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 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
684+ 5.22% |
$37.5K - $38K
|
13.8K
$697K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
645New |
$35.3K - $35.9K
|
645
$32.6K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
640+ 1.42% |
$35.1K - $35.6K
|
45.8K
$2.31M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
635+ 36.81% |
$34.8K - $35.3K
|
2.36K
$119K
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
619+ 1.59% |
$33.9K - $34.4K
|
39.5K
$2M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
582+ 11.96% |
$31.9K - $32.4K
|
5.45K
$276K
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
575+ 31.94% |
$31.5K - $32K
|
2.38K
$120K
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
570+ 14.54% |
$31.2K - $31.7K
|
4.49K
$227K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
566New |
$31K - $31.5K
|
566
$28.6K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
551+ 0.27% |
$30.2K - $30.6K
|
202K
$10.2M
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
543+ 4.95% |
$29.7K - $30.2K
|
11.5K
$583K
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
500+ 4.63% |
$27.4K - $27.8K
|
11.3K
$572K
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
487+ 2.35% |
$26.7K - $27.1K
|
21.2K
$1.07M
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
470+ 2.44% |
$25.7K - $26.1K
|
19.7K
$996K
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
468+ 2.96% |
$25.6K - $26K
|
16.3K
$824K
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
459+ 7.47% |
$25.1K - $25.5K
|
6.6K
$334K
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
415+ 0.41% |
$22.7K - $23.1K
|
101K
$5.09M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
378+ 2.85% |
$20.7K - $21K
|
13.6K
$690K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
377+ 5.22% |
$20.6K - $21K
|
7.6K
$384K
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
373New |
$20.4K - $20.7K
|
373
$18.9K
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
365+ 1.62% |
$20K - $20.3K
|
22.9K
$1.16M
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
364+ 38.4% |
$19.9K - $20.2K
|
1.31K
$66.4K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
363+ 8.91% |
$19.9K - $20.2K
|
4.44K
$224K
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
350+ 0.7% |
$19.2K - $19.5K
|
50.6K
$2.56M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
346+ 4.36% |
$19K - $19.2K
|
8.27K
$418K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
345+ 0.66% |
$18.9K - $19.2K
|
52.3K
$2.64M
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
331+ 1.56% |
$18.1K - $18.4K
|
21.6K
$1.09M
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
304+ 5.13% |
$16.7K - $16.9K
|
6.24K
$315K
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
300+ 8.11% |
$16.4K - $16.7K
|
4K
$202K
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
299+ 2.61% |
$16.4K - $16.6K
|
11.8K
$595K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
264New |
$14.5K - $14.7K
|
264
$13.4K
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
260+ 0.41% |
$14.2K - $14.5K
|
63.1K
$3.19M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
219+ 384.21% |
$12K - $12.2K
|
276
$14K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
215New |
$11.8K - $12K
|
215
$10.9K
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
208+ 577.78% |
$11.4K - $11.6K
|
244
$12.3K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
204+ 0.46% |
$11.2K - $11.3K
|
44.2K
$2.24M
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
192New |
$10.5K - $10.7K
|
192
$9.71K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
180+ 2.49% |
$9.86K - $10K
|
7.42K
$375K
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
175+ 2.78% |
$9.58K - $9.73K
|
6.47K
$327K
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
163+ 56.21% |
$8.93K - $9.06K
|
453
$22.9K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
163+ 0.1% |
$8.93K - $9.06K
|
159K
$8.04M
|
|
Oct 06, 2021
Q3 2021
|
Spence Asset Management
|
BUY
|
- |
160New |
$8.76K - $8.89K
|
160
$8.09K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
144New |
$7.89K - $8K
|
144
$7.28K
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
105+ 0.25% |
$5.75K - $5.84K
|
41.7K
$2.11M
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
89+ 0.53% |
$4.87K - $4.95K
|
16.8K
$847K
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
88+ 0.36% |
$4.82K - $4.89K
|
24.4K
$1.24M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
83+ 0.15% |
$4.55K - $4.61K
|
56.7K
$2.87M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
81+ 0.85% |
$4.44K - $4.5K
|
9.62K
$486K
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
79+ 1.0% |
$4.33K - $4.39K
|
8.02K
$405K
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
75+ 0.15% |
$4.11K - $4.17K
|
49K
$2.48M
|