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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
38.1KNew |
$1.81M - $1.91M
|
38.1K
$1.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
43.6KNew |
$2.07M - $2.18M
|
43.6K
$2.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
14.6KNew |
$695K - $732K
|
14.6K
$736K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.18K- 16.68% |
$55.8K - $58.8K
|
5.87K
$295K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
318+ 4.66% |
$15.1K - $15.9K
|
7.14K
$359K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-32.1K- 69.45% |
$1.53M - $1.61M
|
14.1K
$710K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
17.5KNew |
$831K - $876K
|
17.5K
$880K
|
|
|
Feb 01, 2023
Q4 2022
|
Fiduciary Counselling Inc
|
SELL
|
- |
-124K- 61.81% |
$5.9M - $6.22M
|
76.8K
$3.86M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
961New |
$45.6K - $48.1K
|
961
$48.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-6.18K- 23.64% |
$293K - $309K
|
20K
$1M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
4.81KNew |
$229K - $241K
|
4.81K
$242K
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-128K- 71.64% |
$6.09M - $6.42M
|
50.8K
$2.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
75.8K+ 267.68% |
$3.6M - $3.79M
|
104K
$5.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
85New |
$4.04K - $4.26K
|
85
$4.27K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
64.7K+ 263.31% |
$3.07M - $3.24M
|
89.3K
$4.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.57K- 14.91% |
$74.5K - $78.5K
|
8.96K
$450K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.57K- 0.82% |
$264K - $279K
|
675K
$34M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
80.6KNew |
$3.83M - $4.03M
|
80.6K
$4.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
21.5KNew |
$1.02M - $1.08M
|
21.5K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-875- 18.52% |
$41.6K - $43.8K
|
3.85K
$194K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
163New |
$7.74K - $8.16K
|
163
$8.19K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.82KNew |
$419K - $442K
|
8.82K
$443K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-94- 0.45% |
$4.47K - $4.71K
|
20.8K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-5.66K- 87.07% |
$269K - $283K
|
840
$42.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
521New |
$24.7K - $26.1K
|
521
$26.2K
|
|
| Q3 2022 | |||||||
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.31KClosed |
$63.2K - $67.1K
|
0
$0
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-4.3KClosed |
$207K - $220K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21K- 7.19% |
$1.01M - $1.07M
|
271K
$13.6M
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2K- 26.67% |
$96.2K - $102K
|
5.5K
$276K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5.88KNew |
$283K - $301K
|
5.88K
$296K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.51% |
$337 - $358
|
1.39K
$70K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
6.43KNew |
$309K - $329K
|
6.43K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.99K- 7.03% |
$240K - $255K
|
66K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
12.4K+ 5.41% |
$598K - $636K
|
243K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
80+ 1.89% |
$3.85K - $4.09K
|
4.32K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
900New |
$43.3K - $46K
|
900
$45.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
151+ 0.52% |
$7.26K - $7.72K
|
29.1K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.22KNew |
$203K - $216K
|
4.22K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.26K+ 30.66% |
$60.6K - $64.4K
|
5.37K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.06K- 1.22% |
$50.8K - $54K
|
85.8K
$4.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-3.52K- 43.65% |
$170K - $180K
|
4.55K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
40.5KNew |
$1.95M - $2.07M
|
40.5K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
551K+ 33.15% |
$26.5M - $28.2M
|
2.21M
$111M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-42.5K- 44.38% |
$2.04M - $2.17M
|
53.3K
$2.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8.94KNew |
$430K - $457K
|
8.94K
$449K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.85K- 29.31% |
$137K - $145K
|
6.86K
$345K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.9KNew |
$236K - $251K
|
4.9K
$246K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 71.35% |
$825K - $877K
|
6.89K
$346K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-46.1K- 26.44% |
$2.22M - $2.36M
|
128K
$6.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
35.8KNew |
$1.72M - $1.83M
|
35.8K
$1.8M
|
|