Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
841+ 2.24% |
$45.8K - $46.3K
|
38.4K
$1.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
839+ 3.52% |
$45.7K - $46.2K
|
24.6K
$1.25M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
833+ 11.31% |
$45.4K - $45.8K
|
8.2K
$415K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
800+ 0.75% |
$43.6K - $44K
|
108K
$5.47M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
782+ 3.0% |
$42.6K - $43K
|
26.9K
$1.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
779+ 5.65% |
$42.5K - $42.9K
|
14.6K
$737K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
773+ 5.49% |
$42.1K - $42.5K
|
14.9K
$751K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
773+ 10.17% |
$42.1K - $42.5K
|
8.37K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
754+ 0.47% |
$41.1K - $41.5K
|
163K
$8.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
740+ 11.26% |
$40.3K - $40.7K
|
7.31K
$370K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
730New |
$39.8K - $40.2K
|
730
$36.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
669+ 1.32% |
$36.5K - $36.8K
|
51.3K
$2.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
642+ 0.56% |
$35K - $35.3K
|
116K
$5.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
638+ 1.39% |
$34.8K - $35.1K
|
46.4K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
635+ 3.6% |
$34.6K - $34.9K
|
18.3K
$924K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
608+ 3.76% |
$33.1K - $33.5K
|
16.8K
$848K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
589+ 5.78% |
$32.1K - $32.4K
|
10.8K
$545K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
581+ 6.51% |
$31.7K - $32K
|
9.51K
$481K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
577+ 8.07% |
$31.4K - $31.8K
|
7.73K
$391K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
575+ 2.92% |
$31.3K - $31.6K
|
20.3K
$1.03M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
571+ 4.51% |
$31.1K - $31.4K
|
13.2K
$670K
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
548+ 1.38% |
$29.9K - $30.2K
|
40.2K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
525+ 5.2% |
$28.6K - $28.9K
|
10.6K
$538K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
474+ 24.74% |
$25.8K - $26.1K
|
2.39K
$121K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
469+ 1.62% |
$25.6K - $25.8K
|
29.4K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
458+ 8.76% |
$25K - $25.2K
|
5.69K
$288K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
456+ 5.51% |
$24.9K - $25.1K
|
8.73K
$442K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
455+ 34.68% |
$24.8K - $25K
|
1.77K
$89.4K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
439+ 6.65% |
$23.9K - $24.2K
|
7.04K
$356K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
429+ 4.23% |
$23.4K - $23.6K
|
10.6K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
415New |
$22.6K - $22.8K
|
415
$21K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
400New |
$21.8K - $22K
|
400
$20.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
392+ 6533.33% |
$21.4K - $21.6K
|
398
$20.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
380+ 0.75% |
$20.7K - $20.9K
|
50.9K
$2.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
368+ 0.97% |
$20.1K - $20.3K
|
38.2K
$1.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
365+ 1.25% |
$19.9K - $20.1K
|
29.6K
$1.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
361New |
$19.7K - $19.9K
|
361
$18.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
306+ 4.9% |
$16.7K - $16.8K
|
6.56K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
305+ 0.55% |
$16.6K - $16.8K
|
56.1K
$2.84M
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
300+ 6.84% |
$16.4K - $16.5K
|
4.69K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
289+ 2.5% |
$15.8K - $15.9K
|
11.8K
$599K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
264+ 1.25% |
$14.4K - $14.5K
|
21.4K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
259New |
$14.1K - $14.3K
|
259
$13.1K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
248+ 2.13% |
$13.5K - $13.6K
|
11.9K
$602K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
213+ 5.71% |
$11.6K - $11.7K
|
3.94K
$199K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
196+ 0.51% |
$10.7K - $10.8K
|
38.9K
$1.97M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
193+ 2.29% |
$10.5K - $10.6K
|
8.63K
$436K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
180+ 7.63% |
$9.81K - $9.91K
|
2.54K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
176+ 103.53% |
$9.59K - $9.69K
|
346
$17.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
173+ 0.33% |
$9.43K - $9.52K
|
52.4K
$2.65M
|