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 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.21K+ 3.59% |
$340K - $345K
|
179K
$9.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
6.17KNew |
$338K - $343K
|
6.17K
$312K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.15K+ 615.3% |
$337K - $342K
|
7.15K
$362K
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.11K+ 2.76% |
$335K - $340K
|
228K
$11.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.96KNew |
$326K - $331K
|
5.96K
$302K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
5.94K+ 9.97% |
$325K - $330K
|
65.6K
$3.32M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.93K+ 14.66% |
$325K - $330K
|
46.4K
$2.35M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.89K+ 10.23% |
$323K - $328K
|
63.5K
$3.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.89K+ 6.75% |
$322K - $327K
|
93.1K
$4.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.89KNew |
$322K - $327K
|
5.89K
$298K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.77K+ 146.96% |
$316K - $321K
|
9.7K
$491K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.77K+ 5.17% |
$316K - $320K
|
117K
$5.94M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.73K+ 11.12% |
$314K - $319K
|
57.3K
$2.9M
|
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
5.64K+ 7.72% |
$309K - $313K
|
78.7K
$3.98M
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.55KNew |
$304K - $309K
|
5.55K
$281K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
5.45K+ 21.71% |
$299K - $303K
|
30.6K
$1.55M
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
5.45K+ 21.06% |
$299K - $303K
|
31.3K
$1.59M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
5.42K+ 16.88% |
$297K - $301K
|
37.5K
$1.9M
|
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.42K+ 67.69% |
$297K - $301K
|
13.4K
$679K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.34K+ 10.59% |
$292K - $297K
|
55.8K
$2.82M
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
5.32KNew |
$291K - $296K
|
5.32K
$269K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.22K+ 7.53% |
$286K - $290K
|
74.5K
$3.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.19KNew |
$284K - $289K
|
5.19K
$263K
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.15K+ 29.75% |
$282K - $286K
|
22.4K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
5.09KNew |
$279K - $283K
|
5.09K
$258K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.03K+ 8.66% |
$275K - $279K
|
63.1K
$3.19M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4.9K+ 26.92% |
$269K - $273K
|
23.1K
$1.17M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.89K+ 6.17% |
$268K - $272K
|
84.1K
$4.26M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
4.85K+ 14.79% |
$266K - $270K
|
37.6K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.72KNew |
$258K - $262K
|
4.72K
$239K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.71K+ 5.47% |
$258K - $262K
|
90.8K
$4.59M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
4.56KNew |
$250K - $253K
|
4.56K
$231K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.52K+ 3.5% |
$248K - $251K
|
134K
$6.76M
|
|
|
Oct 01, 2021
Q3 2021
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
4.5K+ 4.28% |
$246K - $250K
|
110K
$5.55M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
4.49K+ 4.95% |
$246K - $249K
|
95K
$4.81M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.37KNew |
$239K - $243K
|
4.37K
$221K
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.32KNew |
$237K - $240K
|
4.32K
$219K
|
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.25K+ 5.29% |
$233K - $236K
|
84.7K
$4.29M
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.18KNew |
$229K - $232K
|
4.18K
$211K
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.14K+ 8.51% |
$227K - $230K
|
52.9K
$2.67M
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.1K+ 55.99% |
$225K - $228K
|
11.4K
$578K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.07K+ 11.81% |
$223K - $226K
|
38.6K
$1.95M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.04K+ 5.75% |
$221K - $225K
|
74.4K
$3.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.95K+ 3.56% |
$216K - $220K
|
115K
$5.81M
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3.92K+ 10.99% |
$215K - $218K
|
39.6K
$2M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.89K+ 2.84% |
$213K - $216K
|
141K
$7.14M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
3.84KNew |
$210K - $214K
|
3.84K
$194K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.7K+ 17.92% |
$203K - $206K
|
24.4K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.61K+ 39.87% |
$198K - $201K
|
12.7K
$641K
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.56K+ 72.55% |
$195K - $198K
|
8.47K
$429K
|