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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.84K+ 4.07% |
$185K - $194K
|
98.2K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
BUY
|
- |
3.83K+ 20.9% |
$184K - $194K
|
22.2K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.83K+ 2.85% |
$184K - $193K
|
138K
$6.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
3.8K+ 7.13% |
$183K - $192K
|
57.1K
$2.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.76K+ 26.46% |
$180K - $190K
|
17.9K
$899K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.69K+ 10.85% |
$177K - $186K
|
37.7K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.66K+ 24.07% |
$176K - $185K
|
18.9K
$945K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.52K+ 24.84% |
$169K - $178K
|
17.7K
$886K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.46K+ 2.3% |
$166K - $175K
|
154K
$7.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.44K+ 17.31% |
$165K - $174K
|
23.3K
$1.17M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.38K+ 118.7% |
$162K - $171K
|
6.22K
$312K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.3K+ 36.55% |
$158K - $167K
|
12.3K
$617K
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
3.27K+ 1.58% |
$157K - $165K
|
211K
$10.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.25K+ 11.5% |
$156K - $164K
|
31.5K
$1.58M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.24K+ 12.54% |
$156K - $164K
|
29.1K
$1.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.23K+ 4.64% |
$155K - $163K
|
72.8K
$3.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.23K+ 12.97% |
$155K - $163K
|
28.1K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
3.23K+ 6.74% |
$155K - $163K
|
51.1K
$2.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.17K+ 22.45% |
$152K - $160K
|
17.3K
$867K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.17K+ 22.45% |
$152K - $160K
|
17.3K
$867K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.07K+ 1.67% |
$147K - $155K
|
187K
$9.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.05K+ 41.89% |
$147K - $154K
|
10.3K
$518K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.05K+ 18.44% |
$146K - $154K
|
19.6K
$980K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.96K+ 41.47% |
$142K - $150K
|
10.1K
$506K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.93K+ 9.2% |
$141K - $148K
|
34.8K
$1.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.9K+ 3.67% |
$139K - $146K
|
81.7K
$4.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Divergent Planning, LLC
|
BUY
|
- |
2.84K+ 2.41% |
$136K - $143K
|
120K
$6.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.77K+ 321.86% |
$133K - $140K
|
3.63K
$182K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.72K+ 12.98% |
$131K - $137K
|
23.7K
$1.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.67K+ 270.27% |
$128K - $135K
|
3.66K
$183K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.59K+ 3.1% |
$125K - $131K
|
86.4K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.37K+ 7.43% |
$114K - $120K
|
34.3K
$1.72M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.3K+ 14.16% |
$110K - $116K
|
18.5K
$928K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.29K+ 15.75% |
$110K - $116K
|
16.8K
$843K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.27K+ 5.03% |
$109K - $115K
|
47.5K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.27KNew |
$109K - $115K
|
2.27K
$114K
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.26K+ 3.14% |
$109K - $114K
|
74.4K
$3.72M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.25KNew |
$108K - $114K
|
2.25K
$113K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.23K+ 18.95% |
$107K - $113K
|
14K
$701K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.19K+ 3.37% |
$105K - $111K
|
67.2K
$3.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.18K+ 32.22% |
$104K - $110K
|
8.93K
$447K
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.15K+ 7.19% |
$103K - $108K
|
32K
$1.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.1K+ 3.79% |
$101K - $106K
|
57.6K
$2.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
2.09K+ 15.9% |
$100K - $105K
|
15.2K
$763K
|
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.07K+ 20.57% |
$99.3K - $104K
|
12.1K
$607K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.06K+ 41.1% |
$99.1K - $104K
|
7.09K
$355K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.06K+ 4.42% |
$99.1K - $104K
|
48.7K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
2.04K+ 3.05% |
$97.8K - $103K
|
68.9K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.02K+ 75.6% |
$97K - $102K
|
4.69K
$235K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2K+ 11.5% |
$96.1K - $101K
|
19.4K
$971K
|