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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12.2K- 30.76% |
$667K - $673K
|
27.5K
$1.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-13.1K- 4.59% |
$715K - $722K
|
272K
$13.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.3KClosed |
$777K - $785K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-15.3KClosed |
$835K - $843K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15.4K- 49.3% |
$841K - $849K
|
15.9K
$810K
|
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-16.2KClosed |
$882K - $891K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.3KClosed |
$887K - $896K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-19.2KClosed |
$1.05M - $1.06M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-19.7K- 80.66% |
$1.07M - $1.08M
|
4.72K
$241K
|
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-20.1KClosed |
$1.09M - $1.11M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.7K- 30.75% |
$1.18M - $1.2M
|
48.9K
$2.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-22.9KClosed |
$1.25M - $1.26M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-23.1KClosed |
$1.26M - $1.27M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23.8K- 42.54% |
$1.3M - $1.31M
|
32.1K
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-24.1K- 13.85% |
$1.31M - $1.33M
|
150K
$7.65M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-24.1K- 13.85% |
$1.31M - $1.33M
|
150K
$7.65M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
SELL
|
- |
-24.9K- 66.07% |
$1.36M - $1.37M
|
12.8K
$652K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25.9K- 7.1% |
$1.41M - $1.42M
|
338K
$17.3M
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-28.1K- 5.24% |
$1.53M - $1.55M
|
509K
$26M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29.8K- 52.2% |
$1.63M - $1.64M
|
27.3K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-30.8KClosed |
$1.68M - $1.69M
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-31.8K- 49.1% |
$1.73M - $1.75M
|
32.9K
$1.68M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-33K- 36.74% |
$1.8M - $1.82M
|
56.8K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-37.6KClosed |
$2.05M - $2.07M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
SELL
|
- |
-43.4K- 11.92% |
$2.37M - $2.39M
|
321K
$16.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-44.7K- 38.15% |
$2.44M - $2.46M
|
72.6K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-49.3K- 91.9% |
$2.69M - $2.71M
|
4.35K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51.1K- 8.72% |
$2.78M - $2.81M
|
535K
$27.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-56.8K- 4.7% |
$3.1M - $3.13M
|
1.15M
$58.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-58.8K- 45.7% |
$3.2M - $3.24M
|
69.9K
$3.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-58.9KClosed |
$3.21M - $3.24M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-59.9KClosed |
$3.27M - $3.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62.2K- 46.56% |
$3.39M - $3.42M
|
71.4K
$3.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-78.1K- 13.55% |
$4.25M - $4.3M
|
498K
$25.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-80.4K- 56.12% |
$4.38M - $4.43M
|
62.9K
$3.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-80.7K- 76.32% |
$4.4M - $4.44M
|
25K
$1.28M
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-87.3K- 5.74% |
$4.76M - $4.8M
|
1.43M
$73.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-117K- 94.14% |
$6.36M - $6.42M
|
7.27K
$371K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-161KClosed |
$8.8M - $8.88M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-164K- 17.52% |
$8.95M - $9.04M
|
773K
$39.4M
|
|
|
Feb 03, 2022
Q4 2021
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-200KClosed |
$10.9M - $11M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-210KClosed |
$11.5M - $11.6M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-214K- 3.34% |
$11.7M - $11.8M
|
6.18M
$315M
|
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-251K- 19.76% |
$13.7M - $13.8M
|
1.02M
$52M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-262K- 25.69% |
$14.3M - $14.4M
|
759K
$38.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-323K- 99.9% |
$17.6M - $17.8M
|
325
$16.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-374K- 10.46% |
$20.4M - $20.6M
|
3.21M
$164M
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-421K- 4.01% |
$23M - $23.2M
|
10.1M
$514M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.58M- 8.23% |
$140M - $142M
|
28.7M
$1.47B
|