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 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.67KClosed |
$229K - $240K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Progressive Investment Management Corp
|
SELL
|
- |
-4.83KClosed |
$237K - $249K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.92K- 46.31% |
$241K - $253K
|
5.7K
$288K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-4.97K- 99.56% |
$244K - $256K
|
22
$1.11K
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-5.04KClosed |
$248K - $260K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.05K- 18.1% |
$248K - $260K
|
22.9K
$1.16M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.05K- 23.51% |
$248K - $260K
|
16.4K
$832K
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-5.06KClosed |
$249K - $261K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.08KClosed |
$249K - $262K
|
0
$0
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.25K- 9.33% |
$258K - $270K
|
51K
$2.58M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.29K- 21.69% |
$260K - $272K
|
19.1K
$965K
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-5.36KClosed |
$263K - $276K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.39K- 30.56% |
$265K - $278K
|
12.2K
$620K
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-5.41KClosed |
$266K - $279K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.46KClosed |
$268K - $281K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-5.52K- 18.41% |
$271K - $284K
|
24.5K
$1.24M
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-5.55KClosed |
$273K - $286K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.57K- 6.19% |
$274K - $287K
|
84.4K
$4.27M
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.59KClosed |
$275K - $288K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.82KClosed |
$286K - $300K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.94K- 1.82% |
$292K - $306K
|
320K
$16.2M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.95K- 53.42% |
$292K - $307K
|
5.19K
$263K
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-6KClosed |
$295K - $309K
|
0
$0
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-6.08K- 44.18% |
$298K - $313K
|
7.68K
$388K
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-6.09KClosed |
$299K - $314K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-6.44KClosed |
$316K - $332K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
SELL
|
- |
-6.47K- 3.58% |
$318K - $333K
|
174K
$8.83M
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.52K- 24.85% |
$320K - $336K
|
19.7K
$998K
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-6.57K- 30.48% |
$323K - $338K
|
15K
$758K
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-6.63K- 52.03% |
$326K - $341K
|
6.11K
$309K
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.82K- 56.98% |
$335K - $351K
|
5.15K
$261K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.84K- 32.48% |
$336K - $352K
|
14.2K
$719K
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.87KClosed |
$338K - $354K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.88K- 49.63% |
$338K - $355K
|
6.99K
$354K
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-6.96K- 59.08% |
$342K - $358K
|
4.82K
$244K
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.09KClosed |
$348K - $365K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-7.13KClosed |
$350K - $367K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.14KClosed |
$351K - $368K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-7.28K- 8.28% |
$358K - $375K
|
80.7K
$4.08M
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-7.37KClosed |
$362K - $380K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-7.41K- 11.67% |
$364K - $382K
|
56.1K
$2.84M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.44K- 9.01% |
$365K - $383K
|
75.1K
$3.8M
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.5K- 28.89% |
$368K - $386K
|
18.5K
$934K
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-7.55K- 37.18% |
$371K - $389K
|
12.8K
$645K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.76K- 47.88% |
$381K - $400K
|
8.45K
$428K
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-7.77KClosed |
$382K - $400K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-7.79K- 24.9% |
$383K - $401K
|
23.5K
$1.19M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.8KClosed |
$383K - $402K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-7.82K- 50.19% |
$384K - $403K
|
7.76K
$393K
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-7.84K- 7.94% |
$385K - $404K
|
91K
$4.6M
|