Purchases and Sales Made in Q4 2022 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 Q4 2022. 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
Feb 09, 2023 Q4 2022
Tria Gen Wealth Management LLC

BUY
 -
1.45K
+ 12.68%
$68.9K - $72.6K
12.9K $643K
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
1.37K
+ 101.63%
$65.1K - $68.6K
2.72K $136K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.35K
+ 2.43%
$63.9K - $67.4K
56.8K $2.83M
Jan 27, 2023 Q4 2022
Ifs Advisors, LLC

BUY
 -
1.28K
New
$60.9K - $64.2K
1.28K $64K
Feb 13, 2023 Q4 2022
Haverford Trust CO

Radnor, PA
BUY
 -
1.26K
+ 28.06%
$59.9K - $63.1K
5.75K $287K
Feb 06, 2023 Q4 2022
Lansing Street Advisors

BUY
 -
1.2K
New
$57.1K - $60.2K
1.2K $60.1K
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
1.14K
+ 4.65%
$54.1K - $57K
25.6K $1.28M
Feb 13, 2023 Q4 2022
Meridian Wealth Management, LLC

BUY
 -
1.13K
+ 24.86%
$53.9K - $56.8K
5.7K $284K
Feb 10, 2023 Q4 2022
Forum Private Client Group LLC

BUY
 -
1.13K
+ 23.0%
$53.7K - $56.6K
6.04K $302K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
1.04K
New
$49.2K - $51.8K
1.04K $51.7K
Feb 14, 2023 Q4 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
1.02K
+ 1.09%
$48.4K - $51K
94.6K $4.72M
Jan 18, 2023 Q4 2022
Hanson & Doremus Investment Management

BUY
 -
1K
+ 2.01%
$47.5K - $50.1K
50.7K $2.53M
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
1K
+ 23.26%
$47.5K - $50.1K
5.3K $265K
Jan 24, 2023 Q4 2022
Moseley Investment Management Inc

BUY
 -
975
+ 7.22%
$46.3K - $48.8K
14.5K $723K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
961
New
$45.6K - $48.1K
961 $48K
Jan 25, 2023 Q4 2022
Uma Financial Services, Inc.

BUY
 -
876
+ 9.62%
$41.6K - $43.9K
9.99K $499K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
821
+ 4.98%
$39K - $41.1K
17.3K $863K
Feb 02, 2023 Q4 2022
Farmers & Merchants Investments Inc

BUY
 -
816
+ 75.56%
$38.8K - $40.8K
1.9K $94.6K
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

BUY
 -
812
New
$38.6K - $40.6K
812 $40.5K
Feb 07, 2023 Q4 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
769
+ 6.35%
$36.5K - $38.5K
12.9K $643K
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

BUY
 -
768
New
$36.5K - $38.4K
768 $38.3K
Jan 20, 2023 Q4 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
746
+ 2.03%
$35.4K - $37.3K
37.5K $1.87M
Jan 25, 2023 Q4 2022
Hanlon Investment Management, Inc.

BUY
 -
690
+ 1.23%
$32.8K - $34.5K
56.7K $2.83M
Apr 02, 2024 Q4 2022
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 -
661
+ 1.86%
$31.4K - $33.1K
36.2K $1.81M
Feb 10, 2023 Q4 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
637
+ 12.91%
$30.3K - $31.9K
5.57K $278K
Jan 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
632
+ 12.72%
$30K - $31.6K
5.6K $280K
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
631
+ 107.31%
$30K - $31.6K
1.22K $60.9K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
603
New
$28.6K - $30.2K
603 $30.1K
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
575
+ 0.48%
$27.3K - $28.8K
121K $6.06M
Jan 26, 2023 Q4 2022
Comerica Bank

BUY
 -
554
+ 10.06%
$26.3K - $27.7K
6.06K $303K
Jan 20, 2023 Q4 2022
Davenport & CO LLC

BUY
 -
544
+ 1.54%
$25.8K - $27.2K
35.8K $1.79M
Jan 09, 2023 Q4 2022
Align Wealth Management, LLC

Oklahoma City, OK
BUY
 -
521
New
$24.7K - $26.1K
521 $26K
Feb 07, 2023 Q4 2022
Evolution Wealth Advisors, LLC

BUY
 -
458
+ 1.19%
$21.8K - $22.9K
38.8K $1.94M
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
438
+ 1.38%
$20.8K - $21.9K
32.2K $1.61M
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
400
New
$19K - $20K
400 $20K
Feb 21, 2023 Q4 2022
Cva Family Office, LLC

BUY
 -
390
+ 19.96%
$18.5K - $19.5K
2.34K $117K
Feb 07, 2023 Q4 2022
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
373
New
$17.7K - $18.7K
373 $18.6K
Feb 06, 2023 Q4 2022
Burney CO

Reston, VA
BUY
 -
365
+ 3.31%
$17.3K - $18.3K
11.4K $569K
Jun 13, 2023 Q4 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
358
+ 0.06%
$17K - $17.9K
581K $29M
Feb 07, 2023 Q4 2022
Lockerman Financial Group, Inc.

BUY
 -
330
+ 2.75%
$15.7K - $16.5K
12.3K $615K
Jan 20, 2023 Q4 2022
First Command Advisory Services, Inc.

BUY
 -
325
New
$15.4K - $16.3K
325 $16.2K
Feb 03, 2023 Q4 2022
Synergy Financial Group, LTD

BUY
 -
318
+ 4.66%
$15.1K - $15.9K
7.14K $356K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
311
+ 5.26%
$14.8K - $15.6K
6.23K $311K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
304
New
$14.4K - $15.2K
304 $15.2K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
260
+ 1.32%
$12.4K - $13K
20K $998K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
248
New
$11.8K - $12.4K
248 $12.4K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
212
+ 130.06%
$10.1K - $10.6K
375 $18.7K
Feb 07, 2023 Q4 2022
Keystone Financial Group

BUY
 -
209
+ 4.5%
$9.93K - $10.5K
4.85K $242K
Jan 19, 2023 Q4 2022
Compass Advisory Group LLC

BUY
 -
196
+ 0.31%
$9.31K - $9.81K
62.6K $3.12M

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