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 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.3K+ 14.02% |
$64.7K - $66.5K
|
10.6K
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.19K+ 8.82% |
$408K - $419K
|
101K
$5.09M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-36.7K- 7.78% |
$1.83M - $1.88M
|
435K
$21.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-877- 8.35% |
$43.7K - $44.8K
|
9.62K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
32.7KNew |
$1.63M - $1.67M
|
32.7K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6+ 1.43% |
$299 - $307
|
427
$21.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.23K+ 3.26% |
$61.1K - $62.8K
|
38.9K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-80- 0.38% |
$3.98K - $4.09K
|
20.8K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.59K- 0.53% |
$79.3K - $81.5K
|
300K
$15.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
4.19K+ 24.29% |
$209K - $214K
|
21.4K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
219K+ 6.06% |
$10.9M - $11.2M
|
3.84M
$193M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4K+ 19.75% |
$199K - $205K
|
24.3K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.81K+ 23.74% |
$389K - $399K
|
40.7K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.02K+ 2.94% |
$50.8K - $52.2K
|
35.7K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
18.3K+ 15.25% |
$913K - $938K
|
139K
$6.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.58K+ 11.93% |
$129K - $132K
|
24.2K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
35K+ 3.62% |
$1.74M - $1.79M
|
1M
$50.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-5.77K- 7.72% |
$287K - $295K
|
69K
$3.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
16K+ 7296.8% |
$796K - $817K
|
16.2K
$816K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.62K+ 1.46% |
$80.6K - $82.7K
|
112K
$5.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.32K+ 6.17% |
$65.7K - $67.5K
|
22.7K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.02K+ 3.2% |
$50.7K - $52.1K
|
32.9K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-6.05K- 40.6% |
$301K - $309K
|
8.85K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-387- 5.58% |
$19.3K - $19.8K
|
6.55K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4.47K+ 12.04% |
$222K - $228K
|
41.6K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
223+ 0.71% |
$11.1K - $11.4K
|
31.7K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
16.3K+ 26.79% |
$814K - $836K
|
77.4K
$3.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-162- 1.02% |
$8.07K - $8.28K
|
15.7K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.23K+ 32.16% |
$161K - $165K
|
13.3K
$668K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-349- 13.77% |
$17.4K - $17.8K
|
2.19K
$110K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.47K- 16.32% |
$73.3K - $75.3K
|
7.55K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-143K- 87.72% |
$7.11M - $7.3M
|
20K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.96K+ 1.94% |
$297K - $305K
|
314K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1KNew |
$650K - $668K
|
13.1K
$658K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.42K- 11.02% |
$70.8K - $72.7K
|
11.5K
$578K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
21.9KNew |
$1.09M - $1.12M
|
21.9K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
30.7K+ 173.89% |
$1.53M - $1.57M
|
48.4K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
154K+ 14.51% |
$7.67M - $7.88M
|
1.22M
$61.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-174- 10.39% |
$8.66K - $8.9K
|
1.5K
$75.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.37K+ 10.91% |
$118K - $121K
|
24K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.53K+ 8.92% |
$275K - $283K
|
67.5K
$3.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
555+ 0.31% |
$27.6K - $28.4K
|
179K
$9M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
550+ 7.95% |
$27.4K - $28.1K
|
7.47K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.11K+ 9.8% |
$254K - $261K
|
57.2K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
6.2K+ 2.0% |
$309K - $317K
|
317K
$16M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.13K+ 74.67% |
$206K - $211K
|
9.66K
$487K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14.7K- 1.78% |
$733K - $752K
|
812K
$40.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.73K+ 15.15% |
$136K - $139K
|
20.7K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.35KNew |
$416K - $427K
|
8.35K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.21K- 6.41% |
$160K - $164K
|
46.9K
$2.36M
|