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
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
261K+ 97.69% |
$12.8M - $13.4M
|
528K
$26.5M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
257K+ 34.09% |
$12.6M - $13.2M
|
1.01M
$50.7M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
244K+ 6100.0% |
$12M - $12.6M
|
248K
$12.4M
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
241K+ 89.37% |
$11.9M - $12.4M
|
511K
$25.7M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
236K+ 84.95% |
$11.6M - $12.2M
|
514K
$25.8M
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
226K+ 5283.27% |
$11.1M - $11.6M
|
230K
$11.5M
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
218KNew |
$10.7M - $11.2M
|
218K
$10.9M
|
|
Jul 11, 2022
Q2 2022
|
Newton One Investments LLC
|
BUY
|
- |
199K+ 574.18% |
$9.8M - $10.3M
|
234K
$11.8M
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
197K+ 333.42% |
$9.69M - $10.2M
|
256K
$12.9M
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
193K+ 838.81% |
$9.46M - $9.92M
|
216K
$10.8M
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
192KNew |
$9.41M - $9.87M
|
192K
$9.61M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
188KNew |
$9.25M - $9.7M
|
188K
$9.45M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
187K+ 2700.88% |
$9.2M - $9.65M
|
194K
$9.75M
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
185KNew |
$9.09M - $9.53M
|
185K
$9.29M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
180K+ 610.75% |
$8.83M - $9.26M
|
209K
$10.5M
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
177KNew |
$8.69M - $9.11M
|
177K
$8.87M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
176K+ 109.21% |
$8.67M - $9.09M
|
338K
$17M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
165K+ 37.93% |
$8.1M - $8.5M
|
600K
$30.1M
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
163K+ 388.38% |
$8.02M - $8.41M
|
205K
$10.3M
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
162K+ 124.91% |
$7.96M - $8.35M
|
292K
$14.6M
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
162K+ 124.91% |
$7.96M - $8.35M
|
292K
$14.6M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
157K+ 726.55% |
$7.72M - $8.1M
|
179K
$8.97M
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
154K+ 207.5% |
$7.55M - $7.92M
|
228K
$11.4M
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
149KNew |
$7.32M - $7.67M
|
149K
$7.47M
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
136K+ 1582.16% |
$6.68M - $7M
|
145K
$7.25M
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
136KNew |
$6.68M - $7M
|
136K
$6.82M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
133K+ 91.31% |
$6.53M - $6.84M
|
278K
$14M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
129K+ 2540.49% |
$6.36M - $6.66M
|
134K
$6.75M
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
117KNew |
$5.75M - $6.03M
|
117K
$5.88M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
115KNew |
$5.66M - $5.93M
|
115K
$5.78M
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
114K+ 14.38% |
$5.61M - $5.88M
|
908K
$45.6M
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
110KNew |
$5.39M - $5.65M
|
110K
$5.51M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
107K+ 1222.77% |
$5.24M - $5.5M
|
115K
$5.79M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
107K+ 959.02% |
$5.24M - $5.49M
|
118K
$5.91M
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
105KNew |
$5.18M - $5.43M
|
105K
$5.29M
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
104KNew |
$5.1M - $5.34M
|
104K
$5.21M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
98.7K+ 14.43% |
$4.85M - $5.08M
|
783K
$39.3M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
97.8K+ 32.02% |
$4.8M - $5.04M
|
403K
$20.2M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
96K+ 19200.4% |
$4.72M - $4.95M
|
96.5K
$4.84M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93K+ 101.96% |
$4.57M - $4.79M
|
184K
$9.24M
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
92.9K+ 99.64% |
$4.56M - $4.78M
|
186K
$9.34M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
91.7K+ 130.46% |
$4.5M - $4.72M
|
162K
$8.13M
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
86.8KNew |
$4.26M - $4.47M
|
86.8K
$4.36M
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
86.4KNew |
$4.24M - $4.45M
|
86.4K
$4.34M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.1K+ 7.62% |
$4.23M - $4.43M
|
1.22M
$61M
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
84.4K+ 1378.05% |
$4.15M - $4.35M
|
90.6K
$4.55M
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
83.1KNew |
$4.08M - $4.28M
|
83.1K
$4.17M
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
82.9KNew |
$4.07M - $4.27M
|
82.9K
$4.16M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
81.7K+ 512.71% |
$4.01M - $4.21M
|
97.6K
$4.9M
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
81.3KNew |
$4M - $4.19M
|
81.3K
$4.08M
|