Latest Institutional Transactions on Vanguard Mun Bd Fds Tax Exempt (VTEB)
This table provides information on the latest institutional transactions involving Vanguard Mun Bd Fds Tax Exempt (VTEB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
877+ 4.09% |
$43.7K - $44.8K
|
22.3K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.46K+ 13.6% |
$272K - $279K
|
45.6K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 0.17% |
$101K - $103K
|
1.22M
$61.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
73.3K+ 90.63% |
$3.65M - $3.75M
|
154K
$7.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-149- 0.84% |
$7.42K - $7.62K
|
17.6K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
280+ 5.64% |
$13.9K - $14.3K
|
5.24K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.65K+ 65.3% |
$331K - $340K
|
16.8K
$847K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
71.1K+ 178.85% |
$3.54M - $3.63M
|
111K
$5.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
8.77K+ 1.25% |
$437K - $448K
|
712K
$35.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.53K+ 56.12% |
$375K - $385K
|
20.9K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
247+ 2.04% |
$12.3K - $12.6K
|
12.3K
$621K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.9K+ 19.59% |
$1.14M - $1.17M
|
140K
$7.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-160- 1.1% |
$7.97K - $8.18K
|
14.4K
$727K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-10.7K- 2.26% |
$532K - $546K
|
463K
$23.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
187+ 1.37% |
$9.31K - $9.56K
|
13.9K
$699K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2.49K- 17.26% |
$124K - $127K
|
11.9K
$602K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
39.9KNew |
$1.99M - $2.04M
|
39.9K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
30.7KNew |
$1.53M - $1.57M
|
30.7K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
14.5KNew |
$722K - $742K
|
14.5K
$731K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
24.6KNew |
$1.22M - $1.26M
|
24.6K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42.7K- 5.71% |
$2.13M - $2.18M
|
705K
$35.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
22.4K+ 13.82% |
$1.11M - $1.14M
|
184K
$9.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.48K+ 2.12% |
$73.9K - $75.9K
|
71.4K
$3.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
78KNew |
$3.88M - $3.99M
|
78K
$3.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
465KNew |
$23.1M - $23.8M
|
465K
$23.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.01K- 85.75% |
$448K - $461K
|
1.5K
$75.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.23KNew |
$161K - $165K
|
3.23K
$163K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.33K- 7.73% |
$315K - $324K
|
75.6K
$3.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
960New |
$47.8K - $49.1K
|
960
$48.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.57K- 36.9% |
$128K - $131K
|
4.39K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.57K+ 4.3% |
$78.2K - $80.3K
|
38.1K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
800+ 7.63% |
$39.8K - $40.9K
|
11.3K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.82K+ 3.63% |
$90.4K - $92.8K
|
51.9K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-965- 1.76% |
$48K - $49.4K
|
53.8K
$2.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-11.4K- 60.79% |
$567K - $582K
|
7.34K
$370K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
14.6KNew |
$727K - $747K
|
14.6K
$736K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
72.7KNew |
$3.62M - $3.72M
|
72.7K
$3.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.4KNew |
$269K - $276K
|
5.4K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
14.8KNew |
$736K - $756K
|
14.8K
$745K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-10.3K- 34.45% |
$514K - $528K
|
19.6K
$989K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
838New |
$41.7K - $42.9K
|
838
$42.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16.9K+ 3.09% |
$843K - $866K
|
565K
$28.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 0.72% |
$127K - $131K
|
353K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.8K+ 154.96% |
$488K - $501K
|
16.1K
$812K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-99.7K- 12.16% |
$4.97M - $5.1M
|
721K
$36.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.94K- 30.58% |
$146K - $150K
|
6.68K
$336K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
60+ 0.74% |
$2.99K - $3.07K
|
8.19K
$412K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
7.3KNew |
$363K - $373K
|
7.3K
$367K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-120- 0.77% |
$5.97K - $6.14K
|
15.5K
$782K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
60.4K+ 4.51% |
$3.01M - $3.09M
|
1.4M
$70.5M
|