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 |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
74.4KNew |
$3.66M - $3.83M
|
74.4K
$3.77M
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
74.2K+ 30536.63% |
$3.65M - $3.82M
|
74.4K
$3.77M
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
73.1K+ 79446.74% |
$3.59M - $3.76M
|
73.2K
$3.7M
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
BUY
|
- |
72.3KNew |
$3.55M - $3.72M
|
72.3K
$3.66M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
71KNew |
$3.49M - $3.66M
|
71K
$3.59M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
69.4K+ 39.54% |
$3.41M - $3.57M
|
245K
$12.4M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
69.3KNew |
$3.41M - $3.57M
|
69.3K
$3.51M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
69.2K+ 200.19% |
$3.4M - $3.56M
|
104K
$5.25M
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
67.6K+ 1253.58% |
$3.32M - $3.48M
|
73K
$3.7M
|
|
Aug 10, 2022
Q2 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
66.2K+ 849.65% |
$3.25M - $3.41M
|
74K
$3.74M
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
66KNew |
$3.24M - $3.4M
|
66K
$3.34M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
65.6K+ 4.55% |
$3.22M - $3.38M
|
1.51M
$76.2M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.9K+ 10.08% |
$2.99M - $3.14M
|
665K
$33.6M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57.3K+ 82.56% |
$2.81M - $2.95M
|
127K
$6.41M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
57.2K+ 69.95% |
$2.81M - $2.95M
|
139K
$7.04M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
56.3K+ 14.34% |
$2.77M - $2.9M
|
449K
$22.7M
|
|
Jul 08, 2022
Q2 2022
|
Baker Boyer National Bank
|
BUY
|
- |
52.9K+ 69.77% |
$2.6M - $2.72M
|
129K
$6.51M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
52.1K+ 71.86% |
$2.56M - $2.68M
|
125K
$6.3M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50.4K+ 62.7% |
$2.48M - $2.6M
|
131K
$6.62M
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
BUY
|
- |
49.6KNew |
$2.43M - $2.55M
|
49.6K
$2.51M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
49.1K+ 37.36% |
$2.41M - $2.53M
|
180K
$9.13M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
48.9K+ 10.71% |
$2.4M - $2.52M
|
505K
$25.6M
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
48.5KNew |
$2.38M - $2.5M
|
48.5K
$2.45M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
48.5K+ 9.65% |
$2.38M - $2.5M
|
551K
$27.9M
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
47.7KNew |
$2.34M - $2.46M
|
47.7K
$2.41M
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
47.1K+ 227.77% |
$2.31M - $2.43M
|
67.8K
$3.43M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
45.6K+ 16.43% |
$2.24M - $2.35M
|
323K
$16.4M
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
45.6KNew |
$2.24M - $2.35M
|
45.6K
$2.3M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.4K+ 23.01% |
$2.13M - $2.23M
|
232K
$11.7M
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
42.1K+ 29.03% |
$2.07M - $2.17M
|
187K
$9.48M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.8K+ 58.43% |
$2.05M - $2.15M
|
113K
$5.73M
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
40.5K+ 194.66% |
$1.99M - $2.09M
|
61.3K
$3.1M
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
40.5K+ 687.65% |
$1.99M - $2.09M
|
46.4K
$2.35M
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
39.6KNew |
$1.95M - $2.04M
|
39.6K
$2M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
39K+ 101.98% |
$1.92M - $2.01M
|
77.2K
$3.91M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
38.8K+ 93.53% |
$1.9M - $2M
|
80.2K
$4.06M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37.4K+ 50.25% |
$1.84M - $1.93M
|
112K
$5.66M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
35.1KNew |
$1.73M - $1.81M
|
35.1K
$1.78M
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
34.9K+ 73.47% |
$1.72M - $1.8M
|
82.5K
$4.17M
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
34.9K+ 54.73% |
$1.72M - $1.8M
|
98.7K
$5M
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
34.3K+ 101.43% |
$1.68M - $1.76M
|
68K
$3.44M
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
34KNew |
$1.67M - $1.75M
|
34K
$1.72M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
33.9K+ 54.92% |
$1.67M - $1.75M
|
95.8K
$4.85M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33.4K+ 11.42% |
$1.64M - $1.72M
|
326K
$16.5M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
32.8KNew |
$1.61M - $1.69M
|
32.8K
$1.66M
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
32.6K+ 333.36% |
$1.6M - $1.68M
|
42.4K
$2.15M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
31.3KNew |
$1.54M - $1.61M
|
31.3K
$1.58M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
31K+ 112.37% |
$1.52M - $1.59M
|
58.5K
$2.96M
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
29.8KNew |
$1.47M - $1.54M
|
29.8K
$1.51M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
29.3K+ 122.2% |
$1.44M - $1.51M
|
53.3K
$2.7M
|