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 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-12.6K- 68.3% |
$597K - $629K
|
5.83K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-12.6K- 47.38% |
$600K - $632K
|
14K
$700K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-12.9K- 52.01% |
$610K - $643K
|
11.9K
$592K
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-12.9K- 24.91% |
$613K - $646K
|
38.9K
$1.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13K- 10.22% |
$619K - $652K
|
114K
$5.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-13.2K- 31.75% |
$625K - $658K
|
28.3K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-13.2K- 31.04% |
$625K - $658K
|
29.2K
$1.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-13.5K- 20.15% |
$643K - $677K
|
53.6K
$2.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-13.7K- 33.56% |
$653K - $688K
|
27.2K
$1.36M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-13.8K- 44.25% |
$657K - $692K
|
17.4K
$869K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.1K- 47.75% |
$668K - $704K
|
15.4K
$768K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-14.4K- 65.13% |
$686K - $723K
|
7.73K
$386K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-14.8K- 47.41% |
$703K - $741K
|
16.4K
$820K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15K- 15.54% |
$712K - $750K
|
81.4K
$4.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15.2K- 49.35% |
$722K - $761K
|
15.6K
$779K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15.2K- 71.5% |
$723K - $762K
|
6.06K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.7K- 55.07% |
$747K - $787K
|
12.8K
$640K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-16.1K- 38.52% |
$766K - $808K
|
25.7K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-16.2K- 62.51% |
$771K - $813K
|
9.74K
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.3K- 16.82% |
$777K - $818K
|
80.8K
$4.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-16.4K- 35.68% |
$780K - $822K
|
29.6K
$1.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-16.5K- 4.45% |
$786K - $828K
|
355K
$17.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-17K- 7.31% |
$805K - $849K
|
215K
$10.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-17.2K- 66.75% |
$816K - $860K
|
8.56K
$427K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-17.4K- 43.71% |
$826K - $870K
|
22.4K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.4K- 30.41% |
$829K - $873K
|
39.9K
$1.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-19.5K- 13.15% |
$926K - $976K
|
129K
$6.43M
|
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-19.6KClosed |
$931K - $981K
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-20.4K- 4.14% |
$971K - $1.02M
|
473K
$23.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-21K- 22.23% |
$998K - $1.05M
|
73.5K
$3.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-21.8K- 21.45% |
$1.04M - $1.09M
|
79.9K
$3.99M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.8K- 8.59% |
$1.04M - $1.09M
|
232K
$11.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-22K- 72.77% |
$1.04M - $1.1M
|
8.23K
$411K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-22.6K- 43.62% |
$1.07M - $1.13M
|
29.2K
$1.46M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-22.7K- 13.08% |
$1.08M - $1.14M
|
151K
$7.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-22.9K- 69.88% |
$1.09M - $1.15M
|
9.86K
$492K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-23K- 17.51% |
$1.09M - $1.15M
|
108K
$5.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 42.25% |
$1.12M - $1.18M
|
32.2K
$1.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-24.2K- 42.29% |
$1.15M - $1.21M
|
33.1K
$1.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-25K- 26.54% |
$1.19M - $1.25M
|
69.1K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-26K- 21.97% |
$1.23M - $1.3M
|
92.2K
$4.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.7K- 8.42% |
$1.27M - $1.34M
|
290K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-28.6K- 71.79% |
$1.36M - $1.43M
|
11.2K
$561K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-30.2K- 63.0% |
$1.44M - $1.51M
|
17.7K
$886K
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-30.4K- 68.42% |
$1.45M - $1.52M
|
14.1K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-30.8K- 77.26% |
$1.46M - $1.54M
|
9.06K
$452K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-31K- 50.5% |
$1.47M - $1.55M
|
30.4K
$1.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-32.1K- 69.45% |
$1.53M - $1.61M
|
14.1K
$706K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-34.6K- 45.03% |
$1.65M - $1.73M
|
42.3K
$2.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-34.7K- 84.73% |
$1.65M - $1.74M
|
6.26K
$313K
|