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 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.44K+ 1.8% |
$169K - $177K
|
194K
$9.89M
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 0.27% |
$160K - $167K
|
1.22M
$62.1M
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.18K+ 39.74% |
$156K - $164K
|
11.2K
$570K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.17KNew |
$156K - $163K
|
3.17K
$162K
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.04K+ 24.86% |
$149K - $157K
|
15.3K
$778K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3KNew |
$147K - $155K
|
3K
$153K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.87K+ 18.94% |
$141K - $148K
|
18K
$919K
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.82K+ 53.23% |
$139K - $145K
|
8.12K
$414K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.73KNew |
$134K - $140K
|
2.73K
$139K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.56K+ 42.5% |
$126K - $132K
|
8.58K
$437K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.54K+ 36.04% |
$125K - $131K
|
9.57K
$488K
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.41K+ 5.23% |
$119K - $124K
|
48.5K
$2.47M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.39K+ 21.69% |
$117K - $123K
|
13.4K
$683K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.23K+ 50.9% |
$109K - $115K
|
6.61K
$336K
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.15K+ 15.12% |
$106K - $111K
|
16.4K
$834K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.13KNew |
$105K - $110K
|
2.13K
$109K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.02K+ 17.91% |
$99.2K - $104K
|
13.3K
$678K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2K+ 9.25% |
$98.3K - $103K
|
23.6K
$1.2M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.96K+ 44.92% |
$96.2K - $101K
|
6.32K
$322K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.93K+ 6.95% |
$94.8K - $99.4K
|
29.7K
$1.51M
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.91K+ 1.01% |
$93.8K - $98.4K
|
191K
$9.72M
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.85K+ 23.75% |
$91K - $95.4K
|
9.65K
$492K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.81K+ 3.12% |
$88.7K - $93K
|
59.6K
$3.04M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.79K+ 2.52% |
$87.8K - $92K
|
72.6K
$3.7M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.74K+ 0.46% |
$85.6K - $89.7K
|
377K
$19.2M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 2313.33% |
$85.2K - $89.4K
|
1.81K
$92.2K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.71K+ 38.98% |
$83.8K - $87.9K
|
6.08K
$310K
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.65K+ 13.83% |
$81.2K - $85.1K
|
13.6K
$693K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.63K+ 5.86% |
$80.2K - $84.1K
|
29.5K
$1.5M
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.59K+ 11.5% |
$78.2K - $82K
|
15.4K
$786K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.53KNew |
$75K - $78.7K
|
1.53K
$77.8K
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
1.51K+ 3.71% |
$74.2K - $77.8K
|
42.2K
$2.15M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.45K+ 21.57% |
$71.1K - $74.6K
|
8.16K
$416K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.39KNew |
$68K - $71.3K
|
1.39K
$70.6K
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 12.33% |
$62.5K - $65.6K
|
11.6K
$591K
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.2K+ 1.32% |
$58.7K - $61.6K
|
92K
$4.69M
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1K+ 3.96% |
$49.2K - $51.6K
|
26.3K
$1.34M
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
1K+ 8.83% |
$49.1K - $51.5K
|
12.3K
$628K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
895+ 17.96% |
$44K - $46.1K
|
5.88K
$299K
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
816+ 2.33% |
$40.1K - $42K
|
35.8K
$1.83M
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
792+ 1.91% |
$38.9K - $40.8K
|
42.2K
$2.15M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
748+ 2.24% |
$36.7K - $38.5K
|
34.1K
$1.74M
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
737+ 7.46% |
$36.2K - $38K
|
10.6K
$541K
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
707+ 3.29% |
$34.7K - $36.4K
|
22.2K
$1.13M
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
BUY
|
- |
700+ 8.71% |
$34.4K - $36.1K
|
8.74K
$445K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
657+ 34.34% |
$32.3K - $33.8K
|
2.57K
$131K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
639+ 2.26% |
$31.4K - $32.9K
|
29K
$1.48M
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
638New |
$31.3K - $32.9K
|
638
$32.5K
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
563+ 0.42% |
$27.7K - $29K
|
133K
$6.79M
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
531+ 2.08% |
$26.1K - $27.4K
|
26.1K
$1.33M
|