Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.43K- 24.72% |
$78.5K - $79.7K
|
4.36K
$223K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.48K- 21.97% |
$80.8K - $82K
|
5.24K
$268K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1.55K- 79.53% |
$85.1K - $86.4K
|
400
$20.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.58KClosed |
$86.4K - $87.7K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.63K- 10.37% |
$89.2K - $90.5K
|
14.1K
$719K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.7K- 5.14% |
$92.8K - $94.2K
|
31.3K
$1.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.87K- 2.39% |
$103K - $104K
|
76.4K
$3.9M
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.93K- 3.71% |
$105K - $107K
|
50K
$2.55M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.94K- 13.37% |
$106K - $108K
|
12.5K
$640K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 19.6% |
$107K - $109K
|
8.04K
$410K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.06K- 9.35% |
$113K - $115K
|
20K
$1.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.24K- 10.33% |
$123K - $124K
|
19.4K
$991K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.32K- 6.8% |
$127K - $129K
|
31.8K
$1.62M
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.37K- 1.86% |
$130K - $132K
|
125K
$6.37M
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.47K- 13.25% |
$135K - $137K
|
16.2K
$826K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.48K- 31.35% |
$136K - $138K
|
5.43K
$277K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.5K- 69.83% |
$137K - $139K
|
1.08K
$55.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.51K- 22.94% |
$138K - $140K
|
8.44K
$431K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.52K- 9.18% |
$138K - $140K
|
25K
$1.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.65K- 61.05% |
$145K - $147K
|
1.69K
$86.3K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.65K- 2.93% |
$145K - $147K
|
87.7K
$4.48M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.84K- 29.94% |
$155K - $158K
|
6.63K
$339K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.93K- 23.79% |
$161K - $163K
|
9.4K
$480K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.96K- 2.6% |
$162K - $164K
|
111K
$5.66M
|
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-3.03K- 3.36% |
$166K - $168K
|
87.1K
$4.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.18K- 15.53% |
$174K - $177K
|
17.3K
$883K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-3.39K- 3.82% |
$185K - $188K
|
85.1K
$4.35M
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4KClosed |
$219K - $222K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-4.01KClosed |
$219K - $223K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-4.19KClosed |
$229K - $233K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.19K- 35.94% |
$230K - $233K
|
7.47K
$381K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-4.27KClosed |
$234K - $237K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.3K- 15.8% |
$236K - $239K
|
22.9K
$1.17M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.33KClosed |
$237K - $241K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.4K- 3.74% |
$241K - $244K
|
113K
$5.78M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.81K- 54.02% |
$263K - $267K
|
4.1K
$209K
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-4.97KClosed |
$272K - $276K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.01KClosed |
$274K - $278K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-5.05K- 46.49% |
$277K - $281K
|
5.81K
$297K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.12K- 8.22% |
$280K - $284K
|
57.1K
$2.92M
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
SELL
|
- |
-6.2K- 3.42% |
$339K - $344K
|
175K
$8.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.26K- 14.0% |
$343K - $348K
|
38.4K
$1.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Chai Trust CO LLC
Chicago, IL |
SELL
|
- |
-6.48KClosed |
$355K - $360K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.61K- 6.15% |
$362K - $367K
|
101K
$5.14M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.77K- 12.18% |
$371K - $377K
|
48.8K
$2.49M
|
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-7.2KClosed |
$394K - $400K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7.38K- 54.32% |
$404K - $410K
|
6.21K
$317K
|
|
|
Nov 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-7.4K- 18.34% |
$406K - $412K
|
33K
$1.68M
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-7.7K- 35.81% |
$422K - $428K
|
13.8K
$704K
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-8.25KClosed |
$452K - $459K
|
0
$0
|