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 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
510+ 9.76% |
$25.1K - $26.3K
|
5.73K
$290K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
508+ 3.26% |
$25K - $26.2K
|
16.1K
$815K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
480+ 1.57% |
$23.6K - $24.7K
|
31K
$1.57M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
456+ 7.01% |
$22.4K - $23.5K
|
6.96K
$352K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
444+ 140.06% |
$21.8K - $22.9K
|
761
$38.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
436New |
$21.4K - $22.5K
|
436
$22.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
419+ 0.84% |
$20.6K - $21.6K
|
50K
$2.53M
|
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
384+ 1.3% |
$18.9K - $19.8K
|
30K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
376+ 2.49% |
$18.5K - $19.4K
|
15.5K
$784K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
372+ 8.97% |
$18.3K - $19.2K
|
4.52K
$229K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
359+ 7.33% |
$17.6K - $18.5K
|
5.25K
$266K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
357+ 262.5% |
$17.5K - $18.4K
|
493
$24.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
356+ 7.05% |
$17.5K - $18.3K
|
5.41K
$274K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
321+ 2.72% |
$15.8K - $16.5K
|
12.1K
$613K
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
311+ 3.28% |
$15.3K - $16K
|
9.79K
$495K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
300+ 0.85% |
$14.7K - $15.5K
|
35.4K
$1.79M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
253+ 4.04% |
$12.4K - $13K
|
6.52K
$330K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
247+ 1.24% |
$12.1K - $12.7K
|
20.1K
$1.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
217+ 1.72% |
$10.7K - $11.2K
|
12.8K
$648K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
159New |
$7.81K - $8.19K
|
159
$8.05K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
150+ 1.87% |
$7.37K - $7.73K
|
8.16K
$413K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
142New |
$6.98K - $7.31K
|
142
$7.19K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
141+ 2.86% |
$6.93K - $7.26K
|
5.06K
$256K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
131+ 3.2% |
$6.44K - $6.75K
|
4.23K
$214K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
124+ 1.39% |
$6.09K - $6.39K
|
9.05K
$458K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
110New |
$5.4K - $5.67K
|
110
$5.57K
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
100+ 1.65% |
$4.91K - $5.15K
|
6.18K
$312K
|
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
75+ 0.36% |
$3.68K - $3.86K
|
21.2K
$1.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
62+ 1.35% |
$3.05K - $3.19K
|
4.65K
$235K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
58+ 0.43% |
$2.85K - $2.99K
|
13.5K
$685K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
47New |
$2.31K - $2.42K
|
47
$2.38K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 13.79% |
$1.57K - $1.65K
|
264
$13.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
32+ 0.15% |
$1.57K - $1.65K
|
20.7K
$1.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
23New |
$1.13K - $1.18K
|
23
$1.16K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 0.18% |
$983 - $1.03K
|
11K
$557K
|
|
|
Jul 28, 2022
Q2 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
19+ 0.43% |
$933 - $979
|
4.39K
$222K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
10New |
$491 - $515
|
10
$506
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 0.12% |
$491 - $515
|
8.65K
$437K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7+ 0.12% |
$344 - $361
|
6K
$304K
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
7+ 0.12% |
$344 - $361
|
5.82K
$295K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.39% |
$246 - $258
|
1.3K
$65.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
4+ 0.09% |
$197 - $206
|
4.27K
$216K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.43% |
$147 - $155
|
705
$35.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.45% |
$98.3 - $103
|
444
$22.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$98.3 - $103
|
5.05K
$256K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$49.1 - $51.5
|
340
$17.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1+ 0.02% |
$49.1 - $51.5
|
6.53K
$331K
|
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
SELL
|
- |
-1- 0.02% |
$49.1 - $51.5
|
4.94K
$250K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-7- 0.01% |
$344 - $361
|
77.4K
$3.91M
|