Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
9.36M+ 50.13% |
$460M - $482M
|
28M
$1.43B
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.01M+ 36.33% |
$394M - $413M
|
30.1M
$1.53B
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.34M+ 3061.95% |
$262M - $275M
|
5.51M
$281M
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.89MNew |
$240M - $252M
|
4.89M
$249M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.56M+ 35.23% |
$224M - $235M
|
17.5M
$893M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.51M+ 4405.05% |
$123M - $129M
|
2.57M
$131M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.3M+ 15.27% |
$113M - $118M
|
17.3M
$884M
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.13MNew |
$105M - $110M
|
2.13M
$109M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
1.88M+ 41.8% |
$92.5M - $97M
|
6.39M
$325M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.85M+ 19.87% |
$90.8M - $95.2M
|
11.1M
$568M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.51MNew |
$74.2M - $77.8M
|
1.51M
$76.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.45M+ 701.17% |
$71.4M - $74.9M
|
1.66M
$84.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
1.4MNew |
$68.8M - $72.2M
|
1.4M
$71.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.39M+ 1474.64% |
$68.5M - $71.8M
|
1.49M
$75.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.3M+ 28.93% |
$63.8M - $66.9M
|
5.79M
$295M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.27MNew |
$62.4M - $65.4M
|
1.27M
$64.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.09M+ 1505.42% |
$53.5M - $56.1M
|
1.16M
$59.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.01M+ 59.91% |
$49.7M - $52.1M
|
2.7M
$137M
|
|
|
Aug 11, 2022
Q2 2022
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
999KNew |
$49.1M - $51.5M
|
999K
$50.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
978KNew |
$48.1M - $50.4M
|
978K
$49.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
903K+ 505.22% |
$44.4M - $46.5M
|
1.08M
$55.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
884KNew |
$43.4M - $45.5M
|
884K
$45M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
874K+ 25.34% |
$43M - $45M
|
4.33M
$220M
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
821K+ 1371.77% |
$40.3M - $42.3M
|
881K
$44.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
799K+ 90.54% |
$39.3M - $41.2M
|
1.68M
$85.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Ht Partners LLC
|
BUY
|
- |
771KNew |
$37.9M - $39.7M
|
771K
$39.3M
|
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
715K+ 129.04% |
$35.1M - $36.8M
|
1.27M
$64.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
698K+ 79.28% |
$34.3M - $36M
|
1.58M
$80.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
640K+ 365.28% |
$31.5M - $33M
|
815K
$41.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
628K+ 39.88% |
$30.9M - $32.4M
|
2.2M
$112M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
618KNew |
$30.4M - $31.8M
|
618K
$31.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
573KNew |
$28.1M - $29.5M
|
573K
$29.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
556K+ 47.1% |
$27.3M - $28.6M
|
1.74M
$88.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
545K+ 47.05% |
$26.8M - $28.1M
|
1.7M
$86.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
472K+ 14.26% |
$23.2M - $24.3M
|
3.78M
$192M
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
465K+ 267.03% |
$22.8M - $24M
|
639K
$32.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
447K+ 255.45% |
$21.9M - $23M
|
622K
$31.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
436KNew |
$21.4M - $22.4M
|
436K
$22.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
388K+ 4264.84% |
$19.1M - $20M
|
397K
$20.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
383K+ 1365.92% |
$18.8M - $19.7M
|
411K
$20.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
371KNew |
$18.2M - $19.1M
|
371K
$18.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
338K+ 2341.19% |
$16.6M - $17.4M
|
353K
$18M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
316K+ 213.35% |
$15.5M - $16.3M
|
464K
$23.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
305K+ 7.79% |
$15M - $15.7M
|
4.22M
$215M
|
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
BUY
|
- |
290K+ 393.73% |
$14.2M - $14.9M
|
364K
$18.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
275K+ 255.24% |
$13.5M - $14.2M
|
383K
$19.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
274K+ 17.14% |
$13.5M - $14.1M
|
1.87M
$95.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
274K+ 463.8% |
$13.4M - $14.1M
|
333K
$16.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
272K+ 568.72% |
$13.3M - $14M
|
320K
$16.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
266K+ 101.7% |
$13.1M - $13.7M
|
527K
$26.9M
|