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 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-89.3KClosed |
$4.59M - $4.9M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-89.9K- 24.45% |
$4.62M - $4.93M
|
278K
$14.2M
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-91.9K- 35.38% |
$4.73M - $5.04M
|
168K
$8.57M
|
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
SELL
|
- |
-97.1K- 90.33% |
$4.99M - $5.33M
|
10.4K
$531K
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-104K- 63.65% |
$5.34M - $5.7M
|
59.3K
$3.03M
|
|
|
Apr 14, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-106K- 94.5% |
$5.47M - $5.84M
|
6.19K
$316K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-138KClosed |
$7.1M - $7.57M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-144K- 65.56% |
$7.4M - $7.89M
|
75.5K
$3.86M
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
SELL
|
- |
-144K- 66.21% |
$7.42M - $7.92M
|
73.6K
$3.76M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-159K- 35.42% |
$8.16M - $8.71M
|
289K
$14.8M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-165K- 37.34% |
$8.49M - $9.06M
|
277K
$14.1M
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-198KClosed |
$10.2M - $10.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-231K- 26.41% |
$11.9M - $12.7M
|
642K
$32.8M
|
|
|
May 13, 2022
Q1 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-241K- 23.68% |
$12.4M - $13.2M
|
778K
$39.7M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-302K- 8.37% |
$15.5M - $16.6M
|
3.31M
$169M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-352K- 43.13% |
$18.1M - $19.3M
|
464K
$23.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-409K- 97.91% |
$21.1M - $22.5M
|
8.73K
$445K
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-426K- 83.85% |
$21.9M - $23.4M
|
82.1K
$4.19M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-427K- 45.98% |
$22M - $23.5M
|
502K
$25.6M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-475KClosed |
$24.4M - $26M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-532K- 73.81% |
$27.4M - $29.2M
|
189K
$9.64M
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-539K- 80.24% |
$27.7M - $29.6M
|
133K
$6.78M
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.34M- 93.41% |
$68.9M - $73.5M
|
94.5K
$4.82M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.58M- 12.15% |
$133M - $142M
|
18.7M
$953M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.68M- 23.24% |
$344M - $367M
|
22.1M
$1.13B
|