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
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
4.25K+ 5.4% |
$232K - $234K
|
82.9K
$4.17M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
4.19KNew |
$228K - $230K
|
4.19K
$211K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.17KNew |
$227K - $229K
|
4.17K
$210K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.17KNew |
$227K - $229K
|
4.17K
$210K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
4.11KNew |
$224K - $226K
|
4.11K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.07KNew |
$222K - $224K
|
4.07K
$205K
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
4KNew |
$218K - $220K
|
4K
$201K
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.94K+ 1.73% |
$215K - $217K
|
231K
$11.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.93K+ 40.93% |
$214K - $216K
|
13.5K
$682K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$213K - $215K
|
3.91K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.89K+ 0.89% |
$212K - $214K
|
442K
$22.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Forefront Wealth Management Inc.
|
BUY
|
- |
3.81KNew |
$207K - $209K
|
3.81K
$192K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.8K+ 49.49% |
$207K - $209K
|
11.5K
$578K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.77KNew |
$205K - $207K
|
3.77K
$190K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.77K+ 13.2% |
$205K - $207K
|
32.3K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.77K+ 13.2% |
$205K - $207K
|
32.3K
$1.63M
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
3.76K+ 11.98% |
$205K - $207K
|
35.1K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
3.76K+ 11.0% |
$205K - $207K
|
37.9K
$1.91M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.73KNew |
$203K - $205K
|
3.73K
$188K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.71K+ 337.55% |
$202K - $204K
|
4.81K
$242K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
3.69KNew |
$201K - $203K
|
3.69K
$186K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.64KNew |
$199K - $201K
|
3.64K
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.53K+ 63.85% |
$192K - $194K
|
9.05K
$456K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.52K+ 4.19% |
$192K - $194K
|
87.7K
$4.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
3.51K+ 10.92% |
$191K - $193K
|
35.6K
$1.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 55.32% |
$188K - $190K
|
9.68K
$488K
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
3.45K+ 11.02% |
$188K - $190K
|
34.7K
$1.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.24K+ 4.71% |
$176K - $178K
|
72K
$3.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.09K+ 7.12% |
$168K - $170K
|
46.4K
$2.34M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.99K+ 3.21% |
$163K - $165K
|
96.1K
$4.84M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.99K+ 3.83% |
$163K - $164K
|
80.9K
$4.08M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.99K+ 39.07% |
$163K - $164K
|
10.6K
$535K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.98K+ 360.27% |
$163K - $164K
|
3.81K
$192K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.98K+ 5.25% |
$162K - $164K
|
59.6K
$3M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.94KNew |
$160K - $162K
|
2.94K
$148K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.91K+ 12.96% |
$159K - $160K
|
25.4K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.78K+ 10.72% |
$152K - $153K
|
28.8K
$1.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Tenret CO LLC
|
BUY
|
- |
2.75K+ 2.63% |
$150K - $151K
|
107K
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.7K+ 58.7% |
$147K - $149K
|
7.3K
$368K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.69K+ 9.35% |
$146K - $148K
|
31.4K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.64K+ 4.41% |
$144K - $145K
|
62.6K
$3.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.51KNew |
$137K - $138K
|
2.51K
$127K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.51K+ 2.82% |
$137K - $138K
|
91.7K
$4.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.47KNew |
$134K - $136K
|
2.47K
$124K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.35K+ 25.46% |
$128K - $129K
|
11.6K
$584K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.23K+ 26.36% |
$122K - $123K
|
10.7K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$120K - $121K
|
2.2K
$111K
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.17K+ 2.48% |
$118K - $119K
|
89.3K
$4.5M
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
2.03K+ 7.7% |
$111K - $112K
|
28.4K
$1.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2K+ 12.09% |
$109K - $110K
|
18.5K
$933K
|