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
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
38.9KNew |
$1.94M - $1.99M
|
38.9K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
64New |
$3.19K - $3.27K
|
64
$3.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
24.5KNew |
$1.22M - $1.26M
|
24.5K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
4.59KNew |
$228K - $235K
|
4.59K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.19K+ 4.47% |
$59K - $60.6K
|
27.7K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
114K+ 9.14% |
$5.66M - $5.81M
|
1.36M
$68.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
34.3K+ 4.44% |
$1.71M - $1.75M
|
806K
$40.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
293+ 0.51% |
$14.6K - $15K
|
58.3K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.8K- 2.56% |
$1.34M - $1.37M
|
1.02M
$51.4M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
178KNew |
$8.88M - $9.12M
|
178K
$8.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-6.87K- 5.4% |
$342K - $351K
|
120K
$6.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
21.7KNew |
$1.08M - $1.11M
|
21.7K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
14.6K+ 19.49% |
$725K - $745K
|
89.3K
$4.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.02M+ 5.39% |
$200M - $206M
|
78.7M
$3.96B
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
726+ 0.96% |
$36.1K - $37.1K
|
76.7K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-35- 0.06% |
$1.74K - $1.79K
|
57.3K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-695- 2.53% |
$34.6K - $35.5K
|
26.8K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
69.2K+ 18.26% |
$3.45M - $3.54M
|
448K
$22.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
599+ 12.87% |
$29.8K - $30.6K
|
5.26K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
150New |
$7.47K - $7.67K
|
150
$7.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
159+ 8.71% |
$7.92K - $8.13K
|
1.98K
$99.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.19M- 89.07% |
$59.1M - $60.7M
|
146K
$7.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-2.48K- 3.89% |
$124K - $127K
|
61.3K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.84K+ 5.51% |
$91.6K - $94K
|
35.2K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
100K+ 5.35% |
$4.99M - $5.13M
|
1.98M
$99.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
60.7K+ 1.85% |
$3.02M - $3.1M
|
3.34M
$168M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-828- 1.71% |
$41.2K - $42.3K
|
47.5K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.85K+ 57.44% |
$242K - $248K
|
13.3K
$670K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
46.4K+ 50.91% |
$2.31M - $2.37M
|
138K
$6.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.9K- 15.98% |
$990K - $1.02M
|
105K
$5.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-51- 41.13% |
$2.54K - $2.61K
|
73
$3.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
32+ 0.43% |
$1.59K - $1.64K
|
7.48K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.14K+ 31.38% |
$405K - $416K
|
34.1K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
2.72K+ 2.93% |
$135K - $139K
|
95.4K
$4.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.42M+ 26.68% |
$70.7M - $72.6M
|
6.74M
$340M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.36M- 98.01% |
$67.7M - $69.6M
|
27.7K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.6KNew |
$580K - $596K
|
11.6K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.6KNew |
$1.53M - $1.57M
|
30.6K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
209KNew |
$10.4M - $10.7M
|
209K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.79K- 18.03% |
$139K - $142K
|
12.7K
$638K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
152K+ 10.03% |
$7.56M - $7.77M
|
1.67M
$83.9M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.79K+ 5.95% |
$189K - $194K
|
67.6K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 7.62% |
$972K - $999K
|
276K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
96.7KNew |
$4.82M - $4.95M
|
96.7K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
2.55K+ 14.71% |
$127K - $130K
|
19.9K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
582+ 1238.3% |
$29K - $29.8K
|
629
$31.7K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.19KNew |
$259K - $266K
|
5.19K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
59.2KNew |
$2.95M - $3.03M
|
59.2K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.1K+ 1188.12% |
$902K - $926K
|
19.6K
$989K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
64.5KNew |
$3.21M - $3.3M
|
64.5K
$3.25M
|