Purchases and Sales Made in Q3 2023 in Vanguard Mun Bd Fds Tax Exempt (VTEB)

VTEB Quotes by TradingView

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 17, 2023 Q3 2023
Old National Bancorp

BUY
 -
33.7K
New
$1.62M - $1.7M
33.7K $1.69M
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
33.3K
+ 7.23%
$1.6M - $1.68M
494K $24.7M
Oct 19, 2023 Q3 2023
Ogorek Anthony Joseph

BUY
 -
32.9K
+ 1053.95%
$1.58M - $1.66M
36K $1.8M
Nov 15, 2023 Q3 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
31.3K
New
$1.5M - $1.58M
31.3K $1.56M
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
30.8K
+ 27.43%
$1.48M - $1.55M
143K $7.15M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
30.7K
New
$1.47M - $1.55M
30.7K $1.53M
Nov 06, 2023 Q3 2023
Norden Group LLC

Provo, UT
BUY
 -
29.9K
New
$1.44M - $1.51M
29.9K $1.5M
Nov 13, 2023 Q3 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
29.9K
New
$1.44M - $1.51M
29.9K $1.5M
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
29.6K
+ 95.63%
$1.42M - $1.5M
60.6K $3.03M
Nov 08, 2023 Q3 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
27.4K
+ 24.57%
$1.32M - $1.39M
139K $6.96M
Nov 03, 2023 Q3 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
26.6K
+ 13.32%
$1.28M - $1.34M
226K $11.3M
Nov 14, 2023 Q3 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
26K
New
$1.25M - $1.31M
26K $1.3M
Oct 11, 2023 Q3 2023
Burt Wealth Advisors

BUY
 -
25.9K
+ 49.68%
$1.24M - $1.31M
78K $3.9M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
25.8K
+ 498.2%
$1.24M - $1.3M
31K $1.55M
Nov 01, 2023 Q3 2023
Regions Financial Corp

BUY
 -
25.6K
+ 2.48%
$1.23M - $1.29M
1.05M $52.8M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
25.5K
+ 78.04%
$1.23M - $1.29M
58.2K $2.91M
Nov 09, 2023 Q3 2023
Kovitz Investment Group Partners, LLC

BUY
 -
24.5K
+ 17.15%
$1.18M - $1.24M
167K $8.37M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
24.3K
+ 171.85%
$1.17M - $1.23M
38.4K $1.92M
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
24.3K
+ 505.35%
$1.17M - $1.23M
29.1K $1.45M
Nov 07, 2023 Q3 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
23.7K
+ 44.73%
$1.14M - $1.19M
76.6K $3.83M
Nov 14, 2023 Q3 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
23.3K
+ 69.46%
$1.12M - $1.18M
56.9K $2.84M
Oct 23, 2023 Q3 2023
Verus Financial Partners, Inc.

BUY
 -
23.3K
+ 10.46%
$1.12M - $1.18M
246K $12.3M
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
22.7K
New
$1.09M - $1.15M
22.7K $1.14M
Nov 13, 2023 Q3 2023
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
22.7K
+ 37.53%
$1.09M - $1.15M
83.2K $4.16M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
22.6K
+ 40.92%
$1.08M - $1.14M
77.7K $3.89M
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
22.3K
+ 419.85%
$1.07M - $1.13M
27.6K $1.38M
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
21.6K
New
$1.04M - $1.09M
21.6K $1.08M
Oct 16, 2023 Q3 2023
One Advisory Partners, LLC

BUY
 -
21.6K
+ 206.01%
$1.04M - $1.09M
32K $1.6M
Nov 13, 2023 Q3 2023
Meeder Asset Management Inc

BUY
 -
21.2K
+ 25.96%
$1.02M - $1.07M
103K $5.15M
Nov 13, 2023 Q3 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
21.2K
+ 5.88%
$1.02M - $1.07M
382K $19.1M
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
BUY
 -
21K
New
$1.01M - $1.06M
21K $1.05M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
20.9K
+ 22.7%
$1.01M - $1.06M
113K $5.66M
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
20.8K
+ 2.94%
$999K - $1.05M
728K $36.4M
Nov 13, 2023 Q3 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
20.5K
+ 24.75%
$985K - $1.04M
103K $5.17M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
20.3K
+ 2.3%
$974K - $1.02M
904K $45.2M
Oct 17, 2023 Q3 2023
Tpg Financial Advisors, LLC

BUY
 -
20.2K
New
$971K - $1.02M
20.2K $1.01M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
20.1K
+ 17.49%
$966K - $1.02M
135K $6.76M
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
20.1K
+ 38.0%
$966K - $1.02M
73K $3.65M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
20K
+ 50.28%
$961K - $1.01M
59.8K $2.99M
Oct 30, 2023 Q3 2023
Wolff Financial Management LLC

BUY
 -
19.6K
New
$941K - $989K
19.6K $980K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
19.5K
+ 11.87%
$939K - $987K
184K $9.21M
Nov 08, 2023 Q3 2023
Lebenthal Global Advisors, LLC

BUY
 -
19.4K
New
$934K - $982K
19.4K $973K
Oct 24, 2023 Q3 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
19.4K
+ 12.9%
$934K - $982K
170K $8.52M
Oct 31, 2024 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
18.8K
+ 66.96%
$902K - $949K
46.9K $2.34M
Nov 14, 2023 Q3 2023
Financial Planning & Information Services, Inc.

BUY
 -
17.9K
+ 62.19%
$859K - $903K
46.6K $2.33M
Nov 14, 2023 Q3 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
17.9K
+ 223.46%
$859K - $903K
25.9K $1.29M
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
17.5K
+ 3.38%
$842K - $885K
535K $26.8M
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
17K
+ 8.29%
$817K - $859K
222K $11.1M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
17K
+ 455.29%
$817K - $859K
20.7K $1.04M

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