Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-462Closed |
$22.7K - $23.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-500- 13.25% |
$24.6K - $25.8K
|
3.28K
$166K
|
|
Jul 22, 2022
Q2 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-515- 1.21% |
$25.3K - $26.5K
|
41.9K
$2.12M
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-515- 10.75% |
$25.3K - $26.5K
|
4.28K
$216K
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-520- 1.04% |
$25.5K - $26.8K
|
49.6K
$2.51M
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-555Closed |
$27.3K - $28.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-561Closed |
$27.6K - $28.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-585Closed |
$28.7K - $30.1K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-600- 5.41% |
$29.5K - $30.9K
|
10.5K
$531K
|
|
Aug 15, 2022
Q2 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-629- 1.85% |
$30.9K - $32.4K
|
33.4K
$1.69M
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-636- 5.91% |
$31.2K - $32.8K
|
10.1K
$512K
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-646- 1.0% |
$31.7K - $33.3K
|
64.1K
$3.24M
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-684- 2.1% |
$33.6K - $35.2K
|
31.9K
$1.61M
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
SELL
|
- |
-714- 2.48% |
$35.1K - $36.8K
|
28.1K
$1.42M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-765- 1.81% |
$37.6K - $39.4K
|
41.6K
$2.1M
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-781- 6.81% |
$38.4K - $40.2K
|
10.7K
$541K
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-793- 5.96% |
$39K - $40.8K
|
12.5K
$633K
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-800- 4.4% |
$39.3K - $41.2K
|
17.4K
$880K
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-801- 14.86% |
$39.4K - $41.3K
|
4.59K
$232K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-802- 8.17% |
$39.4K - $41.3K
|
9.02K
$456K
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-826- 3.6% |
$40.6K - $42.5K
|
22.1K
$1.12M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-860- 8.14% |
$42.3K - $44.3K
|
9.71K
$491K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-875- 16.29% |
$43K - $45.1K
|
4.5K
$227K
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-921- 4.09% |
$45.2K - $47.4K
|
21.6K
$1.09M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-930Closed |
$45.7K - $47.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-941- 5.32% |
$46.2K - $48.5K
|
16.8K
$848K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-965- 7.9% |
$47.4K - $49.7K
|
11.2K
$569K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-984- 98.4% |
$48.3K - $50.7K
|
16
$809
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.03K- 14.81% |
$50.5K - $52.9K
|
5.91K
$299K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.08K- 14.87% |
$53.1K - $55.6K
|
6.18K
$313K
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.1K- 6.29% |
$54.1K - $56.8K
|
16.4K
$830K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.13K- 10.06% |
$55.7K - $58.4K
|
10.1K
$513K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.2KClosed |
$58.7K - $61.6K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 93.29% |
$60.1K - $63K
|
88
$4.45K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 1.93% |
$60.1K - $63K
|
62.1K
$3.14M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.27K- 75.69% |
$62.2K - $65.3K
|
407
$20.6K
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.27K- 1.51% |
$62.3K - $65.3K
|
83K
$4.2M
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-1.33K- 3.18% |
$65.5K - $68.7K
|
40.6K
$2.05M
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.36K- 24.89% |
$66.9K - $70.1K
|
4.11K
$208K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 5.0% |
$67.3K - $70.6K
|
26K
$1.32M
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.37K- 22.02% |
$67.4K - $70.7K
|
4.86K
$246K
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 2.86% |
$67.8K - $71K
|
46.8K
$2.37M
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.5KClosed |
$73.7K - $77.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.53KClosed |
$75.3K - $78.9K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.55K- 16.36% |
$76.2K - $79.8K
|
7.92K
$401K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.62K- 4.19% |
$79.7K - $83.5K
|
37.1K
$1.88M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.64K- 10.14% |
$80.7K - $84.6K
|
14.6K
$737K
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.77KClosed |
$86.8K - $91K
|
0
$0
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.77K- 16.4% |
$86.9K - $91.1K
|
9.02K
$456K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.79K- 75.27% |
$87.9K - $92.2K
|
588
$29.7K
|