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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.47KNew |
$225K - $228K
|
4.47K
$222K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.51K+ 7.15% |
$328K - $332K
|
97.6K
$4.85M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
615K+ 124.9% |
$31M - $31.4M
|
1.11M
$55M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-7- 0.05% |
$353 - $357
|
13.3K
$661K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1.09K+ 8.67% |
$54.8K - $55.6K
|
13.6K
$678K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.37K+ 8.3% |
$68.9K - $69.9K
|
17.9K
$888K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8+ 0.23% |
$403 - $408
|
3.43K
$170K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.8K+ 10.04% |
$794K - $805K
|
173K
$8.6M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
9.04KNew |
$455K - $462K
|
9.04K
$450K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.52KNew |
$379K - $384K
|
7.52K
$374K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.98K- 3.43% |
$99.5K - $101K
|
55.6K
$2.77M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-804- 4.64% |
$40.5K - $41.1K
|
16.5K
$821K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.02K+ 6.55% |
$51.2K - $51.9K
|
16.6K
$823K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.3M- 50.42% |
$65.7M - $66.6M
|
1.28M
$63.8M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.86K+ 36.48% |
$194K - $197K
|
14.4K
$717K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
80.6K+ 34.68% |
$4.06M - $4.12M
|
313K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-22.1K- 14.93% |
$1.12M - $1.13M
|
126K
$6.27M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20+ 333.33% |
$1.01K - $1.02K
|
26
$1.29K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20K+ 38.41% |
$1.01M - $1.02M
|
72.1K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-179K- 7.43% |
$8.99M - $9.12M
|
2.23M
$111M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 100.76% |
$909K - $922K
|
36K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
69+ 45.7% |
$3.47K - $3.52K
|
220
$10.9K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.1K- 64.08% |
$2.48M - $2.51M
|
27.5K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.81K+ 37.18% |
$443K - $450K
|
32.5K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.81M+ 5.51% |
$91M - $92.3M
|
34.6M
$1.72B
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
363K+ 7.82% |
$18.3M - $18.5M
|
5M
$249M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27- 0.26% |
$1.36K - $1.38K
|
10.5K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
487K+ 16.25% |
$24.5M - $24.8M
|
3.48M
$173M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-9.43K- 10.02% |
$475K - $482K
|
84.7K
$4.21M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-914- 10.82% |
$46K - $46.7K
|
7.53K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7.5K- 49.52% |
$378K - $383K
|
7.65K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
579+ 4.54% |
$29.2K - $29.6K
|
13.3K
$663K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-156K- 1.25% |
$7.87M - $7.98M
|
12.3M
$612M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.38K+ 2.21% |
$170K - $173K
|
156K
$7.76M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.8K+ 9.69% |
$393K - $398K
|
88.3K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-13K- 13.8% |
$652K - $661K
|
80.9K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-128K- 25.31% |
$6.46M - $6.55M
|
379K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.17K- 91.88% |
$260K - $264K
|
457
$22.7K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-101- 0.31% |
$5.09K - $5.16K
|
32.8K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.75KNew |
$87.9K - $89.1K
|
1.75K
$86.8K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
25.8K+ 11.33% |
$1.3M - $1.32M
|
254K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.1K+ 13.99% |
$508K - $515K
|
82.1K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.38K+ 11.37% |
$220K - $223K
|
42.8K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.4K- 61.7% |
$1.33M - $1.35M
|
16.4K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
249+ 1.16% |
$12.5K - $12.7K
|
21.8K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-105K- 6.72% |
$5.27M - $5.35M
|
1.45M
$72.3M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-76.3K- 14.48% |
$3.84M - $3.9M
|
451K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$577K - $585K
|
11.4K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.73K+ 2.45% |
$87K - $88.2K
|
72.1K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.7K+ 34.09% |
$287K - $291K
|
22.4K
$1.11M
|
|