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 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
3K+ 117.65% |
$148K - $153K
|
5.55K
$279K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.09KNew |
$202K - $209K
|
4.09K
$206K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
875New |
$43.2K - $44.6K
|
875
$44K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-641- 50.0% |
$31.6K - $32.7K
|
641
$32.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21.6K- 51.01% |
$1.06M - $1.1M
|
20.7K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-8.2K- 5.2% |
$404K - $418K
|
150K
$7.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
17.6KNew |
$870K - $900K
|
17.6K
$887K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-164K- 96.95% |
$8.09M - $8.37M
|
5.16K
$259K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-10K- 45.48% |
$494K - $511K
|
12K
$603K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
261New |
$12.9K - $13.3K
|
261
$13.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
56New |
$2.76K - $2.86K
|
56
$2.82K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
390New |
$19.2K - $19.9K
|
390
$19.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-585- 9.29% |
$28.9K - $29.8K
|
5.71K
$287K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.09K+ 26.84% |
$53.9K - $55.8K
|
5.17K
$260K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.52K+ 1.63% |
$75K - $77.6K
|
94.7K
$4.76M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.75KNew |
$382K - $395K
|
7.75K
$390K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6.28K- 46.97% |
$310K - $320K
|
7.09K
$356K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-730- 14.52% |
$36K - $37.2K
|
4.3K
$216K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.56K+ 24.49% |
$77.1K - $79.8K
|
7.95K
$400K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
211New |
$10.4K - $10.8K
|
211
$10.6K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.18K+ 3.47% |
$103K - $109K
|
64.8K
$3.26M
|
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-19.6KClosed |
$931K - $981K
|
0
$0
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
17.5KNew |
$831K - $876K
|
17.5K
$880K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.69KNew |
$223K - $235K
|
4.69K
$236K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
69+ 0.84% |
$3.28K - $3.45K
|
8.3K
$417K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
174KNew |
$8.26M - $8.71M
|
174K
$8.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
167KNew |
$7.95M - $8.38M
|
167K
$8.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
192KNew |
$9.12M - $9.61M
|
192K
$9.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11.2KNew |
$532K - $561K
|
11.2K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
261KNew |
$12.4M - $13.1M
|
261K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-5.87K- 54.87% |
$279K - $294K
|
4.83K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-45.4K- 76.82% |
$2.16M - $2.27M
|
13.7K
$689K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-125- 54.59% |
$5.94K - $6.26K
|
104
$5.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
21.9K+ 9.43% |
$1.04M - $1.1M
|
255K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-120KClosed |
$5.71M - $6.02M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.04KNew |
$49.2K - $51.8K
|
1.04K
$52K
|
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
20.4KNew |
$968K - $1.02M
|
20.4K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
248New |
$11.8K - $12.4K
|
248
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4.85K- 19.68% |
$230K - $243K
|
19.8K
$994K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
212+ 130.06% |
$10.1K - $10.6K
|
375
$18.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20- 0.19% |
$950 - $1K
|
10.7K
$537K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
14KNew |
$666K - $702K
|
14K
$705K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11.6KNew |
$553K - $582K
|
11.6K
$585K
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.38KNew |
$303K - $319K
|
6.38K
$321K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-16.2K- 62.51% |
$771K - $813K
|
9.74K
$489K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-9.53K- 50.42% |
$453K - $477K
|
9.37K
$471K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
5.99KNew |
$285K - $300K
|
5.99K
$301K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.2KNew |
$200K - $210K
|
4.2K
$211K
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
25.2KNew |
$1.2M - $1.26M
|
25.2K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
373New |
$17.7K - $18.7K
|
373
$18.8K
|
|