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 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-125- 0.82% |
$6.85K - $6.95K
|
15K
$758K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-156- 0.5% |
$8.54K - $8.67K
|
30.8K
$1.55M
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-160- 0.31% |
$8.76K - $8.89K
|
51K
$2.57M
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-160- 0.31% |
$8.76K - $8.89K
|
51K
$2.57M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-183- 0.91% |
$10K - $10.2K
|
19.8K
$1M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-195- 0.67% |
$10.7K - $10.8K
|
28.7K
$1.45M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-200- 3.94% |
$11K - $11.1K
|
4.88K
$246K
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-227- 4.23% |
$12.4K - $12.6K
|
5.14K
$259K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-239- 0.85% |
$13.1K - $13.3K
|
27.9K
$1.41M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-245- 0.15% |
$13.4K - $13.6K
|
162K
$8.16M
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
SELL
|
- |
-260- 0.98% |
$14.2K - $14.5K
|
26.3K
$1.33M
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-272- 0.7% |
$14.9K - $15.1K
|
38.7K
$1.95M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-284Closed |
$15.6K - $15.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-285- 0.44% |
$15.6K - $15.8K
|
64K
$3.22M
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-285- 1.44% |
$15.6K - $15.8K
|
19.5K
$982K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-347- 1.14% |
$19K - $19.3K
|
30K
$1.51M
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-356- 0.78% |
$19.5K - $19.8K
|
45.1K
$2.27M
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-397- 1.79% |
$21.7K - $22.1K
|
21.7K
$1.09M
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400- 50.0% |
$21.9K - $22.2K
|
400
$20.1K
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-405- 5.75% |
$22.2K - $22.5K
|
6.64K
$334K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-439- 3.08% |
$24K - $24.4K
|
13.8K
$695K
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-455- 4.69% |
$24.9K - $25.3K
|
9.24K
$465K
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-457- 3.83% |
$25K - $25.4K
|
11.5K
$578K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-458- 3.08% |
$25.1K - $25.5K
|
14.4K
$726K
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-479- 0.11% |
$26.2K - $26.6K
|
419K
$21.1M
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
SELL
|
- |
-485- 3.24% |
$26.6K - $27K
|
14.5K
$728K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-505- 2.79% |
$27.7K - $28.1K
|
17.6K
$888K
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-527- 10.29% |
$28.9K - $29.3K
|
4.6K
$231K
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-565- 12.15% |
$30.9K - $31.4K
|
4.09K
$206K
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-570- 0.53% |
$31.2K - $31.7K
|
107K
$5.4M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-593- 26.76% |
$32.5K - $33K
|
1.62K
$81.7K
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-602Closed |
$33K - $33.5K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-623- 3.81% |
$34.1K - $34.6K
|
15.7K
$792K
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-639Closed |
$35K - $35.5K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-652- 0.91% |
$35.7K - $36.2K
|
70.7K
$3.56M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-749Closed |
$41K - $41.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-779- 6.86% |
$42.7K - $43.3K
|
10.6K
$532K
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-809- 6.34% |
$44.3K - $45K
|
12K
$602K
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-837- 16.02% |
$45.8K - $46.5K
|
4.39K
$221K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-868- 13.59% |
$47.5K - $48.3K
|
5.52K
$278K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-874- 18.99% |
$47.9K - $48.6K
|
3.73K
$188K
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-892- 0.74% |
$48.9K - $49.6K
|
120K
$6.03M
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-947Closed |
$51.9K - $52.6K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-975Closed |
$53.4K - $54.2K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-982- 1.65% |
$53.8K - $54.6K
|
58.7K
$2.96M
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1KClosed |
$54.8K - $55.6K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.05K- 13.37% |
$57.6K - $58.4K
|
6.81K
$343K
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.07K- 1.18% |
$58.6K - $59.5K
|
89.8K
$4.52M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 8.87% |
$61.6K - $62.5K
|
11.6K
$582K
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.32K- 6.93% |
$72.1K - $73.2K
|
17.7K
$891K
|