Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.26M+ 19.59% |
$68.4M - $69.1M
|
7.66M
$390M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.21M+ 9.05% |
$65.7M - $66.3M
|
14.5M
$738M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.04M+ 5.13% |
$56.5M - $57M
|
21.3M
$1.08B
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
885K+ 32.52% |
$48.3M - $48.7M
|
3.61M
$184M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
874KNew |
$47.6M - $48.1M
|
874K
$44.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
671KNew |
$36.6M - $37M
|
671K
$34.2M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
602KNew |
$32.8M - $33.1M
|
602K
$30.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
584K+ 6.91% |
$31.8M - $32.1M
|
9.03M
$459M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
543K+ 198.8% |
$29.6M - $29.9M
|
816K
$41.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
520K+ 16.57% |
$28.4M - $28.6M
|
3.66M
$186M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
475KNew |
$25.9M - $26.1M
|
475K
$24.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
450KNew |
$24.5M - $24.7M
|
450K
$22.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
416K+ 3312.65% |
$22.7M - $22.9M
|
429K
$21.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
414K+ 1231.62% |
$22.6M - $22.8M
|
448K
$22.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
397K+ 5.0% |
$21.6M - $21.8M
|
8.34M
$424M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
362K+ 519.46% |
$19.7M - $19.9M
|
432K
$21.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
336KNew |
$18.3M - $18.5M
|
336K
$17.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Gpwm LLC
|
BUY
|
- |
322KNew |
$17.5M - $17.7M
|
322K
$16.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
312KNew |
$17M - $17.2M
|
312K
$15.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
260KNew |
$14.2M - $14.3M
|
260K
$13.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
258K+ 23.47% |
$14.1M - $14.2M
|
1.36M
$69M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
243KNew |
$13.3M - $13.4M
|
243K
$12.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
208K+ 311.99% |
$11.4M - $11.5M
|
275K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
198KNew |
$10.8M - $10.9M
|
198K
$10.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
185K+ 27.22% |
$10.1M - $10.2M
|
865K
$44M
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
185KNew |
$10.1M - $10.2M
|
185K
$9.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
183K+ 14.44% |
$9.97M - $10.1M
|
1.45M
$73.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
166K+ 28.84% |
$9.02M - $9.11M
|
740K
$37.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165K+ 28.09% |
$9M - $9.09M
|
753K
$38.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
163KNew |
$8.89M - $8.97M
|
163K
$8.29M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
149KNew |
$8.1M - $8.18M
|
149K
$7.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
142K+ 27.6% |
$7.73M - $7.81M
|
656K
$33.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
129K+ 3.14% |
$7.04M - $7.11M
|
4.24M
$216M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
128K+ 17.02% |
$6.99M - $7.06M
|
882K
$44.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
122K+ 15.16% |
$6.67M - $6.74M
|
930K
$47.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 3.19% |
$6.02M - $6.08M
|
3.57M
$182M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
106KNew |
$5.79M - $5.85M
|
106K
$5.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
106KNew |
$5.75M - $5.81M
|
106K
$5.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
93.3KNew |
$5.08M - $5.13M
|
93.3K
$4.74M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
90.3K+ 42.07% |
$4.92M - $4.97M
|
305K
$15.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
84.8K+ 8.47% |
$4.62M - $4.66M
|
1.09M
$55.2M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
75.9K+ 19.08% |
$4.14M - $4.18M
|
474K
$24.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
74.9K+ 27.81% |
$4.08M - $4.12M
|
344K
$17.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
74.4K+ 6.57% |
$4.05M - $4.09M
|
1.21M
$61.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
73.6K+ 368.0% |
$4.01M - $4.05M
|
93.6K
$4.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
73.6K+ 14.71% |
$4.01M - $4.05M
|
574K
$29.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
72.9K+ 86.11% |
$3.97M - $4.01M
|
158K
$8.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70K+ 40.63% |
$3.81M - $3.85M
|
242K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
61.1K+ 32.1% |
$3.33M - $3.36M
|
251K
$12.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.2K+ 5.06% |
$3.28M - $3.31M
|
1.25M
$63.6M
|