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 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.53KClosed |
$467K - $474K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-8.79KClosed |
$481K - $489K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-8.96KClosed |
$491K - $498K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9.12K- 19.86% |
$500K - $507K
|
36.8K
$1.88M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.53K- 18.69% |
$522K - $530K
|
41.4K
$2.12M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-9.7KClosed |
$531K - $539K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-9.91K- 1.21% |
$543K - $551K
|
807K
$41.2M
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9.94K- 9.56% |
$545K - $553K
|
94.1K
$4.8M
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-11.2KClosed |
$611K - $620K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.2K- 1.91% |
$614K - $623K
|
576K
$29.4M
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.4K- 28.15% |
$623K - $632K
|
29K
$1.48M
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-11.5K- 4.42% |
$632K - $642K
|
250K
$12.7M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-12.3K- 15.69% |
$674K - $684K
|
66.1K
$3.37M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.6K- 8.98% |
$691K - $701K
|
128K
$6.53M
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-13.2K- 0.13% |
$726K - $736K
|
10.5M
$536M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13.4K- 2.97% |
$735K - $746K
|
438K
$22.4M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13.7K- 70.88% |
$750K - $761K
|
5.62K
$287K
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-14.7K- 8.64% |
$806K - $818K
|
156K
$7.94M
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-15.1KClosed |
$830K - $842K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.9KClosed |
$871K - $884K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16K- 58.12% |
$874K - $887K
|
11.5K
$587K
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18.3K- 19.35% |
$1M - $1.02M
|
76.2K
$3.89M
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-20.1KClosed |
$1.1M - $1.12M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-20.1KClosed |
$1.1M - $1.12M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-20.8K- 1.41% |
$1.14M - $1.16M
|
1.46M
$74.5M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-23.3KClosed |
$1.27M - $1.29M
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25.2K- 63.36% |
$1.38M - $1.4M
|
14.6K
$744K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-26.4K- 54.33% |
$1.44M - $1.46M
|
22.1K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-26.4K- 54.17% |
$1.45M - $1.47M
|
22.3K
$1.14M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-26.6KClosed |
$1.45M - $1.48M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-27.1KClosed |
$1.48M - $1.51M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-27.4K- 17.68% |
$1.5M - $1.53M
|
128K
$6.53M
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-31KClosed |
$1.7M - $1.73M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-33.8K- 46.26% |
$1.85M - $1.88M
|
39.3K
$2M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-36.8K- 32.43% |
$2.01M - $2.04M
|
76.6K
$3.91M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-52K- 14.08% |
$2.85M - $2.89M
|
317K
$16.2M
|
|
Oct 12, 2021
Q3 2021
|
Rfg Holdings, Inc.
|
SELL
|
- |
-87.2KClosed |
$4.78M - $4.85M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-98.9K- 59.69% |
$5.42M - $5.5M
|
66.8K
$3.41M
|
|
Nov 15, 2021
Q3 2021
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-100K- 33.33% |
$5.48M - $5.56M
|
200K
$10.2M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-110K- 93.49% |
$6.01M - $6.1M
|
7.64K
$390K
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-117KClosed |
$6.39M - $6.48M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-148KClosed |
$8.11M - $8.23M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-181K- 0.58% |
$9.94M - $10.1M
|
31.3M
$1.6B
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-296KClosed |
$16.2M - $16.5M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-492K- 27.93% |
$27M - $27.4M
|
1.27M
$64.8M
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-991K- 97.34% |
$54.3M - $55.1M
|
27.1K
$1.38M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.11MClosed |
$335M - $340M
|
0
$0
|