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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.4K+ 5.8% |
$981K - $1.02M
|
372K
$18.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.5K- 5.83% |
$169K - $175K
|
56.6K
$2.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
22.9K+ 32.28% |
$1.1M - $1.14M
|
93.7K
$4.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-6.49K- 41.18% |
$312K - $324K
|
9.27K
$463K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.52K+ 8.18% |
$121K - $126K
|
33.4K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.26K+ 13.99% |
$60.6K - $62.8K
|
10.3K
$513K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
127K+ 220.85% |
$6.12M - $6.34M
|
185K
$9.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-8.45K- 6.44% |
$407K - $421K
|
123K
$6.14M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.12K+ 4.26% |
$53.7K - $55.6K
|
27.3K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-308K- 21.03% |
$14.8M - $15.4M
|
1.16M
$57.9M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-199K- 96.72% |
$9.59M - $9.94M
|
6.76K
$338K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-12.5K- 10.43% |
$599K - $621K
|
107K
$5.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.9K+ 14.03% |
$1.24M - $1.29M
|
210K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
1.1K+ 1.86% |
$52.9K - $54.8K
|
60.3K
$3.01M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
150+ 3.06% |
$7.22K - $7.48K
|
5.05K
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.47K+ 2.48% |
$407K - $422K
|
350K
$17.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
159K+ 17.39% |
$7.67M - $7.94M
|
1.08M
$53.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
196+ 1.39% |
$9.43K - $9.77K
|
14.3K
$716K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.49K+ 15.76% |
$361K - $374K
|
55.1K
$2.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-23.5K- 10.13% |
$1.13M - $1.17M
|
209K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31- 0.31% |
$1.49K - $1.55K
|
9.86K
$493K
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-608- 0.63% |
$29.3K - $30.3K
|
96.3K
$4.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.78K- 8.89% |
$85.7K - $88.8K
|
18.3K
$913K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-34.3K- 19.12% |
$1.65M - $1.71M
|
145K
$7.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
12New |
$578 - $598
|
12
$600
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.34K- 1.68% |
$64.5K - $66.8K
|
78.5K
$3.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-205- 1.05% |
$9.87K - $10.2K
|
19.3K
$964K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-150- 3.2% |
$7.22K - $7.48K
|
4.54K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.52K+ 55.2% |
$169K - $176K
|
9.9K
$495K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
593+ 13.65% |
$28.5K - $29.6K
|
4.94K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-422K- 8.06% |
$20.3M - $21M
|
4.81M
$241M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17K+ 3.68% |
$819K - $848K
|
479K
$23.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-8- 0.14% |
$385 - $399
|
5.82K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-214K- 14.52% |
$10.3M - $10.7M
|
1.26M
$62.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.7K+ 33.2% |
$274K - $284K
|
22.9K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.52K- 1.55% |
$218K - $225K
|
288K
$14.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
56+ 0.52% |
$2.7K - $2.79K
|
10.8K
$540K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
7KNew |
$337K - $349K
|
7K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$48.1 - $49.9
|
9.03K
$451K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-52.9K- 26.21% |
$2.54M - $2.64M
|
149K
$7.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.17K+ 26.06% |
$201K - $208K
|
20.2K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-15.1K- 15.16% |
$727K - $753K
|
84.6K
$4.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
6.01K+ 2.0% |
$289K - $300K
|
307K
$15.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.38K- 4.0% |
$307K - $318K
|
153K
$7.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.6K+ 1.98% |
$510K - $528K
|
547K
$27.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
132+ 0.04% |
$6.35K - $6.58K
|
330K
$16.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-180- 1.16% |
$8.66K - $8.97K
|
15.3K
$767K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
7.14K+ 0.69% |
$343K - $356K
|
1.04M
$51.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.54K+ 12.09% |
$74K - $76.6K
|
14.3K
$712K
|