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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.16KNew |
$206K - $210K
|
4.16K
$209K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.1K- 22.83% |
$104K - $106K
|
7.1K
$358K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.23KNew |
$61K - $62.1K
|
1.23K
$62K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-4.82K- 19.07% |
$239K - $243K
|
20.4K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.05KNew |
$151K - $154K
|
3.05K
$153K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12KNew |
$594K - $604K
|
12K
$603K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-4- 0.08% |
$198 - $202
|
5.22K
$263K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-400- 7.2% |
$19.8K - $20.2K
|
5.16K
$260K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
19.1KNew |
$948K - $965K
|
19.1K
$963K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.65K+ 12045.45% |
$131K - $134K
|
2.67K
$135K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-66- 85.71% |
$3.27K - $3.33K
|
11
$554
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
712New |
$35.3K - $35.9K
|
712
$35.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.14KNew |
$205K - $209K
|
4.14K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
627+ 5.86% |
$31.1K - $31.6K
|
11.3K
$571K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5K+ 77.26% |
$248K - $252K
|
11.5K
$577K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-15.8K- 71.94% |
$784K - $798K
|
6.17K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
195+ 2.67% |
$9.66K - $9.84K
|
7.51K
$378K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-5.67K- 3.76% |
$281K - $286K
|
145K
$7.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
35.5K+ 82.47% |
$1.76M - $1.79M
|
78.5K
$3.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
171+ 3.44% |
$8.47K - $8.63K
|
5.14K
$259K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23.5K+ 35.84% |
$1.17M - $1.19M
|
89.2K
$4.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
377New |
$18.7K - $19K
|
377
$19K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
221New |
$11K - $11.1K
|
221
$11.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.54KNew |
$275K - $280K
|
5.54K
$279K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
400New |
$19.8K - $20.2K
|
400
$20.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.84KNew |
$240K - $244K
|
4.84K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.49K+ 49633.33% |
$73.8K - $75.1K
|
1.49K
$75.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
8.82KNew |
$437K - $445K
|
8.82K
$444K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
51New |
$2.53K - $2.57K
|
51
$2.57K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.32K+ 3.58% |
$65.5K - $66.6K
|
38.2K
$1.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.79KNew |
$138K - $141K
|
2.79K
$140K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
84New |
$4.16K - $4.24K
|
84
$4.23K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-765- 7.07% |
$37.9K - $38.6K
|
10K
$506K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.8K+ 8.35% |
$88.9K - $90.5K
|
23.3K
$1.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
222New |
$11K - $11.2K
|
222
$11.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
4.57KNew |
$226K - $230K
|
4.57K
$230K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.5K+ 5.02% |
$124K - $126K
|
52.3K
$2.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-39.7K- 85.04% |
$1.97M - $2M
|
6.99K
$352K
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
180+ 3.05% |
$8.92K - $9.08K
|
6.08K
$306K
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
14.5KNew |
$720K - $733K
|
14.5K
$732K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
33+ 0.74% |
$1.64K - $1.66K
|
4.47K
$225K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.96KNew |
$345K - $351K
|
6.96K
$351K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.3K- 3.06% |
$114K - $116K
|
72.8K
$3.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5.69KNew |
$282K - $287K
|
5.69K
$287K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.04K+ 3.32% |
$51.3K - $52.2K
|
32.2K
$1.62M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.87K+ 2.69% |
$192K - $195K
|
148K
$7.45M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
991New |
$49.1K - $50K
|
991
$49.9K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147+ 46.82% |
$7.4K - $7.51K
|
461
$23.2K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-200- 4.53% |
$10.1K - $10.2K
|
4.22K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.86K+ 36.48% |
$194K - $197K
|
14.4K
$726K
|
|