Latest Institutional Purchases of Vanguard Mun Bd Fds Tax Exempt (VTEB)
This list provides information on the latest institutional transactions involving Vanguard Mun Bd Fds Tax Exempt (VTEB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
422+ 2.25% |
$21K - $21.6K
|
19.2K
$965K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
416+ 0.63% |
$20.7K - $21.3K
|
66.1K
$3.33M
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
413+ 0.33% |
$20.6K - $21.1K
|
125K
$6.28M
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
401New |
$20K - $20.5K
|
401
$20.2K
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
400+ 8.06% |
$19.9K - $20.5K
|
5.36K
$270K
|
|
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
|
Sandy Spring Bank
|
BUY
|
- |
385+ 14.53% |
$19.2K - $19.7K
|
3.04K
$153K
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
372+ 3.07% |
$18.5K - $19K
|
12.5K
$629K
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
365+ 1.05% |
$18.2K - $18.7K
|
35K
$1.76M
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
360+ 0.23% |
$17.9K - $18.4K
|
159K
$8M
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
356+ 1.13% |
$17.7K - $18.2K
|
31.8K
$1.6M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
346+ 2.16% |
$17.2K - $17.7K
|
16.3K
$822K
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
323+ 1.09% |
$16.1K - $16.5K
|
30K
$1.51M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
316+ 0.63% |
$15.7K - $16.2K
|
50.7K
$2.55M
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
297+ 1.92% |
$14.8K - $15.2K
|
15.8K
$796K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
293+ 0.51% |
$14.6K - $15K
|
58.3K
$2.93M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
280New |
$13.9K - $14.3K
|
280
$14.1K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
280+ 5.64% |
$13.9K - $14.3K
|
5.24K
$264K
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
278+ 1.47% |
$13.8K - $14.2K
|
19.1K
$964K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
273+ 1.48% |
$13.6K - $14K
|
18.7K
$942K
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
263+ 0.28% |
$13.1K - $13.4K
|
94.1K
$4.74M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
261+ 0.81% |
$13K - $13.3K
|
32.6K
$1.64M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
257+ 1.05% |
$12.8K - $13.1K
|
24.7K
$1.24M
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
257+ 1.94% |
$12.8K - $13.1K
|
13.5K
$679K
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
254+ 2.57% |
$12.6K - $13K
|
10.2K
$511K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
250New |
$12.4K - $12.8K
|
250
$12.6K
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
250+ 0.47% |
$12.4K - $12.8K
|
53.8K
$2.71M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
247+ 2.04% |
$12.3K - $12.6K
|
12.3K
$621K
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
245+ 1.48% |
$12.2K - $12.5K
|
16.8K
$846K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
227+ 3.95% |
$11.3K - $11.6K
|
5.97K
$301K
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
223+ 4.11% |
$11.1K - $11.4K
|
5.65K
$285K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
223+ 0.71% |
$11.1K - $11.4K
|
31.7K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
219+ 5.85% |
$10.9K - $11.2K
|
3.96K
$199K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
216+ 3.26% |
$10.8K - $11K
|
6.84K
$345K
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
212+ 3.95% |
$10.6K - $10.8K
|
5.58K
$281K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
212+ 10600.0% |
$10.6K - $10.8K
|
214
$10.8K
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
189+ 1.09% |
$9.41K - $9.67K
|
17.6K
$887K
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
187+ 1.05% |
$9.31K - $9.56K
|
17.9K
$904K
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
187+ 1.37% |
$9.31K - $9.56K
|
13.9K
$699K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
175+ 1.3% |
$8.71K - $8.95K
|
13.7K
$688K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
171+ 0.91% |
$8.51K - $8.74K
|
18.9K
$951K
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
167New |
$8.31K - $8.54K
|
167
$8.41K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
166+ 0.36% |
$8.27K - $8.49K
|
46.2K
$2.33M
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
164+ 0.07% |
$8.17K - $8.39K
|
239K
$12M
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
163+ 1.69% |
$8.12K - $8.34K
|
9.78K
$493K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
159+ 8.71% |
$7.92K - $8.13K
|
1.98K
$99.9K
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
151+ 0.38% |
$7.52K - $7.72K
|
39.4K
$1.98M
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
150New |
$7.47K - $7.67K
|
150
$7.55K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
149+ 2.08% |
$7.42K - $7.62K
|
7.33K
$369K
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
140New |
$6.97K - $7.16K
|
140
$7.05K
|