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 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
38.7K+ 57.84% |
$2.12M - $2.15M
|
106K
$5.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
38.5K+ 53.18% |
$2.11M - $2.14M
|
111K
$5.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
37.6KNew |
$2.06M - $2.09M
|
37.6K
$1.92M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
36.4K+ 6.93% |
$1.99M - $2.02M
|
562K
$28.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
36K+ 55.19% |
$1.97M - $2M
|
101K
$5.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
34.8K+ 2.97% |
$1.9M - $1.93M
|
1.21M
$61.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
34.6K+ 26.81% |
$1.9M - $1.92M
|
164K
$8.34M
|
|
|
Nov 15, 2021
Q3 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
32.6K+ 8.94% |
$1.79M - $1.81M
|
398K
$20.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
32.2K+ 38.87% |
$1.76M - $1.79M
|
115K
$5.86M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
32.2K+ 98.8% |
$1.76M - $1.79M
|
64.7K
$3.3M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30.8K+ 65.4% |
$1.69M - $1.71M
|
78K
$3.97M
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
29.3KNew |
$1.6M - $1.63M
|
29.3K
$1.49M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
28.6K+ 71.41% |
$1.57M - $1.59M
|
68.7K
$3.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
28.4K+ 13.94% |
$1.56M - $1.58M
|
232K
$11.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
28.4K+ 7.56% |
$1.55M - $1.58M
|
403K
$20.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
28.1K+ 108.12% |
$1.54M - $1.56M
|
54.1K
$2.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
28K+ 9.49% |
$1.53M - $1.56M
|
323K
$16.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
27.8KNew |
$1.52M - $1.55M
|
27.8K
$1.42M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26.9K+ 13.27% |
$1.47M - $1.49M
|
229K
$11.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.5K+ 18.21% |
$1.45M - $1.47M
|
172K
$8.77M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.2K+ 39.42% |
$1.44M - $1.46M
|
92.7K
$4.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.6K+ 81.07% |
$1.35M - $1.37M
|
54.8K
$2.79M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
24K+ 28.61% |
$1.31M - $1.33M
|
108K
$5.49M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.7K+ 181.85% |
$1.3M - $1.32M
|
36.8K
$1.87M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
22.7K+ 1.82% |
$1.24M - $1.26M
|
1.27M
$64.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
21.7K+ 44.41% |
$1.19M - $1.21M
|
70.7K
$3.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
21.1KNew |
$1.16M - $1.17M
|
21.1K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 42.71% |
$1.14M - $1.16M
|
69.7K
$3.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
20.3KNew |
$1.11M - $1.13M
|
20.3K
$1.03M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
20.3KNew |
$1.11M - $1.13M
|
20.3K
$1.03M
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
20.1K+ 10.94% |
$1.1M - $1.12M
|
204K
$10.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
19.9K+ 8.34% |
$1.09M - $1.11M
|
259K
$13.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.9KNew |
$1.09M - $1.1M
|
19.9K
$1.01M
|
|
|
Mar 12, 2024
Q3 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
19.6KNew |
$1.07M - $1.09M
|
19.6K
$998K
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
19.5K+ 17.07% |
$1.07M - $1.09M
|
134K
$6.82M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 45.84% |
$1.07M - $1.08M
|
62K
$3.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
19.4K+ 6.68% |
$1.06M - $1.08M
|
310K
$15.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
18.8K+ 86.88% |
$1.03M - $1.04M
|
40.4K
$2.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
18.5K+ 16.25% |
$1.01M - $1.03M
|
132K
$6.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.4KNew |
$1.01M - $1.02M
|
18.4K
$939K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
18.1K+ 53.52% |
$989K - $1M
|
51.8K
$2.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.1K+ 36.11% |
$938K - $952K
|
64.6K
$3.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
17KNew |
$932K - $946K
|
17K
$867K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.9K+ 56.15% |
$873K - $886K
|
44.3K
$2.26M
|
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
15.9K+ 593.63% |
$868K - $881K
|
18.5K
$943K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.7K+ 6.54% |
$859K - $872K
|
256K
$13M
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
15.3KNew |
$839K - $851K
|
15.3K
$780K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.1K+ 1.53% |
$825K - $837K
|
1M
$51M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14.9K+ 18.81% |
$815K - $827K
|
94K
$4.79M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14.9K+ 7425.0% |
$813K - $826K
|
15.1K
$767K
|