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 |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
21.5KNew |
$1.06M - $1.09M
|
21.5K
$1.06M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-35- 0.28% |
$1.72K - $1.77K
|
12.4K
$617K
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
58+ 0.68% |
$2.86K - $2.94K
|
8.54K
$423K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.9K+ 75.73% |
$340K - $350K
|
16K
$793K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.36K- 42.66% |
$412K - $423K
|
11.2K
$557K
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
771+ 4.26% |
$38K - $39.1K
|
18.9K
$935K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.65K+ 1.51% |
$81.3K - $83.6K
|
111K
$5.49M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.54K+ 36.92% |
$273K - $280K
|
20.5K
$1.02M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-394- 7.97% |
$19.4K - $20K
|
4.55K
$225K
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
5.2K+ 5.37% |
$256K - $263K
|
102K
$5.05M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-35- 0.71% |
$1.72K - $1.77K
|
4.88K
$242K
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
10.2K+ 30.57% |
$501K - $515K
|
43.4K
$2.15M
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-320- 3.38% |
$15.8K - $16.2K
|
9.15K
$453K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
245+ 4.51% |
$12.1K - $12.4K
|
5.68K
$281K
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-662- 0.96% |
$32.6K - $33.5K
|
68.3K
$3.38M
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.58K- 5.64% |
$77.6K - $79.8K
|
26.4K
$1.31M
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
22.1K+ 7.46% |
$1.09M - $1.12M
|
318K
$15.7M
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
84.6KNew |
$4.16M - $4.28M
|
84.6K
$4.19M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-979- 2.69% |
$48.2K - $49.6K
|
35.4K
$1.75M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.83K- 2.87% |
$287K - $295K
|
197K
$9.77M
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.02K+ 33.52% |
$149K - $153K
|
12K
$596K
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
412+ 1.98% |
$20.3K - $20.9K
|
21.2K
$1.05M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
37.8K+ 12.59% |
$1.86M - $1.91M
|
338K
$16.7M
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
39.6KNew |
$1.95M - $2.01M
|
39.6K
$1.96M
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
23.6K+ 38.51% |
$1.16M - $1.19M
|
84.8K
$4.2M
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.95K- 16.64% |
$195K - $200K
|
19.8K
$982K
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4K+ 12.2% |
$197K - $203K
|
36.8K
$1.82M
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-51.1K- 73.76% |
$2.52M - $2.59M
|
18.2K
$900K
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
753+ 8.22% |
$37.1K - $38.1K
|
9.91K
$491K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
800+ 2.12% |
$39.4K - $40.5K
|
38.6K
$1.91M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.85K+ 5.73% |
$288K - $296K
|
108K
$5.35M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-124- 0.65% |
$6.11K - $6.28K
|
19.1K
$944K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
46.2KNew |
$2.27M - $2.34M
|
46.2K
$2.29M
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
19.3KNew |
$951K - $978K
|
19.3K
$957K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-585- 1.85% |
$28.8K - $29.6K
|
31.1K
$1.54M
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
9.6K+ 18.35% |
$473K - $486K
|
61.9K
$3.07M
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-7.14K- 15.46% |
$352K - $362K
|
39K
$1.93M
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
20K+ 210.53% |
$985K - $1.01M
|
29.5K
$1.46M
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-232- 1.34% |
$11.4K - $11.8K
|
17.1K
$847K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-11.2K- 1.42% |
$549K - $565K
|
775K
$38.4M
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.62K+ 16.6% |
$79.5K - $81.8K
|
11.3K
$562K
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.36K+ 1.4% |
$116K - $119K
|
170K
$8.44M
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-27.7K- 20.38% |
$1.37M - $1.4M
|
108K
$5.37M
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-77.4K- 19.4% |
$3.81M - $3.92M
|
321K
$15.9M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
17.1K+ 193.04% |
$841K - $865K
|
25.9K
$1.28M
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.97K- 4.36% |
$294K - $302K
|
131K
$6.49M
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
83.6K+ 8.34% |
$4.12M - $4.23M
|
1.09M
$53.8M
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
30.2K+ 8.99% |
$1.49M - $1.53M
|
366K
$18.1M
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
17.1K+ 12.31% |
$840K - $864K
|
156K
$7.71M
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
10.3K+ 3.9% |
$509K - $524K
|
275K
$13.6M
|