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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.3K+ 44.48% |
$2.74M - $2.77M
|
176K
$8.87M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
68.9KNew |
$3.47M - $3.52M
|
68.9K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-878- 7.47% |
$44.2K - $44.8K
|
10.9K
$547K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-207- 68.32% |
$10.4K - $10.6K
|
96
$4.83K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.39K- 34.2% |
$120K - $122K
|
4.59K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-330- 6.69% |
$16.6K - $16.8K
|
4.6K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
228+ 0.63% |
$11.5K - $11.6K
|
36.3K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-857- 34.12% |
$43.2K - $43.8K
|
1.66K
$83.2K
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
5.94KNew |
$299K - $304K
|
5.94K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.9KNew |
$247K - $250K
|
4.9K
$246K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-183- 0.78% |
$9.22K - $9.34K
|
23.4K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.3K- 70.54% |
$571K - $579K
|
4.74K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-178- 3.92% |
$8.96K - $9.09K
|
4.37K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.51K- 21.58% |
$126K - $128K
|
9.11K
$458K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.33M+ 4.74% |
$67.2M - $68.1M
|
29.5M
$1.48B
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
24.9KNew |
$1.26M - $1.27M
|
24.9K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
5.04KNew |
$254K - $257K
|
5.04K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
7.15K+ 7.22% |
$360K - $365K
|
106K
$5.34M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
42+ 0.52% |
$2.12K - $2.14K
|
8.09K
$407K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$50.4 - $51.1
|
5.51K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.03K- 8.37% |
$51.7K - $52.4K
|
11.2K
$565K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14.1K+ 19.85% |
$712K - $722K
|
85.4K
$4.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
12+ 0.05% |
$604 - $613
|
23.2K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
676New |
$34K - $34.5K
|
676
$34K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.22M - $1.23M
|
24.1K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-80- 0.8% |
$4.03K - $4.08K
|
9.98K
$502K
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-375- 8.36% |
$18.9K - $19.1K
|
4.11K
$207K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.26% |
$554 - $562
|
4.24K
$213K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-657- 4.05% |
$33.1K - $33.5K
|
15.6K
$783K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-872- 84.25% |
$43.9K - $44.5K
|
163
$8.19K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14.8K- 24.39% |
$745K - $755K
|
45.9K
$2.31M
|
|
|
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
|
Manning & Napier Group, LLC
|
SELL
|
- |
-33.4K- 6.03% |
$1.68M - $1.7M
|
520K
$26.1M
|
|
|
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
$453K
|
|
|
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
$780K
|
|
|
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
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 4.35% |
$101 - $102
|
48
$2.41K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
388+ 0.43% |
$19.5K - $19.8K
|
90.3K
$4.54M
|
|
| Q4 2023 | |||||||
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1K- 19.7% |
$47.4K - $51.1K
|
4.08K
$205K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-17.4KClosed |
$823K - $888K
|
0
$0
|
|
|
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
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
2.33K+ 28.41% |
$110K - $119K
|
10.5K
$529K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
105New |
$4.97K - $5.37K
|
105
$5.28K
|
|
|
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
$494K
|
|
|
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
$358K
|
|