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 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.95K+ 55.11% |
$203K - $217K
|
11.1K
$567K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.86K+ 52.0% |
$198K - $212K
|
11.3K
$575K
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.84K+ 22.63% |
$198K - $211K
|
20.8K
$1.06M
|
|
May 06, 2022
Q1 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.77K+ 6.27% |
$194K - $207K
|
63.8K
$3.26M
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.75K+ 39.23% |
$193K - $206K
|
13.3K
$679K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.72K+ 45.33% |
$191K - $204K
|
11.9K
$608K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.63K+ 10.29% |
$187K - $199K
|
38.9K
$1.99M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.56K+ 79.95% |
$183K - $195K
|
8K
$409K
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
BUY
|
- |
3.54K+ 11.34% |
$182K - $194K
|
34.7K
$1.77M
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.49K+ 11.99% |
$179K - $191K
|
32.5K
$1.66M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.45KNew |
$177K - $189K
|
3.45K
$176K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.28K+ 1.22% |
$169K - $180K
|
271K
$13.8M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.19K+ 14.28% |
$164K - $175K
|
25.5K
$1.3M
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.1K+ 158.84% |
$159K - $170K
|
5.05K
$258K
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.08K+ 33.31% |
$158K - $169K
|
12.3K
$628K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.03K+ 14.43% |
$156K - $166K
|
24K
$1.23M
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
3.02K+ 12.07% |
$155K - $166K
|
28K
$1.43M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.01K+ 11.2% |
$155K - $165K
|
29.9K
$1.53M
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.94K+ 37.6% |
$151K - $161K
|
10.8K
$549K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.93K+ 1.67% |
$151K - $161K
|
179K
$9.13M
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
2.82K+ 3.61% |
$145K - $155K
|
80.8K
$4.13M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.76K+ 11.7% |
$142K - $151K
|
26.3K
$1.34M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.73K+ 25.44% |
$141K - $150K
|
13.5K
$688K
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
2.7KNew |
$139K - $148K
|
2.7K
$138K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
2.65K+ 13.15% |
$136K - $145K
|
22.8K
$1.16M
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.65K+ 3.58% |
$136K - $145K
|
76.7K
$3.91M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.65K+ 10.54% |
$136K - $145K
|
27.8K
$1.42M
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.64K+ 24.68% |
$136K - $145K
|
13.3K
$680K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.47K+ 27.25% |
$127K - $135K
|
11.5K
$588K
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.45K+ 98.0% |
$126K - $134K
|
4.95K
$253K
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
2.4K+ 9.1% |
$123K - $132K
|
28.8K
$1.47M
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.4K+ 10.41% |
$123K - $132K
|
25.5K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.36K+ 9.27% |
$121K - $130K
|
27.8K
$1.42M
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
BUY
|
- |
2.36K+ 5.41% |
$121K - $130K
|
46K
$2.35M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.31KNew |
$119K - $127K
|
2.31K
$118K
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.15K+ 1.36% |
$110K - $118K
|
160K
$8.16M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
2.08K+ 176.61% |
$107K - $114K
|
3.26K
$167K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.01K+ 11.24% |
$103K - $110K
|
19.9K
$1.01M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.97K+ 82.47% |
$101K - $108K
|
4.36K
$223K
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.97K+ 6.72% |
$101K - $108K
|
31.3K
$1.6M
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.95K+ 27.9% |
$100K - $107K
|
8.93K
$456K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.94KNew |
$99.7K - $106K
|
1.94K
$98.9K
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.91K+ 10.16% |
$98K - $105K
|
20.6K
$1.05M
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.89K+ 15.35% |
$97.3K - $104K
|
14.2K
$726K
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.88K+ 31.33% |
$96.7K - $103K
|
7.88K
$402K
|
|
Apr 26, 2022
Q1 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
1.88K+ 12.82% |
$96.6K - $103K
|
16.5K
$844K
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.87K+ 31.75% |
$96.3K - $103K
|
7.77K
$397K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 3.78% |
$90.2K - $96.2K
|
48.2K
$2.46M
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.7K+ 2.76% |
$87.4K - $93.3K
|
63.4K
$3.24M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.69K+ 7.75% |
$86.8K - $92.6K
|
23.5K
$1.2M
|