Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.94MNew |
$435M - $441M
|
7.94M
$402M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.39MNew |
$350M - $355M
|
6.39M
$323M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.29M+ 6.83% |
$70.8M - $71.8M
|
20.2M
$1.02B
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16M+ 9.54% |
$63.5M - $64.5M
|
13.3M
$673M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.11M+ 4080.43% |
$60.6M - $61.5M
|
1.13M
$57.3M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
754KNew |
$41.3M - $41.9M
|
754K
$38.1M
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
691KNew |
$37.9M - $38.4M
|
691K
$35M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
673K+ 11.74% |
$36.9M - $37.4M
|
6.41M
$324M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
590K+ 136.62% |
$32.3M - $32.8M
|
1.02M
$51.7M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
548K+ 18.06% |
$30M - $30.4M
|
3.58M
$181M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
540K+ 1558.58% |
$29.6M - $30M
|
574K
$29M
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
537KNew |
$29.4M - $29.8M
|
537K
$27.1M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
508K+ 6.4% |
$27.8M - $28.3M
|
8.45M
$427M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
352K+ 12.64% |
$19.3M - $19.6M
|
3.14M
$159M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
335K+ 1155.81% |
$18.4M - $18.6M
|
364K
$18.4M
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
321KNew |
$17.6M - $17.8M
|
321K
$16.2M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
286K+ 9.0% |
$15.7M - $15.9M
|
3.46M
$175M
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
269KNew |
$14.8M - $15M
|
269K
$13.6M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
239K+ 9.63% |
$13.1M - $13.3M
|
2.72M
$138M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
212K+ 5.43% |
$11.6M - $11.8M
|
4.11M
$208M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 18.49% |
$10.2M - $10.3M
|
1.19M
$60.2M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
167K+ 24.93% |
$9.14M - $9.28M
|
836K
$42.3M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
140K+ 455.45% |
$7.65M - $7.76M
|
170K
$8.61M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
139K+ 193.61% |
$7.59M - $7.71M
|
210K
$10.6M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
135K+ 98.19% |
$7.41M - $7.52M
|
273K
$13.8M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
131K+ 13.49% |
$7.15M - $7.26M
|
1.1M
$55.6M
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
111K+ 141.37% |
$6.1M - $6.19M
|
190K
$9.62M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
110K+ 797.91% |
$6.04M - $6.13M
|
124K
$6.27M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
106K+ 10.32% |
$5.8M - $5.88M
|
1.13M
$57.2M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
97.1K+ 210.45% |
$5.32M - $5.4M
|
143K
$7.25M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
87K+ 4340.8% |
$4.77M - $4.84M
|
89K
$4.5M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
83.9K+ 20.15% |
$4.6M - $4.66M
|
500K
$25.3M
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
78.2K+ 5.42% |
$4.29M - $4.35M
|
1.52M
$76.9M
|
|
Nov 15, 2021
Q3 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
73.9KNew |
$4.05M - $4.11M
|
73.9K
$3.74M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.3K+ 14.07% |
$3.96M - $4.02M
|
586K
$29.6M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
68.2K+ 324.57% |
$3.73M - $3.79M
|
89.2K
$4.51M
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
67K+ 11.67% |
$3.67M - $3.72M
|
641K
$32.4M
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
64.2K+ 10.43% |
$3.52M - $3.57M
|
680K
$34.4M
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
60.1KNew |
$3.29M - $3.34M
|
60.1K
$3.04M
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
58.9KNew |
$3.23M - $3.27M
|
58.9K
$2.98M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
58.7K+ 12.89% |
$3.22M - $3.26M
|
514K
$26M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
56.5KNew |
$3.09M - $3.14M
|
56.5K
$2.86M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.6K+ 6.31% |
$3.05M - $3.09M
|
937K
$47.4M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50.5K+ 935.85% |
$2.77M - $2.81M
|
55.9K
$2.83M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
47.5K+ 41.72% |
$2.6M - $2.64M
|
161K
$8.16M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.7K+ 8.23% |
$2.45M - $2.49M
|
588K
$29.7M
|
|
Oct 21, 2021
Q3 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
44.7K+ 82.53% |
$2.45M - $2.48M
|
98.8K
$5M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
43.8K+ 5.54% |
$2.4M - $2.43M
|
835K
$42.2M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
43.4KNew |
$2.37M - $2.41M
|
43.4K
$2.19M
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
40.6K+ 12.55% |
$2.23M - $2.26M
|
364K
$18.4M
|