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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
523+ 6.28% |
$26K - $26.7K
|
8.86K
$446K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
216+ 3.26% |
$10.8K - $11K
|
6.84K
$345K
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.67K- 28.7% |
$133K - $136K
|
6.62K
$333K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-384- 1.95% |
$19.1K - $19.6K
|
19.3K
$971K
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
9.63K+ 20.2% |
$479K - $492K
|
57.3K
$2.88M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20+ 0.24% |
$996 - $1.02K
|
8.22K
$414K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6.16K- 31.15% |
$307K - $315K
|
13.6K
$686K
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.67K- 17.1% |
$282K - $290K
|
27.5K
$1.39M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.88K+ 5.1% |
$243K - $250K
|
101K
$5.07M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.09K+ 27.58% |
$104K - $107K
|
9.67K
$487K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-22.4K- 2.87% |
$1.12M - $1.15M
|
759K
$38.2M
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.58K- 13.53% |
$477K - $490K
|
61.2K
$3.08M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.09K+ 3.61% |
$453K - $465K
|
261K
$13.1M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.27K+ 7.52% |
$63.1K - $64.8K
|
18.1K
$912K
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
29.4K+ 2.38% |
$1.46M - $1.5M
|
1.26M
$63.6M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-23K- 5.93% |
$1.15M - $1.18M
|
365K
$18.4M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
133New |
$6.62K - $6.8K
|
133
$6.7K
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
8.35K+ 2.83% |
$416K - $427K
|
304K
$15.3M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-39.7K- 4.81% |
$1.98M - $2.03M
|
786K
$39.6M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-449- 0.74% |
$22.4K - $23K
|
59.9K
$3.01M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
31.2K+ 86.45% |
$1.56M - $1.6M
|
67.4K
$3.39M
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
64.7KNew |
$3.22M - $3.31M
|
64.7K
$3.26M
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
107+ 0.93% |
$5.33K - $5.47K
|
11.6K
$582K
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
250+ 0.47% |
$12.4K - $12.8K
|
53.8K
$2.71M
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-1.14K- 1.9% |
$56.5K - $58K
|
58.5K
$2.95M
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.94KNew |
$296K - $304K
|
5.94K
$299K
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
3.97K+ 2.69% |
$198K - $203K
|
152K
$7.64M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.94K+ 4.82% |
$395K - $406K
|
173K
$8.7M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
86.4K+ 22.9% |
$4.3M - $4.42M
|
464K
$23.4M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13K- 12.08% |
$646K - $663K
|
94.4K
$4.75M
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-297- 1.49% |
$14.8K - $15.2K
|
19.6K
$989K
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-3.34K- 8.36% |
$166K - $171K
|
36.6K
$1.84M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
972+ 5.34% |
$48.4K - $49.7K
|
19.2K
$966K
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7K+ 68.51% |
$349K - $358K
|
17.2K
$867K
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
401New |
$20K - $20.5K
|
401
$20.2K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-16- 0.07% |
$797 - $818
|
23.8K
$1.2M
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-684- 0.55% |
$34.1K - $35K
|
124K
$6.23M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29.9K- 29.91% |
$1.49M - $1.53M
|
70K
$3.52M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.08K- 34.21% |
$353K - $362K
|
13.6K
$686K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-932- 2.35% |
$46.4K - $47.7K
|
38.7K
$1.95M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.13K+ 4.37% |
$455K - $467K
|
218K
$11M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-917- 2.97% |
$45.7K - $46.9K
|
29.9K
$1.51M
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.36K+ 20.08% |
$217K - $223K
|
26.1K
$1.31M
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
28.2K+ 12.36% |
$1.4M - $1.44M
|
256K
$12.9M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4K+ 22.26% |
$199K - $205K
|
22K
$1.11M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.4K+ 37.9% |
$418K - $430K
|
30.6K
$1.54M
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.81K- 12.41% |
$140K - $144K
|
19.8K
$999K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.11K- 1.73% |
$155K - $159K
|
176K
$8.87M
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-536K- 74.66% |
$26.7M - $27.4M
|
182K
$9.16M
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
665+ 3.03% |
$33.1K - $34K
|
22.6K
$1.14M
|