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 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-21- 17.36% |
$1.03K - $1.08K
|
100
$5.06K
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-21- 0.08% |
$1.03K - $1.08K
|
25.6K
$1.29M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-55- 3.57% |
$2.7K - $2.83K
|
1.49K
$75.2K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-60- 0.95% |
$2.95K - $3.09K
|
6.28K
$317K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-61- 0.92% |
$3K - $3.14K
|
6.6K
$334K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-71- 4.94% |
$3.49K - $3.66K
|
1.37K
$69.1K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-85- 1.3% |
$4.18K - $4.38K
|
6.47K
$327K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 5.27% |
$4.86K - $5.1K
|
1.78K
$90.1K
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 2.0% |
$4.91K - $5.15K
|
4.89K
$248K
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-100- 2.27% |
$4.91K - $5.15K
|
4.3K
$217K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-101Closed |
$4.96K - $5.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-103- 1.38% |
$5.06K - $5.31K
|
7.38K
$373K
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-104Closed |
$5.11K - $5.36K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-107- 2.3% |
$5.26K - $5.51K
|
4.55K
$230K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-125- 2.53% |
$6.14K - $6.44K
|
4.82K
$244K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-136- 0.83% |
$6.68K - $7.01K
|
16.2K
$818K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-148- 1.36% |
$7.27K - $7.62K
|
10.7K
$541K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-151- 9.48% |
$7.42K - $7.78K
|
1.44K
$72.9K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-161Closed |
$7.91K - $8.29K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-162- 0.86% |
$7.96K - $8.34K
|
18.7K
$946K
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-166- 0.78% |
$8.16K - $8.55K
|
21K
$1.06M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-168Closed |
$8.25K - $8.65K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-185- 0.97% |
$9.09K - $9.53K
|
18.8K
$952K
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
SELL
|
- |
-191- 1.84% |
$9.38K - $9.84K
|
10.2K
$516K
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-194- 1.42% |
$9.53K - $9.99K
|
13.5K
$683K
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-201- 2.84% |
$9.88K - $10.4K
|
6.87K
$347K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-206Closed |
$10.1K - $10.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-215- 2.23% |
$10.6K - $11.1K
|
9.42K
$477K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-234- 5.12% |
$11.5K - $12.1K
|
4.34K
$219K
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-236- 3.91% |
$11.6K - $12.2K
|
5.8K
$293K
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-245- 16.11% |
$12K - $12.6K
|
1.28K
$64.5K
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-250- 3.79% |
$12.3K - $12.9K
|
6.35K
$321K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-255- 91.4% |
$12.5K - $13.1K
|
24
$1.21K
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-288Closed |
$14.1K - $14.8K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-290- 6.16% |
$14.2K - $14.9K
|
4.42K
$224K
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-295- 1.52% |
$14.5K - $15.2K
|
19.1K
$967K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-300Closed |
$14.7K - $15.5K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-301- 42.94% |
$14.8K - $15.5K
|
400
$20.2K
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-309- 3.94% |
$15.2K - $15.9K
|
7.54K
$381K
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-362- 1.08% |
$17.8K - $18.6K
|
33.1K
$1.67M
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-373Closed |
$18.3K - $19.2K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-387- 4.99% |
$19K - $19.9K
|
7.36K
$372K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-397- 5.11% |
$19.5K - $20.4K
|
7.37K
$373K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-399- 2.38% |
$19.6K - $20.6K
|
16.4K
$828K
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-400- 3.17% |
$19.7K - $20.6K
|
12.2K
$617K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-403Closed |
$19.8K - $20.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-412- 1.96% |
$20.2K - $21.2K
|
20.6K
$1.04M
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-417- 5.12% |
$20.5K - $21.5K
|
7.72K
$391K
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-449- 1.07% |
$22.1K - $23.1K
|
41.5K
$2.1M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-458- 3.13% |
$22.5K - $23.6K
|
14.2K
$718K
|