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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-5.5KClosed |
$299K - $305K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
941New |
$50.9K - $51.9K
|
941
$47.4K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.44KNew |
$78.1K - $79.7K
|
1.44K
$72.7K
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.94KNew |
$267K - $273K
|
4.94K
$249K
|
|
|
Feb 10, 2021
Q4 2020
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-4.4KClosed |
$238K - $243K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
500New |
$27K - $27.6K
|
500
$25.2K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
28.8KNew |
$1.56M - $1.59M
|
28.8K
$1.45M
|
|
| Q3 2020 | |||||||
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-533- 3.6% |
$28.8K - $29.3K
|
14.3K
$719K
|
|
|
Feb 17, 2021
Q3 2020
|
Reliant Wealth Planning
|
SELL
|
- |
-27.6KClosed |
$1.49M - $1.52M
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-469KClosed |
$25.3M - $25.8M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4.06KClosed |
$220K - $224K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-45Closed |
$2.43K - $2.48K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.3KClosed |
$395K - $402K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-7.09KClosed |
$383K - $390K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.93KClosed |
$266K - $271K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.48KClosed |
$242K - $247K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
22.9KNew |
$1.24M - $1.26M
|
22.9K
$1.15M
|
|
|
Oct 19, 2020
Q3 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-18.8KClosed |
$1.02M - $1.03M
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
9.6KNew |
$519K - $528K
|
9.6K
$483K
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-930Closed |
$50.3K - $51.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-646- 11.92% |
$33.4K - $35K
|
4.77K
$240K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-198Closed |
$10.2K - $10.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-16.4KClosed |
$846K - $887K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.57KClosed |
$81.2K - $85.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-18.8KClosed |
$970K - $1.02M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
10.3KNew |
$534K - $559K
|
10.3K
$520K
|
|
|
Aug 13, 2020
Q2 2020
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-44.3KClosed |
$2.29M - $2.4M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-703KClosed |
$36.3M - $38.1M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-65Closed |
$3.36K - $3.52K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
F3 Logic, LLC
|
SELL
|
- |
-5.45KClosed |
$281K - $295K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-2KClosed |
$103K - $108K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-3.8KClosed |
$196K - $206K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-11KClosed |
$567K - $595K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1KClosed |
$51.6K - $54.1K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Clear Investment Research, LLC
|
SELL
|
- |
-1Closed |
$51.6 - $54.1
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-20.4KClosed |
$1.05M - $1.11M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 24, 2021
Q1 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-11.5KClosed |
$527K - $635K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Destination Wealth Management
|
SELL
|
- |
-3.8KClosed |
$174K - $210K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-62.7KClosed |
$2.87M - $3.46M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.02KClosed |
$321K - $387K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Essex Savings Bank
|
SELL
|
- |
-15.4KClosed |
$706K - $851K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-827Closed |
$37.9K - $45.6K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-20.3KClosed |
$930K - $1.12M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
SELL
|
- |
-980Closed |
$44.9K - $54.1K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.36KClosed |
$246K - $296K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-837KClosed |
$44.5M - $45.1M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20KClosed |
$1.06M - $1.08M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-573Closed |
$30.5K - $30.9K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.59KClosed |
$84.3K - $85.4K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-71Closed |
$3.78K - $3.82K
|
0
$0
|
|