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 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.78K+ 16.94% |
$230K - $245K
|
33K
$1.65M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.76K+ 2.66% |
$229K - $243K
|
184K
$9.2M
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.73K+ 95.15% |
$228K - $242K
|
9.7K
$486K
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.73KNew |
$227K - $242K
|
4.73K
$237K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.71KNew |
$226K - $241K
|
4.71K
$236K
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
4.71KNew |
$226K - $241K
|
4.71K
$236K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4.7K+ 11.31% |
$226K - $240K
|
46.3K
$2.32M
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.65K+ 7.59% |
$224K - $238K
|
66K
$3.31M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.63KNew |
$223K - $237K
|
4.63K
$232K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.57K+ 3.49% |
$220K - $233K
|
135K
$6.78M
|
|
Oct 11, 2022
Q3 2022
|
Gpwm LLC
|
BUY
|
- |
4.56K+ 1.24% |
$220K - $233K
|
372K
$18.7M
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.56KNew |
$219K - $233K
|
4.56K
$229K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.54KNew |
$218K - $232K
|
4.54K
$227K
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.53KNew |
$218K - $231K
|
4.53K
$227K
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.51KNew |
$217K - $231K
|
4.51K
$226K
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.44KNew |
$214K - $227K
|
4.44K
$223K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.41K+ 22.39% |
$212K - $226K
|
24.1K
$1.21M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
4.34K+ 10.3% |
$209K - $222K
|
46.5K
$2.33M
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.25K+ 6.92% |
$204K - $217K
|
65.7K
$3.29M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.24K+ 65.09% |
$204K - $217K
|
10.8K
$540K
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.22KNew |
$203K - $216K
|
4.22K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.09K+ 50.25% |
$197K - $209K
|
12.2K
$613K
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
4K+ 11.71% |
$192K - $205K
|
38.2K
$1.91M
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4K+ 93.45% |
$192K - $204K
|
8.27K
$415K
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.87K+ 8.5% |
$186K - $198K
|
49.4K
$2.48M
|
|
Nov 09, 2022
Q3 2022
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
3.81K+ 0.38% |
$183K - $195K
|
1M
$50.3M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.74K+ 3.33% |
$180K - $191K
|
116K
$5.83M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.73K+ 5.69% |
$179K - $191K
|
69.2K
$3.47M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.71K+ 3.32% |
$178K - $190K
|
115K
$5.79M
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.68K+ 17.57% |
$177K - $188K
|
24.6K
$1.23M
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.66K+ 32.62% |
$176K - $187K
|
14.9K
$747K
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
3.58K+ 3.69% |
$172K - $183K
|
100K
$5.04M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.53K+ 15.71% |
$170K - $180K
|
26K
$1.3M
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
3.43K+ 25.65% |
$165K - $175K
|
16.8K
$842K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.94K+ 12.88% |
$142K - $151K
|
25.8K
$1.29M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.93K+ 1.27% |
$141K - $150K
|
234K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.92K+ 21.76% |
$140K - $149K
|
16.3K
$818K
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
2.82K+ 9.15% |
$136K - $144K
|
33.7K
$1.69M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.79K+ 1.48% |
$134K - $143K
|
191K
$9.58M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.77K+ 9.56% |
$133K - $142K
|
31.8K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.71K+ 7.7% |
$130K - $139K
|
37.9K
$1.9M
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.7K+ 20.34% |
$130K - $138K
|
16K
$802K
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.7K+ 43.72% |
$130K - $138K
|
8.88K
$445K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.67K+ 43.84% |
$128K - $136K
|
8.75K
$439K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.63K+ 7.44% |
$127K - $134K
|
38K
$1.9M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.6K+ 24.35% |
$125K - $133K
|
13.3K
$666K
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.6K+ 3509.46% |
$125K - $133K
|
2.67K
$134K
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.51K+ 23.36% |
$121K - $128K
|
13.3K
$665K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.49K+ 4.86% |
$120K - $128K
|
53.8K
$2.7M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.49K+ 4.86% |
$120K - $128K
|
53.8K
$2.7M
|