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 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
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.81KNew |
$239K - $246K
|
4.81K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.69K+ 6.37% |
$184K - $189K
|
61.6K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-160- 2.92% |
$7.97K - $8.18K
|
5.32K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.7K- 2.13% |
$84.8K - $87.1K
|
78.4K
$3.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-222- 36.39% |
$11.1K - $11.4K
|
388
$19.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.01K+ 2.24% |
$100K - $103K
|
91.7K
$4.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
166+ 0.36% |
$8.27K - $8.49K
|
46.2K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
261+ 0.81% |
$13K - $13.3K
|
32.6K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.84K- 24.95% |
$91.8K - $94.3K
|
5.55K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
10+ 0.01% |
$498 - $511
|
102K
$5.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.9K- 24.15% |
$94.6K - $97.2K
|
5.97K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
536K+ 35.56% |
$26.7M - $27.4M
|
2.04M
$103M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.83K- 8.06% |
$141K - $145K
|
32.3K
$1.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.33KNew |
$265K - $272K
|
5.33K
$268K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
126+ 0.35% |
$6.27K - $6.44K
|
36.1K
$1.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.73K+ 1.02% |
$186K - $191K
|
370K
$18.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
21.6K+ 24.85% |
$1.07M - $1.1M
|
108K
$5.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16.6K+ 15.08% |
$825K - $847K
|
126K
$6.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
14.1K+ 34.34% |
$700K - $719K
|
55K
$2.77M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
21.7K+ 59.11% |
$1.08M - $1.11M
|
58.4K
$2.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
33K+ 7.88% |
$1.65M - $1.69M
|
452K
$22.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.79K- 10.79% |
$88.9K - $91.3K
|
14.8K
$743K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.11K+ 14.66% |
$55.1K - $56.6K
|
8.65K
$436K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
24.2K+ 7.78% |
$1.21M - $1.24M
|
336K
$16.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.16K+ 16.19% |
$157K - $161K
|
22.7K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
37+ 3.37% |
$1.84K - $1.89K
|
1.14K
$57.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-971- 0.98% |
$48.3K - $49.7K
|
98.2K
$4.94M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.55K+ 113.57% |
$326K - $335K
|
12.3K
$620K
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-5.32K- 1.65% |
$265K - $272K
|
316K
$15.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-572- 1.71% |
$28.5K - $29.3K
|
32.9K
$1.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.82K- 6.3% |
$240K - $246K
|
71.7K
$3.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
498+ 5.85% |
$24.8K - $25.5K
|
9.01K
$454K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.46KNew |
$222K - $228K
|
4.46K
$225K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-586- 10.18% |
$29.2K - $30K
|
5.17K
$260K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.06KNew |
$103K - $105K
|
2.06K
$104K
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
9.94K+ 7.77% |
$495K - $508K
|
138K
$6.95M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 0.73% |
$1.19K - $1.23K
|
3.32K
$167K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-6- 0.08% |
$300 - $307
|
7.06K
$355K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-293- 1.43% |
$14.6K - $15K
|
20.2K
$1.02M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-2.89K- 1.04% |
$144K - $148K
|
274K
$13.8M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.65K- 20.11% |
$232K - $238K
|
18.5K
$931K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.93K+ 41.3% |
$346K - $354K
|
23.7K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
BUY
|
- |
4.14K+ 2.0% |
$207K - $212K
|
211K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3K+ 4.36% |
$150K - $154K
|
71.8K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.57% |
$1.25K - $1.28K
|
4.36K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.6KNew |
$130K - $133K
|
2.6K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-272K- 48.43% |
$13.6M - $13.9M
|
290K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-12.1K- 5.88% |
$605K - $620K
|
194K
$9.77M
|
|