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 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.45K+ 11.01% |
$118K - $125K
|
24.7K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.35K+ 8.95% |
$113K - $120K
|
28.6K
$1.46M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.31K+ 39.27% |
$111K - $118K
|
8.19K
$417K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.27K+ 6.92% |
$109K - $116K
|
35K
$1.78M
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
2.27K+ 2.49% |
$109K - $116K
|
93.2K
$4.75M
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.08K+ 76.15% |
$99.8K - $106K
|
4.8K
$245K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.03K+ 1.49% |
$97.7K - $104K
|
139K
$7.07M
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
2K+ 30.77% |
$96.2K - $102K
|
8.5K
$433K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2K+ 42.98% |
$96.2K - $102K
|
6.65K
$339K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.97K+ 10.31% |
$94.6K - $101K
|
21K
$1.07M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.95KNew |
$94K - $99.9K
|
1.95K
$99.5K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.9K+ 1.23% |
$91.6K - $97.3K
|
157K
$7.99M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.88K+ 9.98% |
$90.4K - $96.1K
|
20.7K
$1.05M
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.86K+ 32.53% |
$89.4K - $95.1K
|
7.57K
$386K
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.85K+ 3.7% |
$89K - $94.6K
|
51.8K
$2.64M
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 7.68% |
$84.3K - $89.6K
|
24.6K
$1.25M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.75K+ 11.37% |
$84.3K - $89.6K
|
17.2K
$875K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.64K+ 7.15% |
$79.1K - $84.1K
|
24.6K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.58K+ 10.55% |
$76K - $80.8K
|
16.6K
$844K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.55K+ 4.6% |
$74.6K - $79.3K
|
35.3K
$1.8M
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.4K+ 3.54% |
$67.5K - $71.8K
|
41K
$2.09M
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
1.39K+ 6.53% |
$66.6K - $70.8K
|
22.6K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.36K+ 8.16% |
$65.5K - $69.6K
|
18K
$919K
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.35K+ 1.5% |
$65.1K - $69.2K
|
91.9K
$4.68M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 1489.77% |
$63.1K - $67K
|
1.4K
$71.3K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.26K+ 30.66% |
$60.6K - $64.4K
|
5.37K
$273K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.23K+ 19.59% |
$59.1K - $62.9K
|
7.5K
$382K
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 15.19% |
$57.7K - $61.4K
|
9.1K
$464K
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.08K+ 4.24% |
$52.2K - $55.4K
|
26.6K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.04K+ 1.75% |
$49.9K - $53.1K
|
60.4K
$3.07M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.03KNew |
$49.6K - $52.8K
|
1.03K
$52.6K
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
995+ 21.82% |
$47.9K - $50.9K
|
5.56K
$283K
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
980+ 6.07% |
$47.1K - $50.1K
|
17.1K
$873K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
939New |
$45.2K - $48K
|
939
$47.8K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
935New |
$45K - $47.8K
|
935
$47.6K
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
916+ 2.21% |
$44.1K - $46.8K
|
42.4K
$2.16M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
915+ 20.36% |
$44K - $46.8K
|
5.41K
$276K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
900New |
$43.3K - $46K
|
900
$45.8K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
810New |
$39K - $41.4K
|
810
$41.3K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
776+ 14.35% |
$37.3K - $39.7K
|
6.18K
$315K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
764+ 1.69% |
$36.8K - $39.1K
|
45.9K
$2.34M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
764+ 1.69% |
$36.8K - $39.1K
|
45.9K
$2.34M
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
748+ 5.87% |
$36K - $38.3K
|
13.5K
$688K
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
740+ 0.63% |
$35.6K - $37.8K
|
118K
$6M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
718+ 3.04% |
$34.5K - $36.7K
|
24.4K
$1.24M
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
682+ 0.75% |
$32.8K - $34.9K
|
91.3K
$4.65M
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
650+ 11.21% |
$31.3K - $33.2K
|
6.45K
$329K
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
642+ 7.58% |
$30.9K - $32.8K
|
9.11K
$464K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
620+ 3.63% |
$29.8K - $31.7K
|
17.7K
$900K
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
610+ 2.12% |
$29.3K - $31.2K
|
29.4K
$1.5M
|