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 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
29+ 0.44% |
$1.44K - $1.48K
|
6.66K
$335K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.11K- 29.27% |
$354K - $364K
|
17.2K
$866K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
73+ 17.85% |
$3.63K - $3.73K
|
482
$24.3K
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
413+ 0.33% |
$20.6K - $21.1K
|
125K
$6.28M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.59K+ 10.33% |
$129K - $132K
|
27.6K
$1.39M
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-44.7K- 43.93% |
$2.23M - $2.29M
|
57.1K
$2.88M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-361- 1.63% |
$18K - $18.5K
|
21.9K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-59.7K- 20.65% |
$2.97M - $3.05M
|
230K
$11.6M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-545- 1.22% |
$27.1K - $27.9K
|
44K
$2.22M
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.96K- 42.33% |
$396K - $407K
|
10.8K
$546K
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
512+ 12.64% |
$25.5K - $26.2K
|
4.56K
$230K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
21.8K+ 22.4% |
$1.08M - $1.11M
|
119K
$5.99M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.15K+ 4.72% |
$57.5K - $59K
|
25.6K
$1.29M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.14K- 16.52% |
$156K - $161K
|
15.9K
$799K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
220K+ 15.72% |
$10.9M - $11.2M
|
1.62M
$81.5M
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.25KNew |
$212K - $217K
|
4.25K
$214K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.38K- 49.67% |
$467K - $479K
|
9.5K
$478K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
426+ 2.82% |
$21.2K - $21.8K
|
15.5K
$782K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-246- 0.66% |
$12.2K - $12.6K
|
37.1K
$1.87M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
180K+ 10.27% |
$8.97M - $9.22M
|
1.94M
$97.5M
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.94K- 5.3% |
$146K - $150K
|
52.4K
$2.64M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17K- 10.37% |
$847K - $870K
|
147K
$7.4M
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
27.6K+ 5.38% |
$1.37M - $1.41M
|
541K
$27.2M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.2K+ 13.14% |
$506K - $519K
|
87.5K
$4.41M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
89+ 0.7% |
$4.43K - $4.55K
|
12.7K
$641K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
42.5K+ 380.85% |
$2.12M - $2.17M
|
53.6K
$2.7M
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-7.93K- 35.68% |
$395K - $405K
|
14.3K
$720K
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
4.28K+ 29.66% |
$213K - $219K
|
18.7K
$942K
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
864KNew |
$43M - $44.2M
|
864K
$43.5M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
316+ 0.63% |
$15.7K - $16.2K
|
50.7K
$2.55M
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
8.26KNew |
$411K - $422K
|
8.26K
$416K
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
711+ 0.24% |
$35.4K - $36.4K
|
302K
$15.2M
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
20.9K+ 11.32% |
$1.04M - $1.07M
|
205K
$10.3M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.86K+ 15.48% |
$292K - $300K
|
43.7K
$2.2M
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
17.7K+ 5.42% |
$881K - $904K
|
344K
$17.3M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.24K+ 1.22% |
$261K - $268K
|
435K
$21.9M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.25K- 6.62% |
$112K - $115K
|
31.7K
$1.6M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.6K+ 4.18% |
$79.5K - $81.6K
|
39.8K
$2M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
55.8K+ 333.4% |
$2.78M - $2.85M
|
72.5K
$3.65M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.21KNew |
$309K - $318K
|
6.21K
$313K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
71.9K+ 6.85% |
$3.58M - $3.68M
|
1.12M
$56.5M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-167- 96.53% |
$8.31K - $8.54K
|
6
$302
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
474K+ 18.76% |
$23.6M - $24.2M
|
3M
$151M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-58.4K- 4.54% |
$2.91M - $2.99M
|
1.23M
$61.9M
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
365+ 1.05% |
$18.2K - $18.7K
|
35K
$1.76M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
614+ 2.97% |
$30.6K - $31.4K
|
21.3K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.54K+ 21.77% |
$276K - $283K
|
31K
$1.56M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-30.4K- 26.59% |
$1.51M - $1.55M
|
83.9K
$4.22M
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
114New |
$5.68K - $5.83K
|
114
$5.74K
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
16.7K+ 12.92% |
$829K - $852K
|
146K
$7.33M
|