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 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
19.1K+ 122.78% |
$918K - $976K
|
34.6K
$1.76M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
19K+ 3.18% |
$912K - $969K
|
614K
$31.3M
|
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
18.9K+ 50.17% |
$909K - $966K
|
56.5K
$2.88M
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
18.4KNew |
$885K - $941K
|
18.4K
$937K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
18.4KNew |
$885K - $941K
|
18.4K
$937K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
17.9K+ 50.65% |
$863K - $917K
|
53.3K
$2.72M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
17K+ 20.64% |
$819K - $870K
|
99.5K
$5.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17KNew |
$818K - $869K
|
17K
$866K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
16.5K+ 82.57% |
$795K - $845K
|
36.5K
$1.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
16.5K+ 22.12% |
$792K - $842K
|
90.9K
$4.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
16.5K+ 11.83% |
$792K - $842K
|
156K
$7.92M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
16.1KNew |
$776K - $825K
|
16.1K
$822K
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
15.8KNew |
$762K - $810K
|
15.8K
$807K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
15.5KNew |
$746K - $793K
|
15.5K
$789K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15.3K+ 220.02% |
$737K - $783K
|
22.3K
$1.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
15.1K+ 5.65% |
$725K - $771K
|
282K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14.7K+ 15.76% |
$708K - $752K
|
108K
$5.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
14.3K+ 42.15% |
$690K - $733K
|
48.4K
$2.46M
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
13.7K+ 2.02% |
$661K - $702K
|
695K
$35.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.7KNew |
$658K - $700K
|
13.7K
$697K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
13.5KNew |
$649K - $690K
|
13.5K
$687K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13.2K+ 102.93% |
$634K - $674K
|
26K
$1.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
13.1K+ 6.37% |
$629K - $669K
|
218K
$11.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
13K+ 54.15% |
$626K - $666K
|
37.1K
$1.89M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.7K+ 29.45% |
$613K - $651K
|
56K
$2.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
12.5K+ 33.28% |
$603K - $641K
|
50.2K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
12.4K+ 5.41% |
$598K - $636K
|
243K
$12.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
12KNew |
$576K - $613K
|
12K
$610K
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$573K - $609K
|
11.9K
$606K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
11.6K+ 36.47% |
$559K - $594K
|
43.5K
$2.21M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
11.6KNew |
$557K - $592K
|
11.6K
$590K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
11.4KNew |
$550K - $585K
|
11.4K
$582K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
11.4K+ 13.68% |
$547K - $581K
|
94.4K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
11.4K+ 17.08% |
$547K - $581K
|
77.9K
$3.97M
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
11.1K+ 106.66% |
$532K - $565K
|
21.4K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.6KNew |
$511K - $543K
|
10.6K
$541K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.5K+ 10.58% |
$505K - $537K
|
110K
$5.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
10.1KNew |
$485K - $515K
|
10.1K
$513K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10K+ 28.99% |
$483K - $513K
|
44.6K
$2.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9.92K+ 43139.13% |
$477K - $507K
|
9.95K
$507K
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.89K+ 121.88% |
$476K - $506K
|
18K
$918K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
9.86K+ 120.92% |
$474K - $504K
|
18K
$917K
|
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
9.83K+ 27.53% |
$473K - $503K
|
45.6K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.77K+ 1284.23% |
$470K - $500K
|
10.5K
$537K
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
9.55KNew |
$460K - $489K
|
9.55K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.55K+ 17.06% |
$459K - $488K
|
65.5K
$3.34M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.54K+ 47.38% |
$459K - $488K
|
29.7K
$1.51M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.49KNew |
$456K - $485K
|
9.49K
$483K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
9.38K+ 34.2% |
$451K - $480K
|
36.8K
$1.88M
|
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
BUY
|
- |
9.32K+ 93.12% |
$448K - $477K
|
19.3K
$985K
|