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 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
9.07K+ 8.38% |
$436K - $458K
|
117K
$5.88M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.05K+ 88.16% |
$435K - $457K
|
19.3K
$967K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
9K+ 8.6% |
$432K - $455K
|
114K
$5.7M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
8.96K+ 153.13% |
$430K - $452K
|
14.8K
$741K
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
8.91K+ 8.24% |
$428K - $450K
|
117K
$5.86M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.88K+ 7.51% |
$426K - $448K
|
127K
$6.36M
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
8.69K+ 51.84% |
$418K - $439K
|
25.5K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.67KNew |
$416K - $438K
|
8.67K
$434K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.62K+ 36.24% |
$414K - $435K
|
32.4K
$1.62M
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8.61K+ 10.54% |
$413K - $435K
|
90.3K
$4.52M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.58K+ 30.68% |
$412K - $433K
|
36.5K
$1.83M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.55K+ 42.1% |
$411K - $432K
|
28.8K
$1.44M
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
8.51K+ 12.98% |
$409K - $430K
|
74.1K
$3.71M
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
8.43KNew |
$405K - $426K
|
8.43K
$422K
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
8.41K+ 9.52% |
$404K - $425K
|
96.7K
$4.84M
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.37K+ 2.64% |
$402K - $423K
|
325K
$16.3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.32K+ 1.75% |
$400K - $420K
|
482K
$24.2M
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
8.25KNew |
$396K - $417K
|
8.25K
$413K
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
8.19KNew |
$393K - $414K
|
8.19K
$410K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.11K+ 8.71% |
$390K - $410K
|
101K
$5.07M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.08K+ 3.3% |
$388K - $408K
|
253K
$12.7M
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
8K+ 108.84% |
$384K - $404K
|
15.4K
$769K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.93K+ 43.86% |
$381K - $400K
|
26K
$1.3M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.76KNew |
$372K - $392K
|
7.76K
$388K
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
7.37KNew |
$354K - $372K
|
7.37K
$369K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7.33KNew |
$352K - $370K
|
7.33K
$367K
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
7.2K+ 39.85% |
$346K - $363K
|
25.3K
$1.26M
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7.14K+ 507.53% |
$343K - $361K
|
8.55K
$428K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
7.12K+ 18.59% |
$342K - $360K
|
45.4K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.04K+ 17.22% |
$338K - $355K
|
47.9K
$2.4M
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.03KNew |
$338K - $355K
|
7.03K
$352K
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.95K+ 25.35% |
$334K - $351K
|
34.4K
$1.72M
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6.83KNew |
$328K - $345K
|
6.83K
$342K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.82K+ 2.08% |
$328K - $344K
|
335K
$16.8M
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
6.82K+ 133.63% |
$327K - $344K
|
11.9K
$597K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.65KNew |
$319K - $336K
|
6.65K
$333K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.62K+ 7.26% |
$318K - $334K
|
97.9K
$4.9M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.56K+ 9.28% |
$315K - $331K
|
77.3K
$3.87M
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.51K+ 36.16% |
$313K - $329K
|
24.5K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.41KNew |
$308K - $324K
|
6.41K
$321K
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.39KNew |
$307K - $323K
|
6.39K
$320K
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
6.38KNew |
$306K - $322K
|
6.38K
$320K
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6.38KNew |
$306K - $322K
|
6.38K
$319K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.32K+ 8.77% |
$304K - $319K
|
78.4K
$3.92M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.3KNew |
$302K - $318K
|
6.3K
$315K
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.27KNew |
$301K - $317K
|
6.27K
$314K
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.24KNew |
$299K - $315K
|
6.24K
$312K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.21KNew |
$298K - $314K
|
6.21K
$311K
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.19KNew |
$297K - $312K
|
6.19K
$310K
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.12KNew |
$294K - $309K
|
6.12K
$307K
|