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
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3+ 0.05% |
$164 - $165
|
5.8K
$295K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.68% |
$164 - $165
|
441
$22.5K
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
3+ 0.05% |
$164 - $165
|
5.82K
$296K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.05% |
$54.5 - $55
|
1.92K
$98K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2Closed |
$109 - $110
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15- 0.11% |
$818 - $825
|
14K
$715K
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.06% |
$1.36K - $1.38K
|
41.7K
$2.13M
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-30- 16.67% |
$1.64K - $1.65K
|
150
$7.64K
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-30- 0.22% |
$1.64K - $1.65K
|
13.7K
$697K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-44- 0.97% |
$2.4K - $2.42K
|
4.49K
$229K
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-46- 0.9% |
$2.51K - $2.53K
|
5.09K
$259K
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-46Closed |
$2.51K - $2.53K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-51Closed |
$2.78K - $2.81K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-63Closed |
$3.43K - $3.47K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-66Closed |
$3.6K - $3.63K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-73- 0.17% |
$3.98K - $4.02K
|
44.2K
$2.25M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-90- 0.3% |
$4.91K - $4.95K
|
29.9K
$1.52M
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-120- 1.81% |
$6.54K - $6.6K
|
6.52K
$332K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-134- 48.55% |
$7.3K - $7.37K
|
142
$7.23K
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
SELL
|
- |
-160Closed |
$8.72K - $8.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-183- 1.77% |
$9.97K - $10.1K
|
10.2K
$517K
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-200- 0.23% |
$10.9K - $11K
|
88.4K
$4.5M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-229- 1.97% |
$12.5K - $12.6K
|
11.4K
$582K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-231- 2.62% |
$12.6K - $12.7K
|
8.57K
$437K
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-238- 1.89% |
$13K - $13.1K
|
12.3K
$628K
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-244Closed |
$13.3K - $13.4K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-255- 2.53% |
$13.9K - $14K
|
9.82K
$500K
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-263Closed |
$14.3K - $14.5K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-264Closed |
$14.4K - $14.5K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-266- 0.38% |
$14.5K - $14.6K
|
70.4K
$3.59M
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-269- 23.15% |
$14.7K - $14.8K
|
893
$45.5K
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-270- 0.23% |
$14.7K - $14.9K
|
120K
$6.09M
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-272- 43.66% |
$14.8K - $15K
|
351
$17.9K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-301- 2.6% |
$16.4K - $16.6K
|
11.3K
$575K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-390- 5.41% |
$21.3K - $21.5K
|
6.81K
$347K
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-393- 5.67% |
$21.4K - $21.6K
|
6.54K
$333K
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-400- 2.91% |
$21.8K - $22K
|
13.4K
$680K
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-405- 1.38% |
$22.1K - $22.3K
|
28.9K
$1.47M
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-422- 1.42% |
$23K - $23.2K
|
29.3K
$1.49M
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-500- 0.37% |
$27.3K - $27.5K
|
133K
$6.8M
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-501- 9.19% |
$27.3K - $27.6K
|
4.95K
$252K
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-527- 7.02% |
$28.7K - $29K
|
6.98K
$356K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-533- 1.9% |
$29K - $29.3K
|
27.5K
$1.4M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-566Closed |
$30.8K - $31.1K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-626- 1.07% |
$34.1K - $34.4K
|
58.1K
$2.96M
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-626- 0.81% |
$34.1K - $34.4K
|
76.2K
$3.88M
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-627- 0.4% |
$34.2K - $34.5K
|
155K
$7.89M
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-632- 3.77% |
$34.4K - $34.8K
|
16.1K
$821K
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-640- 8.14% |
$34.9K - $35.2K
|
7.22K
$368K
|
|
Feb 03, 2022
Q4 2021
|
Progressive Investment Management Corp
|
SELL
|
- |
-677- 10.97% |
$36.9K - $37.3K
|
5.5K
$280K
|