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 |
---|---|---|---|---|---|---|---|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.06K+ 13.57% |
$147K - $153K
|
25.6K
$1.28M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.81K+ 9.98% |
$87.1K - $90.2K
|
20K
$998K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-16.3K- 25.62% |
$785K - $813K
|
47.3K
$2.37M
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.65K- 12.08% |
$368K - $381K
|
55.7K
$2.78M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
260K+ 484.19% |
$12.5M - $13M
|
314K
$15.7M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
128K+ 80.41% |
$6.16M - $6.38M
|
287K
$14.3M
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
31.1K+ 4.29% |
$1.49M - $1.55M
|
755K
$37.7M
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
48.1K+ 839.19% |
$2.31M - $2.4M
|
53.8K
$2.69M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.8K- 27.97% |
$1.58M - $1.64M
|
84.5K
$4.22M
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.02KNew |
$49.2K - $51K
|
1.02K
$51.1K
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
30.1K+ 39.17% |
$1.45M - $1.5M
|
107K
$5.35M
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
14.2K+ 22.44% |
$683K - $708K
|
77.5K
$3.87M
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.34K+ 6.23% |
$257K - $266K
|
91.1K
$4.55M
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
116+ 1.12% |
$5.58K - $5.78K
|
10.4K
$521K
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.96K+ 1.38% |
$142K - $148K
|
217K
$10.9M
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.82K+ 37.78% |
$377K - $390K
|
28.5K
$1.43M
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.91KNew |
$237K - $245K
|
4.91K
$246K
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
21.1K+ 9.72% |
$1.02M - $1.05M
|
238K
$11.9M
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8.35KNew |
$402K - $416K
|
8.35K
$417K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 0.12% |
$3.75K - $3.89K
|
66.8K
$3.34M
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.58K+ 2.6% |
$76K - $78.8K
|
62.4K
$3.12M
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-229- 0.39% |
$11K - $11.4K
|
58.5K
$2.93M
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.21K+ 7.39% |
$106K - $110K
|
32.1K
$1.61M
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.17KNew |
$201K - $208K
|
4.17K
$208K
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15.5K+ 178.6% |
$747K - $774K
|
24.2K
$1.21M
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
470+ 3.64% |
$22.6K - $23.4K
|
13.4K
$668K
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
8.75K+ 43.04% |
$421K - $436K
|
29.1K
$1.45M
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-9.28K- 62.29% |
$446K - $462K
|
5.61K
$281K
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.06K+ 12.82% |
$147K - $153K
|
26.9K
$1.35M
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-527- 4.77% |
$25.4K - $26.3K
|
10.5K
$526K
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
36.4K+ 37.79% |
$1.75M - $1.82M
|
133K
$6.64M
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
23+ 0.5% |
$1.11K - $1.15K
|
4.62K
$231K
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.09K+ 1575.51% |
$149K - $154K
|
3.28K
$164K
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.52KNew |
$73.1K - $75.7K
|
1.52K
$75.9K
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.6K- 1.7% |
$77K - $79.7K
|
92.6K
$4.63M
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.7K- 4.94% |
$130K - $135K
|
52K
$2.6M
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
959+ 20.15% |
$46.2K - $47.8K
|
5.72K
$286K
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.83K+ 29.47% |
$136K - $141K
|
12.4K
$622K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
117+ 16.23% |
$5.63K - $5.83K
|
838
$41.9K
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-220K- 9.56% |
$10.6M - $10.9M
|
2.08M
$104M
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
301K+ 67.9% |
$14.5M - $15M
|
744K
$37.2M
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
860+ 2.34% |
$41.4K - $42.9K
|
37.7K
$1.88M
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-27.4K- 30.32% |
$1.32M - $1.37M
|
62.9K
$3.15M
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-244- 2.15% |
$11.7K - $12.2K
|
11.1K
$555K
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-7.66K- 11.91% |
$369K - $382K
|
56.7K
$2.83M
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
672+ 0.23% |
$32.3K - $33.5K
|
293K
$14.7M
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
9.26K+ 47.33% |
$446K - $462K
|
28.8K
$1.44M
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-8K- 30.58% |
$385K - $399K
|
18.2K
$908K
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
224+ 1.65% |
$10.8K - $11.2K
|
13.8K
$692K
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-1.55K- 4.09% |
$74.4K - $77.1K
|
36.2K
$1.81M
|