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 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
58.2KNew |
$3.17M - $3.2M
|
58.2K
$2.97M
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
55.5K+ 33.92% |
$3.03M - $3.06M
|
219K
$11.2M
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
49.7KNew |
$2.71M - $2.73M
|
49.7K
$2.53M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49.5KNew |
$2.7M - $2.72M
|
49.5K
$2.52M
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
49KNew |
$2.67M - $2.7M
|
49K
$2.5M
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
48.5K+ 229.72% |
$2.64M - $2.67M
|
69.6K
$3.54M
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
48KNew |
$2.61M - $2.64M
|
48K
$2.44M
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
47.3K+ 211.84% |
$2.58M - $2.6M
|
69.7K
$3.55M
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
47KNew |
$2.56M - $2.58M
|
47K
$2.39M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
44.6K+ 13.82% |
$2.43M - $2.46M
|
368K
$18.7M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.5K+ 78.73% |
$2.42M - $2.45M
|
101K
$5.14M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
42.5K+ 10.52% |
$2.31M - $2.34M
|
446K
$22.7M
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.4K+ 155.11% |
$2.25M - $2.28M
|
68K
$3.47M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.2K+ 3.61% |
$2.24M - $2.27M
|
1.18M
$60.2M
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
40.1KNew |
$2.18M - $2.21M
|
40.1K
$2.04M
|
|
Feb 14, 2022
Q4 2021
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
39.3K+ 919.89% |
$2.14M - $2.16M
|
43.6K
$2.22M
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
38.5K+ 4.61% |
$2.1M - $2.12M
|
873K
$44.5M
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
38.2KNew |
$2.08M - $2.1M
|
38.2K
$1.95M
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
37.9KNew |
$2.07M - $2.09M
|
37.9K
$1.93M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
36.8KNew |
$2.01M - $2.03M
|
36.8K
$1.87M
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
34.6KNew |
$1.88M - $1.9M
|
34.6K
$1.76M
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
34.5K+ 31.12% |
$1.88M - $1.9M
|
145K
$7.41M
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
34.3K+ 5.35% |
$1.87M - $1.89M
|
675K
$34.4M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
33.7K+ 9.05% |
$1.84M - $1.85M
|
406K
$20.7M
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
33.6K+ 14.67% |
$1.83M - $1.85M
|
263K
$13.4M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33.6KNew |
$1.83M - $1.85M
|
33.6K
$1.71M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
33.5K+ 2.95% |
$1.82M - $1.84M
|
1.17M
$59.4M
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
33.1KNew |
$1.8M - $1.82M
|
33.1K
$1.69M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.3K+ 12.65% |
$1.76M - $1.78M
|
288K
$14.7M
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
32.2K+ 32.55% |
$1.75M - $1.77M
|
131K
$6.67M
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.8K+ 51.38% |
$1.74M - $1.75M
|
93.8K
$4.78M
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
30.9KNew |
$1.69M - $1.7M
|
30.9K
$1.58M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30.8KNew |
$1.68M - $1.69M
|
30.8K
$1.57M
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
30K+ 4.34% |
$1.63M - $1.65M
|
721K
$36.7M
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
29.9KNew |
$1.63M - $1.64M
|
29.9K
$1.52M
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
29.6KNew |
$1.61M - $1.63M
|
29.6K
$1.51M
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
28.8KNew |
$1.57M - $1.58M
|
28.8K
$1.46M
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.4K+ 22.19% |
$1.55M - $1.56M
|
156K
$7.96M
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
28.1K+ 12.09% |
$1.53M - $1.55M
|
261K
$13.3M
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
27.8K+ 4.95% |
$1.51M - $1.53M
|
589K
$30M
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
26.4KNew |
$1.44M - $1.46M
|
26.4K
$1.35M
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
26KNew |
$1.42M - $1.43M
|
26K
$1.33M
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
25.4KNew |
$1.39M - $1.4M
|
25.4K
$1.29M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 182.95% |
$1.37M - $1.38M
|
38.8K
$1.98M
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
24.7KNew |
$1.34M - $1.36M
|
24.7K
$1.26M
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
24.2KNew |
$1.32M - $1.33M
|
24.2K
$1.24M
|
|
Jan 27, 2022
Q4 2021
|
Brown Financial Advisory
|
BUY
|
- |
23.8KNew |
$1.3M - $1.31M
|
23.8K
$1.21M
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
23.6KNew |
$1.29M - $1.3M
|
23.6K
$1.2M
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
23.1K+ 387.67% |
$1.26M - $1.27M
|
29.1K
$1.48M
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
22.7K+ 22.48% |
$1.24M - $1.25M
|
124K
$6.31M
|