Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-107K- 9.22% |
$5.15M - $5.48M
|
1.06M
$53M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-108K- 95.73% |
$5.22M - $5.55M
|
4.83K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-152K- 29.53% |
$7.3M - $7.76M
|
362K
$18.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-152K- 94.56% |
$7.31M - $7.77M
|
8.75K
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-166K- 0.96% |
$8.01M - $8.51M
|
17.2M
$863M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-177K- 82.25% |
$8.52M - $9.06M
|
38.2K
$1.92M
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-216KClosed |
$10.4M - $11M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-220K- 21.75% |
$10.6M - $11.2M
|
790K
$39.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-225K- 83.88% |
$10.8M - $11.5M
|
43.2K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-249K- 76.05% |
$12M - $12.7M
|
78.3K
$3.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-268K- 27.34% |
$12.9M - $13.7M
|
711K
$35.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-288K- 54.62% |
$13.9M - $14.7M
|
239K
$12M
|
|
|
Nov 10, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-297K- 98.52% |
$14.3M - $15.2M
|
4.46K
$224K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-335K- 16.28% |
$16.1M - $17.2M
|
1.72M
$86.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-555K- 43.66% |
$26.7M - $28.4M
|
716K
$36M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-761K- 83.81% |
$36.6M - $38.9M
|
147K
$7.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-852K- 15.46% |
$41M - $43.6M
|
4.66M
$234M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-852K- 33.15% |
$41M - $43.6M
|
1.72M
$86.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.34M- 95.73% |
$64.5M - $68.6M
|
59.8K
$3M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.47M- 87.52% |
$70.8M - $75.3M
|
210K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.82M- 67.61% |
$87.8M - $93.3M
|
874K
$43.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-2.02M- 94.99% |
$97.4M - $103M
|
107K
$5.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-11.4M- 40.58% |
$547M - $582M
|
16.7M
$837M
|