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 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
44K+ 17.64% |
$2.19M - $2.25M
|
293K
$14.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.29K- 0.56% |
$114K - $117K
|
403K
$20.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-55.1K- 75.38% |
$2.74M - $2.82M
|
18K
$906K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-151- 2.61% |
$7.52K - $7.72K
|
5.64K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
7.58K+ 16.77% |
$377K - $387K
|
52.8K
$2.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
32.3KNew |
$1.61M - $1.65M
|
32.3K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.31M+ 17.45% |
$115M - $118M
|
15.5M
$782M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.5K+ 105.41% |
$922K - $947K
|
36.1K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
12.4KNew |
$619K - $635K
|
12.4K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
6+ 0.02% |
$299 - $307
|
38.9K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
50.9K+ 85.1% |
$2.53M - $2.6M
|
111K
$5.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.02K+ 1.52% |
$50.9K - $52.3K
|
68.3K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
67+ 0.64% |
$3.34K - $3.43K
|
10.5K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
387+ 0.58% |
$19.3K - $19.8K
|
67.1K
$3.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.3K- 1.39% |
$562K - $577K
|
798K
$40.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.8KNew |
$538K - $552K
|
10.8K
$544K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
78New |
$3.88K - $3.99K
|
78
$3.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
48.1KNew |
$2.39M - $2.46M
|
48.1K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
37.8KNew |
$1.88M - $1.93M
|
37.8K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
34.9KNew |
$1.74M - $1.78M
|
34.9K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
694+ 3.57% |
$34.6K - $35.5K
|
20.2K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
964+ 14.77% |
$48K - $49.3K
|
7.49K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
184K+ 37.37% |
$9.18M - $9.43M
|
678K
$34.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.3K+ 4.23% |
$2.5M - $2.57M
|
1.24M
$62.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.19K- 8.87% |
$59.3K - $61K
|
12.2K
$617K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.59K- 2.54% |
$79K - $81.2K
|
60.9K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
74.9K+ 7.49% |
$3.73M - $3.83M
|
1.07M
$54.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.65K- 7.73% |
$132K - $136K
|
31.6K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.23K+ 1.86% |
$61.4K - $63.1K
|
67.6K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.18KNew |
$258K - $265K
|
5.18K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
140New |
$6.97K - $7.16K
|
140
$7.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
773+ 7.95% |
$38.5K - $39.5K
|
10.5K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-22.9K- 11.17% |
$1.14M - $1.17M
|
182K
$9.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
73.4K+ 26.77% |
$3.66M - $3.76M
|
348K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
5.34K+ 57.53% |
$266K - $273K
|
14.6K
$736K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
171KNew |
$8.51M - $8.75M
|
171K
$8.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-87.2K- 9.19% |
$4.34M - $4.46M
|
862K
$43.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57.9K+ 30.99% |
$2.88M - $2.96M
|
245K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.56K+ 2.43% |
$227K - $233K
|
192K
$9.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
958+ 10.96% |
$47.7K - $49K
|
9.7K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
148K+ 36.58% |
$7.39M - $7.59M
|
554K
$27.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
13.6K+ 84.72% |
$679K - $697K
|
29.7K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5New |
$249 - $256
|
5
$252
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.2K- 35.3% |
$609K - $626K
|
22.4K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21K- 32.08% |
$1.04M - $1.07M
|
44.4K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
257+ 1.05% |
$12.8K - $13.1K
|
24.7K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-327K- 7.91% |
$16.3M - $16.7M
|
3.81M
$192M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-96.7K- 31.15% |
$4.82M - $4.95M
|
214K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.57K+ 2.28% |
$78K - $80.1K
|
70.2K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
48+ 0.37% |
$2.39K - $2.45K
|
13K
$654K
|