Purchases and Sales Made in Q1 2022 in Vanguard Mun Bd Fds Tax Exempt (VTEB)

VTEB Quotes by TradingView

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 16, 2022 Q1 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
32.7K
+ 40.91%
$1.68M - $1.8M
113K $5.74M
Apr 18, 2022 Q1 2022
Pds Planning, Inc

BUY
 -
30.9K
+ 277.01%
$1.59M - $1.7M
42K $2.14M
Oct 09, 2024 Q1 2022
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
29.5K
+ 238.13%
$1.52M - $1.62M
41.9K $2.14M
Jun 08, 2022 Q1 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
27.6K
New
$1.42M - $1.51M
27.6K $1.4M
Apr 19, 2022 Q1 2022
Alhambra Investment Partners LLC

BUY
 -
27.5K
+ 129.4%
$1.42M - $1.51M
48.8K $2.49M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
26.4K
+ 74.68%
$1.36M - $1.45M
61.8K $3.15M
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
26.2K
New
$1.35M - $1.44M
26.2K $1.33M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
26K
+ 49.66%
$1.34M - $1.43M
78.3K $3.99M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
25.6K
+ 81.6%
$1.32M - $1.41M
57K $2.91M
Apr 28, 2022 Q1 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
25.3K
New
$1.3M - $1.39M
25.3K $1.29M
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
BUY
 -
23.8K
+ 51.29%
$1.23M - $1.31M
70.3K $3.58M
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
BUY
 -
23.8K
+ 4111.05%
$1.22M - $1.31M
24.4K $1.24M
Apr 28, 2022 Q1 2022
Arcadia Investment Management Corp

BUY
 -
23.5K
New
$1.21M - $1.29M
23.5K $1.2M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
22.4K
+ 88.46%
$1.15M - $1.23M
47.8K $2.43M
Apr 13, 2022 Q1 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
22.3K
+ 194.85%
$1.15M - $1.23M
33.8K $1.72M
May 09, 2022 Q1 2022
Lake Street Financial LLC

BUY
 -
22K
New
$1.13M - $1.21M
22K $1.12M
May 11, 2022 Q1 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
21.8K
+ 496.19%
$1.12M - $1.19M
26.2K $1.33M
May 17, 2022 Q1 2022
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
21.6K
+ 91.13%
$1.11M - $1.19M
45.3K $2.31M
Apr 28, 2022 Q1 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
21.5K
+ 8.19%
$1.11M - $1.18M
284K $14.5M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
21.5K
New
$1.11M - $1.18M
21.5K $1.1M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
20.7K
+ 29.81%
$1.06M - $1.13M
90K $4.58M
Apr 20, 2022 Q1 2022
Compass Ion Advisors, LLC

BUY
 -
20.6K
+ 7.55%
$1.06M - $1.13M
293K $14.9M
May 16, 2022 Q1 2022
Standard Family Office LLC

Sioux Falls, SD
BUY
 -
20K
New
$1.03M - $1.1M
20K $1.02M
Apr 12, 2022 Q1 2022
Carl Stuart Investment Advisor, Inc

Austin, TX
BUY
 -
19.4K
New
$998K - $1.06M
19.4K $988K
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
19K
+ 128.86%
$978K - $1.04M
33.8K $1.72M
May 10, 2022 Q1 2022
Karpus Management, Inc.

Pittsford, NY
BUY
 -
18.7K
+ 7.42%
$959K - $1.02M
270K $13.7M
May 12, 2022 Q1 2022
Beta Wealth Group, Inc.

BUY
 -
18.1K
+ 17.03%
$932K - $995K
125K $6.34M
Apr 13, 2022 Q1 2022
Annex Advisory Services, LLC

BUY
 -
17.8K
New
$915K - $976K
17.8K $906K
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
17.5K
+ 27.81%
$899K - $960K
80.4K $4.09M
May 06, 2022 Q1 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
17K
+ 359.56%
$874K - $932K
21.7K $1.11M
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

BUY
 -
16.9K
+ 14.75%
$871K - $929K
132K $6.71M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
16.7K
+ 85.18%
$861K - $919K
36.4K $1.85M
Sep 21, 2023 Q1 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
16.3K
New
$841K - $897K
16.3K $833K
May 03, 2022 Q1 2022
Venture Visionary Partners LLC

BUY
 -
16.3K
New
$838K - $895K
16.3K $830K
Feb 14, 2023 Q1 2022
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
16.3K
+ 11.8%
$836K - $892K
154K $7.85M
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
15.9K
New
$819K - $874K
15.9K $812K
Sep 07, 2023 Q1 2022
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
15.9K
+ 118.32%
$816K - $871K
29.3K $1.49M
Apr 26, 2022 Q1 2022
Hennion & Walsh Asset Management, Inc.

BUY
 -
15.5K
+ 9.91%
$796K - $850K
172K $8.75M
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
15.3K
+ 1715.79%
$788K - $841K
16.2K $826K
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
15.2K
+ 5.29%
$784K - $836K
303K $15.4M
May 13, 2022 Q1 2022
Brighton Jones LLC

BUY
 -
15.2K
+ 170.79%
$783K - $835K
24.1K $1.23M
May 11, 2022 Q1 2022
Erts Wealth Advisors, LLC

BUY
 -
15K
New
$770K - $821K
15K $762K
Apr 18, 2022 Q1 2022
Eagle Ridge Investment Management

BUY
 -
14.9K
+ 5.72%
$766K - $817K
275K $14M
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
14.8K
+ 21.12%
$760K - $811K
84.7K $4.32M
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
14.6K
+ 79.03%
$753K - $803K
33.2K $1.69M
May 16, 2022 Q1 2022
Stokes Family Office, LLC

BUY
 -
13.9K
+ 69.67%
$716K - $764K
33.9K $1.73M
Jan 11, 2023 Q1 2022
Asb Consultores, LLC

Aventura, FL
BUY
 -
13.8K
New
$707K - $755K
13.8K $700K
Apr 28, 2022 Q1 2022
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
13.3K
+ 27.07%
$683K - $728K
62.3K $3.17M
May 05, 2022 Q1 2022
Prestige Wealth Management Group LLC

BUY
 -
13.2K
+ 224.61%
$677K - $722K
19K $968K

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