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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 1.93% |
$309 - $329
|
317
$16.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.3% |
$257 - $274
|
1.67K
$85.5K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.31% |
$206 - $220
|
1.3K
$66.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.05% |
$103 - $110
|
3.92K
$200K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$103 - $110
|
2
$102
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
2+ 0.22% |
$103 - $110
|
930
$47.5K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$51.4 - $54.9
|
5.82K
$297K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$51.4 - $54.9
|
702
$35.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$51.4 - $54.9
|
442
$22.6K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.28% |
$51.4 - $54.9
|
352
$18K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.29% |
$51.4 - $54.9
|
347
$17.7K
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-8- 0.12% |
$412 - $439
|
6.53K
$333K
|
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-20- 0.37% |
$1.03K - $1.1K
|
5.41K
$276K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-36- 0.46% |
$1.85K - $1.98K
|
7.77K
$396K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-43- 13.35% |
$2.21K - $2.36K
|
279
$14.2K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-44- 0.06% |
$2.26K - $2.41K
|
76.2K
$3.89M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-46Closed |
$2.37K - $2.52K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-47- 3.0% |
$2.42K - $2.58K
|
1.52K
$77.6K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-47- 1.09% |
$2.42K - $2.58K
|
4.26K
$218K
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-54- 1.06% |
$2.78K - $2.96K
|
5.04K
$257K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-58- 0.32% |
$2.98K - $3.18K
|
18.1K
$926K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-65Closed |
$3.34K - $3.57K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-70- 0.25% |
$3.6K - $3.84K
|
28.3K
$1.45M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-73- 0.41% |
$3.76K - $4.01K
|
17.6K
$900K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-90- 62.5% |
$4.63K - $4.94K
|
54
$2.76K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-100Closed |
$5.14K - $5.49K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-100- 1.49% |
$5.14K - $5.49K
|
6.6K
$337K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-100- 1.11% |
$5.14K - $5.49K
|
8.95K
$457K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-105- 0.87% |
$5.4K - $5.76K
|
11.9K
$610K
|
|
|
May 13, 2022
Q1 2022
|
Community Bank Of Raymore
|
SELL
|
- |
-111- 1.88% |
$5.71K - $6.09K
|
5.8K
$296K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-128Closed |
$6.58K - $7.02K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-138- 1.58% |
$7.1K - $7.57K
|
8.59K
$439K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-162- 6.38% |
$8.33K - $8.89K
|
2.38K
$121K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-172- 2.14% |
$8.85K - $9.44K
|
7.85K
$401K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-173- 0.33% |
$8.9K - $9.49K
|
52.3K
$2.67M
|
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-184- 1.87% |
$9.46K - $10.1K
|
9.64K
$492K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-192Closed |
$9.88K - $10.5K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 0.48% |
$10.3K - $11K
|
41.5K
$2.12M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-202- 3.57% |
$10.4K - $11.1K
|
5.46K
$278K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-215Closed |
$11.1K - $11.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-242- 5.03% |
$12.4K - $13.3K
|
4.57K
$233K
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-244- 3.91% |
$12.6K - $13.4K
|
5.99K
$306K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-248Closed |
$12.8K - $13.6K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-290- 5.8% |
$14.9K - $15.9K
|
4.71K
$240K
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-295- 1.6% |
$15.2K - $16.2K
|
18.2K
$929K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-320- 1.5% |
$16.5K - $17.6K
|
21.1K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-340- 0.88% |
$17.5K - $18.7K
|
38.2K
$1.95M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-347- 4.81% |
$17.8K - $19K
|
6.87K
$351K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-355Closed |
$18.3K - $19.5K
|
0
$0
|