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 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-149- 0.4% |
$7.08K - $7.46K
|
36.7K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-150- 2.9% |
$7.13K - $7.51K
|
5.02K
$250K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-156- 1.61% |
$7.41K - $7.81K
|
9.55K
$474K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-164- 2.56% |
$7.79K - $8.21K
|
6.25K
$311K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-181- 1.13% |
$8.6K - $9.06K
|
15.8K
$785K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-289- 6.7% |
$13.7K - $14.5K
|
4.03K
$200K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-315- 4.49% |
$15K - $15.8K
|
6.71K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-360- 0.1% |
$17.1K - $18K
|
367K
$18.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-379- 1.83% |
$18K - $19K
|
20.4K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-415- 7.89% |
$19.7K - $20.8K
|
4.85K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-426- 3.64% |
$20.2K - $21.3K
|
11.3K
$560K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-454- 5.91% |
$21.6K - $22.7K
|
7.22K
$359K
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-480- 1.14% |
$22.8K - $24K
|
41.7K
$2.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-559- 6.46% |
$26.6K - $28K
|
8.1K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
SELL
|
- |
-566- 3.54% |
$26.9K - $28.3K
|
15.4K
$767K
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-600- 3.33% |
$28.5K - $30K
|
17.4K
$865K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-662- 6.23% |
$31.4K - $33.1K
|
9.97K
$496K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-705- 10.73% |
$33.5K - $35.3K
|
5.86K
$291K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-729- 70.64% |
$34.6K - $36.5K
|
303
$15.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-750- 11.38% |
$35.6K - $37.5K
|
5.84K
$290K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-750- 2.53% |
$35.6K - $37.5K
|
28.9K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-754- 7.84% |
$35.8K - $37.7K
|
8.87K
$441K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-782- 4.79% |
$37.1K - $39.1K
|
15.5K
$773K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-794- 27.01% |
$37.7K - $39.7K
|
2.15K
$107K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-866- 13.28% |
$41.1K - $43.4K
|
5.66K
$281K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-875- 18.52% |
$41.6K - $43.8K
|
3.85K
$191K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-893- 31.79% |
$42.4K - $44.7K
|
1.92K
$95.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 7.32% |
$42.8K - $45.1K
|
11.4K
$567K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-911- 1.32% |
$43.3K - $45.6K
|
68.3K
$3.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-957- 9.39% |
$45.5K - $47.9K
|
9.24K
$459K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.02K- 14.37% |
$48.5K - $51.1K
|
6.08K
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 75.2% |
$50K - $52.7K
|
347
$17.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.18K- 16.68% |
$55.8K - $58.8K
|
5.87K
$292K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 17.1% |
$57K - $60K
|
5.81K
$289K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 3.44% |
$57.6K - $60.7K
|
34K
$1.69M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.22K- 2.47% |
$58K - $61.1K
|
48.2K
$2.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.27K- 1.92% |
$60.1K - $63.4K
|
64.7K
$3.22M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.34K- 2.48% |
$63.8K - $67.3K
|
52.8K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.37K- 12.64% |
$65.2K - $68.7K
|
9.49K
$472K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.44K- 0.58% |
$68.3K - $72K
|
246K
$12.2M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.5K- 19.79% |
$71.3K - $75.1K
|
6.08K
$302K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.57K- 14.91% |
$74.5K - $78.5K
|
8.96K
$445K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.67K- 15.76% |
$79.5K - $83.8K
|
8.95K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.67K- 15.76% |
$79.5K - $83.8K
|
8.95K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.72K- 37.26% |
$81.6K - $86K
|
2.89K
$144K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.73K- 64.69% |
$82.1K - $86.5K
|
943
$46.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.82K- 7.7% |
$86.6K - $91.3K
|
21.9K
$1.09M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.88K- 3.49% |
$89.1K - $93.9K
|
51.9K
$2.58M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.88K- 3.49% |
$89.1K - $93.9K
|
51.9K
$2.58M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.9K- 1.74% |
$90.3K - $95.1K
|
108K
$5.35M
|