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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
72+ 0.31% |
$3.94K - $4K
|
23.7K
$1.21M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
68+ 0.4% |
$3.72K - $3.78K
|
17.2K
$878K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
65New |
$3.56K - $3.61K
|
65
$3.31K
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
56+ 0.39% |
$3.07K - $3.11K
|
14.3K
$731K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
54+ 0.08% |
$2.96K - $3K
|
65.8K
$3.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
50+ 4.76% |
$2.74K - $2.78K
|
1.1K
$56K
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
48+ 0.12% |
$2.63K - $2.67K
|
39.9K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
45+ 0.33% |
$2.46K - $2.5K
|
13.7K
$699K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
44+ 0.77% |
$2.41K - $2.45K
|
5.79K
$295K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
41+ 10.33% |
$2.25K - $2.28K
|
438
$22.3K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
39+ 0.14% |
$2.14K - $2.17K
|
28.1K
$1.43M
|
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
37+ 0.39% |
$2.03K - $2.06K
|
9.43K
$480K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
37+ 0.33% |
$2.03K - $2.06K
|
11.1K
$565K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 3.29% |
$2.03K - $2.06K
|
1.16K
$59.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
30+ 20.0% |
$1.64K - $1.67K
|
180
$9.17K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
27+ 0.05% |
$1.48K - $1.5K
|
53.2K
$2.71M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
23+ 0.32% |
$1.26K - $1.28K
|
7.15K
$364K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
20+ 0.26% |
$1.1K - $1.11K
|
7.79K
$397K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
14+ 0.3% |
$767 - $778
|
4.62K
$235K
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11+ 0.27% |
$602 - $611
|
4.04K
$206K
|
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
11+ 0.25% |
$602 - $611
|
4.34K
$221K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.42% |
$383 - $389
|
1.66K
$84.6K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6+ 0.14% |
$329 - $334
|
4.37K
$223K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.39% |
$274 - $278
|
1.29K
$65.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5+ 0.06% |
$274 - $278
|
8.41K
$428K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.06% |
$219 - $222
|
6.25K
$318K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.33% |
$164 - $167
|
923
$47K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3+ 0.54% |
$164 - $167
|
561
$28.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.43% |
$164 - $167
|
697
$35.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.03% |
$110 - $111
|
5.85K
$298K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2New |
$110 - $111
|
2
$102
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
2+ 0.03% |
$110 - $111
|
7.11K
$362K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.32% |
$110 - $111
|
623
$31.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1+ 0.01% |
$54.8 - $55.6
|
6.93K
$353K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.32% |
$54.8 - $55.6
|
311
$15.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$54.8 - $55.6
|
5.09K
$259K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 1.61% |
$54.8 - $55.6
|
63
$3.21K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10- 0.13% |
$548 - $556
|
7.77K
$396K
|
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-21- 0.24% |
$1.15K - $1.17K
|
8.59K
$438K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-23- 0.11% |
$1.26K - $1.28K
|
20.1K
$1.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-30- 0.06% |
$1.64K - $1.67K
|
53.5K
$2.72M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-36- 0.5% |
$1.97K - $2K
|
7.2K
$367K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-48- 2.43% |
$2.63K - $2.67K
|
1.92K
$98K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-60- 46.51% |
$3.29K - $3.34K
|
69
$3.51K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-66- 0.74% |
$3.61K - $3.67K
|
8.81K
$449K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-68- 0.7% |
$3.72K - $3.78K
|
9.61K
$489K
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-97- 0.26% |
$5.31K - $5.39K
|
37.3K
$1.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-100- 0.34% |
$5.48K - $5.56K
|
29.5K
$1.5M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-102- 1.37% |
$5.59K - $5.67K
|
7.36K
$375K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-110- 2.37% |
$6.02K - $6.11K
|
4.54K
$231K
|