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
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.89K+ 20.87% |
$103K - $104K
|
11K
$559K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.89K+ 11.11% |
$103K - $104K
|
18.9K
$962K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.89K+ 22.78% |
$103K - $104K
|
10.2K
$518K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.86K+ 17.62% |
$101K - $102K
|
12.4K
$633K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.83K+ 606.31% |
$99.5K - $100K
|
2.13K
$108K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.79K+ 13.0% |
$97.8K - $98.7K
|
15.6K
$794K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.76K+ 46.88% |
$95.8K - $96.7K
|
5.51K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.74K+ 6.21% |
$94.9K - $95.9K
|
29.8K
$1.52M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.73K+ 16.57% |
$94.3K - $95.3K
|
12.2K
$620K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.71K+ 1.34% |
$93.2K - $94.1K
|
130K
$6.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
1.7K+ 9.18% |
$92.7K - $93.6K
|
20.2K
$1.03M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 20.48% |
$89.7K - $90.6K
|
9.68K
$493K
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.64K+ 2.27% |
$89.4K - $90.2K
|
74K
$3.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
1.6K+ 8.99% |
$87.2K - $88K
|
19.4K
$988K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.6K+ 7.87% |
$86.9K - $87.8K
|
21.9K
$1.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.57K+ 11.2% |
$85.8K - $86.6K
|
15.6K
$796K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.56KNew |
$85K - $85.8K
|
1.56K
$79.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.55K+ 388.5% |
$84.7K - $85.5K
|
1.95K
$99.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.54KNew |
$84K - $84.9K
|
1.54K
$78.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.53KNew |
$83.5K - $84.3K
|
1.53K
$78K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.5K+ 29.46% |
$81.8K - $82.5K
|
6.59K
$336K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
1.46K+ 4.93% |
$79.5K - $80.3K
|
31K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.43K+ 1565.93% |
$77.7K - $78.4K
|
1.52K
$77.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.39K+ 3.16% |
$75.5K - $76.2K
|
45.3K
$2.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.38K+ 20.78% |
$75.4K - $76.1K
|
8.04K
$410K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.36K+ 33.29% |
$74.1K - $74.8K
|
5.45K
$277K
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
1.34K+ 5.76% |
$73K - $73.7K
|
24.6K
$1.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.32KNew |
$72K - $72.7K
|
1.32K
$67.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.32K+ 5.89% |
$71.8K - $72.5K
|
23.7K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.31KNew |
$71.6K - $72.3K
|
1.31K
$66.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.3K+ 11.5% |
$70.9K - $71.5K
|
12.6K
$642K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.29K+ 5.32% |
$70.1K - $70.8K
|
25.5K
$1.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.27K+ 38.2% |
$69.2K - $69.8K
|
4.59K
$234K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.26K+ 27.95% |
$68.4K - $69.1K
|
5.75K
$293K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.25K+ 20.33% |
$68.3K - $69K
|
7.42K
$378K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
1.25K+ 31.25% |
$68.1K - $68.8K
|
5.25K
$267K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
1.23K+ 32.28% |
$66.8K - $67.4K
|
5.02K
$256K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1.18KNew |
$64.3K - $64.9K
|
1.18K
$60.1K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
1.15K+ 7.71% |
$62.7K - $63.3K
|
16.1K
$819K
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.12K+ 4.65% |
$61.2K - $61.8K
|
25.2K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.1K+ 24.22% |
$60.1K - $60.7K
|
5.66K
$288K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
1.1K+ 4.65% |
$60K - $60.6K
|
24.8K
$1.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.06K+ 13.52% |
$57.8K - $58.4K
|
8.91K
$454K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.05K+ 15.44% |
$57.3K - $57.8K
|
7.86K
$400K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.02K+ 0.9% |
$55.8K - $56.4K
|
114K
$5.82M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1K+ 10.64% |
$54.5K - $55K
|
10.4K
$530K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
991+ 1.53% |
$54K - $54.5K
|
65.6K
$3.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
970New |
$52.9K - $53.4K
|
970
$49.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
882New |
$48.1K - $48.5K
|
882
$44.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
869+ 7.52% |
$47.4K - $47.8K
|
12.4K
$633K
|