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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
114K+ 1839.88% |
$5.85M - $6.25M
|
120K
$6.02M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
107K+ 157.62% |
$5.52M - $5.88M
|
175K
$8.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Chico Wealth Ria
|
BUY
|
- |
106KNew |
$5.46M - $5.82M
|
106K
$5.33M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 1.13% |
$5.37M - $5.72M
|
9.34M
$469M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
104K+ 11.8% |
$5.35M - $5.71M
|
986K
$49.5M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
100KNew |
$5.16M - $5.51M
|
100K
$5.04M
|
|
|
May 24, 2022
Q1 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
95.3KNew |
$4.9M - $5.23M
|
95.3K
$4.78M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.4K+ 8.69% |
$4.85M - $5.18M
|
1.18M
$59.2M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
89.8K+ 362.52% |
$4.62M - $4.93M
|
115K
$5.75M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
87.9K+ 28.82% |
$4.52M - $4.82M
|
393K
$19.7M
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
80K+ 16.88% |
$4.11M - $4.39M
|
554K
$27.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Divergent Planning, LLC
|
BUY
|
- |
79.7K+ 994.33% |
$4.1M - $4.37M
|
87.7K
$4.4M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
77.4KNew |
$3.98M - $4.25M
|
77.4K
$3.88M
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
75.7K+ 12.58% |
$3.89M - $4.15M
|
678K
$34M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
75.7K+ 235.39% |
$3.89M - $4.15M
|
108K
$5.41M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
69.7KNew |
$3.59M - $3.83M
|
69.7K
$3.5M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69.5K+ 13.0% |
$3.57M - $3.81M
|
604K
$30.3M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
65.9K+ 21.29% |
$3.39M - $3.62M
|
376K
$18.8M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
63K+ 551.44% |
$3.24M - $3.46M
|
74.4K
$3.73M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
60.9KNew |
$3.13M - $3.34M
|
60.9K
$3.06M
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
58.1K+ 269.44% |
$2.99M - $3.19M
|
79.6K
$4M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
57.9K+ 88.37% |
$2.98M - $3.18M
|
124K
$6.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
57.5K+ 409.4% |
$2.96M - $3.15M
|
71.5K
$3.59M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
56.8K+ 363.34% |
$2.92M - $3.12M
|
72.4K
$3.63M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
55.9K+ 46.79% |
$2.88M - $3.07M
|
176K
$8.81M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
53.6K+ 553.79% |
$2.76M - $2.94M
|
63.3K
$3.18M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
53.1KNew |
$2.73M - $2.92M
|
53.1K
$2.67M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
52.7K+ 43.41% |
$2.71M - $2.89M
|
174K
$8.75M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
52.1K+ 740.72% |
$2.68M - $2.86M
|
59.2K
$2.97M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
49.1K+ 4.21% |
$2.53M - $2.7M
|
1.22M
$61M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
48.9KNew |
$2.51M - $2.68M
|
48.9K
$2.45M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
48.1KNew |
$2.48M - $2.64M
|
48.1K
$2.42M
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
BUY
|
- |
47.5KNew |
$2.45M - $2.61M
|
47.5K
$2.39M
|
|
|
May 09, 2022
Q1 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
46.8K+ 433.43% |
$2.41M - $2.57M
|
57.6K
$2.89M
|
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
45.9KNew |
$2.36M - $2.52M
|
45.9K
$2.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
43.5K+ 113.5% |
$2.24M - $2.39M
|
81.8K
$4.11M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
41.8K+ 621.56% |
$2.15M - $2.3M
|
48.6K
$2.44M
|
|
|
Apr 07, 2022
Q1 2022
|
Gpwm LLC
|
BUY
|
- |
41.7K+ 12.98% |
$2.15M - $2.29M
|
363K
$18.2M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
40.8K+ 216.86% |
$2.1M - $2.24M
|
59.5K
$2.99M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
40.7KNew |
$2.09M - $2.23M
|
40.7K
$2.04M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
39KNew |
$2M - $2.14M
|
39K
$1.96M
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
BUY
|
- |
38.7K+ 654.2% |
$1.99M - $2.12M
|
44.6K
$2.24M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
37.4K+ 260.87% |
$1.93M - $2.05M
|
51.8K
$2.6M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.6K+ 14.68% |
$1.83M - $1.95M
|
278K
$13.9M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
35.3K+ 40.35% |
$1.82M - $1.94M
|
123K
$6.17M
|
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
34K+ 670.15% |
$1.75M - $1.86M
|
39K
$1.96M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
33.9KNew |
$1.74M - $1.86M
|
33.9K
$1.7M
|
|
|
May 10, 2022
Q1 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
33.3K+ 10.67% |
$1.71M - $1.83M
|
346K
$17.3M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33.3K+ 6.69% |
$1.71M - $1.83M
|
531K
$26.7M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
32.9K+ 457.71% |
$1.69M - $1.81M
|
40.1K
$2.01M
|