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 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
22.7K+ 22.48% |
$1.24M - $1.25M
|
124K
$6.24M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.6KNew |
$1.23M - $1.25M
|
22.6K
$1.14M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22.1K+ 146.51% |
$1.2M - $1.21M
|
37.1K
$1.87M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
21.8K+ 33.11% |
$1.19M - $1.2M
|
87.6K
$4.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
21.6KNew |
$1.17M - $1.19M
|
21.6K
$1.09M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.7K+ 18.83% |
$1.13M - $1.14M
|
130K
$6.57M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.6K+ 26.85% |
$1.12M - $1.13M
|
97.2K
$4.89M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
19.5KNew |
$1.06M - $1.07M
|
19.5K
$980K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
19.2KNew |
$1.05M - $1.06M
|
19.2K
$966K
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
19KNew |
$1.04M - $1.05M
|
19K
$957K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 81.22% |
$1.02M - $1.03M
|
41.9K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
18.6KNew |
$1.02M - $1.03M
|
18.6K
$939K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
18.4K+ 31.2% |
$1M - $1.01M
|
77.3K
$3.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.3K+ 33.93% |
$1M - $1.01M
|
72.4K
$3.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
18.2KNew |
$992K - $1M
|
18.2K
$916K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
17.8KNew |
$973K - $982K
|
17.8K
$899K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
17.1K+ 15.84% |
$930K - $939K
|
125K
$6.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17K+ 38.34% |
$926K - $935K
|
61.3K
$3.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16.9K+ 146.9% |
$921K - $930K
|
28.4K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
16.8KNew |
$917K - $926K
|
16.8K
$847K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 18.45% |
$913K - $922K
|
108K
$5.42M
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
16.7K+ 51.2% |
$908K - $917K
|
49.2K
$2.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
16.6KNew |
$905K - $914K
|
16.6K
$837K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
16.1KNew |
$880K - $889K
|
16.1K
$813K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.9K+ 27.89% |
$867K - $875K
|
72.9K
$3.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.6K+ 11.07% |
$851K - $859K
|
157K
$7.89M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
14.7KNew |
$800K - $808K
|
14.7K
$739K
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
14.6K+ 7.17% |
$798K - $806K
|
219K
$11M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.6K+ 16.28% |
$798K - $805K
|
105K
$5.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14.4K+ 208.28% |
$787K - $795K
|
21.4K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.4K+ 193.53% |
$783K - $790K
|
21.8K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.3K+ 7.97% |
$778K - $786K
|
193K
$9.74M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
14.2K+ 157.93% |
$773K - $781K
|
23.2K
$1.17M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
14.1K+ 21.27% |
$766K - $774K
|
80.2K
$4.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
13.9K+ 28.46% |
$759K - $766K
|
62.9K
$3.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
13.3KNew |
$725K - $732K
|
13.3K
$670K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 94.56% |
$712K - $719K
|
26.9K
$1.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
13KNew |
$709K - $716K
|
13K
$656K
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
12.7KNew |
$690K - $697K
|
12.7K
$638K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
12.5K+ 14.3% |
$680K - $686K
|
99.7K
$5.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
12.2KNew |
$665K - $671K
|
12.2K
$614K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
12.2K+ 156.09% |
$663K - $670K
|
20K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
12.1KNew |
$662K - $668K
|
12.1K
$612K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
12.1K+ 454.36% |
$659K - $666K
|
14.8K
$743K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
11.8K+ 65.39% |
$646K - $652K
|
30K
$1.51M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.8K+ 72.02% |
$646K - $652K
|
28.3K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
11.8K+ 17.28% |
$642K - $648K
|
80K
$4.03M
|
|
|
Feb 13, 2025
Q4 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11.5K+ 65.06% |
$627K - $633K
|
29.2K
$1.47M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
11.5KNew |
$627K - $633K
|
11.5K
$579K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11.5K+ 40.01% |
$625K - $631K
|
40.1K
$2.02M
|