Lutz Financial Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Lutz Financial Services LLC

$1.38 Billion
Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lutz Financial Services LLC holds 1,335,724 shares of VTEB stock, worth $67.1 Million. This represents 4.85% of its overall portfolio holdings.

Number of Shares

1,335,724

Previous 1,259,230 6.07%

Holding current value

$67.1 Million

Previous $61.7 Million 8.32%

% of portfolio

4.85%

Previous 4.8%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$48.5 - $50.19 $3.71 Million - $3.84 Million	76,494 Added 6.07%	1,335,724 $66.9 Million
Q2 2025 Jul 29, 2025	SELL	$48.13 - $49.85 $10.3 Million - $10.7 Million	-213,816 Reduced 14.52%	1,259,230 $61.7 Million
Q1 2025 May 07, 2025	BUY	$49.25 - $50.66 $3.57 Million - $3.67 Million	72,496 Added 5.18%	1,473,046 $73.1 Million
Q4 2024 Feb 03, 2025	BUY	$49.79 - $51.14 $3.01 Million - $3.09 Million	60,445 Added 4.51%	1,400,550 $70.2 Million
Q3 2024 Oct 29, 2024	BUY	$49.93 - $51.15 $2.87 Million - $2.94 Million	57,546 Added 4.49%	1,340,105 $68.5 Million

Q2 2024 Jul 29, 2024	BUY	$49.55 - $50.44 $4.64 Million - $4.72 Million	93,556 Added 7.87%	1,282,559 $64.3 Million
Q1 2024 May 03, 2024	BUY	$50.36 - $51.06 $6.94 Million - $7.04 Million	137,794 Added 13.11%	1,189,003 $60.2 Million
Q4 2023 Feb 07, 2024	SELL	$47.36 - $51.14 $10.1 Million - $10.9 Million	-213,458 Reduced 16.88%	1,051,209 $53.7 Million
Q3 2023 Nov 03, 2023	BUY	$48.03 - $50.5 $9.4 Million - $9.88 Million	195,660 Added 18.3%	1,264,667 $60.8 Million
Q2 2023 Aug 07, 2023	BUY	$49.5 - $51.06 $2.28 Million - $2.35 Million	45,991 Added 4.5%	1,069,007 $53.7 Million
Q1 2023 May 01, 2023	BUY	$49.32 - $51.02 $13.8 Million - $14.3 Million	279,559 Added 37.6%	1,023,016 $51.8 Million
Q4 2022 Feb 06, 2023	BUY	$47.5 - $50.06 $30.1 Million - $31.7 Million	632,650 Added 570.95%	743,457 $36.8 Million
Q3 2022 Oct 21, 2022	SELL	$48.11 - $51.14 $1.21 Million - $1.28 Million	-25,117 Reduced 18.48%	110,807 $5.33 Million
Q2 2022 Jul 20, 2022	BUY	$49.13 - $51.51 $6.68 Million - $7 Million	135,924 New	135,924 $6.79 Million

Others Institutions Holding VTEB

# of Institutions

1,372

Shares Held

602M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Lutz Financial Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History