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 |
---|---|---|---|---|---|---|---|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.96K+ 18.25% |
$342K - $359K
|
45.1K
$2.3M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
6.81KNew |
$335K - $351K
|
6.81K
$347K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.6K+ 16.35% |
$324K - $340K
|
47K
$2.39M
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.43K+ 156.74% |
$316K - $331K
|
10.5K
$537K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.42K+ 18.94% |
$315K - $330K
|
40.3K
$2.05M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.25K+ 0.97% |
$307K - $322K
|
649K
$33M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.15K+ 14647.62% |
$302K - $317K
|
6.19K
$316K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
5.95KNew |
$292K - $307K
|
5.95K
$303K
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.83K+ 1.82% |
$287K - $300K
|
327K
$16.6M
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.8KNew |
$285K - $299K
|
5.8K
$295K
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.74KNew |
$282K - $296K
|
5.74K
$292K
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.72K+ 5.35% |
$281K - $294K
|
113K
$5.73M
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.71KNew |
$281K - $294K
|
5.71K
$291K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.69K+ 49.21% |
$280K - $293K
|
17.3K
$879K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.64K+ 32.5% |
$277K - $290K
|
23K
$1.17M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
5.64KNew |
$277K - $290K
|
5.64K
$287K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.52K+ 23.53% |
$271K - $285K
|
29K
$1.48M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.45K+ 18.24% |
$268K - $281K
|
35.3K
$1.8M
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
5.32KNew |
$261K - $274K
|
5.32K
$271K
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.27KNew |
$259K - $271K
|
5.27K
$268K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.25K+ 5.8% |
$258K - $271K
|
95.8K
$4.88M
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5.23K+ 7.55% |
$257K - $269K
|
74.5K
$3.8M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.2KNew |
$256K - $268K
|
5.2K
$265K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.07K+ 10.98% |
$249K - $261K
|
51.3K
$2.61M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.07K+ 10.98% |
$249K - $261K
|
51.3K
$2.61M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.06K+ 42.22% |
$249K - $261K
|
17.1K
$869K
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
BUY
|
- |
5.05K+ 92.27% |
$248K - $260K
|
10.5K
$536K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
5K+ 3.8% |
$246K - $258K
|
137K
$6.96M
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.98K+ 13.41% |
$244K - $256K
|
42.1K
$2.14M
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.97KNew |
$244K - $256K
|
4.97K
$253K
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.88KNew |
$240K - $252K
|
4.88K
$249K
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
4.81KNew |
$236K - $248K
|
4.81K
$245K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.75K+ 1348.86% |
$233K - $245K
|
5.1K
$260K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.68K+ 30.69% |
$230K - $241K
|
19.9K
$1.02M
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.6KNew |
$226K - $237K
|
4.6K
$234K
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.54KNew |
$223K - $234K
|
4.54K
$231K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.51KNew |
$222K - $232K
|
4.51K
$230K
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.49KNew |
$221K - $231K
|
4.49K
$229K
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
4.48K+ 3.91% |
$220K - $231K
|
119K
$6.06M
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
4.46KNew |
$219K - $230K
|
4.46K
$227K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.31KNew |
$212K - $222K
|
4.31K
$220K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.3KNew |
$211K - $221K
|
4.3K
$219K
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.24KNew |
$208K - $218K
|
4.24K
$216K
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4.2KNew |
$206K - $216K
|
4.2K
$214K
|
|
Jul 18, 2022
Q2 2022
|
Gpwm LLC
|
BUY
|
- |
4.19K+ 1.15% |
$206K - $216K
|
368K
$18.7M
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
4.09KNew |
$201K - $210K
|
4.09K
$208K
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.04K+ 0.6% |
$198K - $208K
|
682K
$34.7M
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.03KNew |
$198K - $207K
|
4.03K
$205K
|
|
Jul 11, 2022
Q2 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.88K+ 11.48% |
$191K - $200K
|
37.7K
$1.92M
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.65K+ 18.82% |
$179K - $188K
|
23K
$1.17M
|