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 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
221+ 0.34% |
$10.6K - $11K
|
64.6K
$3.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.99K- 17.64% |
$95.7K - $99.2K
|
9.29K
$464K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
11K+ 29.41% |
$530K - $549K
|
48.4K
$2.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-22.4K- 31.17% |
$1.08M - $1.12M
|
49.5K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.85% |
$48.1 - $49.9
|
118
$5.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-8.03K- 25.35% |
$386K - $400K
|
23.6K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-930- 4.93% |
$44.8K - $46.4K
|
17.9K
$897K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
959+ 1.27% |
$46.2K - $47.8K
|
76.7K
$3.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-35.3K- 43.9% |
$1.7M - $1.76M
|
45.1K
$2.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-15.1K- 41.52% |
$727K - $753K
|
21.3K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.8K- 22.25% |
$1.05M - $1.09M
|
76.1K
$3.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
11.4KNew |
$549K - $568K
|
11.4K
$570K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$337 - $349
|
7
$350
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-71.1K- 20.51% |
$3.42M - $3.54M
|
276K
$13.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.31KNew |
$256K - $265K
|
5.31K
$265K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
539+ 0.86% |
$25.9K - $26.9K
|
62.9K
$3.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
995+ 1.78% |
$47.9K - $49.6K
|
56.9K
$2.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.77K+ 12.14% |
$182K - $188K
|
34.9K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.3K+ 13.18% |
$255K - $264K
|
45.5K
$2.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6K+ 59.17% |
$289K - $299K
|
16.1K
$807K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-127- 32.73% |
$6.11K - $6.33K
|
261
$13K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.48K- 19.7% |
$264K - $273K
|
22.3K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
14.4K+ 4.16% |
$695K - $719K
|
361K
$18.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-308- 5.16% |
$14.8K - $15.4K
|
5.66K
$283K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7KNew |
$337K - $349K
|
7K
$350K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
40.1K+ 68.29% |
$1.93M - $2M
|
98.8K
$4.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
11.1K+ 18.1% |
$536K - $555K
|
72.7K
$3.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-12.5K- 8.35% |
$599K - $621K
|
137K
$6.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.17K+ 6.3% |
$56.2K - $58.2K
|
19.7K
$985K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.26K+ 22.38% |
$60.6K - $62.8K
|
6.88K
$344K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
20.2K+ 51.05% |
$974K - $1.01M
|
59.9K
$2.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
654+ 13.39% |
$31.5K - $32.6K
|
5.54K
$277K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.2K+ 24.73% |
$926K - $959K
|
97K
$4.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10.6KNew |
$508K - $526K
|
10.6K
$528K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
120+ 0.16% |
$5.78K - $5.98K
|
75.6K
$3.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-148K- 12.66% |
$7.13M - $7.38M
|
1.02M
$51M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.71K- 28.01% |
$275K - $285K
|
14.7K
$734K
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
4.13K+ 81.65% |
$199K - $206K
|
9.2K
$460K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8.42K- 1.88% |
$405K - $420K
|
440K
$22M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-62- 1.44% |
$2.98K - $3.09K
|
4.24K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
25.1K+ 22.67% |
$1.21M - $1.25M
|
136K
$6.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
163+ 1.93% |
$7.85K - $8.13K
|
8.59K
$429K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-22.8K- 10.5% |
$1.1M - $1.14M
|
194K
$9.71M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
15.6K+ 10.61% |
$752K - $779K
|
163K
$8.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.16K- 22.96% |
$104K - $107K
|
7.23K
$361K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.81K+ 8.55% |
$87.2K - $90.3K
|
23K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.44K- 19.39% |
$166K - $172K
|
14.3K
$716K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
66+ 1.36% |
$3.18K - $3.29K
|
4.9K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-449- 1.54% |
$21.6K - $22.4K
|
28.8K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.8K- 36.76% |
$2.35M - $2.43M
|
84K
$4.2M
|