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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.4K+ 111.75% |
$2.01M - $2.12M
|
80.3K
$4.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
42.3K+ 42.52% |
$2.01M - $2.12M
|
142K
$7.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
42.1KNew |
$2M - $2.11M
|
42.1K
$2.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
41.1KNew |
$1.95M - $2.06M
|
41.1K
$2.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
41.1K+ 21.52% |
$1.95M - $2.06M
|
232K
$11.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
41KNew |
$1.95M - $2.05M
|
41K
$2.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
40.7KNew |
$1.93M - $2.04M
|
40.7K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
40.1KNew |
$1.91M - $2.01M
|
40.1K
$2.01M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
38.5K+ 24.77% |
$1.83M - $1.93M
|
194K
$9.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
38.1KNew |
$1.81M - $1.91M
|
38.1K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
36.8K+ 106.26% |
$1.75M - $1.84M
|
71.4K
$3.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
36.5KNew |
$1.74M - $1.83M
|
36.5K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
36.4KNew |
$1.73M - $1.82M
|
36.4K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
36.2KNew |
$1.72M - $1.81M
|
36.2K
$1.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
36.1KNew |
$1.71M - $1.81M
|
36.1K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
36.1K+ 132.63% |
$1.71M - $1.81M
|
63.3K
$3.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
35.6K+ 229.44% |
$1.69M - $1.78M
|
51.1K
$2.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
35.1KNew |
$1.67M - $1.76M
|
35.1K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
35.1K+ 141.91% |
$1.67M - $1.76M
|
59.8K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
34.2KNew |
$1.63M - $1.71M
|
34.2K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
34.1KNew |
$1.62M - $1.71M
|
34.1K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
33.8KNew |
$1.61M - $1.69M
|
33.8K
$1.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
33.4KNew |
$1.59M - $1.67M
|
33.4K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
33K+ 40.42% |
$1.57M - $1.65M
|
115K
$5.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
32.7K+ 104.91% |
$1.55M - $1.64M
|
63.8K
$3.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
31.5K+ 106.24% |
$1.5M - $1.58M
|
61.2K
$3.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
30.9K+ 142.56% |
$1.47M - $1.55M
|
52.6K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
30.9K+ 67.92% |
$1.47M - $1.55M
|
76.5K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.7K+ 15.12% |
$1.46M - $1.54M
|
234K
$11.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
30.4K+ 150.41% |
$1.44M - $1.52M
|
50.6K
$2.54M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
30.1KNew |
$1.43M - $1.51M
|
30.1K
$1.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
29.9K+ 88.12% |
$1.42M - $1.5M
|
63.9K
$3.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
29.8KNew |
$1.42M - $1.49M
|
29.8K
$1.49M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
29.1KNew |
$1.38M - $1.46M
|
29.1K
$1.46M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
28.7KNew |
$1.36M - $1.44M
|
28.7K
$1.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
28.5KNew |
$1.35M - $1.42M
|
28.5K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
27.7K+ 43.75% |
$1.32M - $1.39M
|
91.1K
$4.56M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
27.6K+ 35.69% |
$1.31M - $1.38M
|
105K
$5.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.2KNew |
$1.29M - $1.36M
|
27.2K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
25.6K+ 9.06% |
$1.22M - $1.28M
|
309K
$15.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
25.6K+ 55.12% |
$1.22M - $1.28M
|
72.1K
$3.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
25.4KNew |
$1.2M - $1.27M
|
25.4K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
25.3KNew |
$1.2M - $1.27M
|
25.3K
$1.27M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
25.2K+ 141.75% |
$1.2M - $1.26M
|
43K
$2.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
25.2KNew |
$1.2M - $1.26M
|
25.2K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24.7K+ 3.23% |
$1.17M - $1.23M
|
789K
$39.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24.7K+ 4.58% |
$1.17M - $1.23M
|
563K
$28.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
24.7K+ 49.09% |
$1.17M - $1.23M
|
74.9K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.6K+ 133.76% |
$1.17M - $1.23M
|
42.9K
$2.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
24.5K+ 159.87% |
$1.17M - $1.23M
|
39.9K
$2M
|