Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-7.55K- 14.68% |
$363K - $381K
|
43.9K
$2.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-7.57K- 56.44% |
$364K - $382K
|
5.84K
$292K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.96K- 5.9% |
$383K - $402K
|
127K
$6.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.98K- 36.84% |
$383K - $403K
|
13.7K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8.33K- 8.78% |
$400K - $421K
|
86.5K
$4.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.33K- 10.22% |
$400K - $421K
|
73.2K
$3.66M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.41K- 21.74% |
$404K - $425K
|
30.3K
$1.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.48K- 34.86% |
$407K - $428K
|
15.8K
$793K
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-8.63K- 5.04% |
$414K - $436K
|
163K
$8.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-8.93K- 64.18% |
$429K - $451K
|
4.99K
$249K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-8.99K- 64.47% |
$432K - $454K
|
4.95K
$248K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9.16K- 5.38% |
$440K - $463K
|
161K
$8.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-9.28K- 6.96% |
$446K - $468K
|
124K
$6.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-9.39K- 10.82% |
$451K - $474K
|
77.4K
$3.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-9.41K- 11.53% |
$452K - $475K
|
72.2K
$3.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-9.95K- 8.81% |
$478K - $503K
|
103K
$5.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.3K- 1.6% |
$493K - $519K
|
630K
$31.5M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-10.4K- 1.73% |
$501K - $527K
|
594K
$29.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11K- 6.89% |
$527K - $554K
|
148K
$7.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-11.1K- 26.2% |
$532K - $559K
|
31.2K
$1.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-11.3K- 32.24% |
$542K - $570K
|
23.7K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-11.5K- 10.03% |
$555K - $583K
|
104K
$5.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.6K- 2.18% |
$557K - $586K
|
521K
$26.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-11.6K- 22.85% |
$559K - $588K
|
39.3K
$1.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-11.7K- 2.7% |
$563K - $592K
|
423K
$21.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-11.9K- 7.58% |
$570K - $600K
|
145K
$7.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-12K- 61.67% |
$575K - $604K
|
7.44K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-12K- 10.26% |
$576K - $605K
|
105K
$5.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-12K- 14.72% |
$576K - $606K
|
69.5K
$3.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-12K- 19.27% |
$576K - $606K
|
50.3K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.3K- 52.0% |
$592K - $622K
|
11.4K
$569K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-12.6K- 36.8% |
$603K - $634K
|
21.6K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-13.3K- 43.06% |
$637K - $670K
|
17.5K
$877K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15.6K- 11.69% |
$750K - $789K
|
118K
$5.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-16.3K- 19.81% |
$782K - $822K
|
65.9K
$3.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-16.4K- 11.19% |
$788K - $829K
|
130K
$6.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-16.5K- 51.89% |
$790K - $831K
|
15.3K
$764K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-18.5K- 23.01% |
$889K - $935K
|
62K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-18.6K- 6.98% |
$893K - $939K
|
248K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-19.2K- 42.21% |
$921K - $968K
|
26.2K
$1.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 2.0% |
$939K - $987K
|
959K
$48M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-19.7K- 1.54% |
$946K - $995K
|
1.26M
$63.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-19.9K- 49.08% |
$955K - $1M
|
20.6K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-20K- 3.1% |
$959K - $1.01M
|
624K
$31.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-21K- 20.55% |
$1.01M - $1.06M
|
81.3K
$4.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-21.3K- 4.83% |
$1.03M - $1.08M
|
420K
$21M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-21.9K- 52.92% |
$1.05M - $1.11M
|
19.5K
$974K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-22.2K- 49.86% |
$1.07M - $1.12M
|
22.3K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-22.6K- 46.05% |
$1.08M - $1.14M
|
26.4K
$1.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-22.7K- 47.72% |
$1.09M - $1.15M
|
24.9K
$1.25M
|