Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-14.8K- 16.66% |
$727K - $762K
|
74K
$3.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-14.8KClosed |
$729K - $764K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-15KClosed |
$737K - $773K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-15.2K- 18.75% |
$744K - $781K
|
65.7K
$3.3M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-15.5K- 20.48% |
$760K - $797K
|
60.1K
$3.02M
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-16.9K- 77.1% |
$832K - $872K
|
5.03K
$253K
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-17K- 19.99% |
$836K - $876K
|
68.1K
$3.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-17.6K- 35.18% |
$864K - $905K
|
32.4K
$1.63M
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-17.7K- 44.44% |
$870K - $912K
|
22.1K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-18.1KClosed |
$888K - $931K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-19.3K- 49.07% |
$947K - $993K
|
20K
$1M
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-20K- 31.61% |
$982K - $1.03M
|
43.2K
$2.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-20KClosed |
$983K - $1.03M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-20K- 7.38% |
$983K - $1.03M
|
251K
$12.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20.7K- 35.55% |
$1.02M - $1.06M
|
37.5K
$1.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-21.2KClosed |
$1.04M - $1.09M
|
0
$0
|
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-21.3K- 72.68% |
$1.05M - $1.1M
|
8K
$402K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-21.7K- 25.7% |
$1.07M - $1.12M
|
62.8K
$3.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22.4K- 67.5% |
$1.1M - $1.15M
|
10.8K
$541K
|
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-22.5K- 53.7% |
$1.11M - $1.16M
|
19.4K
$975K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-22.5K- 18.7% |
$1.11M - $1.16M
|
98K
$4.92M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-23K- 31.39% |
$1.13M - $1.19M
|
50.3K
$2.53M
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-23.1K- 48.96% |
$1.13M - $1.19M
|
24K
$1.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23.3K- 29.65% |
$1.14M - $1.2M
|
55.2K
$2.77M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.7K- 18.58% |
$1.17M - $1.22M
|
104K
$5.22M
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-24K- 69.84% |
$1.18M - $1.24M
|
10.4K
$521K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24.2K- 29.59% |
$1.19M - $1.25M
|
57.5K
$2.89M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-24.4K- 84.59% |
$1.2M - $1.26M
|
4.45K
$224K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-24.6K- 7.62% |
$1.21M - $1.27M
|
298K
$15M
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-24.8K- 17.59% |
$1.22M - $1.28M
|
116K
$5.84M
|
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-25.3K- 8.69% |
$1.24M - $1.3M
|
265K
$13.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-25.6K- 30.27% |
$1.26M - $1.32M
|
59.1K
$2.97M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-25.9K- 76.49% |
$1.27M - $1.33M
|
7.96K
$400K
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-26.1K- 60.99% |
$1.28M - $1.35M
|
16.7K
$840K
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-26.7K- 34.81% |
$1.31M - $1.37M
|
50K
$2.51M
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-28K- 16.19% |
$1.38M - $1.44M
|
145K
$7.28M
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-28.1K- 52.98% |
$1.38M - $1.45M
|
25K
$1.25M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-28.2KClosed |
$1.39M - $1.45M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-30.8K- 40.45% |
$1.51M - $1.59M
|
45.4K
$2.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-34.5KClosed |
$1.69M - $1.78M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-35.1K- 11.59% |
$1.73M - $1.81M
|
268K
$13.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-35.4K- 32.46% |
$1.74M - $1.82M
|
73.6K
$3.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-35.4K- 77.1% |
$1.74M - $1.83M
|
10.5K
$529K
|
|
|
Aug 15, 2022
Q2 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-35.5K- 81.48% |
$1.74M - $1.83M
|
8.07K
$406K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-36.1K- 30.36% |
$1.77M - $1.86M
|
82.7K
$4.15M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-36.4KClosed |
$1.79M - $1.88M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-37.3K- 76.87% |
$1.83M - $1.92M
|
11.2K
$564K
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-39.9K- 32.47% |
$1.96M - $2.06M
|
83K
$4.17M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-41.4K- 38.76% |
$2.04M - $2.13M
|
65.5K
$3.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-42.4K- 86.66% |
$2.08M - $2.18M
|
6.52K
$327K
|