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 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.51K+ 10.34% |
$82.9K - $84.1K
|
16.2K
$817K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.51K+ 2.13% |
$82.7K - $83.9K
|
72.4K
$3.66M
|
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.46K+ 12.07% |
$79.7K - $80.9K
|
13.5K
$684K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.46K+ 63.53% |
$79.7K - $80.9K
|
3.75K
$190K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.45K+ 16.54% |
$79.1K - $80.3K
|
10.2K
$515K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.42K+ 17.71% |
$77.9K - $79.1K
|
9.46K
$478K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.41K+ 5.6% |
$77.4K - $78.6K
|
26.7K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.39K+ 13.63% |
$75.9K - $77K
|
11.6K
$584K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.38K+ 24.08% |
$75.5K - $76.6K
|
7.1K
$359K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 324.29% |
$75.3K - $76.4K
|
1.8K
$91K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.37K+ 25.85% |
$74.9K - $76K
|
6.66K
$337K
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
1.36K+ 3.88% |
$74.4K - $75.5K
|
36.4K
$1.84M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.35K+ 8.05% |
$73.9K - $75K
|
18.1K
$916K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.35K+ 8.93% |
$73.9K - $75K
|
16.4K
$832K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.35K+ 5.44% |
$73.7K - $74.8K
|
26.1K
$1.32M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.33K+ 10.59% |
$72.6K - $73.7K
|
13.9K
$701K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
1.29K+ 8.55% |
$70.4K - $71.5K
|
16.3K
$826K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.25K+ 174.86% |
$68.2K - $69.2K
|
1.96K
$99K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.24K+ 1.44% |
$67.8K - $68.8K
|
87.2K
$4.41M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.2K+ 27.93% |
$65.8K - $66.8K
|
5.51K
$278K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.2K+ 18.16% |
$65.8K - $66.8K
|
7.81K
$395K
|
|
|
Nov 12, 2021
Q3 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.17K+ 1.11% |
$64K - $64.9K
|
106K
$5.38M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.12K+ 22.14% |
$61.2K - $62.1K
|
6.16K
$312K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.1K+ 10.43% |
$60.2K - $61.1K
|
11.7K
$589K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.09K+ 125.81% |
$59.5K - $60.4K
|
1.95K
$98.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.07K+ 3.79% |
$58.5K - $59.4K
|
29.3K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.05K+ 4.13% |
$57.6K - $58.4K
|
26.5K
$1.34M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
1.05KNew |
$57.5K - $58.4K
|
1.05K
$53.1K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.02K+ 0.59% |
$55.9K - $56.8K
|
174K
$8.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.02K+ 0.59% |
$55.9K - $56.8K
|
174K
$8.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
990+ 7.08% |
$54.2K - $55K
|
15K
$757K
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
968+ 0.91% |
$53K - $53.8K
|
107K
$5.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
958+ 6.14% |
$52.5K - $53.3K
|
16.6K
$838K
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
900+ 0.85% |
$49.3K - $50K
|
106K
$5.38M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
867+ 4.6% |
$47.5K - $48.2K
|
19.7K
$997K
|
|
|
Oct 29, 2021
Q3 2021
|
Community Bank Of Raymore
|
BUY
|
- |
856+ 16.92% |
$46.9K - $47.6K
|
5.92K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
838+ 3.59% |
$45.9K - $46.6K
|
24.2K
$1.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
828New |
$45.3K - $46K
|
828
$41.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
828+ 5.12% |
$45.3K - $46K
|
17K
$859K
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
806+ 0.61% |
$44.1K - $44.8K
|
132K
$6.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
789+ 12.84% |
$43.2K - $43.9K
|
6.94K
$351K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
788+ 8.16% |
$43.2K - $43.8K
|
10.4K
$528K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
783+ 1.57% |
$42.9K - $43.5K
|
50.6K
$2.56M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
751+ 3.36% |
$41.1K - $41.7K
|
23.1K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
749+ 2.66% |
$41K - $41.6K
|
28.9K
$1.46M
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
736+ 4.7% |
$40.3K - $40.9K
|
16.4K
$829K
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
700+ 0.8% |
$38.3K - $38.9K
|
88.6K
$4.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
698+ 9.21% |
$38.2K - $38.8K
|
8.28K
$419K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
694New |
$38K - $38.6K
|
694
$35.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
689+ 5.84% |
$37.7K - $38.3K
|
12.5K
$631K
|