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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.45K- 6.37% |
$222K - $228K
|
65.4K
$3.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.2KNew |
$708K - $726K
|
14.2K
$721K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.43KNew |
$271K - $278K
|
5.43K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-105K- 30.45% |
$5.24M - $5.37M
|
240K
$12.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.43K+ 435.73% |
$221K - $226K
|
5.44K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.03K- 6.59% |
$102K - $104K
|
28.8K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9.9K+ 20.87% |
$494K - $506K
|
57.3K
$2.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
234+ 0.6% |
$11.7K - $12K
|
39.2K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5.67K+ 2.53% |
$283K - $290K
|
230K
$11.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.3K+ 16.25% |
$514K - $526K
|
73.6K
$3.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-533- 7.77% |
$26.6K - $27.3K
|
6.32K
$321K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
375New |
$18.7K - $19.2K
|
375
$19K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.63K- 13.79% |
$81.6K - $83.6K
|
10.2K
$519K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.28K- 17.83% |
$114K - $117K
|
10.5K
$534K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.89K+ 6.02% |
$144K - $148K
|
51K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
14.8K+ 38.73% |
$738K - $756K
|
52.9K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.29K- 1.85% |
$64.5K - $66.1K
|
68.6K
$3.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.41K- 7.0% |
$120K - $123K
|
32K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
22.2KNew |
$1.11M - $1.14M
|
22.2K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30.9K- 9.04% |
$1.54M - $1.58M
|
310K
$15.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-325- 4.3% |
$16.2K - $16.6K
|
7.24K
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-20- 0.05% |
$999 - $1.02K
|
37.8K
$1.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
23.8K+ 120.96% |
$1.19M - $1.22M
|
43.5K
$2.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.05K+ 1.91% |
$152K - $156K
|
163K
$8.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.99KNew |
$199K - $204K
|
3.99K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-8.14K- 11.44% |
$406K - $416K
|
63K
$3.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
77+ 0.18% |
$3.84K - $3.94K
|
41.7K
$2.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 1.32% |
$99.9 - $102
|
154
$7.82K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.29K- 12.69% |
$64.5K - $66K
|
8.89K
$451K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
8.23KNew |
$411K - $421K
|
8.23K
$418K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-150- 2.66% |
$7.49K - $7.67K
|
5.48K
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
7.2KNew |
$360K - $368K
|
7.2K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
784+ 4.3% |
$39.1K - $40.1K
|
19K
$966K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.64K- 11.4% |
$82K - $84K
|
12.8K
$648K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
936+ 8.37% |
$46.7K - $47.9K
|
12.1K
$615K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-4.55K- 4.72% |
$227K - $233K
|
91.7K
$4.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.92KNew |
$246K - $252K
|
4.92K
$250K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
62.8KNew |
$3.13M - $3.21M
|
62.8K
$3.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.2KNew |
$660K - $677K
|
13.2K
$672K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
92.4K+ 52.64% |
$4.62M - $4.73M
|
268K
$13.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
93.2K+ 50.04% |
$4.66M - $4.77M
|
280K
$14.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 11.92% |
$54.7K - $56K
|
10.3K
$522K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
44.2K+ 55.66% |
$2.21M - $2.26M
|
124K
$6.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
257+ 1.28% |
$12.8K - $13.1K
|
20.3K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.76K+ 26.82% |
$88K - $90.1K
|
8.33K
$423K
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
7.27K+ 1.99% |
$363K - $372K
|
373K
$18.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.45K+ 8.59% |
$222K - $228K
|
56.3K
$2.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.44K- 7.16% |
$172K - $176K
|
44.5K
$2.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.63K- 10.2% |
$181K - $186K
|
31.9K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-30.7K- 74.71% |
$1.54M - $1.57M
|
10.4K
$529K
|