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 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
1.67K+ 8.79% |
$86K - $91.7K
|
20.7K
$1.06M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.51K+ 15.87% |
$77.6K - $82.8K
|
11K
$562K
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.46K+ 38.65% |
$74.9K - $79.9K
|
5.22K
$267K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.45K+ 4.32% |
$74.6K - $79.6K
|
35K
$1.79M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.45K+ 33.13% |
$74.4K - $79.4K
|
5.82K
$297K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.42K+ 5.16% |
$72.9K - $77.8K
|
28.9K
$1.48M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.4K+ 11.26% |
$72K - $76.8K
|
13.8K
$706K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.33K+ 1.85% |
$68.6K - $73.2K
|
73.3K
$3.74M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.32K+ 2.78% |
$67.7K - $72.3K
|
48.7K
$2.49M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 26.35% |
$67.2K - $71.7K
|
6.27K
$320K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
1.25K+ 23.81% |
$64.3K - $68.6K
|
6.5K
$332K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
1.25K+ 3.33% |
$64.1K - $68.4K
|
38.7K
$1.98M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 1389.77% |
$62.9K - $67.1K
|
1.31K
$66.9K
|
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.22K+ 3.03% |
$62.7K - $66.8K
|
41.4K
$2.11M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.18K+ 1.79% |
$60.8K - $64.9K
|
67.2K
$3.43M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.17K+ 7.06% |
$60K - $64K
|
17.7K
$904K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.14K+ 3.94% |
$58.4K - $62.3K
|
30K
$1.53M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.13K+ 1.29% |
$58K - $61.8K
|
88.8K
$4.53M
|
|
|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.1KNew |
$56.6K - $60.4K
|
1.1K
$56.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 11.18% |
$55.7K - $59.4K
|
10.8K
$550K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
BUY
|
- |
1.07K+ 21.29% |
$55K - $58.7K
|
6.09K
$311K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.03K+ 1.47% |
$53.2K - $56.7K
|
71.5K
$3.65M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1KNew |
$51.4K - $54.9K
|
1K
$51.1K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
989New |
$50.9K - $54.3K
|
989
$50.5K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
980New |
$50.4K - $53.8K
|
980
$50K
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
950+ 1.48% |
$48.9K - $52.1K
|
64.9K
$3.31M
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
872+ 1.71% |
$44.9K - $47.9K
|
51.8K
$2.64M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
760+ 2.45% |
$39.1K - $41.7K
|
31.8K
$1.62M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
752New |
$38.7K - $41.3K
|
752
$38.4K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
685+ 14.62% |
$35.2K - $37.6K
|
5.37K
$274K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
662+ 22.43% |
$34.1K - $36.3K
|
3.61K
$184K
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
592+ 10.76% |
$30.5K - $32.5K
|
6.09K
$311K
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
575+ 0.97% |
$29.6K - $31.6K
|
59.9K
$3.06M
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
548+ 0.71% |
$28.2K - $30.1K
|
77.8K
$3.97M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
511+ 5.03% |
$26.3K - $28K
|
10.7K
$545K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
502+ 35.58% |
$25.8K - $27.5K
|
1.91K
$97.7K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
500New |
$25.7K - $27.4K
|
500
$25.5K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
485+ 0.76% |
$24.9K - $26.6K
|
64K
$3.27M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
484+ 2.39% |
$24.9K - $26.6K
|
20.8K
$1.06M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
464+ 8.25% |
$23.9K - $25.5K
|
6.09K
$311K
|
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
462New |
$23.8K - $25.4K
|
462
$23.6K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
452+ 9.83% |
$23.3K - $24.8K
|
5.05K
$258K
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
424+ 0.23% |
$21.8K - $23.3K
|
181K
$9.24M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
418New |
$21.5K - $22.9K
|
418
$21.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
403+ 8.78% |
$20.7K - $22.1K
|
4.99K
$255K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
376+ 0.45% |
$19.3K - $20.6K
|
84.2K
$4.3M
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
374+ 1.32% |
$19.2K - $20.5K
|
28.8K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
372+ 7.9% |
$19.1K - $20.4K
|
5.08K
$259K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
367+ 1019.44% |
$18.9K - $20.1K
|
403
$20.6K
|
|
|
Apr 15, 2022
Q1 2022
|
Mayport, LLC
|
BUY
|
- |
362+ 1.09% |
$18.6K - $19.9K
|
33.5K
$1.71M
|