Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.47K- 3.07% |
$75.4K - $80.4K
|
46.2K
$2.36M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.47K- 3.07% |
$75.4K - $80.4K
|
46.2K
$2.36M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.5K- 22.75% |
$77.2K - $82.3K
|
5.09K
$260K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.52KClosed |
$78K - $83.2K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.57K- 12.65% |
$80.8K - $86.2K
|
10.9K
$554K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.57K- 23.99% |
$80.9K - $86.3K
|
4.98K
$254K
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-1.6K- 0.46% |
$82K - $87.5K
|
343K
$17.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.61K- 9.71% |
$83K - $88.6K
|
15K
$766K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.63K- 64.8% |
$83.8K - $89.4K
|
885
$45.2K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.66K- 8.99% |
$85.2K - $90.9K
|
16.8K
$856K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.78K- 20.4% |
$91.4K - $97.5K
|
6.94K
$354K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.78K- 4.3% |
$91.8K - $97.9K
|
39.7K
$2.02M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.79K- 55.38% |
$91.8K - $98K
|
1.44K
$73.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.82K- 4.12% |
$93.5K - $99.8K
|
42.3K
$2.16M
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.83K- 25.48% |
$94.3K - $101K
|
5.36K
$274K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.88K- 4.91% |
$96.5K - $103K
|
36.3K
$1.85M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.9K- 1.47% |
$97.9K - $104K
|
128K
$6.52M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.94KClosed |
$99.7K - $106K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.95K- 1.49% |
$100K - $107K
|
129K
$6.59M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.95K- 24.85% |
$100K - $107K
|
5.89K
$301K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.06K- 7.28% |
$106K - $113K
|
26.2K
$1.34M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.06K- 6.88% |
$106K - $113K
|
27.9K
$1.42M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.07K- 27.72% |
$106K - $114K
|
5.4K
$275K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.07K- 15.29% |
$107K - $114K
|
11.5K
$586K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.13K- 2.91% |
$109K - $117K
|
70.8K
$3.61M
|
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.15K- 19.96% |
$111K - $118K
|
8.62K
$440K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.18K- 2.42% |
$112K - $120K
|
88.1K
$4.5M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.2KClosed |
$113K - $121K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.22K- 19.58% |
$114K - $122K
|
9.1K
$465K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.31K- 17.27% |
$119K - $127K
|
11K
$564K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.42K- 8.87% |
$125K - $133K
|
24.9K
$1.27M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.46K- 7.98% |
$126K - $135K
|
28.3K
$1.45M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.47KClosed |
$127K - $135K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.47K- 15.32% |
$127K - $136K
|
13.7K
$697K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-2.5K- 26.05% |
$129K - $137K
|
7.1K
$362K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.65K- 10.75% |
$136K - $145K
|
22K
$1.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-2.77K- 20.46% |
$142K - $152K
|
10.8K
$550K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.94KClosed |
$151K - $161K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 19.66% |
$152K - $162K
|
12.1K
$615K
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-2.97K- 37.52% |
$153K - $163K
|
4.94K
$252K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.98K- 37.01% |
$153K - $163K
|
5.06K
$259K
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-3.01K- 23.59% |
$155K - $165K
|
9.76K
$498K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-3.08K- 2.85% |
$159K - $169K
|
105K
$5.36M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
SELL
|
- |
-3.14K- 2.11% |
$161K - $172K
|
145K
$7.43M
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.14K- 84.29% |
$161K - $172K
|
585
$29.9K
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.33K- 2.69% |
$171K - $183K
|
121K
$6.16M
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
SELL
|
- |
-3.47K- 14.11% |
$178K - $190K
|
21.1K
$1.08M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.59K- 30.94% |
$185K - $197K
|
8.01K
$409K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.64KClosed |
$187K - $200K
|
0
$0
|
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.66K- 7.43% |
$188K - $201K
|
45.6K
$2.33M
|