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 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
36.4K+ 196.49% |
$1.75M - $1.86M
|
54.9K
$2.78M
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
36.2K+ 9.77% |
$1.74M - $1.85M
|
407K
$20.6M
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
36.1K+ 265.75% |
$1.74M - $1.85M
|
49.7K
$2.52M
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
35.8KNew |
$1.72M - $1.83M
|
35.8K
$1.81M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
35.3K+ 374.17% |
$1.7M - $1.8M
|
44.7K
$2.26M
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
34.6K+ 58.7% |
$1.67M - $1.77M
|
93.6K
$4.74M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34.4K+ 51.12% |
$1.65M - $1.76M
|
102K
$5.15M
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
BUY
|
- |
33.2K+ 9.12% |
$1.6M - $1.7M
|
397K
$20.1M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.9K+ 14.54% |
$1.58M - $1.68M
|
259K
$13.1M
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
32.7KNew |
$1.58M - $1.67M
|
32.7K
$1.66M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
31.4K+ 58.81% |
$1.51M - $1.6M
|
84.7K
$4.29M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
29.9KNew |
$1.44M - $1.53M
|
29.9K
$1.51M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.7K+ 16.45% |
$1.43M - $1.52M
|
210K
$10.6M
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
28.8K+ 502.55% |
$1.39M - $1.47M
|
34.5K
$1.75M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
28.8K+ 5.02% |
$1.38M - $1.47M
|
602K
$30.4M
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
28.6K+ 56.02% |
$1.37M - $1.46M
|
79.5K
$4.02M
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
28.4KNew |
$1.37M - $1.45M
|
28.4K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.8KNew |
$1.34M - $1.42M
|
27.8K
$1.41M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.6K+ 3.39% |
$1.33M - $1.41M
|
843K
$42.7M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
27.5K+ 22.82% |
$1.33M - $1.41M
|
148K
$7.5M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
27.3K+ 7.79% |
$1.31M - $1.4M
|
378K
$19.1M
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
27K+ 40.89% |
$1.3M - $1.38M
|
92.9K
$4.7M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
BUY
|
- |
26.7K+ 45.81% |
$1.28M - $1.36M
|
84.9K
$4.3M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
26.4K+ 44.69% |
$1.27M - $1.35M
|
85.5K
$4.32M
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
26.4K+ 248.24% |
$1.27M - $1.35M
|
37K
$1.87M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26K+ 46.42% |
$1.25M - $1.33M
|
81.9K
$4.15M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
26K+ 55219.15% |
$1.25M - $1.33M
|
26K
$1.32M
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.8K+ 6.73% |
$1.24M - $1.32M
|
409K
$20.7M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
25.6K+ 34.07% |
$1.23M - $1.31M
|
101K
$5.1M
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
25.6KNew |
$1.23M - $1.31M
|
25.6K
$1.29M
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
25.1K+ 129.29% |
$1.21M - $1.28M
|
44.5K
$2.25M
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
24.6K+ 49.74% |
$1.19M - $1.26M
|
74.2K
$3.75M
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
24.4KNew |
$1.17M - $1.25M
|
24.4K
$1.23M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
24.3K+ 51.66% |
$1.17M - $1.24M
|
71.2K
$3.6M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
24.1K+ 25.14% |
$1.16M - $1.23M
|
120K
$6.07M
|
|
Nov 08, 2022
Q3 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
23.4K+ 31.59% |
$1.12M - $1.2M
|
97.3K
$4.93M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
22.8KNew |
$1.09M - $1.16M
|
22.8K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.6K+ 130.87% |
$1.09M - $1.16M
|
39.9K
$2.02M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.3K+ 279.49% |
$1.07M - $1.14M
|
30.2K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
22.2K+ 256.98% |
$1.07M - $1.14M
|
30.9K
$1.56M
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
22KNew |
$1.06M - $1.13M
|
22K
$1.11M
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
22K+ 35.8% |
$1.06M - $1.12M
|
83.4K
$4.22M
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
20.8KNew |
$1M - $1.06M
|
20.8K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.4K+ 249.84% |
$981K - $1.04M
|
28.5K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
20.3KNew |
$974K - $1.04M
|
20.3K
$1.02M
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
20.2KNew |
$971K - $1.03M
|
20.2K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
20.1KNew |
$967K - $1.03M
|
20.1K
$1.02M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
19.7KNew |
$950K - $1.01M
|
19.7K
$999K
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.6KNew |
$944K - $1M
|
19.6K
$993K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.2K+ 2.89% |
$925K - $983K
|
684K
$34.6M
|