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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-455- 20.18% |
$22.9K - $23.2K
|
1.8K
$90.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9.5K+ 51.35% |
$478K - $485K
|
28K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28+ 0.52% |
$1.41K - $1.43K
|
5.41K
$272K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
52+ 346.67% |
$2.62K - $2.66K
|
67
$3.37K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-33.4K- 6.03% |
$1.68M - $1.7M
|
520K
$26.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-161- 31.63% |
$8.11K - $8.22K
|
348
$17.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
235+ 2.68% |
$11.8K - $12K
|
9.01K
$454K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-341- 7.79% |
$17.2K - $17.4K
|
4.03K
$203K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
15.5KNew |
$782K - $793K
|
15.5K
$782K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-672- 13.31% |
$33.8K - $34.3K
|
4.38K
$220K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
11KNew |
$554K - $562K
|
11K
$554K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 4.35% |
$101 - $102
|
48
$2.42K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
388+ 0.43% |
$19.5K - $19.8K
|
90.3K
$4.55M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 1.95% |
$10.1K - $10.2K
|
10.5K
$526K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-17.4KClosed |
$823K - $888K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
18.5KNew |
$876K - $946K
|
18.5K
$931K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
325+ 3.26% |
$15.4K - $16.6K
|
10.3K
$518K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.1KClosed |
$383K - $414K
|
0
$0
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.36KNew |
$207K - $223K
|
4.36K
$220K
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
2.33K+ 28.41% |
$110K - $119K
|
10.5K
$530K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
105New |
$4.97K - $5.37K
|
105
$5.29K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
265New |
$12.6K - $13.6K
|
265
$13.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.75K+ 38.82% |
$130K - $141K
|
9.83K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.18KNew |
$151K - $163K
|
3.18K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.12KNew |
$337K - $364K
|
7.12K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$528K - $570K
|
11.2K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
2.35KNew |
$111K - $120K
|
2.35K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.19K+ 11.32% |
$56.3K - $60.8K
|
11.7K
$588K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8.23KNew |
$390K - $421K
|
8.23K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-4.5K- 11.03% |
$213K - $230K
|
36.3K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.62K+ 1819.1% |
$76.7K - $82.8K
|
1.71K
$86K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
12KNew |
$567K - $612K
|
12K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99K+ 13.24% |
$94.4K - $102K
|
17.1K
$859K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.5K+ 50.97% |
$591K - $638K
|
37K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$524K - $566K
|
11.1K
$557K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.22K- 78.08% |
$105K - $113K
|
622
$31.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26.1KNew |
$1.23M - $1.33M
|
26.1K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.44K- 22.72% |
$68.3K - $73.8K
|
4.91K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.5KNew |
$213K - $230K
|
4.5K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.21KNew |
$200K - $215K
|
4.21K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8.4KNew |
$398K - $430K
|
8.4K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.08K+ 6.67% |
$51.2K - $55.3K
|
17.3K
$871K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.7K+ 42.22% |
$128K - $138K
|
9.09K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-273- 40.56% |
$12.9K - $14K
|
400
$20.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-2.5K- 6.25% |
$118K - $128K
|
37.5K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
896New |
$42.4K - $45.8K
|
896
$45.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.7KNew |
$80.5K - $86.9K
|
1.7K
$85.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.81K- 32.38% |
$133K - $144K
|
5.86K
$295K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.94K- 52.33% |
$234K - $253K
|
4.5K
$227K
|
|