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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
601+ 13.6% |
$28.9K - $30.7K
|
5.02K
$252K
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
589+ 3.12% |
$28.3K - $30.1K
|
19.5K
$977K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
581New |
$28K - $29.7K
|
581
$29.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
542+ 39.65% |
$26.1K - $27.7K
|
1.91K
$95.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
541+ 2.08% |
$26K - $27.7K
|
26.6K
$1.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
524+ 14.17% |
$25.2K - $26.8K
|
4.22K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
501+ 3.23% |
$24.1K - $25.6K
|
16K
$804K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
481+ 3.39% |
$23.1K - $24.6K
|
14.7K
$737K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
456+ 2.59% |
$21.9K - $23.3K
|
18K
$906K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
444+ 8.77% |
$21.4K - $22.7K
|
5.51K
$277K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
441+ 5.4% |
$21.2K - $22.6K
|
8.6K
$432K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
422+ 2.43% |
$20.3K - $21.6K
|
17.8K
$894K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
405+ 96.89% |
$19.5K - $20.7K
|
823
$41.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
375+ 8.79% |
$18K - $19.2K
|
4.64K
$233K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
366+ 11.53% |
$17.6K - $18.7K
|
3.54K
$178K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
361+ 3.43% |
$17.4K - $18.5K
|
10.9K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
350+ 3.27% |
$16.8K - $17.9K
|
11.1K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
335+ 7.93% |
$16.1K - $17.1K
|
4.56K
$229K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
304+ 4.98% |
$14.6K - $15.5K
|
6.41K
$322K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
181+ 10.0% |
$8.71K - $9.26K
|
1.99K
$100K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
170New |
$8.18K - $8.69K
|
170
$8.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
155+ 0.5% |
$7.46K - $7.93K
|
31.1K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
151+ 0.52% |
$7.26K - $7.72K
|
29.1K
$1.46M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
150+ 0.25% |
$7.22K - $7.67K
|
61.1K
$3.07M
|
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
BUY
|
- |
141+ 0.5% |
$6.78K - $7.21K
|
28.2K
$1.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
139+ 2.86% |
$6.69K - $7.11K
|
5K
$251K
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
122+ 2.68% |
$5.87K - $6.24K
|
4.67K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
117+ 0.44% |
$5.63K - $5.98K
|
26.4K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
100+ 2.32% |
$4.81K - $5.11K
|
4.41K
$222K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
94+ 1.28% |
$4.52K - $4.81K
|
7.46K
$375K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
91+ 2.01% |
$4.38K - $4.65K
|
4.61K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
80+ 1.89% |
$3.85K - $4.09K
|
4.32K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
79+ 86.81% |
$3.8K - $4.04K
|
170
$8.54K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
69+ 0.71% |
$3.32K - $3.53K
|
9.84K
$494K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
51+ 0.52% |
$2.45K - $2.61K
|
9.78K
$491K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
51+ 0.32% |
$2.45K - $2.61K
|
15.8K
$795K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43+ 0.53% |
$2.07K - $2.2K
|
8.23K
$414K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
26+ 0.45% |
$1.25K - $1.33K
|
5.77K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
25+ 0.23% |
$1.2K - $1.28K
|
11K
$555K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
23+ 0.52% |
$1.11K - $1.18K
|
4.42K
$222K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
21+ 0.1% |
$1.01K - $1.07K
|
20.1K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
21+ 0.32% |
$1.01K - $1.07K
|
6.63K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
17+ 0.29% |
$818 - $869
|
5.84K
$293K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 0.14% |
$577 - $614
|
8.66K
$435K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10+ 0.05% |
$481 - $511
|
22K
$1.11M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.51% |
$337 - $358
|
1.39K
$69.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.54% |
$337 - $358
|
1.31K
$65.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.57% |
$192 - $205
|
709
$35.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.06% |
$144 - $153
|
5.06K
$254K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.49% |
$96.2 - $102
|
409
$20.5K
|