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 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15.2K+ 1533.77% |
$745K - $781K
|
16.2K
$811K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
15.1K+ 298.46% |
$741K - $777K
|
20.1K
$1.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15.1K+ 79.31% |
$741K - $777K
|
34.1K
$1.71M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Cmt
|
BUY
|
- |
13.7K+ 30.67% |
$672K - $704K
|
58.3K
$2.92M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
13.7K+ 76.81% |
$671K - $704K
|
31.5K
$1.58M
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
13.3KNew |
$653K - $685K
|
13.3K
$667K
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
12.8K+ 16.49% |
$631K - $661K
|
90.7K
$4.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.7KNew |
$626K - $657K
|
12.7K
$640K
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
12.6K+ 25.89% |
$620K - $651K
|
61.4K
$3.08M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
12.4K+ 174.66% |
$610K - $639K
|
19.5K
$980K
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
12.3K+ 236.26% |
$602K - $631K
|
17.4K
$876K
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
12.2K+ 80.59% |
$601K - $631K
|
27.4K
$1.38M
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
12.2KNew |
$598K - $627K
|
12.2K
$611K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
11.8KNew |
$579K - $607K
|
11.8K
$591K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
11.1KNew |
$546K - $573K
|
11.1K
$558K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.8K+ 69.77% |
$529K - $555K
|
26.2K
$1.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.3K+ 41.4% |
$506K - $531K
|
35.2K
$1.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
10.3K+ 3.74% |
$506K - $530K
|
286K
$14.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.3KNew |
$506K - $530K
|
10.3K
$517K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.1K+ 53.97% |
$496K - $520K
|
28.8K
$1.45M
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
BUY
|
- |
10KNew |
$492K - $516K
|
10K
$502K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.79KNew |
$481K - $504K
|
9.79K
$491K
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
9.73KNew |
$478K - $501K
|
9.73K
$488K
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
9.52K+ 156.31% |
$468K - $490K
|
15.6K
$783K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.5KNew |
$467K - $489K
|
9.5K
$477K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9.43KNew |
$463K - $486K
|
9.43K
$473K
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.39K+ 1.22% |
$461K - $484K
|
778K
$39.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
9.27K+ 23.75% |
$455K - $477K
|
48.3K
$2.42M
|
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
BUY
|
- |
9.17K+ 10.46% |
$451K - $473K
|
96.9K
$4.86M
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
9.15K+ 63.28% |
$449K - $471K
|
23.6K
$1.18M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8.98KNew |
$441K - $462K
|
8.98K
$451K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.92K+ 34.72% |
$438K - $459K
|
34.6K
$1.74M
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
8.64KNew |
$425K - $445K
|
8.64K
$434K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
8.6KNew |
$422K - $443K
|
8.6K
$431K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
8.58KNew |
$422K - $442K
|
8.58K
$431K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8.48K+ 146.0% |
$417K - $437K
|
14.3K
$717K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.47KNew |
$416K - $436K
|
8.47K
$425K
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
8.44K+ 63.41% |
$415K - $435K
|
21.8K
$1.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.19KNew |
$402K - $422K
|
8.19K
$411K
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.14KNew |
$400K - $419K
|
8.14K
$408K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.13K+ 198.78% |
$399K - $419K
|
12.2K
$613K
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7.9KNew |
$388K - $407K
|
7.9K
$397K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.64KNew |
$376K - $394K
|
7.64K
$384K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
7.5K+ 13888.89% |
$368K - $386K
|
7.55K
$379K
|
|
|
Aug 08, 2022
Q2 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
7.5KNew |
$368K - $386K
|
7.5K
$376K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.18K+ 27.43% |
$353K - $370K
|
33.3K
$1.67M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.07K+ 5.68% |
$347K - $364K
|
132K
$6.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
7.03K+ 8.5% |
$345K - $362K
|
89.7K
$4.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
7K+ 60.87% |
$344K - $361K
|
18.5K
$929K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.96K+ 18.25% |
$342K - $359K
|
45.1K
$2.26M
|