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 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-7.28KClosed |
$374K - $400K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-7.3KClosed |
$376K - $401K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.33KClosed |
$377K - $402K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.34K- 6.43% |
$378K - $403K
|
107K
$5.36M
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-7.34KClosed |
$378K - $403K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.75K- 65.48% |
$399K - $425K
|
4.09K
$205K
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-7.78K- 10.73% |
$400K - $427K
|
64.8K
$3.25M
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8.1KClosed |
$417K - $444K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.16K- 27.39% |
$420K - $448K
|
21.6K
$1.09M
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-8.37KClosed |
$430K - $459K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.61K- 29.03% |
$443K - $472K
|
21K
$1.06M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-8.73K- 0.6% |
$449K - $479K
|
1.44M
$72.3M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.75K- 31.33% |
$450K - $480K
|
19.2K
$963K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8.85K- 84.75% |
$455K - $486K
|
1.59K
$80K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.19K- 83.02% |
$473K - $504K
|
1.88K
$94.4K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.36K- 26.25% |
$481K - $514K
|
26.3K
$1.32M
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-9.4KClosed |
$483K - $516K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.64K- 13.34% |
$496K - $529K
|
62.6K
$3.14M
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-9.67K- 57.68% |
$497K - $531K
|
7.09K
$356K
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9.82K- 6.34% |
$505K - $539K
|
145K
$7.29M
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-9.99K- 45.91% |
$514K - $548K
|
11.8K
$591K
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-10.2KClosed |
$522K - $557K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-10.4K- 19.5% |
$534K - $570K
|
42.9K
$2.15M
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-10.7KClosed |
$551K - $588K
|
0
$0
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.7K- 71.01% |
$552K - $589K
|
4.38K
$220K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11.2K- 28.2% |
$577K - $615K
|
28.6K
$1.43M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.4K- 31.93% |
$588K - $627K
|
24.4K
$1.22M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-12.1K- 30.29% |
$621K - $663K
|
27.8K
$1.4M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-13.2K- 70.67% |
$678K - $723K
|
5.47K
$274K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13.2K- 3.92% |
$678K - $723K
|
323K
$16.2M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.7K- 73.45% |
$703K - $750K
|
4.94K
$248K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-13.8K- 12.19% |
$711K - $758K
|
99.5K
$5M
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-14.1K- 54.01% |
$723K - $771K
|
12K
$601K
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
SELL
|
- |
-14.2K- 6.49% |
$731K - $780K
|
205K
$10.3M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-14.4K- 28.0% |
$738K - $788K
|
36.9K
$1.85M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-14.6K- 15.01% |
$750K - $800K
|
82.6K
$4.14M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.9K- 3.31% |
$765K - $816K
|
435K
$21.8M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.9K- 50.3% |
$766K - $817K
|
14.7K
$738K
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-14.9K- 53.97% |
$768K - $819K
|
12.7K
$639K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-15.1KClosed |
$774K - $826K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15.7K- 28.0% |
$808K - $862K
|
40.4K
$2.03M
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-16.6K- 16.35% |
$856K - $913K
|
85.1K
$4.27M
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-17.1K- 39.69% |
$879K - $938K
|
26K
$1.3M
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-17.1K- 15.86% |
$879K - $938K
|
90.6K
$4.55M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-17.6K- 43.91% |
$906K - $967K
|
22.5K
$1.13M
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-17.7K- 45.6% |
$913K - $974K
|
21.2K
$1.06M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-17.8K- 30.83% |
$913K - $974K
|
39.8K
$2M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-18.2KClosed |
$936K - $998K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-19.4K- 15.52% |
$997K - $1.06M
|
105K
$5.29M
|
|
May 11, 2022
Q1 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-19.4K- 23.43% |
$999K - $1.07M
|
63.5K
$3.19M
|