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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
58+ 0.77% |
$2.9K - $2.97K
|
7.59K
$385K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-15- 0.32% |
$749 - $767
|
4.61K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.15K- 19.36% |
$157K - $161K
|
13.1K
$667K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.94K+ 7.81% |
$296K - $304K
|
81.9K
$4.16M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.84K+ 8.73% |
$142K - $145K
|
35.3K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.98K- 1.64% |
$149K - $152K
|
179K
$9.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.44K+ 9.23% |
$222K - $227K
|
52.6K
$2.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.65K+ 1.96% |
$232K - $238K
|
243K
$12.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
650+ 3.06% |
$32.5K - $33.2K
|
21.9K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
500+ 9.71% |
$25K - $25.6K
|
5.65K
$287K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44.8K+ 4.45% |
$2.24M - $2.29M
|
1.05M
$53.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.76K- 10.99% |
$138K - $141K
|
22.3K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
7.58KNew |
$378K - $388K
|
7.58K
$385K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-27.2K- 13.81% |
$1.36M - $1.39M
|
170K
$8.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
14.3K+ 1.22% |
$715K - $733K
|
1.19M
$60.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-9.72K- 63.74% |
$485K - $497K
|
5.53K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
340+ 8.26% |
$17K - $17.4K
|
4.46K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-15.9K- 10.58% |
$796K - $816K
|
135K
$6.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.79K+ 75.74% |
$239K - $245K
|
11.1K
$565K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.32K- 23.35% |
$65.7K - $67.3K
|
4.32K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
14.4KNew |
$717K - $734K
|
14.4K
$729K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
16.3K+ 60.05% |
$814K - $834K
|
43.4K
$2.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.51% |
$99.9 - $102
|
392
$19.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.2K+ 19.44% |
$160K - $164K
|
19.7K
$999K
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
644+ 1.64% |
$32.2K - $32.9K
|
39.9K
$2.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.4K- 31.68% |
$170K - $174K
|
7.33K
$372K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.96K+ 79.64% |
$198K - $203K
|
8.94K
$454K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
13.6KNew |
$679K - $696K
|
13.6K
$691K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.17K- 5.42% |
$108K - $111K
|
37.8K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.38K+ 11.5% |
$69K - $70.6K
|
13.4K
$680K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
658+ 3.48% |
$32.9K - $33.7K
|
19.6K
$995K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-518- 3.52% |
$25.9K - $26.5K
|
14.2K
$721K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.8K+ 8.06% |
$140K - $143K
|
37.5K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
34.8K+ 16.07% |
$1.74M - $1.78M
|
252K
$12.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.48K+ 105.42% |
$274K - $280K
|
10.7K
$542K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1.04K- 6.71% |
$51.8K - $53.1K
|
14.4K
$733K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.23K+ 50.72% |
$211K - $216K
|
12.6K
$638K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
254New |
$12.7K - $13K
|
254
$12.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
27.7K+ 3.68% |
$1.39M - $1.42M
|
781K
$39.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.49K- 12.45% |
$74.5K - $76.4K
|
10.5K
$533K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.8K+ 8.71% |
$989K - $1.01M
|
247K
$12.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.32K+ 18.14% |
$315K - $323K
|
41.1K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-380- 2.47% |
$19K - $19.4K
|
15K
$763K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.78K+ 4.88% |
$189K - $193K
|
81.2K
$4.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
510+ 1.33% |
$25.5K - $26.1K
|
38.9K
$1.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-23Closed |
$1.15K - $1.18K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
318+ 0.15% |
$15.9K - $16.3K
|
216K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
857+ 3.19% |
$42.8K - $43.8K
|
27.7K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
57.5K+ 4.49% |
$2.87M - $2.94M
|
1.34M
$68.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
517+ 0.78% |
$25.8K - $26.4K
|
66.7K
$3.39M
|