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 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.45% |
$96.2 - $102
|
446
$22.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-15- 68.18% |
$722 - $767
|
7
$352
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-26- 0.06% |
$1.25K - $1.33K
|
42.1K
$2.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-37- 0.17% |
$1.78K - $1.89K
|
22.2K
$1.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-45- 0.19% |
$2.16K - $2.3K
|
23.7K
$1.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-46- 0.15% |
$2.21K - $2.35K
|
31.2K
$1.57M
|
|
|
Oct 18, 2022
Q3 2022
|
Community Bank Of Raymore
|
SELL
|
- |
-52- 0.9% |
$2.5K - $2.66K
|
5.75K
$289K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-64- 1.01% |
$3.08K - $3.27K
|
6.26K
$314K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 0.07% |
$3.37K - $3.58K
|
96.4K
$4.84M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-86- 0.85% |
$4.14K - $4.4K
|
10K
$505K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-94- 6.52% |
$4.52K - $4.81K
|
1.35K
$67.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 0.29% |
$4.81K - $5.11K
|
34K
$1.71M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-109- 5.11% |
$5.24K - $5.57K
|
2.03K
$102K
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-120- 0.89% |
$5.77K - $6.14K
|
13.4K
$672K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-121- 45.83% |
$5.82K - $6.19K
|
143
$7.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-138- 0.56% |
$6.64K - $7.06K
|
24.3K
$1.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-140- 0.73% |
$6.74K - $7.16K
|
19K
$953K
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-144- 0.52% |
$6.93K - $7.36K
|
27.7K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-145- 1.54% |
$6.98K - $7.42K
|
9.28K
$466K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-148- 16.72% |
$7.12K - $7.57K
|
737
$37K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-148- 2.85% |
$7.12K - $7.57K
|
5.04K
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-150- 3.46% |
$7.22K - $7.67K
|
4.19K
$210K
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-167- 3.47% |
$8.03K - $8.54K
|
4.65K
$234K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-169- 48.7% |
$8.13K - $8.64K
|
178
$8.94K
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-177- 2.35% |
$8.52K - $9.05K
|
7.37K
$370K
|
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-200- 3.15% |
$9.62K - $10.2K
|
6.15K
$309K
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-244- 0.51% |
$11.7K - $12.5K
|
47.4K
$2.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-246- 2.19% |
$11.8K - $12.6K
|
11K
$553K
|
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-295- 2.81% |
$14.2K - $15.1K
|
10.2K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-305- 5.08% |
$14.7K - $15.6K
|
5.69K
$286K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-308- 1.49% |
$14.8K - $15.8K
|
20.3K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-310- 1.66% |
$14.9K - $15.9K
|
18.4K
$923K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-343- 2.1% |
$16.5K - $17.5K
|
16K
$803K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-370- 3.07% |
$17.8K - $18.9K
|
11.7K
$587K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-408- 0.52% |
$19.6K - $20.9K
|
77.4K
$3.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-412- 7.92% |
$19.8K - $21.1K
|
4.79K
$241K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-432- 4.41% |
$20.8K - $22.1K
|
9.35K
$470K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-433- 3.14% |
$20.8K - $22.1K
|
13.3K
$670K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-438- 0.45% |
$21.1K - $22.4K
|
97.2K
$4.88M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-447- 6.37% |
$21.5K - $22.9K
|
6.57K
$330K
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-471- 2.0% |
$22.7K - $24.1K
|
23.1K
$1.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-500- 1.72% |
$24.1K - $25.6K
|
28.6K
$1.44M
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-539- 9.29% |
$25.9K - $27.6K
|
5.26K
$264K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
SELL
|
- |
-590- 1.78% |
$28.4K - $30.2K
|
32.5K
$1.63M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-602- 3.66% |
$29K - $30.8K
|
15.8K
$796K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-604- 1.2% |
$29.1K - $30.9K
|
49.7K
$2.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-647- 7.21% |
$31.1K - $33.1K
|
8.33K
$418K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-675- 3.66% |
$32.5K - $34.5K
|
17.8K
$893K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-723- 2.73% |
$34.8K - $37K
|
25.7K
$1.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-737- 49.56% |
$35.5K - $37.7K
|
750
$37.7K
|