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 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
276New |
$13.6K - $14K
|
276
$13.5K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.23K+ 7.29% |
$110K - $113K
|
32.9K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
114K+ 109.19% |
$5.62M - $5.78M
|
219K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.6% |
$148 - $152
|
500
$24.5K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10.7K- 9.63% |
$526K - $541K
|
100K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
96.5K+ 2.89% |
$4.75M - $4.89M
|
3.43M
$168M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-25.3K- 11.01% |
$1.24M - $1.28M
|
204K
$9.99M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-580- 0.36% |
$28.6K - $29.4K
|
159K
$7.8M
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
BUY
|
- |
569+ 10.83% |
$28K - $28.8K
|
5.82K
$285K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.48K- 2.32% |
$73.1K - $75.2K
|
62.4K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 8.88% |
$755K - $776K
|
188K
$9.19M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-37.1K- 28.8% |
$1.83M - $1.88M
|
91.7K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-54.9K- 75.77% |
$2.7M - $2.78M
|
17.6K
$859K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.31K+ 4.76% |
$64.5K - $66.4K
|
28.8K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.8K+ 30.86% |
$977K - $1.01M
|
84.1K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-1.49K- 11.62% |
$73.5K - $75.6K
|
11.3K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
913K+ 4.39% |
$45M - $46.3M
|
21.7M
$1.06B
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2.83KNew |
$139K - $143K
|
2.83K
$138K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14K- 7.21% |
$688K - $708K
|
180K
$8.79M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-122K- 2.28% |
$6M - $6.17M
|
5.23M
$256M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 3.49% |
$60.9K - $62.7K
|
36.7K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$49.3 - $50.7
|
16.1M
$787M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-29.1K- 40.85% |
$1.43M - $1.48M
|
42.2K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.51K+ 7.5% |
$74.2K - $76.3K
|
21.6K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
29New |
$1.43K - $1.47K
|
29
$1.42K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.24K- 0.88% |
$61K - $62.7K
|
139K
$6.79M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5.61K- 17.62% |
$276K - $284K
|
26.2K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-12K- 6.11% |
$589K - $606K
|
184K
$8.99M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.32K+ 0.37% |
$114K - $118K
|
624K
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12K+ 0.98% |
$593K - $610K
|
1.24M
$60.7M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.23K+ 105.89% |
$208K - $214K
|
8.22K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
46.2KNew |
$2.28M - $2.34M
|
46.2K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3.28KNew |
$162K - $166K
|
3.28K
$161K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
122+ 2.87% |
$6.01K - $6.18K
|
4.37K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-16.6K- 12.05% |
$816K - $839K
|
121K
$5.92M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.17K- 0.54% |
$107K - $110K
|
401K
$19.6M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.62K+ 12.68% |
$79.5K - $81.8K
|
14.3K
$702K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.14K- 1.8% |
$105K - $108K
|
117K
$5.71M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.37K+ 6.03% |
$363K - $373K
|
129K
$6.33M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.68K+ 18.04% |
$477K - $490K
|
63.3K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
21.1K+ 512.08% |
$1.04M - $1.07M
|
25.2K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.86K- 24.37% |
$289K - $297K
|
18.2K
$890K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.42M- 1.81% |
$70M - $72M
|
77.3M
$3.78B
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.39K+ 13.21% |
$68.3K - $70.2K
|
11.9K
$581K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.97K+ 58.15% |
$245K - $252K
|
13.5K
$662K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-3.67K- 2.52% |
$181K - $186K
|
142K
$6.94M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-563K- 97.94% |
$27.7M - $28.5M
|
11.9K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-295- 8.8% |
$14.5K - $14.9K
|
3.06K
$150K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.4K+ 7.56% |
$118K - $121K
|
34.1K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 1.45% |
$345 - $355
|
489
$23.9K
|