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 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-5.78K- 7.73% |
$288K - $295K
|
68.9K
$3.47M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.05K+ 61.93% |
$152K - $156K
|
7.97K
$401K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
432+ 1.31% |
$21.5K - $22.1K
|
33.4K
$1.68M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.52K- 10.95% |
$175K - $180K
|
28.6K
$1.44M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
17.2K+ 4.9% |
$854K - $877K
|
367K
$18.5M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-712- 6.99% |
$35.5K - $36.4K
|
9.47K
$477K
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
67.3K+ 351.96% |
$3.35M - $3.44M
|
86.4K
$4.35M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.03K- 2.11% |
$101K - $104K
|
94K
$4.73M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
118KNew |
$5.87M - $6.03M
|
118K
$5.94M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22.3K- 84.51% |
$1.11M - $1.14M
|
4.09K
$206K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-480- 1.13% |
$23.9K - $24.5K
|
41.9K
$2.11M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
11.1K+ 7.1% |
$554K - $569K
|
168K
$8.45M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
112KNew |
$5.58M - $5.73M
|
112K
$5.65M
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-109- 0.78% |
$5.43K - $5.57K
|
13.9K
$698K
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.78K+ 3.32% |
$238K - $244K
|
149K
$7.49M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-200- 2.65% |
$9.96K - $10.2K
|
7.34K
$370K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.61K+ 63.56% |
$379K - $389K
|
19.6K
$987K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8.53K- 29.4% |
$425K - $436K
|
20.5K
$1.03M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
101+ 0.73% |
$5.03K - $5.17K
|
14K
$706K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.87K- 36.7% |
$292K - $300K
|
10.1K
$510K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-100- 1.67% |
$4.98K - $5.11K
|
5.9K
$297K
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-114- 0.76% |
$5.68K - $5.83K
|
14.9K
$750K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 10.4% |
$1.28M - $1.31M
|
273K
$13.7M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
760+ 1.54% |
$37.8K - $38.9K
|
50.1K
$2.52M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
42+ 0.56% |
$2.09K - $2.15K
|
7.57K
$381K
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.22K- 53.94% |
$260K - $267K
|
4.45K
$224K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.05K- 8.92% |
$152K - $156K
|
31.1K
$1.57M
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
9.56K+ 19.41% |
$476K - $489K
|
58.8K
$2.96M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.89K+ 2.89% |
$94.2K - $96.7K
|
67.3K
$3.39M
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.18K+ 0.71% |
$108K - $111K
|
309K
$15.5M
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.33KNew |
$315K - $324K
|
6.33K
$319K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.45KNew |
$122K - $125K
|
2.45K
$123K
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.95KNew |
$246K - $253K
|
4.95K
$249K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
6.89KNew |
$343K - $352K
|
6.89K
$347K
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.25K- 51.79% |
$311K - $320K
|
5.82K
$293K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
8.74K+ 53.94% |
$435K - $447K
|
25K
$1.26M
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.49K+ 6.08% |
$273K - $281K
|
95.8K
$4.83M
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-33K- 44.46% |
$1.64M - $1.69M
|
41.2K
$2.08M
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
323+ 1.09% |
$16.1K - $16.5K
|
30K
$1.51M
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-81.4K- 12.37% |
$4.05M - $4.16M
|
577K
$29M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.32K- 0.71% |
$116K - $119K
|
323K
$16.2M
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
189+ 1.09% |
$9.41K - $9.67K
|
17.6K
$887K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.97K+ 9.94% |
$297K - $305K
|
66K
$3.33M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.5K+ 21.94% |
$324K - $332K
|
36.1K
$1.82M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
9.05K+ 3.35% |
$450K - $463K
|
279K
$14M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.16K+ 10.68% |
$307K - $315K
|
63.8K
$3.21M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-308- 1.14% |
$15.3K - $15.8K
|
26.7K
$1.34M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
23.3K+ 9.43% |
$1.16M - $1.19M
|
270K
$13.6M
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
60+ 0.62% |
$2.99K - $3.07K
|
9.73K
$490K
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
7.32K+ 2.84% |
$364K - $374K
|
265K
$13.3M
|