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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.08K- 9.85% |
$148K - $158K
|
28.2K
$1.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.11K- 1.66% |
$149K - $159K
|
184K
$9.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.11K- 19.0% |
$150K - $159K
|
13.3K
$675K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.15K- 41.26% |
$152K - $161K
|
4.49K
$229K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.2K- 1.0% |
$154K - $164K
|
317K
$16.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.43K- 24.02% |
$165K - $176K
|
10.9K
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-3.52K- 43.65% |
$170K - $180K
|
4.55K
$232K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.55K- 18.97% |
$171K - $181K
|
15.1K
$771K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.56K- 7.17% |
$171K - $182K
|
46K
$2.34M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.78K- 6.35% |
$182K - $194K
|
55.9K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.84K- 10.35% |
$185K - $196K
|
33.3K
$1.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.02K- 7.21% |
$193K - $206K
|
51.7K
$2.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.06K- 11.64% |
$195K - $208K
|
30.8K
$1.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-4.08K- 13.68% |
$196K - $209K
|
25.7K
$1.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4.22K- 17.96% |
$203K - $216K
|
19.3K
$982K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.26K- 13.54% |
$205K - $218K
|
27.2K
$1.39M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.29K- 51.73% |
$206K - $219K
|
4K
$204K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-4.3KClosed |
$207K - $220K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.42K- 22.64% |
$213K - $226K
|
15.1K
$769K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.45K- 5.73% |
$214K - $227K
|
73.2K
$3.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-4.58K- 29.37% |
$220K - $234K
|
11K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.6K- 42.63% |
$221K - $235K
|
6.18K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-4.67K- 30.38% |
$225K - $239K
|
10.7K
$545K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.72K- 14.4% |
$227K - $241K
|
28K
$1.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.78K- 18.36% |
$230K - $245K
|
21.3K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.88K- 27.04% |
$235K - $249K
|
13.2K
$670K
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-4.88K- 9.06% |
$235K - $249K
|
48.9K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.99K- 7.03% |
$240K - $255K
|
66K
$3.36M
|
|
|
Jan 24, 2023
Q3 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-5.14K- 15.37% |
$247K - $263K
|
28.3K
$1.44M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-5.22K- 17.56% |
$251K - $267K
|
24.5K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-5.35K- 9.54% |
$257K - $274K
|
50.7K
$2.58M
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-5.58K- 13.15% |
$269K - $285K
|
36.8K
$1.88M
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-5.72K- 8.4% |
$275K - $292K
|
62.4K
$3.18M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.77K- 12.33% |
$278K - $295K
|
41K
$2.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.79K- 4.57% |
$278K - $296K
|
121K
$6.16M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-5.97K- 7.2% |
$287K - $305K
|
76.9K
$3.92M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.08K- 2.91% |
$293K - $311K
|
203K
$10.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-6.14K- 13.53% |
$295K - $314K
|
39.2K
$2M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-6.21K- 66.15% |
$299K - $318K
|
3.18K
$162K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.6K- 35.74% |
$318K - $338K
|
11.9K
$604K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-6.72K- 38.51% |
$323K - $344K
|
10.7K
$546K
|
|
|
Nov 08, 2022
Q3 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-6.8K- 41.4% |
$327K - $347K
|
9.62K
$490K
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-6.82K- 22.71% |
$328K - $349K
|
23.2K
$1.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
SELL
|
- |
-7.01K- 10.34% |
$337K - $358K
|
60.8K
$3.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-7.05K- 9.65% |
$339K - $360K
|
66K
$3.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.33K- 72.29% |
$353K - $375K
|
2.81K
$143K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-7.46KClosed |
$359K - $382K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-7.55K- 23.31% |
$363K - $386K
|
24.8K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-7.71K- 65.44% |
$371K - $394K
|
4.07K
$207K
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-7.98K- 44.08% |
$384K - $408K
|
10.1K
$516K
|