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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
29KNew |
$1.42M - $1.49M
|
29K
$1.45M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28.8K+ 31.92% |
$1.42M - $1.49M
|
119K
$5.97M
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
28.8KNew |
$1.41M - $1.48M
|
28.8K
$1.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
28.6KNew |
$1.4M - $1.47M
|
28.6K
$1.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
28.4K+ 25.18% |
$1.39M - $1.46M
|
141K
$7.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
28.2KNew |
$1.39M - $1.45M
|
28.2K
$1.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
28.2KNew |
$1.39M - $1.45M
|
28.2K
$1.42M
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28.2K+ 11.83% |
$1.39M - $1.45M
|
267K
$13.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
27.2K+ 67.9% |
$1.34M - $1.4M
|
67.3K
$3.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27K+ 23.62% |
$1.33M - $1.39M
|
142K
$7.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
26.4KNew |
$1.3M - $1.36M
|
26.4K
$1.33M
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
26K+ 50.19% |
$1.28M - $1.34M
|
77.8K
$3.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
26K+ 382.7% |
$1.28M - $1.34M
|
32.8K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$1.19M - $1.24M
|
24.1K
$1.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24K+ 1.77% |
$1.18M - $1.24M
|
1.38M
$69.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
23.9KNew |
$1.17M - $1.23M
|
23.9K
$1.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
23.1KNew |
$1.14M - $1.19M
|
23.1K
$1.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
22.8KNew |
$1.12M - $1.18M
|
22.8K
$1.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.4KNew |
$1.1M - $1.16M
|
22.4K
$1.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
22.2KNew |
$1.09M - $1.14M
|
22.2K
$1.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
20.9KNew |
$1.03M - $1.08M
|
20.9K
$1.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
20.6K+ 1256.61% |
$1.01M - $1.06M
|
22.3K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
19.1K+ 48.05% |
$940K - $986K
|
59K
$2.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
18.9KNew |
$927K - $972K
|
18.9K
$946K
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.8KNew |
$925K - $969K
|
18.8K
$943K
|
|
|
Jul 14, 2022
Q2 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
18.7KNew |
$920K - $964K
|
18.7K
$938K
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
BUY
|
- |
18.6K+ 38.81% |
$913K - $958K
|
66.5K
$3.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.3K+ 47.09% |
$900K - $943K
|
57.2K
$2.87M
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
18.2K+ 121.67% |
$894K - $938K
|
33.2K
$1.66M
|
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$892K - $935K
|
18.2K
$910K
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
18.1KNew |
$889K - $932K
|
18.1K
$907K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.7K+ 153.9% |
$870K - $913K
|
29.2K
$1.47M
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
17.5KNew |
$858K - $900K
|
17.5K
$876K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
17.4KNew |
$854K - $895K
|
17.4K
$871K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17.2K+ 17.17% |
$847K - $888K
|
118K
$5.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
17.2K+ 1754.8% |
$845K - $886K
|
18.2K
$911K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17K+ 65.08% |
$837K - $878K
|
43.2K
$2.17M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.7K+ 20.25% |
$820K - $860K
|
99.2K
$4.97M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
16.3K+ 48.23% |
$803K - $842K
|
50.2K
$2.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
16.3K+ 41.17% |
$802K - $841K
|
56K
$2.81M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.3KNew |
$802K - $841K
|
16.3K
$818K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
15.8KNew |
$777K - $814K
|
15.8K
$792K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
15.8KNew |
$775K - $813K
|
15.8K
$791K
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
15.7K+ 85.09% |
$771K - $809K
|
34.2K
$1.71M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
15.7K+ 18.33% |
$771K - $809K
|
101K
$5.08M
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 27.64% |
$765K - $802K
|
71.9K
$3.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
15.5KNew |
$764K - $801K
|
15.5K
$779K
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
15.4KNew |
$755K - $792K
|
15.4K
$770K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
15.3K+ 1.55% |
$753K - $790K
|
1M
$50.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
15.2K+ 14.43% |
$748K - $784K
|
121K
$6.05M
|