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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.14K- 6.77% |
$171K - $173K
|
43.3K
$2.18M
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.38K- 6.61% |
$184K - $186K
|
47.7K
$2.4M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.38K- 6.61% |
$184K - $186K
|
47.7K
$2.4M
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.44KClosed |
$188K - $190K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.48K- 8.85% |
$189K - $191K
|
35.8K
$1.8M
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-3.73K- 22.72% |
$203K - $205K
|
12.7K
$638K
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.78K- 4.02% |
$206K - $208K
|
90.3K
$4.55M
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.84KClosed |
$209K - $211K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.94KClosed |
$215K - $217K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.03K- 7.03% |
$219K - $221K
|
53.2K
$2.68M
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.04KClosed |
$220K - $222K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.05K- 1.27% |
$220K - $223K
|
313K
$15.8M
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.09KClosed |
$223K - $225K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.18KClosed |
$228K - $230K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.24K- 4.46% |
$231K - $233K
|
90.8K
$4.57M
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.32KClosed |
$235K - $238K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.41K- 19.22% |
$240K - $243K
|
18.5K
$933K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.49K- 25.15% |
$244K - $247K
|
13.4K
$672K
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 23.07% |
$245K - $248K
|
15K
$756K
|
|
Feb 03, 2022
Q4 2021
|
Evergreen Advisors, LLC
|
SELL
|
- |
-4.7KClosed |
$256K - $259K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.92K- 25.28% |
$268K - $271K
|
14.5K
$732K
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5.09KClosed |
$278K - $280K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.11K- 6.68% |
$278K - $281K
|
71.3K
$3.59M
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.19KClosed |
$283K - $286K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.32KClosed |
$290K - $293K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.43KClosed |
$296K - $299K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-5.45K- 17.84% |
$297K - $300K
|
25.1K
$1.27M
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.47K- 42.77% |
$298K - $301K
|
7.33K
$369K
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.52K- 23.77% |
$301K - $304K
|
17.7K
$892K
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.54KClosed |
$302K - $305K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
SELL
|
- |
-5.68K- 2.54% |
$309K - $312K
|
218K
$11M
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.77K- 11.82% |
$314K - $318K
|
43.1K
$2.17M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.89KClosed |
$321K - $324K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-6K- 7.14% |
$327K - $330K
|
78K
$3.93M
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.15K- 11.95% |
$335K - $338K
|
45.3K
$2.28M
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-6.21K- 28.02% |
$338K - $342K
|
15.9K
$803K
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.31K- 0.43% |
$344K - $347K
|
1.45M
$73.2M
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-6.33K- 60.6% |
$345K - $348K
|
4.12K
$207K
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-6.45KClosed |
$352K - $355K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-6.92KClosed |
$377K - $381K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-7.75K- 29.26% |
$423K - $427K
|
18.7K
$944K
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-7.82K- 26.93% |
$426K - $430K
|
21.2K
$1.07M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.4K- 9.06% |
$458K - $462K
|
84.3K
$4.25M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.45K- 64.24% |
$461K - $465K
|
4.71K
$237K
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-8.53KClosed |
$465K - $469K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
SELL
|
- |
-9.11K- 53.53% |
$497K - $501K
|
7.91K
$398K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.57K- 17.44% |
$521K - $526K
|
45.3K
$2.28M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.7K- 18.14% |
$529K - $534K
|
43.8K
$2.21M
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.86K- 39.18% |
$537K - $543K
|
15.3K
$771K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10K- 66.85% |
$545K - $550K
|
4.96K
$250K
|