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 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9.17K+ 81.94% |
$441K - $469K
|
20.4K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8.94KNew |
$430K - $457K
|
8.94K
$452K
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.82KNew |
$424K - $451K
|
8.82K
$446K
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.77K+ 170.08% |
$422K - $448K
|
13.9K
$704K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.65K+ 36.4% |
$416K - $442K
|
32.4K
$1.64M
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
8.62K+ 12.6% |
$415K - $441K
|
77K
$3.9M
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8.56K+ 6.42% |
$412K - $438K
|
142K
$7.18M
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8.37K+ 81.32% |
$403K - $428K
|
18.7K
$944K
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.27K+ 4.33% |
$398K - $423K
|
199K
$10.1M
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.23K+ 11.13% |
$396K - $421K
|
82.2K
$4.16M
|
|
Oct 27, 2022
Q3 2022
|
Regis Management CO LLC
|
BUY
|
- |
8.2K+ 4.29% |
$395K - $419K
|
199K
$10.1M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
8.12K+ 89.72% |
$391K - $415K
|
17.2K
$869K
|
|
Nov 01, 2022
Q3 2022
|
Tenret CO LLC
|
BUY
|
- |
7.84K+ 76.76% |
$377K - $401K
|
18K
$913K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
7.8K+ 103.26% |
$375K - $399K
|
15.4K
$777K
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7.56K+ 78.34% |
$364K - $387K
|
17.2K
$871K
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.54KNew |
$363K - $386K
|
7.54K
$382K
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
7.51K+ 33.94% |
$361K - $384K
|
29.6K
$1.5M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.51KNew |
$361K - $384K
|
7.51K
$380K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.37K+ 14.73% |
$354K - $377K
|
57.4K
$2.9M
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7.34K+ 6.97% |
$353K - $376K
|
113K
$5.7M
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
7.22K+ 9.69% |
$348K - $369K
|
81.7K
$4.14M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.01KNew |
$337K - $359K
|
7.01K
$355K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.83K+ 11.94% |
$328K - $349K
|
64K
$3.24M
|
|
Nov 01, 2022
Q3 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
6.82KNew |
$328K - $349K
|
6.82K
$345K
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
6.71K+ 1972.35% |
$323K - $343K
|
7.05K
$357K
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.64K+ 16.19% |
$319K - $340K
|
47.7K
$2.41M
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
6.43KNew |
$309K - $329K
|
6.43K
$325K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.36K+ 72.4% |
$306K - $325K
|
15.1K
$766K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
6.3K+ 18.84% |
$303K - $322K
|
39.8K
$2.01M
|
|
Oct 31, 2022
Q3 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
6.28K+ 3.23% |
$302K - $321K
|
200K
$10.1M
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.21K+ 195.41% |
$299K - $318K
|
9.39K
$475K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.06K+ 82.24% |
$291K - $310K
|
13.4K
$679K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.92KNew |
$285K - $302K
|
5.92K
$299K
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5.9K+ 8.21% |
$284K - $302K
|
77.8K
$3.94M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5.88KNew |
$283K - $301K
|
5.88K
$298K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.83K+ 64.63% |
$280K - $298K
|
14.8K
$751K
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
5.71K+ 4.24% |
$275K - $292K
|
140K
$7.09M
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
5.49KNew |
$264K - $281K
|
5.49K
$278K
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
5.45K+ 46.01% |
$262K - $279K
|
17.3K
$875K
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.45K+ 24.69% |
$262K - $279K
|
27.5K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
5.34K+ 117.55% |
$257K - $273K
|
9.88K
$500K
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.17KNew |
$249K - $264K
|
5.17K
$262K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.09K+ 9.23% |
$245K - $260K
|
60.2K
$3.05M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.01KNew |
$241K - $256K
|
5.01K
$254K
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5.01K+ 4.31% |
$241K - $256K
|
121K
$6.14M
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.96KNew |
$239K - $254K
|
4.96K
$251K
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
4.91KNew |
$236K - $251K
|
4.91K
$249K
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.9KNew |
$236K - $251K
|
4.9K
$248K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.8KNew |
$231K - $246K
|
4.8K
$243K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.79K+ 24.0% |
$230K - $245K
|
24.7K
$1.25M
|