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
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2K+ 43.57% |
$96.1K - $101K
|
6.59K
$330K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2K+ 11.5% |
$96.1K - $101K
|
19.4K
$970K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.98K+ 7.56% |
$94.9K - $99.7K
|
28.1K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.85K+ 4.04% |
$89K - $93.5K
|
47.7K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.83K+ 1.78% |
$87.8K - $92.4K
|
105K
$5.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.83K+ 1216.67% |
$87.7K - $92.2K
|
1.98K
$98.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 32.95% |
$86.3K - $90.7K
|
7.25K
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.79K+ 41.95% |
$85.8K - $90.2K
|
6.05K
$303K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.75KNew |
$84.1K - $88.5K
|
1.75K
$87.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.74K+ 1.38% |
$83.6K - $87.9K
|
128K
$6.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.71K+ 0.56% |
$81.9K - $86.2K
|
306K
$15.3M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.68K+ 4.56% |
$80.9K - $85K
|
38.6K
$1.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.67K+ 14.21% |
$80.4K - $84.5K
|
13.5K
$673K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.62K+ 3.58% |
$77.7K - $81.7K
|
46.9K
$2.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.62K+ 3.2% |
$77.6K - $81.6K
|
52K
$2.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.59K+ 5.99% |
$76.4K - $80.3K
|
28.1K
$1.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.54K+ 14.0% |
$73.9K - $77.7K
|
12.5K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.45K+ 6.07% |
$69.8K - $73.4K
|
25.4K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.45K+ 1.43% |
$69.5K - $73.1K
|
102K
$5.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.43K+ 24.65% |
$68.5K - $72.1K
|
7.22K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 71.11% |
$68.4K - $72K
|
3.43K
$172K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 71.11% |
$68.4K - $72K
|
3.43K
$172K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 23.09% |
$67.8K - $71.3K
|
7.52K
$376K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.34K+ 0.38% |
$64.1K - $67.4K
|
348K
$17.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.32K+ 3.36% |
$63.2K - $66.5K
|
40.5K
$2.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1.31K+ 4.29% |
$62.9K - $66.1K
|
31.9K
$1.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Stairway Partners, LLC
|
BUY
|
- |
1.29K+ 0.36% |
$62K - $65.1K
|
360K
$18M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.25KNew |
$60K - $63.1K
|
1.25K
$62.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
1.19K+ 0.76% |
$57K - $59.9K
|
157K
$7.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.17K+ 4.99% |
$56.3K - $59.2K
|
24.7K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
BUY
|
- |
1.17K+ 1.04% |
$56.3K - $59.2K
|
113K
$5.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
1.15K+ 1.11% |
$55K - $57.9K
|
104K
$5.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.11K+ 12.37% |
$53.3K - $56.1K
|
10.1K
$505K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.09K+ 7.57% |
$52.2K - $54.8K
|
15.4K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.07K+ 1.02% |
$51.2K - $53.8K
|
105K
$5.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.05K+ 2.05% |
$50.5K - $53.1K
|
52.4K
$2.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
1.02K+ 6.97% |
$48.8K - $51.3K
|
15.6K
$780K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
992+ 3.43% |
$47.6K - $50.1K
|
29.9K
$1.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
983New |
$47.2K - $49.6K
|
983
$49.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
982+ 0.08% |
$47.2K - $49.6K
|
1.23M
$61.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
967+ 11.56% |
$46.4K - $48.8K
|
9.34K
$467K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
922+ 1.09% |
$44.3K - $46.6K
|
85.2K
$4.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
903+ 1612.5% |
$43.4K - $45.6K
|
959
$48K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
902+ 1.32% |
$43.3K - $45.6K
|
69.1K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
805+ 0.58% |
$38.7K - $40.7K
|
140K
$7.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
805New |
$38.7K - $40.7K
|
805
$40.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
794+ 4.05% |
$38.1K - $40.1K
|
20.4K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
718+ 3.12% |
$34.5K - $36.3K
|
23.7K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
700+ 6.82% |
$33.6K - $35.4K
|
11K
$548K
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
698+ 0.6% |
$33.5K - $35.2K
|
116K
$5.82M
|