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 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
11.3KNew |
$615K - $621K
|
11.3K
$576K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.3K+ 204.7% |
$614K - $620K
|
16.8K
$856K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
11.1KNew |
$606K - $612K
|
11.1K
$568K
|
|
|
Apr 01, 2022
Q4 2021
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
11.1KNew |
$604K - $610K
|
11.1K
$566K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11.1K+ 20.92% |
$603K - $609K
|
63.9K
$3.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
10.8KNew |
$589K - $594K
|
10.8K
$551K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
10.8KNew |
$588K - $594K
|
10.8K
$551K
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
10.8KNew |
$587K - $593K
|
10.8K
$550K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
10.7KNew |
$583K - $589K
|
10.7K
$546K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10.7KNew |
$582K - $588K
|
10.7K
$545K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$569K - $575K
|
10.4K
$533K
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
10.2KNew |
$556K - $561K
|
10.2K
$521K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10.1K+ 6.35% |
$550K - $556K
|
169K
$8.63M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.1K+ 291.42% |
$548K - $553K
|
13.5K
$689K
|
|
|
Feb 14, 2022
Q4 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
10K+ 13.53% |
$545K - $550K
|
83.9K
$4.28M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
10KNew |
$545K - $550K
|
10K
$511K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.98KNew |
$544K - $549K
|
9.98K
$510K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9.86K+ 78.98% |
$537K - $542K
|
22.3K
$1.14M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
9.74K+ 13.09% |
$531K - $536K
|
84.1K
$4.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
9.69KNew |
$528K - $533K
|
9.69K
$495K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
9.66K+ 7.75% |
$527K - $532K
|
134K
$6.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.57KNew |
$521K - $526K
|
9.57K
$488K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
9.56KNew |
$521K - $526K
|
9.56K
$488K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
9.48KNew |
$516K - $521K
|
9.48K
$484K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.4KNew |
$512K - $517K
|
9.4K
$480K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.23KNew |
$503K - $508K
|
9.23K
$471K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
9.22K+ 3.56% |
$502K - $507K
|
268K
$13.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.2K+ 14.6% |
$502K - $506K
|
72.3K
$3.69M
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
9.14K+ 15.27% |
$498K - $503K
|
69K
$3.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
8.67K+ 53.1% |
$472K - $477K
|
25K
$1.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
8.66K+ 3.47% |
$472K - $477K
|
258K
$13.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.63K+ 8.57% |
$470K - $475K
|
109K
$5.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.61K+ 15.0% |
$469K - $474K
|
66K
$3.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
8.37KNew |
$456K - $460K
|
8.37K
$427K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.1KNew |
$441K - $446K
|
8.1K
$413K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.02K+ 25.24% |
$437K - $441K
|
39.8K
$2.03M
|
|
|
Jan 14, 2022
Q4 2021
|
Divergent Planning, LLC
|
BUY
|
- |
8.01KNew |
$437K - $441K
|
8.01K
$409K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
8.01KNew |
$437K - $441K
|
8.01K
$409K
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
7.9KNew |
$430K - $434K
|
7.9K
$403K
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.86K+ 6.73% |
$429K - $433K
|
125K
$6.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.78K+ 28.32% |
$424K - $428K
|
35.3K
$1.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.72K+ 10.13% |
$421K - $425K
|
83.9K
$4.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
7.62K+ 14.53% |
$415K - $419K
|
60K
$3.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
7.57K+ 14.63% |
$412K - $416K
|
59.3K
$3.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.57KNew |
$412K - $416K
|
7.57K
$386K
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.47KNew |
$407K - $411K
|
7.47K
$381K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
7.34KNew |
$400K - $404K
|
7.34K
$375K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.32K+ 3.63% |
$399K - $403K
|
209K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
7.3K+ 26.26% |
$398K - $402K
|
35.1K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7.28KNew |
$397K - $401K
|
7.28K
$372K
|