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 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
3.44K+ 51.04% |
$188K - $191K
|
10.2K
$520K
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3.41K+ 3.31% |
$186K - $189K
|
106K
$5.43M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.36K+ 60.46% |
$184K - $187K
|
8.93K
$456K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.32K+ 42.88% |
$182K - $185K
|
11.1K
$565K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
3.32K+ 47357.14% |
$182K - $184K
|
3.32K
$170K
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
3.11K+ 10.01% |
$170K - $173K
|
34.1K
$1.74M
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
3.1K+ 15.39% |
$170K - $172K
|
23.3K
$1.19M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.08K+ 2.89% |
$169K - $171K
|
110K
$5.6M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
2.95KNew |
$162K - $164K
|
2.95K
$151K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.94K+ 22.08% |
$161K - $164K
|
16.3K
$831K
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.94K+ 0.48% |
$161K - $163K
|
620K
$31.7M
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.83K+ 49.65% |
$155K - $157K
|
8.53K
$435K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.8K+ 5.67% |
$153K - $156K
|
52.2K
$2.66M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.74K+ 10.21% |
$150K - $152K
|
29.5K
$1.51M
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.73K+ 73.13% |
$149K - $151K
|
6.45K
$329K
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.72K+ 10.05% |
$149K - $151K
|
29.8K
$1.52M
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.66KNew |
$146K - $148K
|
2.66K
$136K
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.64K+ 3.26% |
$144K - $147K
|
83.5K
$4.26M
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.61K+ 15.45% |
$143K - $145K
|
19.5K
$994K
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.58K+ 3.48% |
$141K - $144K
|
76.8K
$3.92M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.54K+ 9.51% |
$139K - $141K
|
29.2K
$1.49M
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
2.52K+ 4.46% |
$138K - $140K
|
58.9K
$3.01M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.5KNew |
$137K - $139K
|
2.5K
$128K
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.47K+ 19.2% |
$135K - $137K
|
15.3K
$782K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.43K+ 26.51% |
$133K - $135K
|
11.6K
$591K
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
2.41K+ 2.59% |
$132K - $134K
|
95.4K
$4.87M
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.35K+ 47.09% |
$129K - $130K
|
7.33K
$374K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.34K+ 22.83% |
$128K - $130K
|
12.6K
$642K
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 2.01% |
$126K - $128K
|
117K
$5.97M
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.27K+ 52.65% |
$124K - $126K
|
6.57K
$335K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.22K+ 4.05% |
$122K - $123K
|
57K
$2.91M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.17K+ 38.19% |
$119K - $121K
|
7.85K
$401K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.16K+ 8.16% |
$118K - $120K
|
28.7K
$1.46M
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 8.16% |
$116K - $118K
|
28K
$1.43M
|
|
Oct 08, 2021
Q3 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.09K+ 10.72% |
$115K - $116K
|
21.6K
$1.1M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.09K+ 25.93% |
$114K - $116K
|
10.1K
$518K
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2K+ 9.17% |
$110K - $111K
|
23.8K
$1.22M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2K+ 7.48% |
$110K - $111K
|
28.7K
$1.47M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 1.61% |
$104K - $106K
|
120K
$6.13M
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
1.89K+ 6.26% |
$104K - $105K
|
32.1K
$1.64M
|
|
Dec 15, 2021
Q3 2021
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
1.88K+ 5.64% |
$103K - $104K
|
35.1K
$1.79M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.87K+ 7.02% |
$102K - $104K
|
28.5K
$1.46M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.87K+ 7.02% |
$102K - $104K
|
28.5K
$1.46M
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.86KNew |
$102K - $103K
|
1.86K
$94.9K
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.85K+ 3.17% |
$101K - $103K
|
60K
$3.06M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.76K+ 11.92% |
$96.4K - $97.8K
|
16.5K
$844K
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
BUY
|
- |
1.62K+ 5.46% |
$88.6K - $89.9K
|
31.3K
$1.6M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.6K+ 65.44% |
$87.6K - $88.9K
|
4.05K
$206K
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.58K+ 25.45% |
$86.6K - $87.9K
|
7.8K
$398K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53K+ 396.37% |
$83.8K - $85.1K
|
1.92K
$97.8K
|