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 09, 2022 Q1 2022
Waypoint Wealth Partners Inc.

BUY
 -
7.14K
New
$367K - $392K
7.14K $364K
May 10, 2022 Q1 2022
Sterling Investment Counsel, LLC

BUY
 -
7.13K
New
$367K - $391K
7.13K $363K
Apr 12, 2022 Q1 2022
First Affirmative Financial Network

BUY
 -
7.07K
New
$363K - $388K
7.07K $360K
Apr 26, 2022 Q1 2022
Heartwood Wealth Advisors LLC

BUY
 -
7.07K
+ 3.05%
$363K - $388K
239K $12.1M
Apr 26, 2022 Q1 2022
Ieq Capital, LLC

BUY
 -
7.04K
New
$362K - $386K
7.04K $358K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
7.02K
+ 9.84%
$361K - $385K
78.4K $3.99M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
6.85K
+ 8.13%
$353K - $376K
91.2K $4.64M
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

BUY
 -
6.81K
+ 36.07%
$350K - $374K
25.7K $1.31M
May 02, 2022 Q1 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
6.79K
New
$349K - $372K
6.79K $346K
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

BUY
 -
6.71K
New
$345K - $368K
6.71K $342K
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
6.57K
+ 28.73%
$338K - $361K
29.4K $1.5M
Apr 22, 2022 Q1 2022
Wipfli Financial Advisors Llc,

BUY
 -
6.51K
New
$335K - $357K
6.51K $331K
Apr 13, 2022 Q1 2022
Stonehearth Capital Management, LLC

BUY
 -
6.44K
New
$331K - $353K
6.44K $328K
Apr 14, 2022 Q1 2022
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
6.34K
New
$326K - $348K
6.34K $323K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
6.26K
+ 22.66%
$322K - $343K
33.9K $1.73M
May 03, 2022 Q1 2022
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
6.16K
+ 3.34%
$317K - $338K
191K $9.72M
Apr 19, 2022 Q1 2022
Culbertson A N & CO Inc

BUY
 -
6.08K
New
$312K - $333K
6.08K $309K
May 12, 2022 Q1 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
6.06K
New
$312K - $332K
6.06K $309K
Apr 15, 2022 Q1 2022
Baker Boyer National Bank

BUY
 -
5.92K
+ 8.47%
$305K - $325K
75.8K $3.86M
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
5.85K
+ 18.11%
$301K - $321K
38.1K $1.94M
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
5.85K
+ 18.11%
$301K - $321K
38.1K $1.94M
May 10, 2022 Q1 2022
Portland Global Advisors LLC

BUY
 -
5.71K
+ 42.86%
$293K - $313K
19K $969K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
5.7K
+ 104.65%
$293K - $313K
11.1K $568K
May 05, 2022 Q1 2022
Guidance Point Advisors, LLC

BUY
 -
5.59K
New
$288K - $307K
5.59K $285K
Apr 25, 2022 Q1 2022
Life Planning Partners, Inc

BUY
 -
5.55K
+ 5.95%
$285K - $304K
98.8K $5.03M
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
5.49K
+ 41.06%
$282K - $301K
18.9K $961K
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
5.34K
+ 11.84%
$274K - $293K
50.4K $2.57M
May 06, 2022 Q1 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
5.31K
+ 4.46%
$273K - $292K
125K $6.34M
May 06, 2022 Q1 2022
Johnson Bixby & Associates, LLC

BUY
 -
5.3K
New
$273K - $291K
5.3K $270K
Apr 04, 2022 Q1 2022
Symmetry Partners, LLC

BUY
 -
5.28K
+ 6.82%
$271K - $289K
82.7K $4.21M
Apr 21, 2022 Q1 2022
Wade Financial Advisory, Inc

BUY
 -
4.99K
+ 14.32%
$257K - $274K
39.8K $2.03M
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

BUY
 -
4.88K
+ 3.12%
$251K - $268K
162K $8.23M
May 06, 2022 Q1 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
4.87K
+ 22.26%
$250K - $267K
26.7K $1.36M
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
4.82K
+ 48.94%
$248K - $264K
14.7K $746K
Apr 20, 2022 Q1 2022
Marcum Wealth, LLC

BUY
 -
4.69K
+ 44.39%
$241K - $257K
15.3K $777K
May 10, 2022 Q1 2022
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
4.67K
New
$240K - $256K
4.67K $238K
Apr 28, 2022 Q1 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
4.58K
New
$235K - $251K
4.58K $233K
Apr 19, 2022 Q1 2022
Burt Wealth Advisors

BUY
 -
4.56K
+ 13.12%
$234K - $250K
39.3K $2M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
4.55K
+ 3.49%
$234K - $250K
135K $6.88M
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

BUY
 -
4.47K
New
$230K - $246K
4.47K $228K
May 02, 2022 Q1 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
4.4K
New
$226K - $241K
4.4K $224K
Jan 19, 2024 Q1 2022
Cedrus LLC

Littleton, CO
BUY
 -
4.37K
New
$225K - $240K
4.37K $223K
Apr 13, 2022 Q1 2022
Lpwm LLC

Minneapolis, MN
BUY
 -
4.35K
+ 28.91%
$224K - $239K
19.4K $988K
May 09, 2022 Q1 2022
Beaumont Financial Partners, LLC

BUY
 -
4.27K
New
$220K - $235K
4.27K $218K
Oct 03, 2022 Q1 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
4.15K
New
$213K - $228K
4.15K $211K
Apr 08, 2022 Q1 2022
Level Financial Advisors, Inc.

BUY
 -
4.1K
New
$211K - $225K
4.1K $209K
May 13, 2022 Q1 2022
Taylor Hoffman Wealth Management

Richmond, VA
BUY
 -
4.01K
+ 10.59%
$206K - $220K
41.9K $2.13M
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

BUY
 -
4.01K
+ 4.22%
$206K - $220K
99.1K $5.05M
May 10, 2022 Q1 2022
Apriem Advisors

Irvine, CA
BUY
 -
4K
New
$206K - $220K
4K $204K

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