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 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7.14KNew |
$367K - $392K
|
7.14K
$361K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7.13KNew |
$367K - $391K
|
7.13K
$361K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
7.07KNew |
$363K - $388K
|
7.07K
$358K
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.07K+ 3.05% |
$363K - $388K
|
239K
$12.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
7.04KNew |
$362K - $386K
|
7.04K
$356K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.02K+ 9.84% |
$361K - $385K
|
78.4K
$3.97M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.85K+ 8.13% |
$353K - $376K
|
91.2K
$4.61M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.81K+ 36.07% |
$350K - $374K
|
25.7K
$1.3M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.79KNew |
$349K - $372K
|
6.79K
$343K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
6.71KNew |
$345K - $368K
|
6.71K
$340K
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.71K+ 7.98% |
$345K - $368K
|
90.8K
$4.59M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.57K+ 28.73% |
$338K - $361K
|
29.4K
$1.49M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.51KNew |
$335K - $357K
|
6.51K
$329K
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.44KNew |
$331K - $353K
|
6.44K
$326K
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.34KNew |
$326K - $348K
|
6.34K
$321K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.26K+ 22.66% |
$322K - $343K
|
33.9K
$1.71M
|
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
6.16K+ 3.34% |
$317K - $338K
|
191K
$9.65M
|
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
6.08KNew |
$312K - $333K
|
6.08K
$307K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.06KNew |
$312K - $332K
|
6.06K
$307K
|
|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
BUY
|
- |
5.92K+ 8.47% |
$305K - $325K
|
75.8K
$3.83M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.85K+ 18.11% |
$301K - $321K
|
38.1K
$1.93M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.85K+ 18.11% |
$301K - $321K
|
38.1K
$1.93M
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
5.71K+ 42.86% |
$293K - $313K
|
19K
$962K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.7K+ 104.65% |
$293K - $313K
|
11.1K
$564K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.59KNew |
$288K - $307K
|
5.59K
$283K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
5.55K+ 5.95% |
$285K - $304K
|
98.8K
$5M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.49K+ 41.06% |
$282K - $301K
|
18.9K
$954K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
5.34K+ 11.84% |
$274K - $293K
|
50.4K
$2.55M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.31K+ 4.46% |
$273K - $292K
|
125K
$6.3M
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.3KNew |
$273K - $291K
|
5.3K
$268K
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
5.28K+ 6.82% |
$271K - $289K
|
82.7K
$4.18M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.99K+ 14.32% |
$257K - $274K
|
39.8K
$2.02M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.88K+ 3.12% |
$251K - $268K
|
162K
$8.17M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.87K+ 22.26% |
$250K - $267K
|
26.7K
$1.35M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.82K+ 48.94% |
$248K - $264K
|
14.7K
$741K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.69K+ 44.39% |
$241K - $257K
|
15.3K
$772K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.67KNew |
$240K - $256K
|
4.67K
$236K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.58KNew |
$235K - $251K
|
4.58K
$232K
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
4.56K+ 13.12% |
$234K - $250K
|
39.3K
$1.99M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.55K+ 3.49% |
$234K - $250K
|
135K
$6.83M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.47KNew |
$230K - $246K
|
4.47K
$226K
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.4KNew |
$226K - $241K
|
4.4K
$223K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.37KNew |
$225K - $240K
|
4.37K
$221K
|
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.35K+ 28.91% |
$224K - $239K
|
19.4K
$981K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.27KNew |
$220K - $235K
|
4.27K
$216K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.15KNew |
$213K - $228K
|
4.15K
$210K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.1KNew |
$211K - $225K
|
4.1K
$208K
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.01K+ 10.59% |
$206K - $220K
|
41.9K
$2.12M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.01K+ 4.22% |
$206K - $220K
|
99.1K
$5.02M
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4KNew |
$206K - $220K
|
4K
$202K
|