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
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.85K- 3.35% |
$386K - $404K
|
226K
$11.5M
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-7.85K- 27.29% |
$386K - $405K
|
20.9K
$1.06M
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-7.88K- 20.36% |
$387K - $406K
|
30.8K
$1.56M
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-7.93K- 24.92% |
$389K - $408K
|
23.9K
$1.21M
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-7.93K- 17.4% |
$389K - $408K
|
37.6K
$1.9M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7.99K- 12.49% |
$393K - $412K
|
56K
$2.83M
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-8.06K- 12.41% |
$396K - $415K
|
56.9K
$2.88M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-8.31K- 10.62% |
$408K - $428K
|
70K
$3.54M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.34K- 11.97% |
$410K - $430K
|
61.4K
$3.1M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8.39KClosed |
$412K - $432K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-8.5K- 62.24% |
$417K - $438K
|
5.15K
$261K
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-8.62KClosed |
$424K - $444K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.71K- 33.12% |
$428K - $448K
|
17.6K
$890K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.75K- 42.17% |
$430K - $451K
|
12K
$607K
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-9.39KClosed |
$461K - $484K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
SELL
|
- |
-9.51KClosed |
$467K - $490K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.62K- 15.35% |
$472K - $495K
|
53K
$2.68M
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-9.69KClosed |
$476K - $499K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-9.73K- 26.36% |
$478K - $501K
|
27.2K
$1.38M
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-9.76KClosed |
$479K - $503K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.78KClosed |
$480K - $504K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-9.82K- 15.77% |
$482K - $506K
|
52.5K
$2.65M
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-9.93K- 16.75% |
$488K - $511K
|
49.3K
$2.5M
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-10KClosed |
$494K - $518K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-10.1K- 0.97% |
$494K - $518K
|
1.03M
$52.1M
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.4K- 69.24% |
$512K - $536K
|
4.63K
$234K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10.5K- 26.38% |
$515K - $540K
|
29.3K
$1.48M
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-10.5K- 12.01% |
$516K - $541K
|
76.9K
$3.89M
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-10.5K- 28.3% |
$517K - $542K
|
26.7K
$1.35M
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10.6KClosed |
$522K - $547K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-10.7K- 36.63% |
$524K - $549K
|
18.5K
$934K
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10.7K- 23.33% |
$526K - $552K
|
35.2K
$1.78M
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-10.7K- 47.05% |
$527K - $552K
|
12.1K
$610K
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-10.7KClosed |
$527K - $553K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-10.8KClosed |
$529K - $555K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10.9K- 6.38% |
$538K - $564K
|
161K
$8.13M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11K- 6.63% |
$541K - $567K
|
155K
$7.84M
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-11.1K- 26.18% |
$545K - $571K
|
31.3K
$1.58M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.1KClosed |
$546K - $572K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.2K- 16.7% |
$551K - $578K
|
56K
$2.83M
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-11.3K- 44.2% |
$553K - $579K
|
14.2K
$719K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.5K- 6.38% |
$567K - $595K
|
169K
$8.57M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12K- 26.51% |
$590K - $618K
|
33.3K
$1.68M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-12.6K- 4.36% |
$620K - $650K
|
277K
$14M
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-13KClosed |
$640K - $671K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 34.38% |
$657K - $689K
|
25.5K
$1.29M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-13.5K- 12.51% |
$663K - $695K
|
94.5K
$4.78M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-13.9K- 56.48% |
$685K - $718K
|
10.7K
$543K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-14.2K- 58.75% |
$696K - $730K
|
9.95K
$504K
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-14.8KClosed |
$726K - $761K
|
0
$0
|