% |
$50.8K - $54K
|
85.8K
$4.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.1K- 4.3% |
$52.9K - $56.3K
|
24.5K
$1.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.1K- 14.9% |
$52.9K - $56.3K
|
6.28K
$320K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-1.12K- 16.33% |
$53.9K - $57.3K
|
5.74K
$293K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.16K- 45.1% |
$55.8K - $59.3K
|
1.41K
$71.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.26K- 5.69% |
$60.6K - $64.4K
|
20.9K
$1.06M
|
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.31KClosed |
$63.2K - $67.1K
|
0
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.38K- 24.29% |
$66.6K - $70.8K
|
4.31K
$220K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.44K- 15.93% |
$69.1K - $73.4K
|
7.58K
$386K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.46K- 5.67% |
$70.2K - $74.7K
|
24.3K
$1.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-1.49K- 13.88% |
$71.7K - $76.2K
|
9.25K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.51K- 33.99% |
$72.8K - $77.4K
|
2.94K
$150K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.53K- 1.84% |
$73.5K - $78.1K
|
81.4K
$4.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.63K- 13.29% |
$78.4K - $83.3K
|
10.6K
$541K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.66K- 19.16% |
$80.1K - $85.1K
|
7.02K
$358K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.78K- 8.62% |
$85.7K - $91.1K
|
18.9K
$963K
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.8K- 10.89% |
$86.6K - $92.1K
|
14.7K
$750K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.85K- 3.3% |
$88.9K - $94.5K
|
54.2K
$2.76M
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.9K- 13.38% |
$91.4K - $97.2K
|
12.3K
$627K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.96K- 9.34% |
$94.4K - $100K
|
19K
$970K
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2K- 26.67% |
$96.2K - $102K
|
5.5K
$280K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.01K- 2.18% |
$96.6K - $103K
|
90K
$4.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.01K- 6.88% |
$96.8K - $103K
|
27.2K
$1.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.05K- 19.44% |
$98.5K - $105K
|
8.49K
$432K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-2.05K- 2.08% |
$98.8K - $105K
|
96.7K
$4.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.05K- 29.38% |
$98.8K - $105K
|
4.94K
$251K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 5.49% |
$99.1K - $105K
|
35.4K
$1.8M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.12K- 3.69% |
$102K - $109K
|
55.4K
$2.82M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.15K- 39.48% |
$103K - $110K
|
3.29K
$168K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.34K- 5.99% |
$113K - $120K
|
36.7K
$1.87M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-2.41K- 11.54% |
$116K - $123K
|
18.5K
$943K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.44K- 29.06% |
$117K - $125K
|
5.96K
$303K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.46K- 5.06% |
$118K - $126K
|
46.1K
$2.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Newton One Investments LLC
|
SELL
|
- |
-2.5K- 1.07% |
$120K - $128K
|
232K
$11.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.53K- 22.89% |
$122K - $129K
|
8.51K
$433K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.56K- 29.82% |
$123K - $131K
|
6.02K
$307K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.6K- 19.55% |
$125K - $133K
|
10.7K
$545K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.62K- 63.26% |
$126K - $134K
|
1.52K
$77.6K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.83K- 36.41% |
$136K - $144K
|
4.93K
$251K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.85K- 29.31% |
$137K - $145K
|
6.86K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.86K- 59.4% |
$138K - $146K
|
1.96K
$99.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-2.98K- 31.17% |
$144K - $153K
|
6.59K
$336K
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.06K- 17.6% |
$147K - $157K
|
14.3K
$730K
|