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
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
682+ 6.95% |
$32.8K - $34.4K
|
10.5K
$525K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
666New |
$32K - $33.6K
|
666
$33.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
642+ 14.83% |
$30.8K - $32.4K
|
4.97K
$249K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
620+ 2.33% |
$29.8K - $31.3K
|
27.3K
$1.37M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
610+ 6.32% |
$29.3K - $30.8K
|
10.3K
$514K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
603+ 6.46% |
$29K - $30.5K
|
9.94K
$498K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
571+ 3.56% |
$27.4K - $28.8K
|
16.6K
$831K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
571+ 1.13% |
$27.4K - $28.8K
|
51.2K
$2.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
570+ 1.18% |
$27.4K - $28.8K
|
48.8K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
557+ 5.62% |
$26.8K - $28.1K
|
10.5K
$525K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
556+ 9.04% |
$26.7K - $28.1K
|
6.7K
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
554+ 5.85% |
$26.6K - $28K
|
10K
$502K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
550+ 1.95% |
$26.4K - $27.8K
|
28.8K
$1.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
549+ 5.58% |
$26.4K - $27.7K
|
10.4K
$520K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
548+ 5.41% |
$26.3K - $27.7K
|
10.7K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
509New |
$24.4K - $25.7K
|
509
$25.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
500+ 1.35% |
$24K - $25.3K
|
37.4K
$1.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
488+ 0.81% |
$23.4K - $24.6K
|
60.4K
$3.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
488+ 8.82% |
$23.4K - $24.6K
|
6.02K
$302K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
486+ 0.38% |
$23.3K - $24.5K
|
128K
$6.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
472+ 1.89% |
$22.7K - $23.8K
|
25.5K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
470+ 0.57% |
$22.6K - $23.7K
|
83.1K
$4.16M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
461+ 3.86% |
$22.1K - $23.3K
|
12.4K
$621K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
460+ 10.04% |
$22.1K - $23.2K
|
5.04K
$253K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
416+ 3.39% |
$20K - $21K
|
12.7K
$635K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
411+ 5.5% |
$19.7K - $20.8K
|
7.89K
$395K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
405+ 2.62% |
$19.5K - $20.5K
|
15.9K
$796K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
400+ 5.01% |
$19.2K - $20.2K
|
8.38K
$420K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
364+ 0.47% |
$17.5K - $18.4K
|
77.7K
$3.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
360+ 4.41% |
$17.3K - $18.2K
|
8.53K
$427K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
357+ 1.34% |
$17.1K - $18K
|
26.9K
$1.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
356+ 3.19% |
$17.1K - $18K
|
11.5K
$576K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
345+ 4.02% |
$16.6K - $17.4K
|
8.92K
$447K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
344+ 6.29% |
$16.5K - $17.4K
|
5.82K
$291K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
334+ 5.51% |
$16K - $16.9K
|
6.39K
$320K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
331+ 5.98% |
$15.9K - $16.7K
|
5.87K
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
310+ 1.07% |
$14.9K - $15.7K
|
29.4K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
271New |
$13K - $13.7K
|
271
$13.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
270+ 0.17% |
$13K - $13.6K
|
159K
$7.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
268+ 0.72% |
$12.9K - $13.5K
|
37.7K
$1.89M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
239+ 1.63% |
$11.5K - $12.1K
|
14.9K
$746K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
231New |
$11.1K - $11.7K
|
231
$11.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
215+ 0.44% |
$10.3K - $10.9K
|
49.3K
$2.47M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
202+ 1.29% |
$9.7K - $10.2K
|
15.8K
$794K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
200+ 1.29% |
$9.61K - $10.1K
|
15.7K
$784K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
197+ 19.14% |
$9.46K - $9.95K
|
1.23K
$61.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
196+ 1.56% |
$9.41K - $9.9K
|
12.7K
$638K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
194+ 0.71% |
$9.32K - $9.8K
|
27.4K
$1.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
188+ 4.61% |
$9.03K - $9.49K
|
4.27K
$214K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
188New |
$9.03K - $9.49K
|
188
$9.42K
|