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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
SELL
|
- |
-355- 6.09% |
$18.3K - $19.5K
|
5.48K
$275K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-357- 72.41% |
$18.4K - $19.6K
|
136
$6.83K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-361Closed |
$18.6K - $19.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-400Closed |
$20.6K - $22K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400Closed |
$20.6K - $22K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-415Closed |
$21.3K - $22.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-430- 1.39% |
$22.1K - $23.6K
|
30.5K
$1.53M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-430- 0.47% |
$22.1K - $23.6K
|
90.3K
$4.53M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-450- 9.35% |
$23.1K - $24.7K
|
4.36K
$219K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-450- 1.07% |
$23.1K - $24.7K
|
41.4K
$2.08M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-465- 6.02% |
$23.9K - $25.5K
|
7.26K
$365K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-477Closed |
$24.5K - $26.2K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-486- 7.45% |
$25K - $26.7K
|
6.04K
$303K
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-488- 0.84% |
$25.1K - $26.8K
|
57.6K
$2.89M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-541- 6.46% |
$27.8K - $29.7K
|
7.83K
$393K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-583- 4.06% |
$30K - $32K
|
13.8K
$691K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-630- 11.54% |
$32.4K - $34.6K
|
4.83K
$242K
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-662- 2.8% |
$34.1K - $36.3K
|
23K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Progressive Investment Management Corp
|
SELL
|
- |
-670- 12.19% |
$34.5K - $36.8K
|
4.83K
$242K
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-670- 4.61% |
$34.5K - $36.8K
|
13.9K
$696K
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-683- 8.65% |
$35.1K - $37.5K
|
7.21K
$362K
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-703- 1.1% |
$36.2K - $38.6K
|
63.2K
$3.17M
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-730Closed |
$37.6K - $40.1K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-778- 2.61% |
$40K - $42.7K
|
29.1K
$1.46M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-829- 4.56% |
$42.6K - $45.5K
|
17.4K
$871K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-831- 5.24% |
$42.7K - $45.6K
|
15K
$755K
|
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-833- 0.78% |
$42.8K - $45.7K
|
105K
$5.29M
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-837- 5.1% |
$43.1K - $45.9K
|
15.6K
$782K
|
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-875- 14.3% |
$45K - $48K
|
5.24K
$263K
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-878- 7.87% |
$45.2K - $48.2K
|
10.3K
$516K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-882Closed |
$45.4K - $48.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-892- 0.07% |
$45.9K - $49K
|
1.36M
$68M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-907- 2.1% |
$46.7K - $49.8K
|
42.3K
$2.13M
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-917- 8.49% |
$47.2K - $50.3K
|
9.88K
$496K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-919- 6.81% |
$47.3K - $50.4K
|
12.6K
$631K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-950- 4.9% |
$48.9K - $52.1K
|
18.5K
$926K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-950- 2.65% |
$48.9K - $52.1K
|
34.9K
$1.75M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-955- 16.62% |
$49.1K - $52.4K
|
4.79K
$240K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-970Closed |
$49.9K - $53.2K
|
0
$0
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-982- 18.28% |
$50.5K - $53.9K
|
4.39K
$220K
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-997- 12.44% |
$51.3K - $54.7K
|
7.02K
$352K
|
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1K- 1.13% |
$51.4K - $54.9K
|
87.4K
$4.39M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.02K- 11.6% |
$52.3K - $55.8K
|
7.75K
$389K
|
|
|
May 02, 2022
Q1 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-1.17K- 3.33% |
$60.4K - $64.4K
|
34.1K
$1.71M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.19K- 10.81% |
$61K - $65K
|
9.78K
$491K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.23K- 87.42% |
$63.3K - $67.5K
|
177
$8.88K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.24K- 94.37% |
$63.8K - $68.1K
|
74
$3.71K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.25K- 9.44% |
$64.3K - $68.6K
|
12K
$602K
|
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.39K- 4.85% |
$71.7K - $76.4K
|
27.4K
$1.37M
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.46K- 6.03% |
$75.2K - $80.2K
|
22.8K
$1.14M
|