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 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.79K- 6.55% |
$88K - $92.3K
|
25.6K
$1.3M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.8K- 7.88% |
$88.2K - $92.5K
|
21K
$1.07M
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.84K- 5.47% |
$90.5K - $94.9K
|
31.9K
$1.62M
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.84K- 0.26% |
$90.6K - $95K
|
704K
$35.9M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.89K- 43.36% |
$93K - $97.5K
|
2.47K
$126K
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.92K- 30.3% |
$94.4K - $99K
|
4.42K
$225K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.94KClosed |
$95.2K - $99.8K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.94K- 31.89% |
$95.4K - $100K
|
4.15K
$211K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.99K- 18.63% |
$97.7K - $102K
|
8.68K
$442K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.02K- 23.0% |
$99.2K - $104K
|
6.76K
$344K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.1K- 16.63% |
$103K - $108K
|
10.5K
$535K
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-2.13K- 4.22% |
$105K - $110K
|
48.3K
$2.46M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-2.24K- 68.47% |
$110K - $115K
|
1.03K
$52.4K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.26K- 20.45% |
$111K - $116K
|
8.79K
$448K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.31KClosed |
$113K - $119K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.35K- 13.57% |
$116K - $121K
|
15K
$763K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.45K- 16.63% |
$120K - $126K
|
12.3K
$624K
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.45K- 5.9% |
$120K - $126K
|
39.1K
$1.99M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.5K- 13.06% |
$123K - $129K
|
16.7K
$849K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.54K- 9.67% |
$125K - $131K
|
23.8K
$1.21M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.59K- 7.14% |
$127K - $134K
|
33.7K
$1.72M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.6K- 9.16% |
$127K - $134K
|
25.7K
$1.31M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.65K- 76.78% |
$130K - $136K
|
800
$40.8K
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-2.7KClosed |
$133K - $139K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-2.82K- 2.95% |
$138K - $145K
|
92.5K
$4.71M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.87K- 25.45% |
$141K - $148K
|
8.39K
$428K
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-2.88K- 17.69% |
$141K - $148K
|
13.4K
$681K
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.99K- 11.17% |
$147K - $154K
|
23.7K
$1.21M
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-3K- 42.27% |
$147K - $155K
|
4.1K
$209K
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.07K- 4.29% |
$151K - $158K
|
68.4K
$3.48M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.1K- 3.12% |
$152K - $159K
|
96K
$4.89M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.2K- 6.12% |
$157K - $165K
|
49.1K
$2.5M
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.31K- 15.07% |
$163K - $171K
|
18.7K
$952K
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.5K- 46.46% |
$172K - $180K
|
4.03K
$205K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.54K- 44.73% |
$174K - $182K
|
4.37K
$223K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.68K- 4.52% |
$181K - $190K
|
77.7K
$3.96M
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-3.78K- 6.57% |
$186K - $195K
|
53.8K
$2.74M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.85K- 7.9% |
$189K - $198K
|
44.9K
$2.29M
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 32.39% |
$192K - $201K
|
8.15K
$415K
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-3.92KClosed |
$193K - $202K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.94K- 21.7% |
$193K - $203K
|
14.2K
$723K
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4KClosed |
$197K - $206K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.02K- 32.66% |
$197K - $207K
|
8.29K
$422K
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.05KClosed |
$199K - $209K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.13K- 52.78% |
$203K - $213K
|
3.7K
$188K
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.15K- 15.82% |
$204K - $214K
|
22.1K
$1.12M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.2K- 49.57% |
$206K - $216K
|
4.28K
$218K
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.26K- 30.38% |
$209K - $220K
|
9.77K
$498K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.58KClosed |
$225K - $236K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.64K- 47.81% |
$228K - $239K
|
5.06K
$258K
|