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 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13K+ 13.86% |
$669K - $714K
|
107K
$5.38M
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
12.9K+ 96.44% |
$662K - $707K
|
26.2K
$1.32M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.8K+ 21.53% |
$661K - $705K
|
72.5K
$3.65M
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12.6KNew |
$648K - $691K
|
12.6K
$634K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
12.3K+ 1.83% |
$635K - $677K
|
687K
$34.6M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.2KNew |
$628K - $670K
|
12.2K
$615K
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.1K+ 7.46% |
$625K - $667K
|
175K
$8.8M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 2.7% |
$600K - $640K
|
443K
$22.3M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.6KNew |
$595K - $635K
|
11.6K
$582K
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
11.5K+ 18.28% |
$589K - $628K
|
74.1K
$3.73M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 10.44% |
$578K - $616K
|
119K
$5.98M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11KNew |
$568K - $606K
|
11K
$556K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
11K+ 9656.14% |
$566K - $604K
|
11.1K
$560K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
11K+ 3384.62% |
$566K - $604K
|
11.3K
$570K
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.5K+ 154.4% |
$541K - $577K
|
17.3K
$873K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
10.5K+ 2.35% |
$538K - $574K
|
456K
$23M
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
10.3K+ 81.15% |
$529K - $564K
|
22.9K
$1.16M
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
10.3K+ 90.81% |
$527K - $563K
|
21.5K
$1.08M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.1K+ 230.78% |
$519K - $553K
|
14.5K
$728K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 13.91% |
$518K - $553K
|
82.5K
$4.15M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.98K+ 9.55% |
$513K - $548K
|
115K
$5.76M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.9K+ 10.79% |
$509K - $543K
|
102K
$5.11M
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9.79KNew |
$504K - $537K
|
9.79K
$493K
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
9.71K+ 25.41% |
$499K - $533K
|
47.9K
$2.41M
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.7KNew |
$499K - $532K
|
9.7K
$488K
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.65K+ 3.96% |
$496K - $529K
|
253K
$12.7M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.63K+ 11.9% |
$495K - $528K
|
90.6K
$4.56M
|
|
May 05, 2022
Q1 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
9.39KNew |
$483K - $515K
|
9.39K
$473K
|
|
May 06, 2022
Q1 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
9.39KNew |
$483K - $515K
|
9.39K
$473K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.29K+ 521.62% |
$478K - $510K
|
11.1K
$557K
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
9.12K+ 36.11% |
$469K - $500K
|
34.4K
$1.73M
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.95KNew |
$460K - $491K
|
8.95K
$451K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.89K+ 48.02% |
$457K - $488K
|
27.4K
$1.38M
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
8.79K+ 100.79% |
$452K - $483K
|
17.5K
$882K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.39KNew |
$431K - $460K
|
8.39K
$422K
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
8.2K+ 21.61% |
$422K - $450K
|
46.1K
$2.32M
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.14KNew |
$419K - $447K
|
8.14K
$410K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.07K+ 13.15% |
$415K - $443K
|
69.4K
$3.49M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
7.92K+ 108.91% |
$407K - $435K
|
15.2K
$765K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.91KNew |
$407K - $434K
|
7.91K
$398K
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
7.85KNew |
$404K - $431K
|
7.85K
$395K
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.8KNew |
$401K - $428K
|
7.8K
$392K
|
|
May 02, 2022
Q1 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
7.79KNew |
$401K - $428K
|
7.79K
$392K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
7.76K+ 9.68% |
$399K - $426K
|
87.9K
$4.43M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7.53KNew |
$387K - $413K
|
7.53K
$379K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.35K+ 187.95% |
$378K - $403K
|
11.3K
$567K
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
7.34K+ 21.24% |
$378K - $403K
|
41.9K
$2.11M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.23K+ 26.44% |
$372K - $397K
|
34.6K
$1.74M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.21K+ 486.45% |
$371K - $396K
|
8.7K
$438K
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
7.15K+ 97.77% |
$368K - $392K
|
14.5K
$728K
|