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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
165+ 2.25% |
$8.99K - $9.08K
|
7.49K
$379K
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
162+ 0.43% |
$8.83K - $8.91K
|
37.5K
$1.9M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
161+ 1.66% |
$8.77K - $8.86K
|
9.84K
$498K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
161New |
$8.77K - $8.86K
|
161
$8.14K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
150+ 0.69% |
$8.18K - $8.25K
|
21.8K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
149+ 0.39% |
$8.12K - $8.2K
|
38.6K
$1.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
147+ 0.5% |
$8.01K - $8.09K
|
29.6K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
136+ 0.84% |
$7.41K - $7.48K
|
16.4K
$830K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
BUY
|
- |
134+ 1.56% |
$7.3K - $7.37K
|
8.72K
$441K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
128New |
$6.98K - $7.04K
|
128
$6.47K
|
|
|
Feb 14, 2022
Q4 2021
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
121+ 0.34% |
$6.59K - $6.66K
|
35.2K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
111+ 23.72% |
$6.05K - $6.11K
|
579
$29.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
BUY
|
- |
110+ 0.93% |
$6K - $6.05K
|
11.9K
$601K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
97+ 1.46% |
$5.29K - $5.34K
|
6.73K
$340K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
93+ 1.97% |
$5.07K - $5.12K
|
4.81K
$243K
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
93+ 0.11% |
$5.07K - $5.12K
|
83.6K
$4.23M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
93+ 0.98% |
$5.07K - $5.12K
|
9.55K
$483K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
91New |
$4.96K - $5.01K
|
91
$4.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
91+ 0.76% |
$4.96K - $5.01K
|
12.1K
$610K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
90+ 19.35% |
$4.91K - $4.95K
|
555
$28.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
75New |
$4.09K - $4.13K
|
75
$3.79K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
55+ 0.21% |
$3K - $3.03K
|
26.4K
$1.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
55+ 0.54% |
$3K - $3.03K
|
10.2K
$518K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
53+ 0.75% |
$2.89K - $2.92K
|
7.16K
$362K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
50+ 0.45% |
$2.73K - $2.75K
|
11.2K
$564K
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
50+ 0.53% |
$2.73K - $2.75K
|
9.48K
$480K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
48+ 0.1% |
$2.62K - $2.64K
|
50.1K
$2.53M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
42+ 0.54% |
$2.29K - $2.31K
|
7.84K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
36New |
$1.96K - $1.98K
|
36
$1.82K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
33+ 0.46% |
$1.8K - $1.82K
|
7.19K
$363K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29+ 0.47% |
$1.58K - $1.6K
|
6.24K
$315K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
28+ 0.36% |
$1.53K - $1.54K
|
7.8K
$395K
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
23+ 0.53% |
$1.25K - $1.27K
|
4.36K
$221K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22New |
$1.2K - $1.21K
|
22
$1.11K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
21+ 0.02% |
$1.14K - $1.16K
|
94K
$4.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
21+ 0.08% |
$1.14K - $1.16K
|
25.6K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
20+ 0.43% |
$1.09K - $1.1K
|
4.64K
$235K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19+ 27.54% |
$1.04K - $1.05K
|
88
$4.45K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17+ 0.03% |
$927 - $936
|
58.7K
$2.97M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14+ 0.29% |
$763 - $770
|
4.9K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.27% |
$654 - $660
|
4.45K
$225K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 0.19% |
$600 - $605
|
5.86K
$296K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 0.48% |
$436 - $440
|
1.67K
$84.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.54% |
$382 - $385
|
1.29K
$65.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7+ 0.16% |
$382 - $385
|
4.38K
$221K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.15% |
$327 - $330
|
3.92K
$198K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6+ 0.07% |
$327 - $330
|
8.41K
$426K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
5+ 0.54% |
$273 - $275
|
928
$46.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5+ 0.02% |
$273 - $275
|
27.9K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.57% |
$218 - $220
|
701
$35.5K
|