Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-192K- 23.06% |
$9.09M - $9.81M
|
640K
$32M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-128K- 47.92% |
$6.04M - $6.52M
|
139K
$6.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-36.7K- 91.16% |
$1.74M - $1.88M
|
3.56K
$178K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-27.3K- 73.06% |
$1.3M - $1.4M
|
10.1K
$505K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 30.94% |
$786K - $848K
|
37K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-15.4K- 27.1% |
$728K - $786K
|
41.3K
$2.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-14K- 56.2% |
$665K - $718K
|
10.9K
$547K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.1KClosed |
$383K - $414K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.35K- 47.88% |
$348K - $376K
|
8K
$400K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.29K- 94.03% |
$345K - $373K
|
463
$23.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.71K- 45.74% |
$270K - $292K
|
6.77K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.94K- 52.33% |
$234K - $253K
|
4.5K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-4.5K- 11.03% |
$213K - $230K
|
36.3K
$1.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.6K- 43.64% |
$170K - $184K
|
4.65K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.81K- 32.38% |
$133K - $144K
|
5.86K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.67K- 23.02% |
$126K - $137K
|
8.93K
$447K
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-2.5K- 6.25% |
$118K - $128K
|
37.5K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.22K- 78.08% |
$105K - $113K
|
622
$31.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.06K- 30.69% |
$97.5K - $105K
|
4.65K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.99K- 11.09% |
$94.4K - $102K
|
16K
$799K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.5K- 9.22% |
$71K - $76.7K
|
14.8K
$739K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.44K- 22.72% |
$68.3K - $73.8K
|
4.91K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.41K- 10.51% |
$66.7K - $72.1K
|
12K
$600K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.25K- 1.35% |
$59.1K - $63.8K
|
91.2K
$4.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-995- 18.21% |
$47.1K - $50.9K
|
4.47K
$224K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-988- 18.47% |
$46.8K - $50.5K
|
4.36K
$218K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-765- 15.17% |
$36.2K - $39.1K
|
4.28K
$214K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-628- 63.89% |
$29.7K - $32.1K
|
355
$17.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-440- 4.93% |
$20.8K - $22.5K
|
8.49K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-273- 40.56% |
$12.9K - $14K
|
400
$20K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-12K- 61.67% |
$575K - $604K
|
7.44K
$372K
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-11.1K- 26.2% |
$532K - $559K
|
31.2K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11K- 6.89% |
$527K - $554K
|
148K
$7.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-9.95K- 8.81% |
$478K - $503K
|
103K
$5.15M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-8.99K- 64.47% |
$432K - $454K
|
4.95K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.98K- 36.84% |
$383K - $403K
|
13.7K
$685K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-7.51K- 1.79% |
$361K - $379K
|
412K
$20.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-6.89K- 2.32% |
$331K - $348K
|
290K
$14.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-6.3K- 65.74% |
$303K - $318K
|
3.28K
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-5.94K- 52.06% |
$285K - $300K
|
5.47K
$274K
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-5.67KClosed |
$272K - $286K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-3.76KClosed |
$181K - $190K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.5K- 35.78% |
$120K - $126K
|
4.48K
$224K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2K- 15.44% |
$96.1K - $101K
|
11K
$548K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.85K- 91.96% |
$89K - $93.6K
|
162
$8.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.76K- 26.62% |
$84.7K - $89K
|
4.86K
$243K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-505- 8.72% |
$24.3K - $25.5K
|
5.28K
$264K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-212- 0.36% |
$10.2K - $10.7K
|
58.8K
$2.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-160- 1.33% |
$7.68K - $8.08K
|
11.8K
$593K
|
|