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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 67.79% |
$737K - $757K
|
36.7K
$1.85M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.6K+ 18.38% |
$1.43M - $1.46M
|
185K
$9.29M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.3K+ 58.15% |
$2.1M - $2.16M
|
115K
$5.79M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
58.7K+ 8.35% |
$2.92M - $3M
|
762K
$38.4M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.93K- 4.51% |
$146K - $150K
|
61.9K
$3.12M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
102+ 0.95% |
$5.08K - $5.22K
|
10.8K
$546K
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-4.65K- 14.3% |
$231K - $238K
|
27.9K
$1.4M
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
187+ 1.05% |
$9.31K - $9.56K
|
17.9K
$904K
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
69.1K+ 176.73% |
$3.44M - $3.53M
|
108K
$5.45M
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
254+ 2.57% |
$12.6K - $13K
|
10.2K
$511K
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
4.4K+ 8.14% |
$219K - $225K
|
58.5K
$2.94M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-391- 3.72% |
$19.5K - $20K
|
10.1K
$509K
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
12.9K+ 51.96% |
$640K - $658K
|
37.6K
$1.89M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
989+ 1.59% |
$49.2K - $50.6K
|
63.2K
$3.19M
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.77K+ 2.87% |
$88.3K - $90.7K
|
63.5K
$3.2M
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
32.4K+ 77.68% |
$1.61M - $1.66M
|
74.1K
$3.73M
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
17.6K+ 2.83% |
$877K - $901K
|
640K
$32.2M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.5K+ 17.36% |
$1.27M - $1.31M
|
173K
$8.69M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.12M+ 3.54% |
$55.6M - $57.1M
|
32.7M
$1.65B
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
8.69K+ 3.11% |
$433K - $444K
|
288K
$14.5M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.35KNew |
$167K - $171K
|
3.35K
$169K
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
3.46K+ 3.77% |
$172K - $177K
|
95.2K
$4.79M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.7K- 3.93% |
$134K - $138K
|
66K
$3.32M
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-80.8K- 47.93% |
$4.02M - $4.13M
|
87.7K
$4.42M
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
6.8KNew |
$338K - $347K
|
6.8K
$342K
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.71K- 6.79% |
$85.3K - $87.6K
|
23.5K
$1.18M
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
257+ 1.94% |
$12.8K - $13.1K
|
13.5K
$679K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
120K+ 226.84% |
$5.98M - $6.14M
|
173K
$8.71M
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1K+ 12.38% |
$50K - $51.3K
|
9.11K
$459K
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-874- 0.85% |
$43.5K - $44.7K
|
102K
$5.15M
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
910+ 7.9% |
$45.3K - $46.5K
|
12.4K
$626K
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.31K+ 8.36% |
$115K - $118K
|
30K
$1.51M
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-7.78K- 18.97% |
$388K - $398K
|
33.3K
$1.67M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-583- 4.31% |
$29K - $29.8K
|
13K
$652K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
66.6K+ 1223.44% |
$3.32M - $3.41M
|
72K
$3.63M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48K- 20.03% |
$2.39M - $2.45M
|
192K
$9.65M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19.1K+ 9.18% |
$952K - $977K
|
227K
$11.4M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.41K- 4.88% |
$70.1K - $72K
|
27.4K
$1.38M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-78.9K- 11.26% |
$3.93M - $4.04M
|
622K
$31.3M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.97K- 14.93% |
$397K - $408K
|
45.4K
$2.29M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
108K+ 29.83% |
$5.38M - $5.53M
|
470K
$23.7M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.8MNew |
$1.03B - $1.06B
|
20.8M
$1.05B
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.35K+ 7.1% |
$117K - $120K
|
35.4K
$1.78M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-22.5K- 25.34% |
$1.12M - $1.15M
|
66.4K
$3.34M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
31.9KNew |
$1.59M - $1.63M
|
31.9K
$1.6M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-520- 2.24% |
$25.9K - $26.6K
|
22.7K
$1.14M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-20.5K- 25.84% |
$1.02M - $1.05M
|
58.7K
$2.96M
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
32.1KNew |
$1.6M - $1.64M
|
32.1K
$1.62M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.1KNew |
$700K - $719K
|
14.1K
$708K
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.44KNew |
$121K - $125K
|
2.44K
$123K
|