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 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-694Closed |
$37.8K - $38.2K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-701- 0.66% |
$38.2K - $38.6K
|
106K
$5.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-753- 61.22% |
$41K - $41.4K
|
477
$24.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-775- 10.37% |
$42.2K - $42.6K
|
6.7K
$342K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-847- 8.81% |
$46.2K - $46.6K
|
8.77K
$448K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-853- 5.57% |
$46.5K - $46.9K
|
14.5K
$738K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-862- 47.92% |
$47K - $47.4K
|
937
$47.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-901- 1.69% |
$49.1K - $49.6K
|
52.3K
$2.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-909- 4.61% |
$49.5K - $50K
|
18.8K
$959K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-970- 0.81% |
$52.9K - $53.4K
|
119K
$6.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-993- 5.1% |
$54.1K - $54.6K
|
18.5K
$944K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1K- 2.72% |
$54.5K - $55K
|
35.8K
$1.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.06K- 0.17% |
$57.5K - $58.1K
|
619K
$31.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-1.06K- 0.8% |
$57.7K - $58.2K
|
131K
$6.7M
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.12K- 8.31% |
$61.3K - $61.9K
|
12.4K
$633K
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.18K- 0.28% |
$64.3K - $64.9K
|
418K
$21.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
SELL
|
- |
-1.22K- 17.09% |
$66.5K - $67.2K
|
5.92K
$302K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 6.22% |
$67.2K - $67.9K
|
18.6K
$950K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-1.26K- 1.48% |
$68.5K - $69.2K
|
83.9K
$4.28M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.39K- 3.78% |
$75.8K - $76.5K
|
35.4K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.39K- 2.2% |
$75.8K - $76.5K
|
61.7K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.4K- 4.87% |
$76.3K - $77K
|
27.3K
$1.39M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.41K- 2.34% |
$76.6K - $77.3K
|
58.7K
$3M
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.52K- 3.11% |
$83.1K - $83.9K
|
47.5K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.6KClosed |
$87.2K - $88K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.62KClosed |
$88.5K - $89.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.64K- 83.55% |
$89.1K - $90K
|
322
$16.4K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.64K- 23.11% |
$89.4K - $90.3K
|
5.46K
$279K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.68K- 8.46% |
$91.6K - $92.5K
|
18.2K
$929K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.69KClosed |
$92.1K - $93K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.7K- 1.55% |
$92.7K - $93.6K
|
108K
$5.51M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
SELL
|
- |
-1.73K- 11.96% |
$94.3K - $95.2K
|
12.7K
$650K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.79K- 24.47% |
$97.8K - $98.7K
|
5.54K
$283K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.81K- 4.7% |
$98.8K - $99.8K
|
36.7K
$1.88M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.82K- 1.58% |
$99.1K - $100K
|
113K
$5.79M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.92K- 6.48% |
$104K - $105K
|
27.6K
$1.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.99K- 26.59% |
$109K - $110K
|
5.5K
$281K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-2.1K- 5.19% |
$114K - $116K
|
38.3K
$1.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.17K- 16.83% |
$118K - $120K
|
10.7K
$548K
|
|
|
Feb 14, 2023
Q4 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-2.18K- 1.55% |
$119K - $120K
|
138K
$7.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-2.19K- 12.68% |
$119K - $120K
|
15.1K
$769K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.19K- 8.77% |
$119K - $120K
|
22.8K
$1.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-2.2K- 13.96% |
$120K - $121K
|
13.5K
$691K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.2K- 31.62% |
$120K - $121K
|
4.75K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.63K- 6.65% |
$143K - $145K
|
36.9K
$1.88M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.69K- 3.07% |
$147K - $148K
|
85K
$4.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.76K- 24.06% |
$150K - $152K
|
8.71K
$445K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
SELL
|
- |
-3.11K- 48.1% |
$169K - $171K
|
3.35K
$171K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.14K- 6.77% |
$171K - $173K
|
43.3K
$2.21M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.38K- 6.61% |
$184K - $186K
|
47.7K
$2.43M
|