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
Dohj, LLC

Seattle, WA
BUY
 -
88.9K
+ 638.93%
$4.22M - $4.45M
103K $5.15M
Feb 09, 2023 Q4 2022
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
87.2K
New
$4.14M - $4.36M
87.2K $4.36M
Jan 23, 2023 Q4 2022
Resonant Capital Advisors, LLC

BUY
 -
87.1K
+ 46.85%
$4.14M - $4.36M
273K $13.7M
Feb 03, 2023 Q4 2022
Allen Capital Group, LLC

BUY
 -
81.7K
+ 605.27%
$3.88M - $4.09M
95.1K $4.76M
Feb 02, 2023 Q4 2022
Dfpg Investments, LLC

BUY
 -
81.5K
New
$3.87M - $4.08M
81.5K $4.08M
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

BUY
 -
80.6K
New
$3.83M - $4.03M
80.6K $4.03M
Jan 30, 2023 Q4 2022
Cahaba Wealth Management, Inc.

BUY
 -
79K
+ 77.2%
$3.75M - $3.95M
181K $9.07M
Mar 08, 2023 Q4 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
77.4K
New
$3.67M - $3.87M
77.4K $3.87M
Jan 10, 2023 Q4 2022
Apella Capital, LLC

BUY
 -
77.4K
+ 81.95%
$3.67M - $3.87M
172K $8.59M
Jan 24, 2023 Q4 2022
Caprin Asset Management LLC

Henrico, VA
BUY
 -
75.8K
+ 267.68%
$3.6M - $3.79M
104K $5.21M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
72.5K
+ 62.74%
$3.44M - $3.63M
188K $9.4M
Jan 20, 2023 Q4 2022
Eclectic Associates Inc

BUY
 -
72.2K
New
$3.43M - $3.62M
72.2K $3.61M
Feb 13, 2023 Q4 2022
Executive Wealth Management, LLC

BUY
 -
70.8K
+ 2316.12%
$3.36M - $3.55M
73.9K $3.7M
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
70.2K
+ 30.02%
$3.34M - $3.52M
304K $15.2M
Jul 03, 2024 Q4 2022
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
69.8K
New
$3.31M - $3.49M
69.8K $3.49M
Jul 20, 2023 Q4 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
69.1K
+ 23.85%
$3.28M - $3.46M
359K $18M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
69K
+ 181.79%
$3.28M - $3.45M
107K $5.35M
Feb 14, 2023 Q4 2022
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
68.4K
New
$3.25M - $3.42M
68.4K $3.42M
Feb 06, 2023 Q4 2022
First Ascent Asset Management, LLC

BUY
 -
68.1K
+ 5.07%
$3.23M - $3.41M
1.41M $70.7M
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
67.4K
+ 639.49%
$3.2M - $3.37M
77.9K $3.9M
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
67.2K
+ 319.14%
$3.19M - $3.36M
88.2K $4.41M
Feb 07, 2023 Q4 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
66.5K
+ 617.9%
$3.16M - $3.33M
77.3K $3.87M
Feb 06, 2023 Q4 2022
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
66.5K
New
$3.16M - $3.33M
66.5K $3.33M
Feb 16, 2023 Q4 2022
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
65.1K
New
$3.09M - $3.26M
65.1K $3.26M
Jan 24, 2023 Q4 2022
Aevitas Wealth Management, Inc.

BUY
 -
64.7K
+ 263.31%
$3.07M - $3.24M
89.3K $4.47M
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
63.9K
+ 111.9%
$3.03M - $3.2M
121K $6.05M
Feb 10, 2023 Q4 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
62.2K
New
$2.95M - $3.11M
62.2K $3.11M
Feb 03, 2023 Q4 2022
Tfo Tdc, LLC

BUY
 -
61.8K
+ 1517.99%
$2.93M - $3.09M
65.9K $3.29M
Jan 20, 2023 Q4 2022
Baker Boyer National Bank

BUY
 -
61.5K
+ 6.85%
$2.92M - $3.08M
959K $48M
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
58.8K
+ 27.87%
$2.79M - $2.94M
270K $13.5M
Feb 13, 2023 Q4 2022
Independent Advisor Alliance

BUY
 -
58.2K
+ 9.43%
$2.77M - $2.91M
676K $33.8M
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
57.5K
+ 47.94%
$2.73M - $2.88M
177K $8.88M
Jan 25, 2023 Q4 2022
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
56.1K
New
$2.67M - $2.81M
56.1K $2.81M
Feb 13, 2023 Q4 2022
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
55.2K
New
$2.62M - $2.76M
55.2K $2.76M
Jan 20, 2023 Q4 2022
Anderson Hoagland & CO

BUY
 -
55.2K
New
$2.62M - $2.76M
55.2K $2.76M
Feb 01, 2023 Q4 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
54.7K
New
$2.6M - $2.74M
54.7K $2.74M
Feb 03, 2023 Q4 2022
Hancock Whitney Corp

BUY
 -
50.5K
New
$2.4M - $2.53M
50.5K $2.53M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
50.2K
+ 206.9%
$2.39M - $2.52M
74.5K $3.73M
Jan 23, 2023 Q4 2022
Foster Group, Inc.

BUY
 -
50K
+ 46.9%
$2.38M - $2.5M
157K $7.84M
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
49.3K
+ 140.74%
$2.34M - $2.47M
84.3K $4.22M
Jan 27, 2023 Q4 2022
Ade, LLC

BUY
 -
48K
New
$2.28M - $2.4M
48K $2.4M
Jan 30, 2023 Q4 2022
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
47.3K
+ 166.59%
$2.25M - $2.37M
75.7K $3.79M
Feb 09, 2023 Q4 2022
Texas Capital Bancshares Inc

BUY
 -
46.2K
+ 118.63%
$2.2M - $2.31M
85.2K $4.26M
Feb 09, 2023 Q4 2022
Firestone Capital Management

BUY
 -
46.2K
+ 43.15%
$2.19M - $2.31M
153K $7.66M
Feb 15, 2023 Q4 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
45.1K
+ 118.01%
$2.14M - $2.26M
83.3K $4.17M
Feb 07, 2023 Q4 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
44.7K
+ 162.49%
$2.12M - $2.24M
72.3K $3.61M
Feb 07, 2023 Q4 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
44.6K
+ 33.94%
$2.12M - $2.23M
176K $8.81M
Feb 07, 2023 Q4 2022
Sanford Advisory Services, LLC

BUY
 -
43.6K
New
$2.07M - $2.18M
43.6K $2.18M
Jan 26, 2023 Q4 2022
Manning & Napier Group, LLC

BUY
 -
42.6K
+ 10.47%
$2.03M - $2.14M
450K $22.5M

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