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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
14.7K+ 4.1% |
$804K - $816K
|
372K
$18.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
14.4KNew |
$788K - $800K
|
14.4K
$725K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.1K+ 10701.52% |
$774K - $785K
|
14.3K
$718K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13.8K+ 36.69% |
$756K - $768K
|
51.4K
$2.59M
|
|
|
Oct 20, 2021
Q3 2021
|
Moller Financial Services
|
BUY
|
- |
13.5K+ 6.45% |
$742K - $753K
|
224K
$11.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
13.3K+ 20.66% |
$726K - $737K
|
77.4K
$3.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$721K - $732K
|
13.2K
$662K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
12.9K+ 41.78% |
$708K - $719K
|
43.9K
$2.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12.9KNew |
$707K - $718K
|
12.9K
$650K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.3K+ 162.14% |
$672K - $682K
|
19.8K
$999K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
12K+ 43.65% |
$657K - $667K
|
39.5K
$1.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.6KNew |
$638K - $648K
|
11.6K
$586K
|
|
|
Nov 12, 2021
Q3 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
11.2K+ 27.07% |
$612K - $621K
|
52.4K
$2.64M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
11.2KNew |
$611K - $620K
|
11.2K
$561K
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
10.8K+ 263.64% |
$593K - $602K
|
14.9K
$752K
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.6K+ 3.85% |
$579K - $588K
|
286K
$14.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
10.4K+ 3.32% |
$568K - $577K
|
323K
$16.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.4K+ 60.44% |
$567K - $575K
|
27.5K
$1.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
10.3K+ 9.85% |
$566K - $574K
|
115K
$5.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
10.3K+ 24.83% |
$564K - $572K
|
51.7K
$2.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$552K - $560K
|
10.1K
$507K
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
9.94K+ 19.9% |
$544K - $552K
|
59.9K
$3.01M
|
|
|
Feb 14, 2023
Q3 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
9.88K+ 7.6% |
$541K - $549K
|
140K
$7.05M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.82KNew |
$538K - $546K
|
9.82K
$494K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.68KNew |
$530K - $538K
|
9.68K
$487K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
9.46K+ 33.35% |
$518K - $526K
|
37.8K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
9.45K+ 16.09% |
$518K - $525K
|
68.2K
$3.43M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.17K+ 0.81% |
$502K - $510K
|
1.14M
$57.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.07KNew |
$497K - $504K
|
9.07K
$457K
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
8.99KNew |
$492K - $499K
|
8.99K
$452K
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
8.95KNew |
$490K - $497K
|
8.95K
$450K
|
|
|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
8.86K+ 57.99% |
$485K - $492K
|
24.1K
$1.21M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.6K+ 93.02% |
$471K - $478K
|
17.8K
$898K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.52K+ 33.9% |
$467K - $474K
|
33.6K
$1.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
8.2K+ 72.71% |
$449K - $456K
|
19.5K
$981K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
8.01K+ 37.14% |
$439K - $445K
|
29.6K
$1.49M
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
7.95K+ 52.65% |
$435K - $442K
|
23.1K
$1.16M
|
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
7.93K+ 22.95% |
$434K - $441K
|
42.5K
$2.14M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.7K+ 15.49% |
$422K - $428K
|
57.4K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
7.64K+ 41.69% |
$418K - $425K
|
26K
$1.31M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
7.51KNew |
$411K - $417K
|
7.51K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.49K+ 42.41% |
$410K - $417K
|
25.2K
$1.27M
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.49KNew |
$410K - $416K
|
7.49K
$377K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.31K+ 45.9% |
$400K - $406K
|
23.2K
$1.17M
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
7.14KNew |
$391K - $397K
|
7.14K
$360K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.07K+ 6.9% |
$387K - $393K
|
110K
$5.52M
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
6.98K+ 36.01% |
$382K - $388K
|
26.4K
$1.33M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
6.92KNew |
$379K - $385K
|
6.92K
$348K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.49K+ 7.79% |
$356K - $361K
|
89.9K
$4.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.21K+ 3.59% |
$340K - $345K
|
179K
$9.01M
|