Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.44M+ 374.51% |
$280M - $299M
|
6.89M
$349M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.29M+ 69.08% |
$272M - $291M
|
13M
$655M
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.95MNew |
$152M - $162M
|
2.95M
$149M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.94M+ 337.04% |
$151M - $162M
|
3.82M
$193M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.21M+ 7210.4% |
$62.4M - $66.6M
|
1.23M
$62.2M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1M+ 12.05% |
$51.7M - $55.1M
|
9.34M
$473M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
915K+ 118.4% |
$47.1M - $50.2M
|
1.69M
$85.4M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
828K+ 22.61% |
$42.6M - $45.4M
|
4.49M
$227M
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
706K+ 1122.96% |
$36.3M - $38.7M
|
769K
$38.9M
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
533K+ 2683.72% |
$27.4M - $29.2M
|
553K
$27.9M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
531K+ 3.66% |
$27.3M - $29.1M
|
15.1M
$761M
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
486K+ 1652.83% |
$25M - $26.7M
|
515K
$26.1M
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
424K+ 36.88% |
$21.8M - $23.3M
|
1.58M
$79.7M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
409K+ 148.64% |
$21M - $22.4M
|
684K
$34.6M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
392K+ 32.53% |
$20.2M - $21.5M
|
1.6M
$80.8M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
392K+ 388.08% |
$20.2M - $21.5M
|
493K
$24.9M
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
357KNew |
$18.4M - $19.6M
|
357K
$18.1M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
341K+ 9.55% |
$17.6M - $18.7M
|
3.92M
$198M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
322K+ 38.55% |
$16.6M - $17.7M
|
1.16M
$58.6M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
306K+ 24.47% |
$15.7M - $16.8M
|
1.56M
$78.7M
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
283K+ 1241.65% |
$14.5M - $15.5M
|
305K
$15.4M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
268K+ 2.97% |
$13.8M - $14.7M
|
9.3M
$470M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
263K+ 6.2% |
$13.5M - $14.4M
|
4.5M
$228M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
262KNew |
$13.5M - $14.4M
|
262K
$13.2M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
245K+ 7.64% |
$12.6M - $13.4M
|
3.45M
$175M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
234KNew |
$12M - $12.9M
|
234K
$11.8M
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
207KNew |
$10.7M - $11.4M
|
207K
$10.5M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
196K+ 1074.81% |
$10.1M - $10.8M
|
215K
$10.9M
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
179K+ 1.77% |
$9.19M - $9.8M
|
10.3M
$519M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
176K+ 1481.51% |
$9.08M - $9.68M
|
188K
$9.53M
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
176K+ 20.32% |
$9.04M - $9.64M
|
1.04M
$52.6M
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
174KNew |
$8.96M - $9.56M
|
174K
$8.81M
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
173KNew |
$8.89M - $9.49M
|
173K
$8.75M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
166K+ 282.4% |
$8.52M - $9.09M
|
224K
$11.3M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
158K+ 2.56% |
$8.13M - $8.68M
|
6.34M
$321M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
158K+ 144.39% |
$8.12M - $8.66M
|
267K
$13.5M
|
|
Apr 29, 2022
Q1 2022
|
Brown Financial Advisory
|
BUY
|
- |
152K+ 639.03% |
$7.82M - $8.35M
|
176K
$8.9M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
149K+ 188.2% |
$7.64M - $8.15M
|
228K
$11.5M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
147K+ 15719.42% |
$7.58M - $8.08M
|
148K
$7.5M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
145K+ 33.89% |
$7.48M - $7.98M
|
574K
$29M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
141K+ 19.04% |
$7.25M - $7.73M
|
881K
$44.5M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
140KNew |
$7.2M - $7.68M
|
140K
$7.08M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
140KNew |
$7.2M - $7.68M
|
140K
$7.08M
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
138KNew |
$7.11M - $7.59M
|
138K
$6.99M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
138K+ 21.03% |
$7.1M - $7.57M
|
794K
$40.2M
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
128K+ 319.13% |
$6.58M - $7.02M
|
168K
$8.5M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
124K+ 16.33% |
$6.37M - $6.8M
|
883K
$44.7M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
121K+ 266.29% |
$6.2M - $6.62M
|
166K
$8.39M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
117K+ 19.85% |
$6.02M - $6.42M
|
706K
$35.7M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
115K+ 682.6% |
$5.89M - $6.28M
|
131K
$6.64M
|