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 |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19.9K- 19.57% |
$1.02M - $1.09M
|
81.7K
$4.17M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-20.2K- 15.01% |
$1.04M - $1.11M
|
114K
$5.83M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-20.2K- 13.47% |
$1.04M - $1.11M
|
130K
$6.62M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-20.2K- 13.47% |
$1.04M - $1.11M
|
130K
$6.62M
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-20.2KClosed |
$1.04M - $1.11M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-20.6K- 45.49% |
$1.06M - $1.13M
|
24.7K
$1.26M
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-21.2KClosed |
$1.09M - $1.16M
|
0
$0
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-21.7K- 20.46% |
$1.12M - $1.19M
|
84.5K
$4.32M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-22.7K- 61.8% |
$1.17M - $1.25M
|
14K
$717K
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-23.2KClosed |
$1.19M - $1.27M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-24.4KClosed |
$1.25M - $1.34M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-24.7KClosed |
$1.27M - $1.35M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-25KClosed |
$1.29M - $1.37M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-25.4KClosed |
$1.31M - $1.39M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25.8K- 30.69% |
$1.33M - $1.41M
|
58.2K
$2.97M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-26.1K- 27.87% |
$1.34M - $1.43M
|
67.5K
$3.45M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-26.4KClosed |
$1.36M - $1.45M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-27.1KClosed |
$1.39M - $1.48M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-27.2K- 57.22% |
$1.4M - $1.49M
|
20.3K
$1.04M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.9K- 13.34% |
$1.43M - $1.53M
|
181K
$9.24M
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-27.9K- 16.52% |
$1.44M - $1.53M
|
141K
$7.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-28K- 85.05% |
$1.44M - $1.54M
|
4.92K
$251K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-28.2K- 4.56% |
$1.45M - $1.55M
|
591K
$30.2M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-28.4K- 57.27% |
$1.46M - $1.56M
|
21.2K
$1.08M
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-28.8KClosed |
$1.48M - $1.58M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-29.1K- 49.99% |
$1.5M - $1.6M
|
29.1K
$1.49M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-29.9KClosed |
$1.54M - $1.64M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-30.4K- 9.47% |
$1.56M - $1.67M
|
291K
$14.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-35.5KClosed |
$1.83M - $1.95M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-36.8KClosed |
$1.89M - $2.02M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-38.5K- 36.48% |
$1.98M - $2.11M
|
67.1K
$3.42M
|
|
|
May 23, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-41.1K- 68.99% |
$2.11M - $2.25M
|
18.5K
$943K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-41.9K- 41.99% |
$2.15M - $2.3M
|
57.8K
$2.95M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-44K- 46.84% |
$2.26M - $2.42M
|
50K
$2.55M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-44.2K- 7.7% |
$2.27M - $2.42M
|
530K
$27M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-45.5K- 34.71% |
$2.34M - $2.5M
|
85.6K
$4.37M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-45.8K- 13.52% |
$2.35M - $2.51M
|
293K
$14.9M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-46K- 14.68% |
$2.37M - $2.52M
|
267K
$13.6M
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-48KClosed |
$2.47M - $2.63M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-49.1K- 58.77% |
$2.53M - $2.7M
|
34.5K
$1.76M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-50.7K- 89.22% |
$2.61M - $2.78M
|
6.13K
$313K
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-51.6K- 74.05% |
$2.65M - $2.83M
|
18.1K
$923K
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-52.2K- 35.9% |
$2.69M - $2.86M
|
93.2K
$4.76M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-52.8K- 4.47% |
$2.72M - $2.9M
|
1.13M
$57.7M
|
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-56.6K- 21.93% |
$2.91M - $3.11M
|
202K
$10.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-58.7KClosed |
$3.02M - $3.22M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-61.9K- 86.72% |
$3.18M - $3.39M
|
9.47K
$484K
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-68.5K- 54.88% |
$3.52M - $3.76M
|
56.3K
$2.87M
|
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-83.9KClosed |
$4.32M - $4.6M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-87.3K- 75.56% |
$4.49M - $4.79M
|
28.2K
$1.44M
|