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 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
8.94KNew |
$445K - $457K
|
8.94K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-3.84K- 1.18% |
$191K - $196K
|
322K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
32.4K+ 12.54% |
$1.62M - $1.66M
|
291K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.07K- 51.75% |
$103K - $106K
|
1.93K
$97.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.38KNew |
$218K - $224K
|
4.38K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.74K- 10.74% |
$136K - $140K
|
22.8K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-11.2K- 2.03% |
$556K - $571K
|
538K
$27.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.48KNew |
$372K - $382K
|
7.48K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.21KNew |
$210K - $215K
|
4.21K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
15K+ 28.94% |
$748K - $768K
|
66.9K
$3.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
11.8KNew |
$587K - $602K
|
11.8K
$593K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
202K+ 1.7% |
$10M - $10.3M
|
12.1M
$609M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7.04K+ 5.23% |
$351K - $360K
|
142K
$7.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.3K+ 4.7% |
$64.9K - $66.6K
|
29K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-158- 0.62% |
$7.87K - $8.08K
|
25.3K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
303K+ 3.06% |
$15.1M - $15.5M
|
10.2M
$514M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
559New |
$27.8K - $28.6K
|
559
$28.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.52% |
$1.1K - $1.13K
|
4.22K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-145- 0.67% |
$7.22K - $7.42K
|
21.5K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
385+ 14.53% |
$19.2K - $19.7K
|
3.04K
$153K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
12.9K+ 214.67% |
$641K - $659K
|
18.9K
$951K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
7.08K+ 55.23% |
$353K - $362K
|
19.9K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-6.89K- 35.93% |
$343K - $352K
|
12.3K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
106+ 0.79% |
$5.28K - $5.42K
|
13.6K
$685K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4K- 50.0% |
$199K - $205K
|
4K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.41K- 42.17% |
$120K - $123K
|
3.3K
$166K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-390- 0.8% |
$19.4K - $19.9K
|
48.6K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.85K+ 5.26% |
$341K - $350K
|
137K
$6.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.2K+ 41.75% |
$857K - $880K
|
58.4K
$2.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
297+ 1.92% |
$14.8K - $15.2K
|
15.8K
$796K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.11KNew |
$205K - $210K
|
4.11K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-803- 0.53% |
$40K - $41.1K
|
150K
$7.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
78KNew |
$3.88M - $3.99M
|
78K
$3.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-253K- 2.59% |
$12.6M - $12.9M
|
9.54M
$480M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.14KNew |
$56.7K - $58.2K
|
1.14K
$57.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.56KNew |
$77.8K - $79.9K
|
1.56K
$78.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
94.9K+ 23.97% |
$4.73M - $4.85M
|
491K
$24.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-899- 4.51% |
$44.8K - $46K
|
19K
$959K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
124K+ 14.25% |
$6.17M - $6.34M
|
993K
$50M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-732- 4.68% |
$36.4K - $37.4K
|
14.9K
$750K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
974K+ 2.98% |
$48.5M - $49.8M
|
33.6M
$1.69B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
422K+ 8.45% |
$21M - $21.6M
|
5.41M
$273M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
550+ 0.55% |
$27.4K - $28.1K
|
100K
$5.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.04M+ 42.54% |
$52M - $53.4M
|
3.5M
$176M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
58K+ 1061.71% |
$2.89M - $2.96M
|
63.4K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-5.28K- 5.28% |
$263K - $270K
|
94.6K
$4.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.55KNew |
$426K - $437K
|
8.55K
$431K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.3KNew |
$413K - $424K
|
8.3K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
5.57K+ 8.87% |
$277K - $285K
|
68.4K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-3.57K- 4.03% |
$178K - $182K
|
84.9K
$4.27M
|