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 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-22.9K- 59.43% |
$1.1M - $1.15M
|
15.6K
$781K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-23.2K- 24.98% |
$1.11M - $1.17M
|
69.6K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-23.5K- 1.28% |
$1.13M - $1.19M
|
1.81M
$90.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-24.7K- 20.19% |
$1.19M - $1.25M
|
97.7K
$4.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.1K- 0.55% |
$1.21M - $1.27M
|
4.54M
$227M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25.7K- 31.82% |
$1.23M - $1.3M
|
55K
$2.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-26.6K- 66.89% |
$1.28M - $1.34M
|
13.1K
$658K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-28.1K- 12.35% |
$1.35M - $1.42M
|
199K
$9.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-28.4K- 85.77% |
$1.36M - $1.43M
|
4.71K
$236K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-29.4K- 55.8% |
$1.41M - $1.48M
|
23.3K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-31.2K- 4.97% |
$1.5M - $1.58M
|
597K
$29.9M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-33.9K- 40.66% |
$1.63M - $1.71M
|
49.4K
$2.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-35K- 36.53% |
$1.68M - $1.77M
|
60.8K
$3.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-35K- 9.11% |
$1.68M - $1.77M
|
350K
$17.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-39.1K- 45.79% |
$1.88M - $1.98M
|
46.3K
$2.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-39.4K- 21.01% |
$1.89M - $1.99M
|
148K
$7.4M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-39.5K- 4.53% |
$1.9M - $1.99M
|
832K
$41.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-42.6K- 28.61% |
$2.05M - $2.15M
|
106K
$5.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-46K- 7.5% |
$2.21M - $2.33M
|
568K
$28.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-46.8K- 36.34% |
$2.25M - $2.36M
|
82K
$4.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-48.5K- 13.29% |
$2.33M - $2.45M
|
317K
$15.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-49.2K- 10.64% |
$2.36M - $2.48M
|
413K
$20.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-49.6K- 10.9% |
$2.38M - $2.5M
|
405K
$20.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54.1K- 5.37% |
$2.6M - $2.73M
|
953K
$47.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-57.2K- 2.48% |
$2.75M - $2.89M
|
2.25M
$112M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-60KClosed |
$2.88M - $3.03M
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-60.5K- 23.04% |
$2.91M - $3.06M
|
202K
$10.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-63.1K- 75.76% |
$3.03M - $3.19M
|
20.2K
$1.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-63.3K- 38.22% |
$3.04M - $3.2M
|
102K
$5.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-71.4K- 46.48% |
$3.43M - $3.6M
|
82.2K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-72.5K- 6.83% |
$3.48M - $3.66M
|
989K
$49.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-74.3K- 22.78% |
$3.57M - $3.75M
|
252K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-76.6K- 14.17% |
$3.68M - $3.87M
|
464K
$23.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-79.4K- 82.74% |
$3.81M - $4.01M
|
16.6K
$828K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-87K- 10.49% |
$4.18M - $4.4M
|
743K
$37.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-94K- 12.77% |
$4.51M - $4.74M
|
642K
$32.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-99K- 25.08% |
$4.76M - $5M
|
296K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-101K- 41.99% |
$4.87M - $5.13M
|
140K
$7.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-111K- 37.41% |
$5.34M - $5.61M
|
186K
$9.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-182K- 93.2% |
$8.75M - $9.2M
|
13.3K
$665K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-184K- 93.98% |
$8.82M - $9.27M
|
11.8K
$588K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-240K- 15.04% |
$11.5M - $12.1M
|
1.36M
$67.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-240K- 15.04% |
$11.5M - $12.1M
|
1.36M
$67.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-367K- 98.11% |
$17.6M - $18.5M
|
7.07K
$354K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-373K- 87.7% |
$17.9M - $18.8M
|
52.3K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-444K- 5.8% |
$21.3M - $22.4M
|
7.21M
$361M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-540K- 52.95% |
$25.9M - $27.3M
|
480K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.4M- 28.51% |
$67.1M - $70.6M
|
3.5M
$175M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-8.01M- 22.67% |
$385M - $405M
|
27.3M
$1.37B
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-12.2M- 38.37% |
$584M - $614M
|
19.5M
$978M
|