Purchases and Sales Made in Q3 2023 in Vanguard Mun Bd Fds Tax Exempt (VTEB)

VTEB Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Mun Bd Fds Tax Exempt (VTEB) during Q3 2023. 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 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
105K
+ 15.65%
$5.03M - $5.29M
774K $38.5M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
99.9K
New
$4.8M - $5.05M
99.9K $4.97M
Oct 10, 2023 Q3 2023
West Financial Advisors, LLC

BUY
 -
89.4K
+ 11.45%
$4.29M - $4.51M
870K $43.2M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
86.6K
+ 26.96%
$4.16M - $4.37M
408K $20.3M
Nov 14, 2023 Q3 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
86.5K
New
$4.15M - $4.37M
86.5K $4.3M
Oct 11, 2023 Q3 2023
Goodman Advisory Group, LLC

BUY
 -
85.1K
+ 270.28%
$4.09M - $4.3M
117K $5.79M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
84.9K
+ 21.5%
$4.08M - $4.29M
480K $23.9M
May 01, 2024 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
83K
+ 58.62%
$3.99M - $4.19M
225K $11.2M
Nov 03, 2023 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
83K
+ 58.62%
$3.99M - $4.19M
225K $11.2M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
80.3K
+ 18.83%
$3.86M - $4.06M
507K $25.2M
Oct 10, 2023 Q3 2023
Gen Trust, LLC

BUY
 -
76.9K
+ 25.8%
$3.69M - $3.88M
375K $18.6M
Nov 13, 2023 Q3 2023
Gfg Capital, LLC

BUY
 -
74.5K
New
$3.58M - $3.76M
74.5K $3.7M
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
72.9K
New
$3.5M - $3.68M
72.9K $3.62M
Nov 14, 2023 Q3 2023
Texas Capital Bancshares Inc

BUY
 -
70.7K
+ 34.13%
$3.4M - $3.57M
278K $13.8M
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

BUY
 -
62.7K
+ 1123.65%
$3.01M - $3.17M
68.3K $3.39M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
60.6K
+ 13.62%
$2.91M - $3.06M
505K $25.1M
Oct 31, 2023 Q3 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
59.9K
New
$2.87M - $3.02M
59.9K $2.98M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
56.3K
+ 2.53%
$2.7M - $2.84M
2.28M $113M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
56.2K
+ 45.4%
$2.7M - $2.84M
180K $8.94M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
55K
New
$2.64M - $2.78M
55K $2.73M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
52.7K
+ 280.09%
$2.53M - $2.66M
71.5K $3.55M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
50.9K
+ 2.16%
$2.44M - $2.57M
2.41M $120M
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
50.4K
+ 8.74%
$2.42M - $2.54M
627K $31.2M
Oct 10, 2023 Q3 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
50.3K
+ 9.73%
$2.41M - $2.54M
567K $28.2M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
49.6K
+ 15.3%
$2.38M - $2.51M
374K $18.6M
Nov 15, 2023 Q3 2023
Elmwood Wealth Management, Inc.

BUY
 -
49K
New
$2.35M - $2.47M
49K $2.43M
Oct 13, 2023 Q3 2023
Sunflower Bank, N.A.

Denver, CO
BUY
 -
48.1K
+ 8.48%
$2.31M - $2.43M
615K $30.6M
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
48K
+ 9.0%
$2.31M - $2.42M
581K $28.9M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
46.9K
+ 95.07%
$2.25M - $2.37M
96.2K $4.78M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
46.9K
+ 56.73%
$2.25M - $2.37M
129K $6.44M
Nov 06, 2023 Q3 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
46.2K
+ 20.07%
$2.22M - $2.33M
276K $13.7M
Oct 16, 2023 Q3 2023
Ht Partners LLC

BUY
 -
45.9K
+ 5.84%
$2.21M - $2.32M
833K $41.4M
Oct 10, 2023 Q3 2023
Arden Trust CO

BUY
 -
45.1K
+ 52.17%
$2.17M - $2.28M
132K $6.54M
Oct 18, 2023 Q3 2023
Liberty Capital Management, Inc.

BUY
 -
43.3K
+ 87.77%
$2.08M - $2.19M
92.6K $4.61M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
43.1K
+ 131.68%
$2.07M - $2.18M
75.9K $3.77M
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
41.7K
+ 120.03%
$2M - $2.11M
76.5K $3.8M
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
41.2K
+ 34.49%
$1.98M - $2.08M
161K $7.99M
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

BUY
 -
40.9K
+ 6.04%
$1.96M - $2.07M
718K $35.7M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
40.3K
New
$1.94M - $2.04M
40.3K $2M
Nov 09, 2023 Q3 2023
Lazard Freres Gestion S.A.S.

BUY
 -
40K
New
$1.92M - $2.02M
40K $1.99M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
39.4K
New
$1.89M - $1.99M
39.4K $1.96M
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
38.2K
+ 15.73%
$1.83M - $1.93M
281K $14M
Oct 26, 2023 Q3 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
37.9K
+ 17.98%
$1.82M - $1.91M
249K $12.4M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
37K
+ 79.87%
$1.78M - $1.87M
83.3K $4.14M
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
36.7K
+ 1030.83%
$1.76M - $1.85M
40.2K $2M
Oct 31, 2023 Q3 2023
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
36.4K
New
$1.75M - $1.84M
36.4K $1.81M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
35.2K
+ 312.87%
$1.69M - $1.78M
46.5K $2.31M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
35K
+ 469.47%
$1.68M - $1.77M
42.4K $2.11M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
34.1K
+ 284.48%
$1.64M - $1.72M
46.1K $2.29M

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