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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.33K- 28.32% |
$66.2K - $67.8K
|
3.35K
$169K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.23K+ 2.26% |
$111K - $114K
|
101K
$5.1M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
22.6K+ 128.68% |
$1.13M - $1.15M
|
40.1K
$2.02M
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
32+ 0.64% |
$1.6K - $1.64K
|
5.02K
$253K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.2KNew |
$708K - $726K
|
14.2K
$715K
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.43KNew |
$271K - $278K
|
5.43K
$274K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
375New |
$18.7K - $19.2K
|
375
$18.9K
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-325- 4.3% |
$16.2K - $16.6K
|
7.24K
$365K
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
8.23KNew |
$411K - $421K
|
8.23K
$415K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
92.4K+ 52.64% |
$4.62M - $4.73M
|
268K
$13.5M
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-30.7K- 74.71% |
$1.54M - $1.57M
|
10.4K
$524K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-15- 0.32% |
$749 - $767
|
4.61K
$232K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.32K- 23.35% |
$65.7K - $67.3K
|
4.32K
$217K
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
14.4KNew |
$717K - $734K
|
14.4K
$723K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.4K- 31.68% |
$170K - $174K
|
7.33K
$369K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
254New |
$12.7K - $13K
|
254
$12.8K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.78K+ 4.88% |
$189K - $193K
|
81.2K
$4.09M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-23Closed |
$1.15K - $1.18K
|
0
$0
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-507- 1.66% |
$25.3K - $25.9K
|
30.1K
$1.52M
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-6.68K- 37.81% |
$333K - $341K
|
11K
$553K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
569+ 1497.37% |
$28.4K - $29.1K
|
607
$30.6K
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-790- 3.7% |
$39.4K - $40.4K
|
20.6K
$1.04M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
112+ 11.41% |
$5.59K - $5.73K
|
1.09K
$55.1K
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
546+ 3.05% |
$27.3K - $27.9K
|
18.4K
$928K
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-58- 1.32% |
$2.9K - $2.97K
|
4.33K
$218K
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.93KNew |
$246K - $252K
|
4.93K
$248K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.2K- 4.89% |
$360K - $368K
|
140K
$7.06M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
758+ 14.67% |
$37.8K - $38.8K
|
5.93K
$298K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.79K- 5.27% |
$140K - $143K
|
50.2K
$2.53M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 1.07% |
$99.9 - $102
|
189
$9.52K
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7.08KNew |
$354K - $362K
|
7.08K
$357K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.28KNew |
$114K - $117K
|
2.28K
$115K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-5.35K- 53.32% |
$267K - $274K
|
4.69K
$236K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
175K+ 5012.01% |
$8.75M - $8.97M
|
179K
$9.01M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
559+ 2942.11% |
$27.9K - $28.6K
|
578
$29.1K
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-3.89K- 34.35% |
$194K - $199K
|
7.44K
$375K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8+ 0.06% |
$399 - $409
|
12.7K
$641K
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
7.23KNew |
$361K - $370K
|
7.23K
$364K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 3.85% |
$49.9 - $51.2
|
27
$1.36K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 1.61% |
$49.9 - $51.2
|
63
$3.17K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76K+ 0.42% |
$3.79M - $3.89M
|
18M
$905M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
146K+ 7.25% |
$7.29M - $7.47M
|
2.16M
$109M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
121+ 14.32% |
$6.04K - $6.19K
|
966
$48.6K
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
375+ 1.91% |
$18.7K - $19.2K
|
20K
$1.01M
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.25K- 2.36% |
$62.3K - $63.8K
|
51.7K
$2.6M
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
127New |
$6.34K - $6.5K
|
127
$6.4K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
13.3K+ 156.86% |
$666K - $682K
|
21.8K
$1.1M
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-445- 1.34% |
$22.2K - $22.8K
|
32.8K
$1.65M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
642New |
$32.1K - $32.8K
|
642
$32.3K
|