Purchases and Sales Made in Q4 2022 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 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 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4.85K- 19.68% |
$230K - $243K
|
19.8K
$987K
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-4.9K- 48.04% |
$233K - $245K
|
5.3K
$265K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-4.93K- 3.99% |
$234K - $247K
|
119K
$5.92M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.96K- 24.67% |
$236K - $248K
|
15.2K
$757K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.03K- 83.47% |
$239K - $252K
|
996
$49.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.11K- 28.32% |
$243K - $256K
|
12.9K
$645K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5.38K- 29.24% |
$255K - $269K
|
13K
$649K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.38K- 5.29% |
$256K - $269K
|
96.2K
$4.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5.45K- 32.57% |
$259K - $273K
|
11.3K
$563K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.56K- 46.82% |
$264K - $278K
|
6.31K
$315K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.57K- 0.82% |
$264K - $279K
|
675K
$33.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-5.75K- 20.13% |
$273K - $288K
|
22.8K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-5.87K- 54.87% |
$279K - $294K
|
4.83K
$241K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.89K- 6.95% |
$280K - $295K
|
78.8K
$3.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.96K- 7.28% |
$283K - $298K
|
76K
$3.79M
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-6.11K- 10.74% |
$290K - $306K
|
50.8K
$2.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.12K- 21.72% |
$291K - $306K
|
22.1K
$1.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-6.18K- 23.64% |
$293K - $309K
|
20K
$996K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6.4K- 23.03% |
$304K - $320K
|
21.4K
$1.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.72K- 39.14% |
$319K - $337K
|
10.5K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-6.74K- 4.75% |
$320K - $337K
|
135K
$6.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6.74K- 10.22% |
$320K - $338K
|
59.2K
$2.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-6.81K- 5.41% |
$324K - $341K
|
119K
$5.95M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-7.1K- 44.17% |
$337K - $355K
|
8.97K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.11K- 54.64% |
$338K - $356K
|
5.9K
$295K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-7.14K- 7.82% |
$339K - $358K
|
84.2K
$4.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-7.18K- 27.16% |
$341K - $359K
|
19.3K
$961K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.46K- 8.31% |
$354K - $373K
|
82.3K
$4.11M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-7.8K- 8.7% |
$371K - $391K
|
81.9K
$4.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.88K- 52.01% |
$374K - $394K
|
7.27K
$363K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-8.04K- 16.94% |
$382K - $402K
|
39.4K
$1.97M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.49K- 34.47% |
$403K - $425K
|
16.1K
$806K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-8.61K- 35.38% |
$409K - $431K
|
15.7K
$785K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8.76K- 65.51% |
$416K - $439K
|
4.61K
$230K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-9.12K- 13.97% |
$433K - $456K
|
56.2K
$2.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-9.53K- 50.42% |
$453K - $477K
|
9.37K
$468K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-9.76K- 99.81% |
$464K - $489K
|
19
$948
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-9.8K- 19.82% |
$466K - $491K
|
39.7K
$1.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-9.8K- 61.93% |
$466K - $491K
|
6.03K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.8K- 17.92% |
$514K - $542K
|
49.5K
$2.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-10.9K- 4.93% |
$518K - $546K
|
210K
$10.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-11.4K- 64.41% |
$541K - $571K
|
6.3K
$314K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-11.5K- 14.16% |
$548K - $577K
|
69.9K
$3.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6K- 40.68% |
$551K - $581K
|
16.9K
$844K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11.7K- 13.02% |
$557K - $587K
|
78.3K
$3.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.9K- 35.71% |
$565K - $595K
|
21.4K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12K- 44.75% |
$570K - $601K
|
14.8K
$740K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-12.1K- 23.45% |
$576K - $607K
|
39.6K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-12.2K- 47.7% |
$579K - $610K
|
13.4K
$667K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.3K- 14.9% |
$582K - $613K
|
70K
$3.49M
|