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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
142New |
$6.98K - $7.31K
|
142
$7.15K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.25K+ 0.97% |
$307K - $322K
|
649K
$32.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
508+ 3.26% |
$25K - $26.2K
|
16.1K
$811K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-930Closed |
$45.7K - $47.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
4.81KNew |
$236K - $248K
|
4.81K
$242K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
4.09KNew |
$201K - $210K
|
4.09K
$206K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.75K+ 1348.86% |
$233K - $245K
|
5.1K
$257K
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
SELL
|
- |
-106KClosed |
$5.21M - $5.47M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-61- 0.92% |
$3K - $3.14K
|
6.6K
$332K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-290- 6.16% |
$14.2K - $14.9K
|
4.42K
$223K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-180K- 80.42% |
$8.86M - $9.29M
|
43.9K
$2.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-245- 16.11% |
$12K - $12.6K
|
1.28K
$64.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.65K- 76.78% |
$130K - $136K
|
800
$40.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-7.13KClosed |
$350K - $367K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-300Closed |
$14.7K - $15.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-10.7KClosed |
$527K - $553K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-8.62KClosed |
$424K - $444K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-10.8KClosed |
$529K - $555K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.09KClosed |
$348K - $365K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.53KNew |
$75K - $78.7K
|
1.53K
$76.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-3.92KClosed |
$193K - $202K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-301- 42.94% |
$14.8K - $15.5K
|
400
$20.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-16.9K- 77.1% |
$832K - $872K
|
5.03K
$253K
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-7.77KClosed |
$382K - $400K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-6.44KClosed |
$316K - $332K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-15KClosed |
$737K - $773K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.47KNew |
$230K - $246K
|
4.47K
$225K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.88K+ 31.33% |
$96.7K - $103K
|
7.88K
$397K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-100Closed |
$5.14K - $5.49K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.75KClosed |
$244K - $261K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.95KNew |
$460K - $491K
|
8.95K
$451K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-7.28KClosed |
$374K - $400K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
23.8K+ 4111.05% |
$1.22M - $1.31M
|
24.4K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.93KClosed |
$202K - $216K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-172- 2.14% |
$8.85K - $9.44K
|
7.85K
$395K
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-198KClosed |
$10.2M - $10.9M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-970Closed |
$49.9K - $53.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-7.3KClosed |
$376K - $401K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-5.92KClosed |
$305K - $325K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.81KClosed |
$196K - $209K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-5.8KClosed |
$298K - $318K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-477Closed |
$24.5K - $26.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-10.2KClosed |
$522K - $557K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-15.1KClosed |
$774K - $826K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-4.71KClosed |
$242K - $258K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400Closed |
$20.6K - $22K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.64KClosed |
$187K - $200K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-361Closed |
$18.6K - $19.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-3.81KClosed |
$196K - $209K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-128Closed |
$6.58K - $7.02K
|
0
$0
|
|