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 10, 2022 Q1 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
13K
+ 13.86%
$669K - $714K
107K $5.44M
May 12, 2022 Q1 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
12.9K
+ 96.44%
$662K - $707K
26.2K $1.34M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
12.8K
+ 21.53%
$661K - $705K
72.5K $3.69M
May 04, 2022 Q1 2022
Blue Chip Partners, Inc.

BUY
 -
12.6K
New
$648K - $691K
12.6K $642K
Apr 25, 2022 Q1 2022
Private Ocean, LLC

BUY
 -
12.3K
+ 1.83%
$635K - $677K
687K $35M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
12.2K
New
$628K - $670K
12.2K $622K
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
12.1K
+ 7.46%
$625K - $667K
175K $8.91M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
11.7K
+ 2.7%
$600K - $640K
443K $22.6M
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
11.6K
New
$595K - $635K
11.6K $589K
May 02, 2022 Q1 2022
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
11.5K
+ 18.28%
$589K - $628K
74.1K $3.77M
May 11, 2022 Q1 2022
Glenview Trust CO

Louisville, KY
BUY
 -
11K
New
$568K - $606K
11K $562K
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

BUY
 -
11K
+ 9656.14%
$566K - $604K
11.1K $567K
May 05, 2022 Q1 2022
Washington Trust CO

BUY
 -
11K
+ 3384.62%
$566K - $604K
11.3K $577K
May 12, 2022 Q1 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
10.5K
+ 154.4%
$541K - $577K
17.3K $883K
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
10.5K
+ 2.35%
$538K - $574K
456K $23.2M
Apr 27, 2022 Q1 2022
Patron Partners, LLC

BUY
 -
10.3K
+ 81.15%
$529K - $564K
22.9K $1.17M
Apr 12, 2022 Q1 2022
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
10.3K
+ 90.81%
$527K - $563K
21.5K $1.1M
May 13, 2022 Q1 2022
Aveo Capital Partners, LLC

BUY
 -
10.1K
+ 230.78%
$519K - $553K
14.5K $736K
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
10.1K
+ 13.91%
$518K - $553K
82.5K $4.2M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
9.98K
+ 9.55%
$513K - $548K
115K $5.83M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
9.9K
+ 10.79%
$509K - $543K
102K $5.18M
Apr 18, 2022 Q1 2022
Aletheian Wealth Advisors LLC

BUY
 -
9.79K
New
$504K - $537K
9.79K $499K
Apr 29, 2022 Q1 2022
Bowman & CO S.C.

BUY
 -
9.71K
+ 25.41%
$499K - $533K
47.9K $2.44M
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

BUY
 -
9.7K
New
$499K - $532K
9.7K $494K
May 09, 2022 Q1 2022
Brooklyn Fi, LLC

New York, NY
BUY
 -
9.65K
+ 3.96%
$496K - $529K
253K $12.9M
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
9.63K
+ 11.9%
$495K - $528K
90.6K $4.61M
May 06, 2022 Q1 2022
Coulter & Justus Financial Services, LLC

BUY
 -
9.39K
New
$483K - $515K
9.39K $478K
May 05, 2022 Q1 2022
Evergreen Advisors, LLC

BUY
 -
9.39K
New
$483K - $515K
9.39K $478K
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
9.29K
+ 521.62%
$478K - $510K
11.1K $564K
Aug 11, 2023 Q1 2022
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
9.12K
+ 36.11%
$469K - $500K
34.4K $1.75M
May 16, 2022 Q1 2022
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
8.95K
New
$460K - $491K
8.95K $456K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
8.89K
+ 48.02%
$457K - $488K
27.4K $1.4M
May 16, 2022 Q1 2022
Cambria Investment Management, L.P.

BUY
 -
8.79K
+ 100.79%
$452K - $483K
17.5K $892K
May 10, 2022 Q1 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
8.39K
New
$431K - $460K
8.39K $427K
Apr 29, 2022 Q1 2022
Financial Connections Group, Inc.

BUY
 -
8.2K
+ 21.61%
$422K - $450K
46.1K $2.35M
Jul 20, 2023 Q1 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
8.14K
New
$419K - $447K
8.14K $415K
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
8.07K
+ 13.15%
$415K - $443K
69.4K $3.53M
May 02, 2022 Q1 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
7.92K
+ 108.91%
$407K - $435K
15.2K $774K
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
7.91K
New
$407K - $434K
7.91K $403K
May 03, 2022 Q1 2022
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
7.85K
New
$404K - $431K
7.85K $400K
May 13, 2022 Q1 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
7.8K
New
$401K - $428K
7.8K $397K
May 02, 2022 Q1 2022
Schiavi & CO LLC

Wilmington, DE
BUY
 -
7.79K
New
$401K - $428K
7.79K $397K
May 04, 2022 Q1 2022
Stephens Inc

BUY
 -
7.76K
+ 9.68%
$399K - $426K
87.9K $4.48M
May 13, 2022 Q1 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
7.53K
New
$387K - $413K
7.53K $384K
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
7.35K
+ 187.95%
$378K - $403K
11.3K $574K
Apr 22, 2022 Q1 2022
Econ Financial Services Corp

BUY
 -
7.34K
+ 21.24%
$378K - $403K
41.9K $2.14M
May 16, 2022 Q1 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
7.23K
+ 26.44%
$372K - $397K
34.6K $1.76M
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
7.21K
+ 486.45%
$371K - $396K
8.7K $443K
Apr 13, 2022 Q1 2022
Vista Private Wealth Partners. LLC

BUY
 -
7.15K
+ 97.77%
$368K - $392K
14.5K $736K

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