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 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
339New |
$17.4K - $18.6K
|
339
$17.1K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
307+ 0.83% |
$15.8K - $16.8K
|
37.2K
$1.88M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
304+ 5.52% |
$15.6K - $16.7K
|
5.81K
$294K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
300New |
$15.4K - $16.5K
|
300
$15.2K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
288New |
$14.8K - $15.8K
|
288
$14.6K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
273+ 1.84% |
$14K - $15K
|
15.1K
$765K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
273+ 1.87% |
$14K - $15K
|
14.8K
$751K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
268+ 2.33% |
$13.8K - $14.7K
|
11.8K
$596K
|
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
256+ 0.37% |
$13.2K - $14K
|
69.3K
$3.5M
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
229New |
$11.8K - $12.6K
|
229
$11.6K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
223+ 2.07% |
$11.5K - $12.2K
|
11K
$556K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
218+ 2.1% |
$11.2K - $12K
|
10.6K
$537K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
217+ 2.27% |
$11.2K - $11.9K
|
9.77K
$494K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
213+ 1.79% |
$11K - $11.7K
|
12.1K
$612K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
208+ 2.43% |
$10.7K - $11.4K
|
8.78K
$444K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
206New |
$10.6K - $11.3K
|
206
$10.4K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
192+ 4.59% |
$9.88K - $10.5K
|
4.38K
$221K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
167+ 0.36% |
$8.59K - $9.16K
|
47.1K
$2.38M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
166+ 1.03% |
$8.54K - $9.11K
|
16.2K
$822K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
162+ 1.52% |
$8.33K - $8.89K
|
10.8K
$546K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
151+ 2.88% |
$7.77K - $8.29K
|
5.39K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
141+ 0.92% |
$7.25K - $7.74K
|
15.4K
$781K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137+ 0.02% |
$7.05K - $7.52K
|
753K
$38.1M
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
117+ 1.91% |
$6.02K - $6.42K
|
6.23K
$315K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
113+ 0.23% |
$5.81K - $6.2K
|
49.6K
$2.51M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
108+ 0.28% |
$5.56K - $5.93K
|
38.9K
$1.97M
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
104New |
$5.35K - $5.71K
|
104
$5.26K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
101New |
$5.2K - $5.54K
|
101
$5.11K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
100+ 2.23% |
$5.14K - $5.49K
|
4.59K
$232K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
95+ 8.64% |
$4.89K - $5.21K
|
1.2K
$60.4K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
92New |
$4.73K - $5.05K
|
92
$4.65K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
91+ 0.62% |
$4.68K - $4.99K
|
14.8K
$747K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
90+ 63.38% |
$4.63K - $4.94K
|
232
$11.7K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
81+ 1.25% |
$4.17K - $4.45K
|
6.55K
$331K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
81+ 5.19% |
$4.17K - $4.45K
|
1.64K
$83K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
67+ 0.67% |
$3.45K - $3.68K
|
10K
$508K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
63+ 0.75% |
$3.24K - $3.46K
|
8.48K
$429K
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
59+ 0.2% |
$3.03K - $3.24K
|
29.6K
$1.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
57+ 0.27% |
$2.93K - $3.13K
|
21.5K
$1.09M
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
57+ 0.35% |
$2.93K - $3.13K
|
16.2K
$820K
|
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
54+ 0.44% |
$2.78K - $2.96K
|
12.2K
$619K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
44+ 35.48% |
$2.26K - $2.41K
|
168
$8.5K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
42New |
$2.16K - $2.3K
|
42
$2.12K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
29+ 0.27% |
$1.49K - $1.59K
|
10.7K
$543K
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
27+ 0.28% |
$1.39K - $1.48K
|
9.51K
$481K
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25+ 0.05% |
$1.29K - $1.37K
|
50.1K
$2.53M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
21+ 21.0% |
$1.08K - $1.15K
|
121
$6.12K
|
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12+ 0.28% |
$617 - $659
|
4.37K
$221K
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
10+ 0.22% |
$514 - $549
|
4.65K
$235K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 0.08% |
$360 - $384
|
8.64K
$437K
|