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 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-12.6KClosed |
$684K - $699K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-404Closed |
$22K - $22.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-4.21KClosed |
$229K - $233K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
6.07KNew |
$330K - $337K
|
6.07K
$305K
|
|
|
May 07, 2021
Q1 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-52.8KClosed |
$2.87M - $2.93M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.52KClosed |
$191K - $195K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-125Closed |
$6.8K - $6.94K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-4.04KClosed |
$220K - $224K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.42KClosed |
$132K - $134K
|
0
$0
|
|
|
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
$47.3K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.44KNew |
$78.1K - $79.7K
|
1.44K
$72.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.94KNew |
$267K - $273K
|
4.94K
$248K
|
|
|
Feb 10, 2021
Q4 2020
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-4.4KClosed |
$238K - $243K
|
0
$0
|
|
|
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
$718K
|
|
|
Feb 17, 2021
Q3 2020
|
Reliant Wealth Planning
|
SELL
|
- |
-27.6KClosed |
$1.49M - $1.52M
|
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
$519K
|
|
|
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 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
|
|