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 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.5K- 9.22% |
$71K - $76.7K
|
14.8K
$744K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.25K- 1.35% |
$59.1K - $63.8K
|
91.2K
$4.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4KNew |
$189K - $205K
|
4K
$201K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
11.3K+ 27.43% |
$534K - $577K
|
52.4K
$2.64M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
92.4KNew |
$4.38M - $4.73M
|
92.4K
$4.65M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 0.76% |
$2.51K - $2.71K
|
7.02K
$354K
|
|
| Q3 2023 | |||||||
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-3.76KClosed |
$181K - $190K
|
0
$0
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.07KNew |
$244K - $256K
|
5.07K
$255K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.85K- 91.96% |
$89K - $93.6K
|
162
$8.16K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.25KNew |
$108K - $114K
|
2.25K
$113K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-8.99K- 64.47% |
$432K - $454K
|
4.95K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
196+ 1.56% |
$9.41K - $9.9K
|
12.7K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
70.7K+ 34.13% |
$3.4M - $3.57M
|
278K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6.38KNew |
$306K - $322K
|
6.38K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11K- 6.89% |
$527K - $554K
|
148K
$7.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.67KNew |
$416K - $438K
|
8.67K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
74.5KNew |
$3.58M - $3.76M
|
74.5K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
29.9KNew |
$1.44M - $1.51M
|
29.9K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
6.38KNew |
$306K - $322K
|
6.38K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
173KNew |
$8.31M - $8.74M
|
173K
$8.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.98K- 36.84% |
$383K - $403K
|
13.7K
$689K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-5.94K- 52.06% |
$285K - $300K
|
5.47K
$276K
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
9.6KNew |
$461K - $485K
|
9.6K
$483K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.65KNew |
$319K - $336K
|
6.65K
$335K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
34New |
$1.63K - $1.72K
|
34
$1.71K
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-12K- 61.67% |
$575K - $604K
|
7.44K
$375K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-212- 0.36% |
$10.2K - $10.7K
|
58.8K
$2.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
666New |
$32K - $33.6K
|
666
$33.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
66+ 0.71% |
$3.17K - $3.33K
|
9.31K
$469K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
69New |
$3.31K - $3.48K
|
69
$3.47K
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-5.67KClosed |
$272K - $286K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
23+ 0.37% |
$1.1K - $1.16K
|
6.26K
$315K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.76K- 26.62% |
$84.7K - $89K
|
4.86K
$245K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-6.89K- 2.32% |
$331K - $348K
|
290K
$14.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
34New |
$1.63K - $1.72K
|
34
$1.71K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.5K- 35.78% |
$120K - $126K
|
4.48K
$226K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2K- 15.44% |
$96.1K - $101K
|
11K
$551K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-160- 1.33% |
$7.68K - $8.08K
|
11.8K
$596K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-6.3K- 65.74% |
$303K - $318K
|
3.28K
$165K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.55KNew |
$218K - $230K
|
4.55K
$229K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
24.3K+ 505.35% |
$1.17M - $1.23M
|
29.1K
$1.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
35K+ 469.47% |
$1.68M - $1.77M
|
42.4K
$2.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-9.95K- 8.81% |
$478K - $503K
|
103K
$5.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.95K+ 25.35% |
$334K - $351K
|
34.4K
$1.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.12KNew |
$294K - $309K
|
6.12K
$308K
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
BUY
|
- |
5.36KNew |
$257K - $271K
|
5.36K
$270K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-7.51K- 1.79% |
$361K - $379K
|
412K
$20.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-505- 8.72% |
$24.3K - $25.5K
|
5.28K
$266K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
50+ 0.18% |
$2.4K - $2.53K
|
28.3K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
14.7K+ 3.97% |
$705K - $741K
|
384K
$19.4M
|
|