Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
174+ 0.84% |
$8.27K - $8.71K
|
21K
$1.04M
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
174+ 0.15% |
$8.27K - $8.71K
|
116K
$5.79M
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
163New |
$7.74K - $8.16K
|
163
$8.1K
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
158+ 0.46% |
$7.51K - $7.91K
|
34.7K
$1.73M
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
149New |
$7.08K - $7.46K
|
149
$7.41K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
137+ 2.22% |
$6.51K - $6.86K
|
6.32K
$314K
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
125+ 0.74% |
$5.94K - $6.26K
|
17.1K
$851K
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
123+ 0.53% |
$5.84K - $6.16K
|
23.3K
$1.16M
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
118+ 1.39% |
$5.61K - $5.91K
|
8.6K
$428K
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
100+ 1.12% |
$4.75K - $5.01K
|
9.05K
$450K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
98New |
$4.66K - $4.91K
|
98
$4.87K
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
91+ 1.58% |
$4.32K - $4.56K
|
5.84K
$290K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
85New |
$4.04K - $4.26K
|
85
$4.23K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
81New |
$3.85K - $4.05K
|
81
$4.03K
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
79+ 0.83% |
$3.75K - $3.95K
|
9.57K
$475K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
70+ 0.31% |
$3.33K - $3.5K
|
23K
$1.14M
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
69+ 0.84% |
$3.28K - $3.45K
|
8.3K
$413K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
67New |
$3.18K - $3.35K
|
67
$3.33K
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
62+ 0.23% |
$2.95K - $3.1K
|
27.3K
$1.36M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
61+ 40.67% |
$2.9K - $3.05K
|
211
$10.5K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
60+ 0.69% |
$2.85K - $3K
|
8.81K
$438K
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
41+ 0.15% |
$1.95K - $2.05K
|
28.3K
$1.4M
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
31+ 0.66% |
$1.47K - $1.55K
|
4.7K
$234K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
30New |
$1.43K - $1.5K
|
30
$1.49K
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.3% |
$1.33K - $1.4K
|
9.31K
$463K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
23+ 0.35% |
$1.09K - $1.15K
|
6.65K
$331K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21+ 0.42% |
$998 - $1.05K
|
5.02K
$250K
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
12+ 0.12% |
$570 - $601
|
9.8K
$487K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.04% |
$285 - $300
|
13.4K
$667K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.12% |
$285 - $300
|
5.06K
$252K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.9% |
$190 - $200
|
450
$22.4K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 1.13% |
$95 - $100
|
179
$8.9K
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2+ 1.18% |
$95 - $100
|
172
$8.55K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2New |
$95 - $100
|
2
$99.4
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.1% |
$95 - $100
|
1.96K
$97.3K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2New |
$95 - $100
|
2
$99.4
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-8- 0.06% |
$380 - $400
|
13.3K
$659K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20- 0.19% |
$950 - $1K
|
10.7K
$531K
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-30- 0.01% |
$1.43K - $1.5K
|
288K
$14.3M
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-31- 0.45% |
$1.47K - $1.55K
|
6.84K
$340K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 23.78% |
$1.62K - $1.7K
|
109
$5.42K
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-41- 0.29% |
$1.95K - $2.05K
|
14K
$696K
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-61- 0.17% |
$2.9K - $3.05K
|
36.8K
$1.83M
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-85- 0.86% |
$4.04K - $4.26K
|
9.8K
$487K
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-94- 0.45% |
$4.47K - $4.71K
|
20.8K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-125- 54.59% |
$5.94K - $6.26K
|
104
$5.17K
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-129- 1.19% |
$6.13K - $6.46K
|
10.7K
$532K
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-131- 2.27% |
$6.22K - $6.56K
|
5.64K
$280K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-141- 1.06% |
$6.7K - $7.06K
|
13.2K
$656K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-147- 3.33% |
$6.98K - $7.36K
|
4.26K
$212K
|