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 |
---|---|---|---|---|---|---|---|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.67K- 4.31% |
$189K - $201K
|
81.3K
$4.15M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.69KClosed |
$190K - $203K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.7K- 84.09% |
$191K - $203K
|
701
$35.8K
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-3.73KClosed |
$192K - $204K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-3.81KClosed |
$196K - $209K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.81KClosed |
$196K - $209K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.9K- 38.1% |
$201K - $214K
|
6.34K
$323K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.92K- 17.32% |
$202K - $215K
|
18.7K
$955K
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.93KClosed |
$202K - $216K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.94KClosed |
$203K - $216K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.07KClosed |
$210K - $224K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4.1K- 34.46% |
$211K - $225K
|
7.8K
$398K
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-4.11KClosed |
$211K - $225K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.12KClosed |
$212K - $226K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.14K- 28.61% |
$213K - $227K
|
10.3K
$527K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.17KClosed |
$214K - $229K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.35KClosed |
$224K - $238K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.36KClosed |
$224K - $239K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.38K- 1.08% |
$225K - $240K
|
402K
$20.5M
|
|
Apr 28, 2022
Q1 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.55KClosed |
$234K - $250K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-4.56KClosed |
$234K - $250K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-4.7K- 36.91% |
$242K - $258K
|
8.04K
$410K
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-4.71KClosed |
$242K - $258K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.75KClosed |
$244K - $261K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.84K- 2.5% |
$249K - $266K
|
189K
$9.62M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.87K- 24.3% |
$250K - $267K
|
15.2K
$774K
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.95KClosed |
$255K - $272K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-4.99K- 12.99% |
$257K - $274K
|
33.4K
$1.7M
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5.01K- 52.33% |
$257K - $275K
|
4.56K
$233K
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-5.04K- 41.48% |
$259K - $276K
|
7.11K
$363K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.04K- 11.52% |
$259K - $277K
|
38.7K
$1.98M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.23K- 19.46% |
$269K - $287K
|
21.6K
$1.1M
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-5.38K- 33.72% |
$276K - $295K
|
10.6K
$539K
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.47KClosed |
$281K - $300K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.54KClosed |
$285K - $304K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.79K- 6.03% |
$298K - $318K
|
90.3K
$4.61M
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-5.8KClosed |
$298K - $318K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.8K- 8.34% |
$298K - $318K
|
63.8K
$3.26M
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-5.92KClosed |
$305K - $325K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-5.94K- 53.36% |
$305K - $326K
|
5.19K
$265K
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.1K- 15.33% |
$314K - $335K
|
33.7K
$1.72M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.17KClosed |
$317K - $338K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-6.2K- 50.82% |
$319K - $340K
|
6K
$306K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.3K- 5.46% |
$324K - $345K
|
109K
$5.56M
|
|
Apr 26, 2022
Q1 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-6.38KClosed |
$328K - $350K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-6.47KClosed |
$333K - $355K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.7KClosed |
$344K - $368K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-6.83K- 13.87% |
$351K - $375K
|
42.4K
$2.16M
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-7KClosed |
$360K - $384K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-7.28KClosed |
$374K - $400K
|
0
$0
|