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 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
7.22K+ 19.84% |
$393K - $397K
|
43.6K
$2.23M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
7.2KNew |
$392K - $396K
|
7.2K
$367K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.12K+ 56.74% |
$388K - $392K
|
19.7K
$1M
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
7.12K+ 7.07% |
$388K - $392K
|
108K
$5.5M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
7KNew |
$382K - $385K
|
7K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.99K+ 42.21% |
$381K - $385K
|
23.6K
$1.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.93KNew |
$378K - $382K
|
6.93K
$354K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6.87K+ 47.73% |
$374K - $378K
|
21.3K
$1.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
6.77K+ 15.94% |
$369K - $372K
|
49.2K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6.7KNew |
$365K - $369K
|
6.7K
$342K
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
6.47KNew |
$353K - $356K
|
6.47K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
6.42K+ 5.58% |
$350K - $353K
|
121K
$6.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
6.38KNew |
$348K - $351K
|
6.38K
$326K
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
6.35K+ 6.66% |
$346K - $350K
|
102K
$5.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.17KNew |
$336K - $339K
|
6.17K
$315K
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.13K+ 5.76% |
$334K - $337K
|
113K
$5.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.12KNew |
$333K - $337K
|
6.12K
$312K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.07K+ 6.81% |
$331K - $334K
|
95.1K
$4.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
6.05K+ 4.58% |
$330K - $333K
|
138K
$7.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
5.94K+ 27.32% |
$324K - $327K
|
27.7K
$1.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Wealth Cmt
|
BUY
|
- |
5.91KNew |
$322K - $325K
|
5.91K
$302K
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.9KNew |
$322K - $325K
|
5.9K
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.82K+ 9.17% |
$317K - $320K
|
69.3K
$3.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.8K+ 11.19% |
$316K - $319K
|
57.6K
$2.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.61K+ 38.95% |
$306K - $309K
|
20K
$1.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.59K+ 3.29% |
$305K - $308K
|
176K
$8.98M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.54K+ 48.52% |
$302K - $305K
|
17K
$866K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.47K+ 49.4% |
$298K - $301K
|
16.5K
$844K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
5.47KNew |
$298K - $301K
|
5.47K
$279K
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
5.43KNew |
$296K - $299K
|
5.43K
$277K
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
5.43K+ 3.1% |
$296K - $299K
|
180K
$9.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.35K+ 66.75% |
$292K - $294K
|
13.4K
$682K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.27K+ 40.79% |
$287K - $290K
|
18.2K
$928K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.19K+ 4.74% |
$283K - $286K
|
115K
$5.86M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5.1K+ 1874.63% |
$278K - $281K
|
5.37K
$274K
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
5.07KNew |
$276K - $279K
|
5.07K
$259K
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.79KNew |
$261K - $263K
|
4.79K
$244K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
4.71KNew |
$257K - $259K
|
4.71K
$240K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.6KNew |
$251K - $253K
|
4.6K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.57K+ 33.02% |
$249K - $252K
|
18.4K
$940K
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.55KNew |
$248K - $250K
|
4.55K
$232K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.49K+ 6.03% |
$245K - $247K
|
78.9K
$4.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.44K+ 24.06% |
$242K - $244K
|
22.9K
$1.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.41KNew |
$240K - $242K
|
4.41K
$225K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
4.38K+ 3.95% |
$239K - $241K
|
115K
$5.88M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
4.37K+ 6.67% |
$238K - $241K
|
69.9K
$3.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.37KNew |
$238K - $240K
|
4.37K
$223K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
4.31KNew |
$235K - $237K
|
4.31K
$220K
|
|
|
Feb 15, 2022
Q4 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
4.25K+ 5.4% |
$232K - $234K
|
82.9K
$4.23M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
4.19KNew |
$228K - $230K
|
4.19K
$214K
|