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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
62.2K+ 8.83% |
$3.1M - $3.18M
|
767K
$38.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
62.2K+ 2.5% |
$3.1M - $3.18M
|
2.55M
$128M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
60.7K+ 1.85% |
$3.02M - $3.1M
|
3.34M
$168M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
60.4K+ 4.51% |
$3.01M - $3.09M
|
1.4M
$70.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
59.2KNew |
$2.95M - $3.03M
|
59.2K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
58.7K+ 8.35% |
$2.92M - $3M
|
762K
$38.4M
|
|
|
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 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57.9K+ 30.99% |
$2.88M - $2.96M
|
245K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
55.8K+ 333.4% |
$2.78M - $2.85M
|
72.5K
$3.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
55.4K+ 37.2% |
$2.76M - $2.83M
|
204K
$10.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
54.9KNew |
$2.73M - $2.81M
|
54.9K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
54.4K+ 35.05% |
$2.71M - $2.78M
|
210K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
53.5KNew |
$2.67M - $2.74M
|
53.5K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
51.7KNew |
$2.58M - $2.65M
|
51.7K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
51.6K+ 66.8% |
$2.57M - $2.64M
|
129K
$6.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51.1K+ 41.83% |
$2.55M - $2.62M
|
173K
$8.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
50.9K+ 85.1% |
$2.53M - $2.6M
|
111K
$5.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
50.4K+ 4.23% |
$2.51M - $2.58M
|
1.24M
$62.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.3K+ 4.23% |
$2.5M - $2.57M
|
1.24M
$62.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
50.2K+ 199.96% |
$2.5M - $2.57M
|
75.3K
$3.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
48.1KNew |
$2.39M - $2.46M
|
48.1K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
47.2K+ 9.66% |
$2.35M - $2.41M
|
536K
$27M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
46.7K+ 11.66% |
$2.32M - $2.39M
|
447K
$22.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
46.4K+ 50.91% |
$2.31M - $2.37M
|
138K
$6.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
44.2KNew |
$2.2M - $2.26M
|
44.2K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
44K+ 17.64% |
$2.19M - $2.25M
|
293K
$14.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
42.6K+ 14.07% |
$2.12M - $2.18M
|
346K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
42.5K+ 380.85% |
$2.12M - $2.17M
|
53.6K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.3K+ 58.15% |
$2.1M - $2.16M
|
115K
$5.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
41.1K+ 13.07% |
$2.04M - $2.1M
|
355K
$17.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
41.1K+ 25.34% |
$2.04M - $2.1M
|
203K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
40.4KNew |
$2.01M - $2.07M
|
40.4K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
39.9KNew |
$1.99M - $2.04M
|
39.9K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
38.9KNew |
$1.94M - $1.99M
|
38.9K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
37.8KNew |
$1.88M - $1.93M
|
37.8K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
37KNew |
$1.84M - $1.89M
|
37K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
36.8KNew |
$1.83M - $1.88M
|
36.8K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
36.4KNew |
$1.81M - $1.86M
|
36.4K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
35K+ 3.62% |
$1.74M - $1.79M
|
1M
$50.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
34.9KNew |
$1.74M - $1.78M
|
34.9K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.7KNew |
$1.73M - $1.78M
|
34.7K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
34.3K+ 4.44% |
$1.71M - $1.75M
|
806K
$40.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
33K+ 7.88% |
$1.65M - $1.69M
|
452K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
32.9KNew |
$1.64M - $1.68M
|
32.9K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.7K+ 44.52% |
$1.63M - $1.67M
|
106K
$5.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
32.7KNew |
$1.63M - $1.67M
|
32.7K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
32.6K+ 54.32% |
$1.62M - $1.67M
|
92.6K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
32.4K+ 12.54% |
$1.62M - $1.66M
|
291K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
32.4K+ 77.68% |
$1.61M - $1.66M
|
74.1K
$3.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
32.3KNew |
$1.61M - $1.65M
|
32.3K
$1.63M
|