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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-42.7K- 66.99% |
$2.1M - $2.2M
|
21.1K
$1.07M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-43.6K- 41.53% |
$2.14M - $2.25M
|
61.4K
$3.11M
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-43.9K- 55.15% |
$2.16M - $2.26M
|
35.7K
$1.81M
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-45.3KClosed |
$2.23M - $2.33M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-46.3K- 68.55% |
$2.27M - $2.38M
|
21.2K
$1.07M
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-48.1KClosed |
$2.37M - $2.48M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-49.4K- 73.61% |
$2.43M - $2.54M
|
17.7K
$895K
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-49.6K- 47.06% |
$2.44M - $2.55M
|
55.8K
$2.82M
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-49.8K- 17.49% |
$2.44M - $2.56M
|
235K
$11.9M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-51K- 12.71% |
$2.51M - $2.63M
|
351K
$17.7M
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-51.2K- 58.1% |
$2.52M - $2.64M
|
36.9K
$1.87M
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-51.8KClosed |
$2.54M - $2.67M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-57.6KClosed |
$2.83M - $2.97M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-61.9K- 10.47% |
$3.04M - $3.19M
|
529K
$26.8M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-63.7K- 23.83% |
$3.13M - $3.28M
|
204K
$10.3M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-64.2K- 51.98% |
$3.15M - $3.31M
|
59.3K
$3M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-66.1K- 66.38% |
$3.25M - $3.4M
|
33.5K
$1.69M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-74.9K- 1.96% |
$3.68M - $3.86M
|
3.74M
$189M
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-78.8K- 86.93% |
$3.87M - $4.06M
|
11.8K
$599K
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-82.1KClosed |
$4.03M - $4.23M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-89.6K- 78.46% |
$4.4M - $4.61M
|
24.6K
$1.24M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-90.3KClosed |
$4.44M - $4.65M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-90.6K- 56.68% |
$4.45M - $4.67M
|
69.2K
$3.5M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-92.2K- 13.41% |
$4.53M - $4.75M
|
595K
$30.1M
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-96K- 79.97% |
$4.71M - $4.94M
|
24K
$1.22M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-104K- 1.12% |
$5.13M - $5.37M
|
9.24M
$467M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-104K- 1.12% |
$5.13M - $5.37M
|
9.24M
$467M
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
SELL
|
- |
-106KClosed |
$5.21M - $5.47M
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-109K- 80.41% |
$5.33M - $5.59M
|
26.4K
$1.34M
|
|
Feb 14, 2023
Q2 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-109K- 70.66% |
$5.35M - $5.61M
|
45.2K
$2.29M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-121K- 56.48% |
$5.95M - $6.24M
|
93.4K
$4.72M
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-125KClosed |
$6.12M - $6.42M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-127K- 90.58% |
$6.23M - $6.53M
|
13.2K
$667K
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-127K- 90.58% |
$6.23M - $6.53M
|
13.2K
$667K
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-128K- 63.72% |
$6.31M - $6.62M
|
73.1K
$3.7M
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-129KClosed |
$6.34M - $6.65M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-145K- 9.32% |
$7.12M - $7.47M
|
1.41M
$71.4M
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-162K- 96.76% |
$7.98M - $8.37M
|
5.44K
$275K
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-165K- 93.99% |
$8.12M - $8.52M
|
10.6K
$535K
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-168KClosed |
$8.25M - $8.65M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-169K- 60.88% |
$8.28M - $8.68M
|
108K
$5.48M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-172K- 2.72% |
$8.47M - $8.88M
|
6.17M
$312M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-178K- 78.28% |
$8.75M - $9.17M
|
49.4K
$2.5M
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
SELL
|
- |
-179K- 87.67% |
$8.82M - $9.24M
|
25.2K
$1.28M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-180K- 80.42% |
$8.86M - $9.29M
|
43.9K
$2.22M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-188KClosed |
$9.25M - $9.7M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-202K- 38.19% |
$9.94M - $10.4M
|
327K
$16.6M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-212K- 47.86% |
$10.4M - $10.9M
|
231K
$11.7M
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-222K- 87.79% |
$10.9M - $11.4M
|
30.9K
$1.56M
|
|
Jul 29, 2022
Q2 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-244K- 98.39% |
$12M - $12.6M
|
4K
$202K
|